Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PCGG 4.77%
2 FNG 4.31%
3 UTRN 3.99%
4 CLOU 3.93%
5 RISN 3.41%
6 NEWZ 3.02%
7 NBDS 1.95%
8 WCLD 1.70%
9 RDVI 1.61%
10 RDVY 1.61%
11 CVAR 1.51%
12 CLDL 1.43%
13 SPGP 1.40%
14 SHRT 1.30%
15 SOVF 1.23%
16 RSPN 1.12%
17 RGI 1.09%
18 QMID 1.07%
19 GURU 1.07%
20 ALTL_old 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.46M (9.71%) -158.33K
Decreased by -2.90%
Mar 31, 25
2 BlackRock Inc 3.87M (6.89%) 31.34K
Increased by +0.81%
Mar 31, 25
3 Polen Capital 3.10M (5.51%) -73.81K
Decreased by -2.38%
Mar 31, 25
4 Harris Associates L.P. 3.04M (5.41%) -462.80K
Decreased by -15.22%
Mar 31, 25
5 AllianceBernstein L.P. 2.90M (5.16%) -124.49K
Decreased by -4.29%
Dec 31, 23
6 FMR Inc 2.38M (4.24%) -14.13K
Decreased by -0.59%
Mar 31, 25
7 State Street Corp 1.94M (3.44%) -122.41K
Decreased by -6.32%
Mar 31, 25
8 State Street Corporation 1.90M (3.38%) 18.52K
Increased by +0.97%
Mar 31, 24
9 First Trust Advisors L.P. 1.82M (3.25%) 1.43M
Increased by +78.44%
Mar 31, 25
10 Baillie Gifford & Co Limited. 1.58M (2.82%) 1.51M
Increased by +95.05%
Mar 31, 25
11 Geode Capital Management, LLC 1.58M (2.81%) 61.76K
Increased by +3.91%
Mar 31, 25
12 Sylebra Capital LLC 1.55M (2.76%) -412.60K
Decreased by -26.62%
Mar 31, 25
13 Amvescap Plc. 1.23M (2.19%) 58.18K
Increased by +4.72%
Mar 31, 25
14 Franklin Resources Inc 1.19M (2.13%) 41.03K
Increased by +3.44%
Sep 30, 23
15 Echo Street Capital Management LLC 1.05M (1.87%) -27.75K
Decreased by -2.63%
Sep 30, 23
16 LORING WOLCOTT & COOLIDGE FID ADV LLP 963.30K (1.71%) -6.95K
Decreased by -0.72%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 803.56K (1.43%) 67.17K
Increased by +8.36%
Mar 31, 25
18 ING Investment Management LLC 797.20K (1.42%) 540.48K
Increased by +67.80%
Sep 30, 23
19 D. E. Shaw & Co LP 782.62K (1.39%) -423.79K
Decreased by -54.15%
Sep 30, 24
20 Wellington Management Company LLP 763.16K (1.36%) -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 (2.92%) 69.89K
Increased by +4.26%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.62M (2.88%) 8.73K
Increased by +0.54%
Jun 30, 25
3 Vanguard 500 Index Investor 1.33M (2.38%) 33.31K
Increased by +2.50%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 1.30M (2.32%) 8.60K
Increased by +0.66%
May 31, 25
5 Vanguard Small Cap Index 1.23M (2.18%) -38.33K
Decreased by -3.13%
Jun 30, 25
6 First Trust Rising Dividend Achiev ETF 1.12M (1.99%) 2.06K
Increased by +0.18%
Jul 31, 25
7 Oakmark Select Investor 1.03M (1.84%) -526.50K
Decreased by -50.93%
Jun 30, 25
8 AllianceBernstein US L/C Growth Eqty MF 924.70K (1.65%) 22.51K
Increased by +2.43%
Dec 29, 23
9 AB Large Cap Growth A 877.21K (1.56%) 16.14K
Increased by +1.84%
Dec 31, 23
10 Vanguard Small Cap Growth Index Inv 687.88K (1.22%) -28.29K
Decreased by -4.11%
Jun 30, 25
11 Fidelity 500 Index 617.51K (1.10%) 23.66K
Increased by +3.83%
Jun 30, 25
12 SPDR® S&P 500® ETF 592.71K (1.05%) -2.49K
Decreased by -0.42%
Jul 31, 25
13 SPDR® S&P 500 ETF 585.92K (1.04%) -25.15K
Decreased by -4.29%
Mar 31, 25
14 iShares Core S&P 500 ETF 579.68K (1.03%) -58.00
Decreased by -0.01%
Jul 30, 25
15 SPDR® S&P 500 ETF Trust 576.42K (1.03%) 1.30K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 573.98K (1.02%) 3.65K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500® ETF Trust 570.21K (1.01%) -3.02K
Decreased by -0.53%
Mar 31, 25
18 Invesco S&P 500® Equal Weight ETF 561.21K (1.00%) 154.00
Increased by +0.03%
Jul 31, 25
19 Polen Growth Institutional 531.28K (0.95%) -42.50K
Decreased by -8.00%
Mar 31, 25
20 Vanguard Mid Cap Index Institutional 531.14K (0.95%) -612.85K
Decreased by -115.38%
Mar 31, 24