Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UFO 4.80%
2 VSL 4.00%
3 UTRN 3.98%
4 XTH 3.47%
5 IVEG 3.45%
6 YUMY 3.31%
7 KSEA 3.26%
8 XKST 2.59%
9 SHFT 2.56%
10 PTF 2.52%
11 USRD 1.90%
12 QQJG 1.86%
13 FRTY 1.80%
14 RYT 1.51%
15 QQQN 1.47%
16 ANEW 1.47%
17 RSPT 1.40%
18 SMAP 1.38%
19 HAPY 1.36%
20 ROBO 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.71M (12.52%) 183.15K
Increased by +0.62%
Dec 31, 24
2 BlackRock Inc 19.86M (8.37%) 539.89K
Increased by +2.72%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 12.72M (5.36%) -120.34K
Decreased by -0.95%
Mar 31, 24
4 Morgan Stanley - Brokerage Accounts 11.60M (4.89%) -117.95K
Decreased by -1.02%
Dec 31, 24
5 State Street Corporation 10.78M (4.54%) -58.14K
Decreased by -0.54%
Mar 31, 24
6 State Street Corp 10.58M (4.46%) 115.82K
Increased by +1.09%
Dec 31, 24
7 Select Equity Group LP 10.15M (4.28%) 1.86M
Increased by +18.29%
Dec 31, 24
8 Generation Investment Management LLP 9.37M (3.95%) -2.53M
Decreased by -26.98%
Dec 31, 24
9 Geode Capital Management, LLC 6.04M (2.54%) 138.14K
Increased by +2.29%
Dec 31, 24
10 Victory Capital Management Inc. 5.67M (2.39%) 222.68K
Increased by +3.93%
Dec 31, 24
11 UBS Asset Mgmt Americas Inc 5.53M (2.33%) 134.28K
Increased by +2.43%
Dec 31, 24
12 Sumitomo Mitsui Trust Holdings Inc 5.12M (2.16%) -198.58K
Decreased by -3.88%
Jun 30, 24
13 Contour Asset Management LLC 4.68M (1.97%) 197.91K
Increased by +4.23%
Dec 31, 24
14 PRIMECAP Management Company 4.43M (1.86%) -103.51K
Decreased by -2.34%
Dec 31, 24
15 Fidelity International Ltd 4.39M (1.85%) -52.00K
Decreased by -1.18%
Dec 31, 24
16 T. Rowe Price Associates, Inc. 4.35M (1.83%) -5.65M
Decreased by -129.98%
Sep 30, 23
17 King Luther Capital Management Corp 4.25M (1.79%) -24.15K
Decreased by -0.57%
Dec 31, 24
18 Jana Partners Management LP 4.18M (1.76%) -702.86K
Decreased by -16.82%
Dec 31, 24
19 Citadel Advisors Llc 3.93M (1.65%) 3.43M
Increased by +87.22%
Jun 30, 24
20 Sumitomo Mitsui Trust Group Inc 3.67M (1.55%) -972.10K
Decreased by -26.48%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.75M (3.26%) 52.75K
Increased by +0.68%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 7.75M (3.26%) 5.22K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.83M (2.88%) 59.00K
Increased by +0.86%
Mar 31, 25
4 Eaton Vance Atlanta Capital SMID-Cap I 6.68M (2.82%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 5.29M (2.23%) 18.86K
Increased by +0.36%
Mar 31, 25
6 American Funds New Perspective A 3.78M (1.59%) -236.44K
Decreased by -6.26%
Mar 31, 24
7 Capital Group New Perspective Comp 3.78M (1.59%) -236.44K
Decreased by -6.26%
Mar 31, 24
8 Sycamore Mid Cap Value Comp 3.70M (1.56%) 3.58M
Increased by +96.72%
Mar 31, 25
9 Victory Sycamore Established Value R 3.70M (1.56%) -173.00K
Decreased by -4.68%
Mar 31, 25
10 Vanguard Capital Opportunity Inv 3.12M (1.32%) -9.50K
Decreased by -0.30%
Mar 31, 25
11 Fidelity 500 Index 3.08M (1.30%) 25.16K
Increased by +0.82%
Mar 31, 25
12 Impax Water Strategy Composite 3.05M (1.29%) -335.53K
Decreased by -10.99%
Nov 30, 23
13 SPDR® S&P 500 ETF 3.03M (1.28%) -44.64K
Decreased by -1.47%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.95M (1.24%) 2.45K
Increased by +0.08%
Apr 30, 25
15 SPDR® S&P 500® ETF Trust 2.95M (1.24%) -15.55K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 2.94M (1.24%) 6.66K
Increased by +0.23%
Apr 30, 24
17 iShares Core S&P 500 ETF 2.91M (1.23%) -3.04K
Decreased by -0.10%
Apr 30, 25
18 Fidelity® 500 Index 2.89M (1.22%) 18.41K
Increased by +0.64%
Nov 30, 23
19 American Funds Growth Fund of Amer A 2.73M (1.15%) 0.00
Increased by 0.00%
Mar 31, 24
20 Capital Group Growth Fnd of Amer Comp 2.73M (1.15%) 0.00
Increased by 0.00%
Mar 31, 24