Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNG 4.31%
2 UTRN 3.99%
3 AVRY 3.93%
4 CLOU 3.88%
5 SOVF 3.70%
6 RISN 3.41%
7 NEWZ 3.02%
8 SCOW 2.68%
9 HCOW 2.39%
10 COWS 2.27%
11 PSCI 2.18%
12 NBDS 1.95%
13 INVN 1.81%
14 WCLD 1.60%
15 UPGD 1.53%
16 RYJ 1.53%
17 CVAR 1.46%
18 PCGG 1.43%
19 CLDL 1.43%
20 NUMG 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.04M (15.17%) 2.11M
Increased by +34.95%
Mar 31, 26
2 Vanguard Group Inc 5.59M (14.04%) -213.40K
Decreased by -3.82%
Dec 31, 25
3 Harris Associates L.P. 3.26M (8.18%) 48.02K
Increased by +1.47%
Mar 31, 26
4 AllianceBernstein L.P. 2.90M (7.28%) -124.49K
Decreased by -4.29%
Dec 31, 23
5 Vanguard Portfolio Management, LLC 2.39M (6.00%) 2.39M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.10M (5.28%) 2.10M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 1.90M (4.78%) 18.52K
Increased by +0.97%
Mar 31, 24
8 Polen Capital 1.84M (4.61%) -801.39K
Decreased by -43.67%
Dec 31, 25
9 Two Sigma Investments LLC 1.75M (4.39%) 1.45M
Increased by +83.18%
Mar 31, 26
10 State Street Corp 1.73M (4.34%) -438.60K
Decreased by -25.40%
Mar 31, 26
11 Amvescap Plc. 1.56M (3.92%) 343.49K
Increased by +22.02%
Dec 31, 25
12 Baillie Gifford & Co Limited. 1.54M (3.86%) -101.62K
Decreased by -6.61%
Mar 31, 26
13 Geode Capital Management, LLC 1.32M (3.32%) -337.79K
Decreased by -25.54%
Mar 31, 26
14 FMR Inc 1.20M (3.01%) -467.83K
Decreased by -39.07%
Mar 31, 26
15 Franklin Resources Inc 1.19M (3.00%) 41.03K
Increased by +3.44%
Sep 30, 23
16 Echo Street Capital Management LLC 1.05M (2.65%) -27.75K
Decreased by -2.63%
Sep 30, 23
17 Reinhart Mahoney Capital Management Inc 1.02M (2.55%) 417.39K
Increased by +41.09%
Mar 31, 26
18 First Trust Advisors L.P. 881.88K (2.21%) -783.65K
Decreased by -88.86%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 819.99K (2.06%) 93.18K
Increased by +11.36%
Mar 31, 26
20 The Goldman Sachs Group Inc 812.43K (2.04%) 259.71K
Increased by +31.97%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.96M (7.45%) 1.03K
Increased by +0.03%
May 29, 26
2 Oakmark Select Investor 2.39M (6.01%) 419.50K
Increased by +17.52%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.64M (4.12%) 69.89K
Increased by +4.26%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.47M (3.69%) 3.72K
Increased by +0.25%
Apr 30, 26
5 Vanguard 500 Index Investor 1.26M (3.16%) 11.84K
Increased by +0.94%
Feb 28, 26
6 Vanguard Small Cap Index 1.06M (2.67%) -1.18K
Decreased by -0.11%
Apr 30, 26
7 Invesco S&P 500® Equal Weight ETF 1.04M (2.61%) -456.00
Decreased by -0.04%
Feb 27, 26
8 First Trust Rising Dividend Achiev ETF 995.22K (2.50%) 1.56K
Increased by +0.16%
Feb 26, 26
9 AllianceBernstein US L/C Growth Eqty MF 924.70K (2.32%) 22.51K
Increased by +2.43%
Dec 29, 23
10 AB Large Cap Growth A 877.21K (2.20%) 16.14K
Increased by +1.84%
Dec 31, 23
11 iShares Core S&P 500 ETF 622.13K (1.56%) 0.00
Increased by 0.00%
Feb 28, 26
12 Fidelity 500 Index 621.88K (1.56%) 1.02K
Increased by +0.16%
Feb 28, 26
13 Vanguard Small Cap Growth Index Inv 597.16K (1.50%) 700.00
Increased by +0.12%
Apr 30, 26
14 SPDR® S&P 500® ETF 590.16K (1.48%) 7.34K
Increased by +1.24%
Aug 31, 25
15 SPDR® S&P 500 ETF 585.92K (1.47%) -25.15K
Decreased by -4.29%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 576.42K (1.45%) 1.30K
Increased by +0.23%
Apr 30, 24
17 State Street® SPDR® S&P 500® ETF 576.02K (1.45%) -4.28K
Decreased by -0.74%
Feb 28, 26
18 Fidelity® 500 Index 573.98K (1.44%) 3.65K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF Trust 570.21K (1.43%) -3.02K
Decreased by -0.53%
Mar 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 551.32K (1.38%) 4.66K
Increased by +0.85%
Apr 30, 26