Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PCGG 4.87%
2 FNG 4.31%
3 UTRN 3.99%
4 CLOU 3.93%
5 RISN 3.41%
6 NEWZ 3.10%
7 SOVF 2.24%
8 NBDS 1.95%
9 RDVY 1.74%
10 RDVI 1.74%
11 WCLD 1.71%
12 CVAR 1.56%
13 SPGP 1.52%
14 CLDL 1.42%
15 RGI 1.35%
16 RSPN 1.35%
17 FXL 1.22%
18 QMID 1.15%
19 GURU 1.10%
20 XITK 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.46M (11.01%) -158.33K
Decreased by -2.90%
Mar 31, 25
2 BlackRock Inc 3.87M (7.81%) 31.34K
Increased by +0.81%
Mar 31, 25
3 Polen Capital 3.10M (6.25%) -73.81K
Decreased by -2.38%
Mar 31, 25
4 Harris Associates L.P. 3.04M (6.13%) -462.80K
Decreased by -15.22%
Mar 31, 25
5 AllianceBernstein L.P. 2.90M (5.85%) -124.49K
Decreased by -4.29%
Dec 31, 23
6 FMR Inc 2.38M (4.81%) -14.13K
Decreased by -0.59%
Mar 31, 25
7 State Street Corp 1.94M (3.90%) -122.41K
Decreased by -6.32%
Mar 31, 25
8 State Street Corporation 1.90M (3.84%) 18.52K
Increased by +0.97%
Mar 31, 24
9 Baillie Gifford & Co Limited. 1.58M (3.20%) 1.51M
Increased by +95.05%
Mar 31, 25
10 Geode Capital Management, LLC 1.58M (3.18%) 61.76K
Increased by +3.91%
Mar 31, 25
11 Sylebra Capital LLC 1.55M (3.13%) -412.60K
Decreased by -26.62%
Mar 31, 25
12 Amvescap Plc. 1.23M (2.49%) 58.18K
Increased by +4.72%
Mar 31, 25
13 Franklin Resources Inc 1.19M (2.41%) 41.03K
Increased by +3.44%
Sep 30, 23
14 Echo Street Capital Management LLC 1.05M (2.13%) -27.75K
Decreased by -2.63%
Sep 30, 23
15 LORING WOLCOTT & COOLIDGE FID ADV LLP 963.30K (1.94%) -6.95K
Decreased by -0.72%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 803.56K (1.62%) 67.17K
Increased by +8.36%
Mar 31, 25
17 ING Investment Management LLC 797.20K (1.61%) 540.48K
Increased by +67.80%
Sep 30, 23
18 D. E. Shaw & Co LP 782.62K (1.58%) -423.79K
Decreased by -54.15%
Sep 30, 24
19 Wellington Management Company LLP 763.16K (1.54%) -209.19K
Decreased by -27.41%
Sep 30, 23
20 Northern Trust Corp 740.38K (1.49%) 16.37K
Increased by +2.21%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.64M (3.31%) 69.89K
Increased by +4.26%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.61M (3.24%) 65.71K
Increased by +4.09%
Apr 30, 25
3 Oakmark Select Investor 1.56M (3.15%) -201.30K
Decreased by -12.90%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 1.29M (2.61%) 53.67K
Increased by +4.15%
Apr 30, 25
5 Vanguard Small Cap Index 1.26M (2.54%) 38.76K
Increased by +3.08%
Apr 30, 25
6 First Trust Rising Dividend Achiev ETF 1.08M (2.17%) 456.00
Increased by +0.04%
May 29, 25
7 AllianceBernstein US L/C Growth Eqty MF 924.70K (1.87%) 22.51K
Increased by +2.43%
Dec 29, 23
8 AB Large Cap Growth A 877.21K (1.77%) 16.14K
Increased by +1.84%
Dec 31, 23
9 Vanguard Small Cap Growth Index Inv 720.30K (1.45%) -817.00
Decreased by -0.11%
Apr 30, 25
10 Invesco S&P 500® Equal Weight ETF 668.48K (1.35%) 2.31K
Increased by +0.35%
May 30, 25
11 Fidelity 500 Index 591.50K (1.19%) 731.00
Increased by +0.12%
Apr 30, 25
12 SPDR® S&P 500 ETF 585.92K (1.18%) -25.15K
Decreased by -4.29%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 576.42K (1.16%) 1.30K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 573.98K (1.16%) 3.65K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF Trust 570.21K (1.15%) -3.02K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 563.43K (1.14%) -2.55K
Decreased by -0.45%
May 31, 25
17 iShares Core S&P 500 ETF 545.74K (1.10%) 0.00
Increased by 0.00%
May 31, 25
18 Polen Growth Institutional 531.28K (1.07%) -42.50K
Decreased by -8.00%
Mar 31, 25
19 Vanguard Mid Cap Index Institutional 531.14K (1.07%) -612.85K
Decreased by -115.38%
Mar 31, 24
20 Fidelity Dividend Growth 486.70K (0.98%) 55.00K
Increased by +11.30%
Apr 30, 25