Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARU 7.58%
2 CARD 7.51%
3 FCTE 5.66%
4 RTH 4.90%
5 USSE 4.77%
6 QQLV 4.73%
7 PMR 4.72%
8 PEZ 4.45%
9 QQQA 4.33%
10 FMCX 4.07%
11 BCUS 3.90%
12 GRW 3.79%
13 UTRN 3.73%
14 RISN 3.44%
15 VNSE 3.35%
16 IEDI 3.30%
17 PDP 3.29%
18 STNC 3.24%
19 SUPP 3.14%
20 RUFF 3.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 78.83M (9.38%) 259.03K
Increased by +0.33%
Jun 30, 25
2 Principal Financial Group Inc 24.92M (2.97%) -1.64M
Decreased by -6.59%
Jun 30, 25
3 Wellington Management Company LLP 23.36M (2.78%) -5.51M
Decreased by -23.60%
Jun 30, 25
4 Jennison Associates LLC 14.12M (1.68%) 3.09M
Increased by +21.91%
Jun 30, 25
5 NORGES BANK 10.81M (1.29%) -157.35K
Decreased by -1.46%
Jun 30, 25
6 Akre Capital Management, LLC 9.41M (1.12%) -3.55M
Decreased by -37.70%
Jun 30, 25
7 Massachusetts Financial Services Company 9.15M (1.09%) 395.54K
Increased by +4.32%
Jun 30, 25
8 Goldman Sachs Group Inc 8.77M (1.04%) 1.28M
Increased by +14.56%
Jun 30, 25
9 UBS Asset Mgmt Americas Inc 8.31M (0.99%) 728.56K
Increased by +8.77%
Jun 30, 25
10 T. Rowe Price Associates, Inc. 8.16M (0.97%) -456.85K
Decreased by -5.60%
Jun 30, 25
11 Charles Schwab Investment Management Inc 5.98M (0.71%) 95.19K
Increased by +1.59%
Jun 30, 25
12 Legal & General Group PLC 5.41M (0.64%) -323.07K
Decreased by -5.98%
Jun 30, 25
13 BlackRock Inc 4.16M (0.49%) 53.74K
Increased by +1.29%
Mar 31, 25
14 Marshfield Associates 3.86M (0.46%) -462.80K
Decreased by -12.00%
Jun 30, 25
15 Envestnet Asset Management Inc 3.85M (0.46%) -31.19K
Decreased by -0.81%
Jun 30, 25
16 William Blair Investment Management, LLC 3.54M (0.42%) -338.43K
Decreased by -9.55%
Jun 30, 25
17 California Public Employees Retrmnt Sys 3.14M (0.37%) -672.92K
Decreased by -21.44%
Jun 30, 25
18 HHG PLC 3.02M (0.36%) -571.86K
Decreased by -18.96%
Jun 30, 25
19 Welch & Forbes LLC 2.95M (0.35%) -29.33K
Decreased by -1.00%
Jun 30, 25
20 Schroder Investment Management Group 2.91M (0.35%) 37.66K
Increased by +1.29%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 26.86M (3.20%) -624.84K
Decreased by -2.33%
Jul 31, 25
2 Vanguard 500 Index Investor 21.16M (2.52%) -3.10M
Decreased by -14.65%
Jul 31, 25
3 Invesco QQQ Trust 17.54M (2.09%) -10.99K
Decreased by -0.06%
Jul 31, 25
4 Principal Aligned MidCap Equity 14.56M (1.73%) -603.39K
Decreased by -4.15%
Jun 30, 25
5 Principal MidCap R5 14.56M (1.73%) -274.42K
Decreased by -1.89%
Jun 30, 25
6 Fidelity 500 Index 10.83M (1.29%) -47.09K
Decreased by -0.43%
Jun 30, 25
7 SPDR® S&P 500® ETF 10.45M (1.24%) 44.68K
Increased by +0.43%
Jul 31, 25
8 iShares Core S&P 500 ETF 10.21M (1.21%) 46.46K
Increased by +0.45%
Jul 31, 25
9 Vanguard Growth Index Investor 9.29M (1.10%) 34.17K
Increased by +0.37%
Jul 31, 25
10 Vanguard Wellington™ Inv 8.22M (0.98%) -2.11M
Decreased by -25.67%
Jun 30, 25
11 Fidelity Magellan 5.33M (0.63%) -51.30K
Decreased by -0.96%
Jun 30, 25
12 Vanguard Institutional Index I 5.17M (0.61%) -56.99K
Decreased by -1.10%
Jul 31, 25
13 The Consumer Discret Sel SectSPDR® ETF 4.85M (0.58%) 7.23K
Increased by +0.15%
Jul 31, 25
14 State St S&P 500® Indx SL Cl III 4.57M (0.54%) 8.02K
Increased by +0.18%
Jul 31, 25
15 CREF Stock R3 4.32M (0.51%) 46.09K
Increased by +1.07%
Jun 30, 25
16 MFS Growth B 3.70M (0.44%) 0.00
Increased by 0.00%
Jun 30, 25
17 MFS Growth Equity 3.70M (0.44%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fidelity Contrafund 3.52M (0.42%) -184.68K
Decreased by -5.24%
Jun 30, 25
19 Blackrock Eq Idx Fund CF 3.25M (0.39%) 4.84K
Increased by +0.15%
Jun 30, 25
20 CREF Growth R3 3.07M (0.37%) 0.00
Increased by 0.00%
Jun 30, 25