Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARU 6.73%
2 CARD 6.63%
3 FCTE 4.99%
4 PEZ 4.80%
5 USSE 4.77%
6 PMR 4.72%
7 RTH 4.42%
8 QQQA 4.41%
9 QQLV 4.25%
10 FMCX 4.07%
11 BCUS 3.94%
12 UTRN 3.73%
13 IWFG 3.51%
14 RISN 3.26%
15 STNC 3.09%
16 VNSE 3.02%
17 RUFF 3.02%
18 PDP 2.83%
19 DVOL 2.49%
20 PKW 2.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.24M (9.28%) 75.13K
Increased by +1.43%
Mar 31, 25
2 BlackRock Inc 4.16M (7.36%) 53.74K
Increased by +1.29%
Mar 31, 25
3 State Street Corp 2.44M (4.32%) -44.02K
Decreased by -1.80%
Mar 31, 25
4 State Street Corporation 2.42M (4.28%) -19.88K
Decreased by -0.82%
Mar 31, 24
5 Wellington Management Company LLP 1.92M (3.41%) 330.96K
Increased by +17.20%
Mar 31, 25
6 GAMMA Investing LLC 1.82M (3.23%) 1.82M
Increased by +99.94%
Mar 31, 25
7 Principal Financial Group Inc 1.77M (3.14%) -21.89K
Decreased by -1.24%
Mar 31, 25
8 FMR Inc 1.60M (2.84%) 157.61K
Increased by +9.84%
Mar 31, 25
9 Geode Capital Management, LLC 1.53M (2.72%) 51.85K
Increased by +3.38%
Mar 31, 25
10 Bank of New York Mellon Corp 1.24M (2.20%) -65.73K
Decreased by -5.28%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 1.14M (2.02%) -23.47K
Decreased by -2.06%
Mar 31, 25
12 Akre Capital Management, LLC 863.91K (1.53%) -31.37K
Decreased by -3.63%
Mar 31, 25
13 International Assets Investment Management, LLC 854.49K (1.51%) 853.63K
Increased by +99.90%
Sep 30, 24
14 Amvescap Plc. 799.85K (1.42%) 46.98K
Increased by +5.87%
Dec 31, 24
15 Jennison Associates LLC 734.90K (1.30%) -106.94K
Decreased by -14.55%
Mar 31, 25
16 Amundi 734.32K (1.30%) 32.92K
Increased by +4.48%
Mar 31, 25
17 NORGES BANK 731.31K (1.30%) 32.91K
Increased by +4.50%
Dec 31, 24
18 Bank of America Corp 669.61K (1.19%) 67.33K
Increased by +10.05%
Mar 31, 25
19 Northern Trust Corp 651.97K (1.15%) 94.46K
Increased by +14.49%
Dec 31, 24
20 Franklin Resources Inc 628.74K (1.11%) -54.12K
Decreased by -8.61%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.85M (3.28%) 28.60K
Increased by +1.54%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.84M (3.26%) -25.72K
Decreased by -1.40%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.62M (2.88%) 26.67K
Increased by +1.64%
Apr 30, 25
4 AF High Growth (AFRIS) 1.28M (2.26%) 1.28M
Increased by +100.00%
Feb 29, 24
5 Invesco QQQ Trust 1.17M (2.07%) -1.21K
Decreased by -0.10%
Apr 30, 25
6 Principal Aligned MidCap Equity 1.01M (1.79%) -11.92K
Decreased by -1.18%
Mar 31, 25
7 Principal MidCap R5 988.65K (1.75%) -21.93K
Decreased by -2.22%
Apr 30, 25
8 Fidelity 500 Index 721.17K (1.28%) -1.87K
Decreased by -0.26%
Mar 31, 25
9 SPDR® S&P 500 ETF 715.08K (1.27%) -14.04K
Decreased by -1.96%
Mar 31, 25
10 Fidelity® 500 Index 703.85K (1.25%) 4.48K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 699.52K (1.24%) 1.57K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 696.01K (1.23%) -3.67K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 692.34K (1.23%) -4.18K
Decreased by -0.60%
Apr 30, 25
14 Vanguard Wellington™ Inv 688.47K (1.22%) 72.43K
Increased by +10.52%
Mar 31, 25
15 iShares Core S&P 500 ETF 680.92K (1.21%) -714.00
Decreased by -0.10%
Apr 30, 25
16 Akre Focus Instl 655.00K (1.16%) -10.00K
Decreased by -1.53%
Jan 31, 25
17 Vanguard Growth Index Investor 632.10K (1.12%) 5.88K
Increased by +0.93%
Apr 30, 25
18 Global Balanced (AFRIS) 585.79K (1.04%) 585.79K
Increased by +100.00%
Feb 29, 24
19 Fidelity® Magellan® 366.80K (0.65%) -200.00
Decreased by -0.05%
Nov 30, 23
20 Fidelity Magellan 366.00K (0.65%) 700.00
Increased by +0.19%
Mar 31, 25