Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNG 4.31%
2 UTRN 3.99%
3 CLOU 3.91%
4 SOVF 3.81%
5 RISN 3.41%
6 NEWZ 3.02%
7 SCOW 2.65%
8 HCOW 2.39%
9 COWS 2.27%
10 PSCI 2.21%
11 NBDS 1.95%
12 INVN 1.83%
13 WCLD 1.64%
14 UPGD 1.53%
15 RYJ 1.53%
16 CVAR 1.47%
17 PCGG 1.43%
18 CLDL 1.43%
19 NUMG 1.34%
20 SHRT 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.59M (14.04%) -213.40K
Decreased by -3.82%
Dec 31, 25
2 BlackRock Inc 3.93M (9.87%) -81.85K
Decreased by -2.08%
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 State Street Corp 2.17M (5.44%) 8.42K
Increased by +0.39%
Dec 31, 25
6 State Street Corporation 1.90M (4.78%) 18.52K
Increased by +0.97%
Mar 31, 24
7 Polen Capital 1.84M (4.61%) -801.39K
Decreased by -43.67%
Dec 31, 25
8 First Trust Advisors L.P. 1.67M (4.18%) 275.95K
Increased by +16.57%
Dec 31, 25
9 FMR Inc 1.67M (4.18%) -730.65K
Decreased by -43.88%
Dec 31, 25
10 Geode Capital Management, LLC 1.66M (4.17%) -66.70K
Decreased by -4.02%
Dec 31, 25
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 Franklin Resources Inc 1.19M (3.00%) 41.03K
Increased by +3.44%
Sep 30, 23
14 Echo Street Capital Management LLC 1.05M (2.65%) -27.75K
Decreased by -2.63%
Sep 30, 23
15 Reinhart Mahoney Capital Management Inc 1.02M (2.55%) 417.39K
Increased by +41.09%
Mar 31, 26
16 Sylebra Capital LLC 976.76K (2.45%) -375.54K
Decreased by -38.45%
Dec 31, 25
17 ING Investment Management LLC 797.20K (2.00%) 540.48K
Increased by +67.80%
Sep 30, 23
18 D. E. Shaw & Co LP 782.62K (1.97%) -423.79K
Decreased by -54.15%
Sep 30, 24
19 LORING WOLCOTT & COOLIDGE FID ADV LLP 769.65K (1.93%) -91.86K
Decreased by -11.94%
Mar 31, 26
20 Wellington Management Company LLP 763.16K (1.92%) -209.19K
Decreased by -27.41%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.98M (7.48%) 624.00
Increased by +0.02%
Apr 30, 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 1.46M (3.68%) -133.14K
Decreased by -9.09%
Mar 31, 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%) -86.31K
Decreased by -8.11%
Mar 31, 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 596.46K (1.50%) -42.23K
Decreased by -7.08%
Mar 31, 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 546.66K (1.37%) 546.66K
Increased by +100.00%
Mar 31, 26