Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PCGG 4.77%
2 FNG 4.31%
3 UTRN 3.99%
4 RISN 3.41%
5 CLOU 3.32%
6 NEWZ 3.02%
7 NBDS 1.95%
8 NUMG 1.58%
9 CLDL 1.43%
10 CVAR 1.33%
11 WCLD 1.30%
12 SHRT 1.29%
13 PXLG 1.22%
14 SPGP 1.20%
15 RSPN 1.16%
16 RGI 1.16%
17 SOVF 1.10%
18 GURU 1.09%
19 ALTL_old 1.01%
20 ALTL 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.62M (11.30%) 165.65K
Increased by +2.95%
Jun 30, 25
2 BlackRock Inc 3.98M (8.00%) 108.07K
Increased by +2.72%
Jun 30, 25
3 AllianceBernstein L.P. 2.90M (5.83%) -124.49K
Decreased by -4.29%
Dec 31, 23
4 Polen Capital 2.90M (5.82%) -201.37K
Decreased by -6.95%
Jun 30, 25
5 FMR Inc 2.50M (5.02%) 116.38K
Increased by +4.66%
Jun 30, 25
6 State Street Corp 2.10M (4.22%) 162.48K
Increased by +7.74%
Jun 30, 25
7 Harris Associates L.P. 2.08M (4.18%) -958.23K
Decreased by -46.03%
Jun 30, 25
8 State Street Corporation 1.90M (3.82%) 18.52K
Increased by +0.97%
Mar 31, 24
9 First Trust Advisors L.P. 1.79M (3.60%) -34.88K
Decreased by -1.95%
Jun 30, 25
10 Geode Capital Management, LLC 1.66M (3.34%) 83.15K
Increased by +5.00%
Jun 30, 25
11 Baillie Gifford & Co Limited. 1.55M (3.11%) -34.80K
Decreased by -2.25%
Jun 30, 25
12 Sylebra Capital LLC 1.43M (2.87%) -120.79K
Decreased by -8.45%
Jun 30, 25
13 Franklin Resources Inc 1.19M (2.40%) 41.03K
Increased by +3.44%
Sep 30, 23
14 Amvescap Plc. 1.11M (2.24%) -120.67K
Decreased by -10.85%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 1.08M (2.17%) 277.17K
Increased by +25.65%
Jun 30, 25
16 Echo Street Capital Management LLC 1.05M (2.12%) -27.75K
Decreased by -2.63%
Sep 30, 23
17 LORING WOLCOTT & COOLIDGE FID ADV LLP 960.74K (1.93%) -2.57K
Decreased by -0.27%
Jun 30, 25
18 ING Investment Management LLC 797.20K (1.60%) 540.48K
Increased by +67.80%
Sep 30, 23
19 D. E. Shaw & Co LP 782.62K (1.57%) -423.79K
Decreased by -54.15%
Sep 30, 24
20 Wellington Management Company LLP 763.16K (1.53%) -209.19K
Decreased by -27.41%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.64M (3.30%) 69.89K
Increased by +4.26%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.58M (3.17%) -38.07K
Decreased by -2.41%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 1.30M (2.62%) 8.60K
Increased by +0.66%
May 31, 25
4 Vanguard Small Cap Index 1.22M (2.45%) -8.07K
Decreased by -0.66%
Jul 31, 25
5 Vanguard 500 Index Investor 1.16M (2.33%) -176.82K
Decreased by -15.27%
Jul 31, 25
6 First Trust Rising Dividend Achiev ETF 1.15M (2.30%) 1.60K
Increased by +0.14%
Aug 28, 25
7 Oakmark Select Investor 1.03M (2.08%) -526.50K
Decreased by -50.93%
Jun 30, 25
8 AllianceBernstein US L/C Growth Eqty MF 924.70K (1.86%) 22.51K
Increased by +2.43%
Dec 29, 23
9 AB Large Cap Growth A 877.21K (1.76%) 16.14K
Increased by +1.84%
Dec 31, 23
10 Vanguard Small Cap Growth Index Inv 686.52K (1.38%) -1.35K
Decreased by -0.20%
Jul 31, 25
11 Fidelity 500 Index 617.77K (1.24%) 265.00
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500® ETF 590.16K (1.19%) 7.34K
Increased by +1.24%
Aug 31, 25
13 iShares Core S&P 500 ETF 586.70K (1.18%) 0.00
Increased by 0.00%
Aug 31, 25
14 SPDR® S&P 500 ETF 585.92K (1.18%) -25.15K
Decreased by -4.29%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 576.42K (1.16%) 1.30K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 573.98K (1.15%) 3.65K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500® ETF Trust 570.21K (1.15%) -3.02K
Decreased by -0.53%
Mar 31, 25
18 Invesco S&P 500® Equal Weight ETF 562.44K (1.13%) 812.00
Increased by +0.14%
Aug 29, 25
19 Vanguard Mid Cap Index Institutional 531.14K (1.07%) -612.85K
Decreased by -115.38%
Mar 31, 24
20 Fidelity Dividend Growth 510.10K (1.03%) 0.00
Increased by 0.00%
Jul 31, 25