Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UFO 4.76%
2 ARKX 4.43%
3 AGIQ 4.37%
4 VSL 4.00%
5 IVEG 3.99%
6 UTRN 3.98%
7 XTH 3.47%
8 ARKQ 3.37%
9 YUMY 3.31%
10 KSEA 3.26%
11 XKST 2.59%
12 SHFT 2.56%
13 PTF 2.53%
14 KROP 2.03%
15 USRD 1.90%
16 FRTY 1.80%
17 QQJG 1.75%
18 RYT 1.51%
19 NUMV 1.50%
20 SMAP 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.07M (12.70%) -215.13K
Decreased by -0.72%
Jun 30, 25
2 BlackRock Inc 20.53M (8.67%) 477.61K
Increased by +2.33%
Jun 30, 25
3 Morgan Stanley - Brokerage Accounts 13.56M (5.73%) 1.43M
Increased by +10.55%
Jun 30, 25
4 Capital Research & Mgmt Co - Division 3 12.72M (5.37%) -120.34K
Decreased by -0.95%
Mar 31, 24
5 State Street Corp 10.91M (4.61%) 273.32K
Increased by +2.51%
Jun 30, 25
6 State Street Corporation 10.78M (4.55%) -58.14K
Decreased by -0.54%
Mar 31, 24
7 Generation Investment Management LLP 9.02M (3.81%) 1.45M
Increased by +16.07%
Jun 30, 25
8 Select Equity Group LP 8.64M (3.65%) -585.23K
Decreased by -6.77%
Jun 30, 25
9 Geode Capital Management, LLC 6.21M (2.62%) -69.11K
Decreased by -1.11%
Jun 30, 25
10 UBS Asset Mgmt Americas Inc 5.60M (2.37%) -1.38M
Decreased by -24.55%
Jun 30, 25
11 Victory Capital Management Inc. 5.55M (2.34%) 150.47K
Increased by +2.71%
Jun 30, 25
12 Sumitomo Mitsui Trust Holdings Inc 5.12M (2.16%) -198.58K
Decreased by -3.88%
Jun 30, 24
13 T. Rowe Price Associates, Inc. 4.35M (1.84%) -5.65M
Decreased by -129.98%
Sep 30, 23
14 PRIMECAP Management Company 4.23M (1.79%) -77.77K
Decreased by -1.84%
Jun 30, 25
15 King Luther Capital Management Corp 4.22M (1.78%) -22.37K
Decreased by -0.53%
Jun 30, 25
16 Boston Partners Global Investors, Inc 4.17M (1.76%) 525.21K
Increased by +12.59%
Jun 30, 25
17 Fidelity International Ltd 4.17M (1.76%) 60.16K
Increased by +1.44%
Jun 30, 25
18 Amvescap Plc. 4.09M (1.73%) 248.75K
Increased by +6.08%
Jun 30, 25
19 Citadel Advisors Llc 3.93M (1.66%) 3.43M
Increased by +87.22%
Jun 30, 24
20 Contour Asset Management LLC 3.79M (1.60%) 188.56K
Increased by +4.98%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.75M (3.27%) 5.22K
Increased by +0.07%
Sep 30, 24
2 Eaton Vance Atlanta Capital SMID-Cap I 7.54M (3.19%) 0.00
Increased by 0.00%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 7.49M (3.16%) -188.26K
Decreased by -2.51%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 6.99M (2.95%) 51.12K
Increased by +0.73%
May 31, 25
5 Vanguard 500 Index Investor 5.91M (2.50%) -865.20K
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 5.32M (2.25%) 57.30K
Increased by +1.08%
Jul 31, 25
7 Victory Sycamore Established Value R 3.80M (1.61%) 100.00K
Increased by +2.63%
Jun 30, 25
8 American Funds New Perspective A 3.78M (1.60%) -236.44K
Decreased by -6.26%
Mar 31, 24
9 Capital Group New Perspective Comp 3.78M (1.60%) -236.44K
Decreased by -6.26%
Mar 31, 24
10 Sycamore Mid Cap Value Comp 3.70M (1.56%) 3.58M
Increased by +96.72%
Mar 31, 25
11 Impax Water Strategy Composite 3.05M (1.29%) -335.53K
Decreased by -10.99%
Nov 30, 23
12 SPDR® S&P 500 ETF 3.03M (1.28%) -44.64K
Decreased by -1.47%
Mar 31, 25
13 Fidelity 500 Index 3.02M (1.28%) 1.28K
Increased by +0.04%
Jul 31, 25
14 Vanguard Capital Opportunity Inv 3.01M (1.27%) -107.72K
Decreased by -3.57%
Jun 30, 25
15 SPDR® S&P 500® ETF Trust 2.95M (1.25%) -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 Fidelity® 500 Index 2.89M (1.22%) 18.41K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500® ETF 2.89M (1.22%) 35.42K
Increased by +1.23%
Aug 31, 25
19 iShares Core S&P 500 ETF 2.87M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
20 American Funds Growth Fund of Amer A 2.73M (1.15%) 0.00
Increased by 0.00%
Mar 31, 24