Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMHX 4.80%
2 FCTE 4.79%
3 QQQA 4.15%
4 UTRN 3.97%
5 IVRS 3.64%
6 AIBU 3.44%
7 STNC 3.30%
8 MAKX 3.23%
9 DIP 3.12%
10 SMH 3.03%
11 BCUS 2.96%
12 ENTR 2.87%
13 XOVR 2.87%
14 LRGG 2.84%
15 AIPI 2.83%
16 ARVR 2.75%
17 CLOD 2.75%
18 LCG 2.64%
19 SHOC 2.63%
20 LOUP 2.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.83M (9.62%) 346.99K
Increased by +2.34%
Mar 31, 25
2 BlackRock Inc 13.35M (8.66%) 148.62K
Increased by +1.11%
Mar 31, 25
3 Capital World Investors 7.73M (5.01%) 446.12K
Increased by +5.77%
Mar 31, 25
4 State Street Corp 7.18M (4.66%) 83.15K
Increased by +1.16%
Mar 31, 25
5 State Street Corporation 6.70M (4.35%) -79.24K
Decreased by -1.18%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 5.41M (3.51%) -490.48K
Decreased by -9.06%
Mar 31, 25
7 Geode Capital Management, LLC 3.49M (2.27%) 137.68K
Increased by +3.94%
Mar 31, 25
8 JPMorgan Chase & Co 3.18M (2.06%) 481.72K
Increased by +15.17%
Mar 31, 25
9 Edgewood Management LLC 3.16M (2.05%) 106.79K
Increased by +3.38%
Mar 31, 25
10 Franklin Resources Inc 2.92M (1.89%) -469.06K
Decreased by -16.09%
Mar 31, 25
11 FMR Inc 2.83M (1.83%) -177.50K
Decreased by -6.28%
Mar 31, 25
12 Jackson Square Partners, LLC 2.79M (1.81%) 2.79M
Increased by +100.00%
Sep 30, 23
13 Pictet Asset Manangement SA 2.43M (1.58%) 673.84K
Increased by +27.70%
Mar 31, 25
14 GQG Partners LLC 2.20M (1.43%) 101.33K
Increased by +4.61%
Jun 30, 24
15 NORGES BANK 2.06M (1.34%) -411.09K
Decreased by -19.96%
Jun 30, 24
16 Van Eck Associates Corporation 2.02M (1.31%) 468.98K
Increased by +23.24%
Mar 31, 25
17 Ameriprise Financial Inc 2.01M (1.31%) 125.20K
Increased by +6.22%
Mar 31, 25
18 Massachusetts Financial Services Company 2.01M (1.31%) -437.57K
Decreased by -21.74%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 1.83M (1.19%) 140.43K
Increased by +7.67%
Mar 31, 25
20 UBS Asset Mgmt Americas Inc 1.82M (1.18%) 305.49K
Increased by +16.82%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Cap App & Income Comp 12.77M (8.28%) 12.76M
Increased by +100.00%
Mar 31, 24
2 Performer (AFRIS) 5.35M (3.47%) 5.35M
Increased by +100.00%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 4.96M (3.22%) 75.13K
Increased by +1.51%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 4.87M (3.16%) 16.78K
Increased by +0.34%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 4.37M (2.83%) 70.09K
Increased by +1.61%
Apr 30, 25
6 Invesco QQQ Trust 3.16M (2.05%) -3.26K
Decreased by -0.10%
Apr 30, 25
7 American Funds Growth Fund of Amer A 3.04M (1.97%) 71.82K
Increased by +2.36%
Mar 31, 25
8 Capital Group Growth Fnd of Amer Comp 3.04M (1.97%) 71.82K
Increased by +2.36%
Mar 31, 25
9 American Funds New Perspective A 2.06M (1.33%) 427.13K
Increased by +20.77%
Mar 31, 25
10 Capital Group New Perspective Comp 2.06M (1.33%) 427.13K
Increased by +20.77%
Mar 31, 25
11 Fidelity 500 Index 1.94M (1.26%) 15.42K
Increased by +0.80%
Mar 31, 25
12 SPDR® S&P 500 ETF 1.92M (1.25%) -16.74K
Decreased by -0.87%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 1.87M (1.21%) -9.83K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.86M (1.21%) -11.19K
Decreased by -0.60%
Apr 30, 25
15 iShares Core S&P 500 ETF 1.83M (1.19%) -1.91K
Decreased by -0.10%
Apr 30, 25
16 SPDR® S&P 500 ETF Trust 1.80M (1.17%) 4.09K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 1.77M (1.15%) 11.28K
Increased by +0.64%
Nov 30, 23
18 Vanguard Growth Index Investor 1.70M (1.11%) 15.77K
Increased by +0.93%
Apr 30, 25
19 JPM US Large Cap Growth-MA 1.64M (1.06%) 1.51M
Increased by +91.95%
Sep 30, 23
20 Edgewood Growth Instl 1.64M (1.06%) -29.07K
Decreased by -1.78%
Dec 31, 24