Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COPJ 5.35%
2 RSPC 4.99%
3 TOGA_old 4.71%
4 TOGA 4.13%
5 GOLS 4.11%
6 XLC 3.89%
7 CNAV 3.03%
8 SAMM 2.97%
9 PEJ 2.94%
10 SILJ 2.93%
11 FFTY 2.91%
12 VICE 2.73%
13 GK 2.47%
14 LTL 2.38%
15 COPA 2.32%
16 RULE 2.31%
17 RFG 2.17%
18 QMOM 2.11%
19 CAML 2.02%
20 XVOL 1.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.46M (12.14%) -300.87K
Decreased by -4.03%
Dec 31, 25
2 State Street Corp 6.41M (10.44%) 2.09M
Increased by +32.56%
Mar 31, 26
3 BlackRock Inc 5.31M (8.65%) 117.34K
Increased by +2.21%
Mar 31, 26
4 Morgan Stanley - Brokerage Accounts 5.25M (8.55%) 444.35K
Increased by +8.46%
Mar 31, 26
5 Vanguard Capital Management, LLC 4.17M (6.80%) 4.17M
Increased by +100.00%
Mar 31, 26
6 Ninety One UK Limited 3.62M (5.89%) -1.39M
Decreased by -38.32%
Mar 31, 26
7 Massachusetts Financial Services Company 3.54M (5.77%) 357.63K
Increased by +10.09%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 3.09M (5.04%) 3.09M
Increased by +100.00%
Mar 31, 26
9 T. Rowe Price Associates, Inc. 2.56M (4.17%) 189.54K
Increased by +7.40%
Mar 31, 26
10 Lindsell Train Ltd 2.45M (3.99%) -370.74K
Decreased by -15.14%
Mar 31, 26
11 Geode Capital Management, LLC 1.98M (3.22%) 121.41K
Increased by +6.14%
Mar 31, 26
12 XN LP 1.90M (3.09%) -971.43K
Decreased by -51.25%
Mar 31, 26
13 Amvescap Plc. 1.58M (2.58%) 81.88K
Increased by +5.18%
Mar 31, 26
14 UBS Group AG 1.55M (2.52%) 298.30K
Increased by +19.28%
Mar 31, 26
15 Bank of America Corp 1.39M (2.27%) 256.31K
Increased by +18.39%
Mar 31, 26
16 Darlington Partners Capital Management, LP 1.35M (2.20%) 0.00
Increased by 0.00%
Mar 31, 26
17 ClearBridge Advisors, LLC 1.29M (2.10%) -19.87K
Decreased by -1.54%
Mar 31, 26
18 Vontobel Holding Ltd. 1.14M (1.85%) -132.37K
Decreased by -11.65%
Mar 31, 26
19 American Century Companies Inc 984.62K (1.60%) 107.42K
Increased by +10.91%
Mar 31, 26
20 Ameriprise Financial Inc 868.41K (1.41%) -154.90K
Decreased by -17.84%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 State Street® CommServSelSectSPDR®ETF 4.43M (7.22%) 7.17K
Increased by +0.16%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.99M (3.23%) 4.98K
Increased by +0.25%
Apr 30, 26
3 Vanguard 500 Index Investor 1.72M (2.80%) 31.23K
Increased by +1.82%
Apr 30, 26
4 MFS Mid Cap Growth A 1.42M (2.32%) 0.00
Increased by 0.00%
Apr 30, 26
5 MFS Mid Cap Growth Equity 1.42M (2.32%) -6.60K
Decreased by -0.46%
Mar 31, 26
6 MS INVF Global Opportunity Z 1.38M (2.25%) -63.02K
Decreased by -4.57%
Mar 31, 26
7 Lindsell Train Global Equity A GBP Inc 1.30M (2.12%) 0.00
Increased by 0.00%
Apr 30, 26
8 T. Rowe Price Comm & Tech Investor 1.02M (1.67%) -16.17K
Decreased by -1.58%
Apr 30, 26
9 iShares Core S&P 500 ETF 873.11K (1.42%) 2.69K
Increased by +0.31%
May 29, 26
10 Fidelity 500 Index 849.55K (1.38%) 2.92K
Increased by +0.34%
Apr 30, 26
11 AMOne Global High Quality Growth Eq MF 836.27K (1.36%) -33.39K
Decreased by -3.99%
Sep 8, 25
12 Invesco S&P 500® Equal Weight ETF 831.32K (1.35%) 1.56K
Increased by +0.19%
May 29, 26
13 State Street® SPDR® S&P 500® ETF 802.47K (1.31%) 858.00
Increased by +0.11%
May 31, 26
14 MFS Growth Equity 776.58K (1.26%) 218.18K
Increased by +28.09%
Mar 31, 26
15 MFS Growth B 774.27K (1.26%) -2.31K
Decreased by -0.30%
Apr 30, 26
16 Vanguard Small Cap Index 718.79K (1.17%) -1.33K
Decreased by -0.19%
Apr 30, 26
17 Vanguard Mid Cap Index Institutional 675.58K (1.10%) 1.19K
Increased by +0.18%
Apr 30, 26
18 BlackRock Large Cap Core (SMA) 656.51K (1.07%) 86.18K
Increased by +13.13%
May 31, 26
19 Vanguard Growth Index Investor 603.52K (0.98%) 3.10K
Increased by +0.51%
Apr 30, 26
20 Vontobel Global Equity A USD 538.08K (0.88%) 31.83K
Increased by +5.92%
Apr 30, 26