Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PIO 8.18%
2 PHO 7.78%
3 QQLV 4.07%
4 UTRN 3.92%
5 FIW 3.77%
6 AIVL 3.11%
7 TCAF 2.94%
8 BCHP 2.58%
9 AIEQ 2.54%
10 GRW 2.51%
11 HUSV 2.50%
12 SAMM 2.35%
13 XKII 2.26%
14 DVOL 2.25%
15 TDV 2.24%
16 QTEC 2.23%
17 PDP 2.16%
18 SELV 2.15%
19 BKUS 2.11%
20 SWIN_old 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.72M (10.02%) 142.15K
Increased by +1.33%
Mar 31, 25
2 BlackRock Inc 9.28M (8.67%) 301.41K
Increased by +3.25%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 5.96M (5.57%) 500.76K
Increased by +8.40%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 5.17M (4.83%) 20.24K
Increased by +0.39%
Mar 31, 25
5 State Street Corp 4.84M (4.52%) 7.88K
Increased by +0.16%
Mar 31, 25
6 State Street Corporation 4.59M (4.29%) 38.18K
Increased by +0.83%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 3.52M (3.29%) 73.61K
Increased by +2.09%
Mar 31, 25
8 Geode Capital Management, LLC 2.55M (2.38%) 70.91K
Increased by +2.78%
Mar 31, 25
9 Principal Financial Group Inc 2.53M (2.36%) -61.94K
Decreased by -2.45%
Mar 31, 25
10 Franklin Resources Inc 1.83M (1.71%) -166.00K
Decreased by -9.07%
Mar 31, 25
11 NORGES BANK 1.76M (1.64%) 233.50K
Increased by +13.28%
Dec 31, 24
12 Nuveen, LLC 1.52M (1.42%) 1.52M
Increased by +100.00%
Mar 31, 25
13 Amvescap Plc. 1.48M (1.38%) -11.63K
Decreased by -0.79%
Mar 31, 25
14 Akre Capital Management, LLC 1.45M (1.35%) -32.74K
Decreased by -2.26%
Mar 31, 25
15 Wellington Management Company LLP 1.40M (1.31%) 672.31K
Increased by +47.99%
Mar 31, 25
16 AllianceBernstein L.P. 1.38M (1.29%) -43.65K
Decreased by -3.16%
Dec 31, 24
17 Goldman Sachs Group Inc 1.35M (1.26%) 943.92K
Increased by +70.11%
Dec 31, 23
18 Mackenzie Investments 1.16M (1.08%) -1.17M
Decreased by -101.18%
Mar 31, 25
19 Durable Capital Partners LP 1.13M (1.05%) -141.39K
Decreased by -12.54%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 1.12M (1.05%) 32.20K
Increased by +2.86%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.45M (3.22%) 51.40K
Increased by +1.49%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.39M (3.17%) 2.33K
Increased by +0.07%
Sep 30, 24
3 T. Rowe Price Capital Appreciation 3.15M (2.95%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 3.03M (2.83%) 48.41K
Increased by +1.60%
Apr 30, 25
5 Invesco QQQ Trust 2.22M (2.08%) -5.02K
Decreased by -0.23%
May 30, 25
6 Akre Focus Instl 1.43M (1.34%) -3.50K
Decreased by -0.24%
Jan 31, 25
7 Fidelity 500 Index 1.35M (1.26%) 1.66K
Increased by +0.12%
Apr 30, 25
8 SPDR® S&P 500 ETF 1.33M (1.25%) -19.53K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 1.30M (1.21%) -6.80K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 1.28M (1.20%) -9.95K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF 1.28M (1.20%) -5.73K
Decreased by -0.45%
May 31, 25
12 Principal Aligned MidCap Equity 1.27M (1.19%) -7.96K
Decreased by -0.63%
Mar 31, 25
13 Principal MidCap R5 1.27M (1.19%) 0.00
Increased by 0.00%
Apr 30, 25
14 Franklin Rising Dividends A 1.26M (1.18%) 0.00
Increased by 0.00%
Apr 30, 25
15 Franklin Rising Dividends Fund A 1.26M (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity® 500 Index 1.24M (1.16%) 7.91K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 1.24M (1.16%) 0.00
Increased by 0.00%
May 31, 25
18 Vanguard Growth Index Investor 1.19M (1.11%) 10.98K
Increased by +0.92%
Apr 30, 25
19 MS INVF Global Brands A 1.05M (0.98%) -8.03K
Decreased by -0.76%
Mar 31, 25
20 Morgan Stanley Glbl Franchise 1.05M (0.98%) 59.66K
Increased by +5.67%
Mar 31, 25