Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARU 7.56%
2 CARD 7.56%
3 FCTE 5.35%
4 PMR 4.72%
5 PEZ 4.45%
6 FMCX 4.39%
7 QQQA 4.33%
8 QQLV 4.17%
9 RTH 4.09%
10 UTRN 3.73%
11 GRW 3.51%
12 USSE 3.50%
13 STNC 3.36%
14 PDP 3.19%
15 RUFF 3.02%
16 TSCM 2.99%
17 IEDI 2.90%
18 VNSE 2.86%
19 RISN 2.83%
20 BCUS 2.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 79.73M (9.71%) 458.61K
Increased by +0.58%
Dec 31, 25
2 BlackRock Inc 65.21M (7.94%) 1.40M
Increased by +2.15%
Mar 31, 26
3 Vanguard Capital Management, LLC 54.74M (6.67%) 54.74M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 36.72M (4.47%) -485.81K
Decreased by -1.32%
Mar 31, 26
5 Geode Capital Management, LLC 24.58M (2.99%) 441.29K
Increased by +1.80%
Mar 31, 26
6 FMR Inc 18.38M (2.24%) -3.22M
Decreased by -17.50%
Mar 31, 26
7 Principal Financial Group Inc 18.07M (2.20%) -3.56M
Decreased by -19.71%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 16.68M (2.03%) 16.68M
Increased by +100.00%
Mar 31, 26
9 Nuveen, LLC 15.07M (1.84%) 3.72M
Increased by +24.70%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 14.87M (1.81%) -1.03M
Decreased by -6.90%
Mar 31, 26
11 Bank of New York Mellon Corp 13.01M (1.58%) -1.28M
Decreased by -9.86%
Mar 31, 26
12 NORGES BANK 12.44M (1.51%) 1.62M
Increased by +13.06%
Dec 31, 25
13 Northern Trust Investments N A 9.63M (1.17%) -229.82K
Decreased by -2.39%
Jun 30, 25
14 Akre Capital Management, LLC 9.41M (1.15%) -3.55M
Decreased by -37.70%
Jun 30, 25
15 Bank of America Corp 9.28M (1.13%) -771.75K
Decreased by -8.32%
Mar 31, 26
16 Jennison Associates LLC 9.25M (1.13%) -2.72M
Decreased by -29.44%
Mar 31, 26
17 UBS Asset Mgmt Americas Inc 9.19M (1.12%) 1.54M
Increased by +16.77%
Mar 31, 26
18 Northern Trust Corp 8.96M (1.09%) -147.10K
Decreased by -1.64%
Mar 31, 26
19 Goldman Sachs Group Inc 8.77M (1.07%) 1.28M
Increased by +14.56%
Jun 30, 25
20 The Goldman Sachs Group Inc 8.69M (1.06%) -648.57K
Decreased by -7.46%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 26.82M (3.27%) 73.93K
Increased by +0.28%
Apr 30, 26
2 Vanguard 500 Index Investor 21.83M (2.66%) 391.61K
Increased by +1.79%
Apr 30, 26
3 Invesco QQQ Trust 18.17M (2.21%) 85.55K
Increased by +0.47%
May 29, 26
4 Principal Aligned MidCap Equity 11.20M (1.36%) -2.73M
Decreased by -24.40%
Mar 31, 26
5 iShares Core S&P 500 ETF 11.09M (1.35%) 33.88K
Increased by +0.31%
May 29, 26
6 Fidelity 500 Index 10.79M (1.31%) 37.12K
Increased by +0.34%
Apr 30, 26
7 Principal MidCap R5 10.59M (1.29%) -639.92K
Decreased by -6.04%
Apr 30, 26
8 SPDR® S&P 500® ETF 10.31M (1.26%) 127.01K
Increased by +1.23%
Aug 31, 25
9 State Street® SPDR® S&P 500® ETF 10.14M (1.24%) 10.76K
Increased by +0.11%
May 31, 26
10 Vanguard Growth Index Investor 9.47M (1.15%) 49.09K
Increased by +0.52%
Apr 30, 26
11 Vanguard Wellington™ Inv 8.22M (1.00%) -2.11M
Decreased by -25.67%
Jun 30, 25
12 CREF Growth R3 5.27M (0.64%) 0.00
Increased by 0.00%
Apr 30, 26
13 Vanguard Wellington Inv 4.85M (0.59%) -533.39K
Decreased by -11.00%
Dec 31, 25
14 The Consumer Discret Sel SectSPDR® ETF 4.84M (0.59%) 2.41K
Increased by +0.05%
Aug 31, 25
15 Fidelity Magellan 4.69M (0.57%) -20.30K
Decreased by -0.43%
Apr 30, 26
16 Vanguard Institutional Index I 4.66M (0.57%) -82.38K
Decreased by -1.77%
Apr 30, 26
17 State St S&P 500® Indx SL Cl I 4.54M (0.55%) 44.34K
Increased by +0.98%
Apr 30, 26
18 State St S&P 500® Idx SL Cl I 4.52M (0.55%) -22.60K
Decreased by -0.50%
May 31, 26
19 State St S&P 500® Indx SL Cl III 4.49M (0.55%) -5.50K
Decreased by -0.12%
Mar 31, 26
20 State Street® CnsmrDiscSelSectSPDR®ETF 4.49M (0.55%) -552.00
Decreased by -0.01%
May 31, 26