Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARU 6.71%
2 CARD 6.71%
3 FCTE 5.02%
4 USSE 4.77%
5 PMR 4.72%
6 PEZ 4.69%
7 RTH 4.56%
8 QQLV 4.25%
9 QQQA 4.24%
10 FMCX 4.07%
11 BCUS 3.88%
12 UTRN 3.73%
13 VNSE 3.32%
14 RISN 3.16%
15 STNC 3.09%
16 RUFF 3.02%
17 BCHP 2.88%
18 PDP 2.82%
19 PKW 2.48%
20 DVOL 2.47%

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 Geode Capital Management, LLC 1.53M (0.18%) 51.85K
Increased by +3.38%
Mar 31, 25
10 Bank of New York Mellon Corp 1.24M (0.15%) -65.73K
Decreased by -5.28%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 1.14M (0.13%) -23.47K
Decreased by -2.06%
Mar 31, 25
12 Akre Capital Management, LLC 863.91K (0.10%) -31.37K
Decreased by -3.63%
Mar 31, 25
13 International Assets Investment Management, LLC 854.49K (0.10%) 853.63K
Increased by +99.90%
Sep 30, 24
14 Jennison Associates LLC 734.90K (0.09%) -106.94K
Decreased by -14.55%
Mar 31, 25
15 Amundi 734.32K (0.09%) 32.92K
Increased by +4.48%
Mar 31, 25
16 NORGES BANK 731.31K (0.09%) 32.91K
Increased by +4.50%
Dec 31, 24
17 Bank of America Corp 669.61K (0.08%) 67.33K
Increased by +10.05%
Mar 31, 25
18 Northern Trust Corp 657.14K (0.08%) 5.17K
Increased by +0.79%
Mar 31, 25
19 Franklin Resources Inc 628.74K (0.07%) -54.12K
Decreased by -8.61%
Sep 30, 24
20 Nuveen, LLC 626.53K (0.07%) 626.53K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.85M (0.22%) 28.60K
Increased by +1.54%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.84M (0.22%) -25.72K
Decreased by -1.40%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.62M (0.19%) 26.67K
Increased by +1.64%
Apr 30, 25
4 AF High Growth (AFRIS) 1.28M (0.15%) 1.28M
Increased by +100.00%
Feb 29, 24
5 Invesco QQQ Trust 1.19M (0.14%) -2.67K
Decreased by -0.22%
May 30, 25
6 Principal Aligned MidCap Equity 1.01M (0.12%) -11.92K
Decreased by -1.18%
Mar 31, 25
7 Principal MidCap R5 988.65K (0.12%) -21.93K
Decreased by -2.22%
Apr 30, 25
8 Fidelity 500 Index 722.06K (0.09%) 891.00
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P 500 ETF 715.08K (0.08%) -14.04K
Decreased by -1.96%
Mar 31, 25
10 Fidelity® 500 Index 703.85K (0.08%) 4.48K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 699.52K (0.08%) 1.57K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 696.01K (0.08%) -3.67K
Decreased by -0.53%
Mar 31, 25
13 Vanguard Wellington™ Inv 688.47K (0.08%) 72.43K
Increased by +10.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 687.78K (0.08%) -3.09K
Decreased by -0.45%
May 31, 25
15 iShares Core S&P 500 ETF 665.72K (0.08%) 0.00
Increased by 0.00%
May 31, 25
16 Akre Focus Instl 655.00K (0.08%) -10.00K
Decreased by -1.53%
Jan 31, 25
17 Vanguard Growth Index Investor 632.10K (0.07%) 5.88K
Increased by +0.93%
Apr 30, 25
18 Global Balanced (AFRIS) 585.79K (0.07%) 585.79K
Increased by +100.00%
Feb 29, 24
19 Fidelity® Magellan® 366.80K (0.04%) -200.00
Decreased by -0.05%
Nov 30, 23
20 Fidelity Magellan 359.70K (0.04%) -6.30K
Decreased by -1.75%
Apr 30, 25