Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNG 4.31%
2 UTRN 3.99%
3 SOVF 3.57%
4 CLOU 3.56%
5 RISN 3.41%
6 NEWZ 3.02%
7 HCOW 2.39%
8 COWS 2.27%
9 PSCI 2.20%
10 NBDS 1.95%
11 INVN 1.87%
12 WCLD 1.65%
13 UPGD 1.53%
14 RYJ 1.53%
15 PCGG 1.43%
16 CLDL 1.43%
17 NUMG 1.34%
18 SHRT 1.29%
19 FXL 1.24%
20 SPGP 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.59M (12.31%) -213.40K
Decreased by -3.82%
Dec 31, 25
2 BlackRock Inc 4.01M (8.84%) 31.70K
Increased by +0.79%
Sep 30, 25
3 Harris Associates L.P. 3.21M (7.07%) 1.31M
Increased by +40.66%
Dec 31, 25
4 AllianceBernstein L.P. 2.90M (6.39%) -124.49K
Decreased by -4.29%
Dec 31, 23
5 State Street Corp 2.16M (4.75%) 59.22K
Increased by +2.75%
Sep 30, 25
6 State Street Corporation 1.90M (4.19%) 18.52K
Increased by +0.97%
Mar 31, 24
7 Polen Capital 1.84M (4.04%) -801.39K
Decreased by -43.67%
Dec 31, 25
8 First Trust Advisors L.P. 1.67M (3.67%) 275.95K
Increased by +16.57%
Dec 31, 25
9 FMR Inc 1.67M (3.67%) -730.65K
Decreased by -43.88%
Dec 31, 25
10 Geode Capital Management, LLC 1.66M (3.66%) -66.70K
Decreased by -4.02%
Dec 31, 25
11 Baillie Gifford & Co Limited. 1.64M (3.61%) -69.77K
Decreased by -4.26%
Dec 31, 25
12 Amvescap Plc. 1.22M (2.68%) 103.80K
Increased by +8.53%
Sep 30, 25
13 Franklin Resources Inc 1.19M (2.63%) 41.03K
Increased by +3.44%
Sep 30, 23
14 Echo Street Capital Management LLC 1.05M (2.32%) -27.75K
Decreased by -2.63%
Sep 30, 23
15 Sylebra Capital LLC 976.76K (2.15%) -375.54K
Decreased by -38.45%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 949.79K (2.09%) -130.94K
Decreased by -13.79%
Sep 30, 25
17 LORING WOLCOTT & COOLIDGE FID ADV LLP 861.51K (1.90%) -87.90K
Decreased by -10.20%
Dec 31, 25
18 ING Investment Management LLC 797.20K (1.76%) 540.48K
Increased by +67.80%
Sep 30, 23
19 D. E. Shaw & Co LP 782.62K (1.72%) -423.79K
Decreased by -54.15%
Sep 30, 24
20 Wellington Management Company LLP 763.16K (1.68%) -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 2.94M (6.47%) 1.03K
Increased by +0.04%
Mar 31, 26
2 Oakmark Select Investor 1.97M (4.35%) 941.00K
Increased by +47.65%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 1.64M (3.61%) 69.89K
Increased by +4.26%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.60M (3.52%) 2.65K
Increased by +0.17%
Feb 28, 26
5 Vanguard 500 Index Investor 1.26M (2.77%) 11.84K
Increased by +0.94%
Feb 28, 26
6 Vanguard Small Cap Index 1.15M (2.53%) 3.06K
Increased by +0.27%
Feb 28, 26
7 Invesco S&P 500® Equal Weight ETF 1.04M (2.29%) -456.00
Decreased by -0.04%
Feb 27, 26
8 First Trust Rising Dividend Achiev ETF 995.22K (2.19%) 1.56K
Increased by +0.16%
Feb 26, 26
9 AllianceBernstein US L/C Growth Eqty MF 924.70K (2.04%) 22.51K
Increased by +2.43%
Dec 29, 23
10 AB Large Cap Growth A 877.21K (1.93%) 16.14K
Increased by +1.84%
Dec 31, 23
11 Vanguard Small Cap Growth Index Inv 638.68K (1.41%) 1.31K
Increased by +0.21%
Feb 28, 26
12 iShares Core S&P 500 ETF 622.13K (1.37%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 621.88K (1.37%) 1.02K
Increased by +0.16%
Feb 28, 26
14 SPDR® S&P 500® ETF 590.16K (1.30%) 7.34K
Increased by +1.24%
Aug 31, 25
15 SPDR® S&P 500 ETF 585.92K (1.29%) -25.15K
Decreased by -4.29%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 576.42K (1.27%) 1.30K
Increased by +0.23%
Apr 30, 24
17 State Street® SPDR® S&P 500® ETF 576.02K (1.27%) -4.28K
Decreased by -0.74%
Feb 28, 26
18 Fidelity® 500 Index 573.98K (1.26%) 3.65K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF Trust 570.21K (1.26%) -3.02K
Decreased by -0.53%
Mar 31, 25
20 Vanguard Mid Cap Index Institutional 531.14K (1.17%) -612.85K
Decreased by -115.38%
Mar 31, 24