Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WUGI 6.98%
2 SMHX 5.51%
3 FCTE 4.79%
4 MAKX 4.56%
5 QQQA 4.15%
6 UTRN 3.97%
7 KONG 3.78%
8 LRGG 3.52%
9 CLOD 3.47%
10 AIBU 3.44%
11 STNC 3.30%
12 LCG 3.28%
13 AIPI 3.23%
14 EPAI 3.20%
15 EPMV 3.18%
16 DIP 3.12%
17 CHPX 3.07%
18 IGV 3.06%
19 ARVR 3.03%
20 FDTX 2.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.06M (7.91%) 231.01K
Increased by +1.53%
Jun 30, 25
2 BlackRock Inc 12.79M (6.72%) -558.06K
Decreased by -4.36%
Jun 30, 25
3 Capital World Investors 7.79M (4.09%) 64.95K
Increased by +0.83%
Jun 30, 25
4 State Street Corp 7.27M (3.82%) 85.66K
Increased by +1.18%
Jun 30, 25
5 State Street Corporation 6.70M (3.52%) -79.24K
Decreased by -1.18%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 5.33M (2.80%) -86.50K
Decreased by -1.62%
Jun 30, 25
7 FMR Inc 3.94M (2.07%) 1.11M
Increased by +28.22%
Jun 30, 25
8 JPMorgan Chase & Co 3.59M (1.89%) 418.72K
Increased by +11.65%
Jun 30, 25
9 Geode Capital Management, LLC 3.55M (1.86%) 51.04K
Increased by +1.44%
Jun 30, 25
10 Edgewood Management LLC 2.92M (1.53%) -241.26K
Decreased by -8.27%
Jun 30, 25
11 Franklin Resources Inc 2.84M (1.49%) -71.50K
Decreased by -2.51%
Jun 30, 25
12 Jackson Square Partners, LLC 2.79M (1.47%) 2.79M
Increased by +100.00%
Sep 30, 23
13 Ameriprise Financial Inc 2.60M (1.37%) 585.49K
Increased by +22.53%
Jun 30, 25
14 Pictet Asset Manangement SA 2.53M (1.33%) 92.89K
Increased by +3.68%
Jun 30, 25
15 GQG Partners LLC 2.20M (1.15%) 101.33K
Increased by +4.61%
Jun 30, 24
16 NORGES BANK 2.06M (1.08%) -411.09K
Decreased by -19.96%
Jun 30, 24
17 Massachusetts Financial Services Company 2.01M (1.06%) -437.57K
Decreased by -21.74%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 1.93M (1.01%) 109.04K
Increased by +5.66%
Jun 30, 25
19 Van Eck Associates Corporation 1.92M (1.01%) -95.13K
Decreased by -4.95%
Jun 30, 25
20 AllianceBernstein L.P. 1.91M (1.01%) 187.79K
Increased by +9.82%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Cap App & Income Comp 12.77M (6.71%) 12.76M
Increased by +100.00%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 5.83M (3.06%) 839.97K
Increased by +14.41%
Jul 31, 25
3 Performer (AFRIS) 5.35M (2.81%) 5.35M
Increased by +100.00%
Feb 29, 24
4 Vanguard US Total Market Shares ETF 4.87M (2.56%) 16.78K
Increased by +0.34%
Sep 30, 24
5 Vanguard 500 Index Investor 4.58M (2.41%) 190.14K
Increased by +4.15%
Jul 31, 25
6 Vanguard Institutional 500 Index Trust 4.40M (2.31%) 30.31K
Increased by +0.69%
May 31, 25
7 Invesco QQQ Trust 3.81M (2.00%) 26.43K
Increased by +0.69%
Aug 29, 25
8 American Funds Growth Fund of Amer A 3.09M (1.62%) 44.04K
Increased by +1.43%
Jun 30, 25
9 Capital Group Growth Fnd of Amer Comp 3.09M (1.62%) 44.04K
Increased by +1.43%
Jun 30, 25
10 Fidelity 500 Index 2.34M (1.23%) 6.69K
Increased by +0.29%
Jul 31, 25
11 SPDR® S&P 500® ETF 2.23M (1.17%) 27.58K
Increased by +1.24%
Aug 31, 25
12 iShares Core S&P 500 ETF 2.22M (1.17%) 0.00
Increased by 0.00%
Aug 31, 25
13 American Funds New Perspective A 2.06M (1.08%) 0.00
Increased by 0.00%
Jun 30, 25
14 Capital Group New Perspective Comp 2.06M (1.08%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Growth Index Investor 2.02M (1.06%) 337.03K
Increased by +16.68%
Jul 31, 25
16 SPDR® S&P 500 ETF 1.92M (1.01%) -16.74K
Decreased by -0.87%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 1.87M (0.98%) -9.83K
Decreased by -0.53%
Mar 31, 25
18 Loomis Sayles Strategic Alpha 1.83M (0.96%) 1.83M
Increased by +100.00%
Jun 30, 25
19 SPDR® S&P 500 ETF Trust 1.80M (0.95%) 4.09K
Increased by +0.23%
Apr 30, 24
20 Fidelity® 500 Index 1.77M (0.93%) 11.28K
Increased by +0.64%
Nov 30, 23