Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 XKFF 6.15%
3 KMID 5.55%
4 GUNZ 5.40%
5 MDCP 4.21%
6 DUTY 4.00%
7 UTRN 3.85%
8 KSEA 3.43%
9 FMTM 3.23%
10 BOTT 3.11%
11 EQWM 3.08%
12 AIVL 2.89%
13 ROKT 2.83%
14 PXMG 2.73%
15 EPSB 2.72%
16 TSSD 2.60%
17 HUSV 2.36%
18 SMCO 2.35%
19 TGLB 2.18%
20 RW 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.98M (13.04%) 66.98K
Increased by +1.12%
Dec 31, 25
2 BlackRock Inc 4.01M (8.74%) -83.78K
Decreased by -2.09%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 2.81M (6.12%) -475.67K
Decreased by -16.95%
Dec 31, 25
4 State Street Corp 2.20M (4.79%) -8.63K
Decreased by -0.39%
Dec 31, 25
5 State Street Corporation 1.99M (4.34%) 38.11K
Increased by +1.91%
Mar 31, 24
6 Aristotle Capital Management LLC 1.71M (3.72%) -74.69K
Decreased by -4.37%
Dec 31, 25
7 HHG PLC 1.69M (3.69%) 9.82K
Increased by +0.58%
Dec 31, 25
8 Dodge & Cox 1.60M (3.50%) -81.08K
Decreased by -5.05%
Mar 31, 26
9 Fidelity International Ltd 1.37M (2.98%) 274.98K
Increased by +20.11%
Dec 31, 25
10 Kayne Anderson Rudnick Investment Management LLC 1.33M (2.90%) -104.73K
Decreased by -7.87%
Dec 31, 25
11 Geode Capital Management, LLC 1.27M (2.78%) 13.65K
Increased by +1.07%
Dec 31, 25
12 JPMorgan Chase & Co 1.27M (2.77%) 386.02K
Increased by +30.39%
Mar 31, 26
13 NORGES BANK 839.32K (1.83%) 218.63K
Increased by +26.05%
Dec 31, 25
14 Bank of America Corp 642.27K (1.40%) -18.10K
Decreased by -2.82%
Dec 31, 25
15 T. Rowe Price Investment Management,Inc. 611.96K (1.33%) -306.39K
Decreased by -50.07%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 595.31K (1.30%) 11.93K
Increased by +2.00%
Mar 31, 26
17 Durable Capital Partners LP 573.36K (1.25%) 1.91K
Increased by +0.33%
Dec 31, 23
18 Amvescap Plc. 569.72K (1.24%) -217.76K
Decreased by -38.22%
Mar 31, 26
19 King Luther Capital Management Corp 541.97K (1.18%) -6.42K
Decreased by -1.18%
Dec 31, 25
20 GAMMA Investing LLC 496.71K (1.08%) 495.91K
Increased by +99.84%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.48M (3.22%) -26.64K
Decreased by -1.80%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.47M (3.21%) -13.17K
Decreased by -0.90%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 1.33M (2.89%) 9.60K
Increased by +0.72%
May 31, 25
4 Dodge & Cox Stock I 1.22M (2.66%) -69.00K
Decreased by -5.66%
Mar 31, 26
5 Vanguard 500 Index Investor 1.19M (2.61%) -14.36K
Decreased by -1.20%
Mar 31, 26
6 T. Rowe Price U.S. Growth Stock SMA 1.10M (2.41%) 1.10M
Increased by +99.98%
Dec 31, 23
7 Vanguard Mid Cap Index Institutional 1.00M (2.18%) -20.15K
Decreased by -2.01%
Mar 31, 26
8 Janus Henderson Enterprise D 980.45K (2.14%) 0.00
Increased by 0.00%
Jan 31, 26
9 Janus Inst Mid Cap Growth CF 868.36K (1.89%) -112.09K
Decreased by -12.91%
Mar 31, 26
10 iShares Core S&P 500 ETF 607.26K (1.32%) 1.75K
Increased by +0.29%
Apr 30, 26
11 Fidelity 500 Index 599.60K (1.31%) 2.09K
Increased by +0.35%
Mar 31, 26
12 Fidelity Greater Canada Sr F 580.00K (1.26%) 0.00
Increased by 0.00%
Dec 31, 25
13 SPDR® S&P 500 ETF 579.73K (1.26%) -8.37K
Decreased by -1.44%
Mar 31, 25
14 SPDR® S&P 500® ETF 567.48K (1.24%) 7.08K
Increased by +1.25%
Aug 31, 25
15 SPDR® S&P 500® ETF Trust 564.58K (1.23%) -2.92K
Decreased by -0.52%
Mar 31, 25
16 State Street® SPDR® S&P 500® ETF 559.55K (1.22%) 1.81K
Increased by +0.32%
Apr 30, 26
17 SPDR® S&P 500 ETF Trust 556.68K (1.21%) 1.26K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 548.56K (1.20%) 3.49K
Increased by +0.64%
Nov 30, 23
19 Vanguard Windsor II Inv 540.00K (1.18%) 0.00
Increased by 0.00%
Mar 31, 26
20 Vanguard Windsor™ II Inv 540.00K (1.18%) 0.00
Increased by 0.00%
Jun 30, 25