Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 12.71%
2 GRW 7.80%
3 JETU 6.12%
4 JETD 6.12%
5 SUPP 5.50%
6 BCHP 5.10%
7 ITA 4.55%
8 ABIG 4.36%
9 MISL 4.07%
10 STNC 4.01%
11 BWTG 3.88%
12 IBLN 3.46%
13 NATO 3.25%
14 RW 3.23%
15 LOGO 3.14%
16 DFEN 3.01%
17 XAR 2.96%
18 BCUS 2.90%
19 XKFF 2.88%
20 PPA 2.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.80M (12.22%) -15.40K
Decreased by -0.23%
Dec 31, 25
2 Capital Research & Mgmt Co - Division 3 5.49M (9.87%) -1.05M
Decreased by -19.10%
Mar 31, 26
3 Capital World Investors 4.67M (8.39%) 711.98K
Increased by +15.26%
Mar 31, 26
4 BlackRock Inc 4.60M (8.27%) 302.96K
Increased by +6.58%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.67M (6.59%) 3.67M
Increased by +100.00%
Mar 31, 26
6 Capital Research Global Investors 3.14M (5.65%) 666.85K
Increased by +21.21%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 2.57M (4.62%) 2.57M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 2.52M (4.52%) 60.42K
Increased by +2.40%
Mar 31, 26
9 State Street Corporation 2.17M (3.89%) 6.16K
Increased by +0.28%
Mar 31, 24
10 Principal Financial Group Inc 2.01M (3.62%) -152.74K
Decreased by -7.58%
Mar 31, 26
11 FMR Inc 1.36M (2.44%) -260.75K
Decreased by -19.19%
Mar 31, 26
12 Geode Capital Management, LLC 1.28M (2.29%) 44.57K
Increased by +3.49%
Mar 31, 26
13 GAMMA Investing LLC 1.24M (2.23%) 1.24M
Increased by +99.94%
Mar 31, 25
14 Matrix Capital Management Company, LLC 1.09M (1.97%) 0.00
Increased by 0.00%
Jun 30, 24
15 ALTAROCK PARTNERS LLC 909.17K (1.63%) -60.23K
Decreased by -6.62%
Mar 31, 26
16 JPMorgan Chase & Co 897.95K (1.61%) -95.06K
Decreased by -10.59%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 893.74K (1.61%) 41.50K
Increased by +4.64%
Mar 31, 26
18 Soroban Capital Partners LP 856.20K (1.54%) 108.23K
Increased by +12.64%
Mar 31, 26
19 NORGES BANK 771.21K (1.39%) -67.28K
Decreased by -8.72%
Dec 31, 25
20 Edgewood Management LLC 617.50K (1.11%) 36.09K
Increased by +5.84%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 2.88M (5.18%) 106.66K
Increased by +3.70%
Mar 31, 26
2 Capital Group Fundamental Invtrs Comp 2.88M (5.18%) 106.66K
Increased by +3.70%
Mar 31, 26
3 American Funds Growth Fund of Amer A 2.67M (4.81%) 13.48K
Increased by +0.50%
Mar 31, 26
4 Capital Group Growth Fnd of Amer Comp 2.67M (4.81%) 13.48K
Increased by +0.50%
Mar 31, 26
5 JPM High Quality High Yield-Composite 2.34M (4.20%) -5.93K
Decreased by -0.25%
Dec 31, 25
6 VA CollegeAmerica Amcap 529A 1.95M (3.50%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Total Stock Mkt Idx Inv 1.80M (3.23%) 6.32K
Increased by +0.35%
Apr 30, 26
8 American Funds AMCAP A 1.76M (3.17%) -116.55K
Decreased by -6.61%
Mar 31, 26
9 Capital Group AMCAP Composite 1.76M (3.17%) -116.55K
Decreased by -6.61%
Mar 31, 26
10 Vanguard US Total Market Shares ETF 1.69M (3.03%) 7.23K
Increased by +0.43%
Sep 30, 24
11 Vanguard Institutional 500 Index Trust 1.60M (2.87%) 10.94K
Increased by +0.69%
May 31, 25
12 American Funds American Balanced A 1.47M (2.65%) 46.28K
Increased by +3.14%
Mar 31, 26
13 Vanguard 500 Index Investor 1.46M (2.63%) 26.14K
Increased by +1.78%
Apr 30, 26
14 Vanguard Mid Cap Index Institutional 1.22M (2.20%) 2.71K
Increased by +0.22%
Apr 30, 26
15 Principal Aligned MidCap Equity 1.08M (1.95%) -70.36K
Decreased by -6.50%
Mar 31, 26
16 Principal MidCap R5 1.07M (1.92%) -14.59K
Decreased by -1.37%
Apr 30, 26
17 Loomis Sayles MFD Class C 1.05M (1.88%) -458.15K
Decreased by -43.72%
Dec 31, 25
18 iShares Core S&P 500 ETF 744.07K (1.34%) 2.28K
Increased by +0.31%
May 29, 26
19 JPM US Large Cap Growth-MA 732.74K (1.32%) 685.54K
Increased by +93.56%
Sep 30, 23
20 Fidelity 500 Index 723.71K (1.30%) 2.49K
Increased by +0.34%
Apr 30, 26