Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARU 7.62%
2 CARD 7.62%
3 FCTE 5.66%
4 RTH 4.79%
5 USSE 4.77%
6 PMR 4.72%
7 PEZ 4.45%
8 BCUS 4.37%
9 QQQA 4.33%
10 QQLV 4.25%
11 FMCX 4.07%
12 UTRN 3.73%
13 GRW 3.58%
14 VNSE 3.55%
15 RISN 3.42%
16 IEDI 3.35%
17 STNC 3.32%
18 SUPP 3.07%
19 PDP 3.04%
20 RUFF 3.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.24M (0.62%) 75.13K
Increased by +1.43%
Mar 31, 25
2 BlackRock Inc 4.16M (0.49%) 53.74K
Increased by +1.29%
Mar 31, 25
3 State Street Corp 2.44M (0.29%) -44.02K
Decreased by -1.80%
Mar 31, 25
4 State Street Corporation 2.42M (0.29%) -19.88K
Decreased by -0.82%
Mar 31, 24
5 Wellington Management Company LLP 1.92M (0.23%) 330.96K
Increased by +17.20%
Mar 31, 25
6 GAMMA Investing LLC 1.82M (0.22%) 1.82M
Increased by +99.94%
Mar 31, 25
7 Principal Financial Group Inc 1.77M (0.21%) -21.89K
Decreased by -1.24%
Mar 31, 25
8 FMR Inc 1.60M (0.19%) 157.61K
Increased by +9.84%
Mar 31, 25
9 Congress Asset Management Company, LLP 1.58M (0.19%) -15.76K
Decreased by -1.00%
Jun 30, 25
10 Geode Capital Management, LLC 1.53M (0.18%) 51.85K
Increased by +3.38%
Mar 31, 25
11 Robeco Institutional Asset Management BV 1.39M (0.16%) 34.91K
Increased by +2.51%
Jun 30, 25
12 Bank of New York Mellon Corp 1.24M (0.15%) -65.73K
Decreased by -5.28%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 1.14M (0.14%) -23.47K
Decreased by -2.06%
Mar 31, 25
14 Davenport & Company LLC 1.13M (0.13%) -89.48K
Decreased by -7.90%
Jun 30, 25
15 Harvey Investment Co Llc 972.72K (0.12%) -34.84K
Decreased by -3.58%
Jun 30, 25
16 Aberdeen Group PLC 878.45K (0.10%) 124.33K
Increased by +14.15%
Jun 30, 25
17 Akre Capital Management, LLC 863.91K (0.10%) -31.37K
Decreased by -3.63%
Mar 31, 25
18 International Assets Investment Management, LLC 854.49K (0.10%) 853.63K
Increased by +99.90%
Sep 30, 24
19 Jennison Associates LLC 734.90K (0.09%) -106.94K
Decreased by -14.55%
Mar 31, 25
20 Amundi 734.32K (0.09%) 32.92K
Increased by +4.48%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco QQQ Trust 17.64M (2.09%) -85.56K
Decreased by -0.49%
Jun 30, 25
2 Principal Aligned MidCap Equity 14.56M (1.73%) -603.39K
Decreased by -4.15%
Jun 30, 25
3 Principal MidCap R5 14.56M (1.73%) -274.42K
Decreased by -1.89%
Jun 30, 25
4 SPDR® S&P 500® ETF 10.31M (1.22%) -36.22K
Decreased by -0.35%
Jun 30, 25
5 iShares Core S&P 500 ETF 10.14M (1.20%) 16.16K
Increased by +0.16%
Jun 30, 25
6 The Consumer Discret Sel SectSPDR® ETF 4.99M (0.59%) -19.28K
Decreased by -0.39%
Jun 30, 25
7 State St S&P 500® Indx SL Cl III 4.56M (0.54%) -18.13K
Decreased by -0.40%
Jun 30, 25
8 MFS Growth Equity 3.70M (0.44%) 0.00
Increased by 0.00%
Jun 30, 25
9 Blackrock Eq Idx Fund CF 3.25M (0.39%) 4.84K
Increased by +0.15%
Jun 30, 25
10 iShares Russell 1000 Growth ETF 2.97M (0.35%) 5.12K
Increased by +0.17%
Jun 30, 25
11 Principal Aligned Blue Chip Equity 2.86M (0.34%) -291.59K
Decreased by -10.19%
Jun 30, 25
12 Principal Blue Chip Institutional 2.86M (0.34%) -91.93K
Decreased by -3.21%
Jun 30, 25
13 Harbor Capital Appreciation Instl 2.70M (0.32%) -305.58K
Decreased by -11.32%
Jun 30, 25
14 Blackrock Russ 1000 Eq Idx Composite 2.68M (0.32%) -170.84K
Decreased by -6.38%
Jun 30, 25
15 Russell 1000 Index Fund 2.66M (0.32%) -70.85K
Decreased by -2.66%
Jun 30, 25
16 Invesco NASDAQ 100 ETF 2.63M (0.31%) 3.05K
Increased by +0.12%
Jun 30, 25
17 T. Rowe Price U.S. Large-Cap Core Tr-C 2.04M (0.24%) -221.52K
Decreased by -10.85%
Jun 30, 25
18 iShares Core S&P 500 ETF USD Acc 2.01M (0.24%) 2.06K
Increased by +0.10%
Jun 30, 25
19 iShares MSCI USA Min Vol Factor ETF 1.96M (0.23%) -3.09K
Decreased by -0.16%
Jun 30, 25
20 Schwab® S&P 500 Index 1.91M (0.23%) -8.46K
Decreased by -0.44%
Jun 30, 25