Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VSL 4.00%
2 IVEG 3.99%
3 UTRN 3.98%
4 XTH 3.47%
5 YUMY 3.31%
6 KSEA 3.26%
7 UFO 3.09%
8 ARKX 2.81%
9 XKST 2.59%
10 SHFT 2.56%
11 PTF 2.53%
12 KROP 2.14%
13 USRD 1.90%
14 ARKQ 1.89%
15 FRTY 1.80%
16 RYT 1.51%
17 QQJG 1.51%
18 NUMV 1.50%
19 QQQN 1.47%
20 ANEW 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.57M (13.18%) 304.46K
Increased by +1.00%
Dec 31, 25
2 BlackRock Inc 19.04M (8.21%) -384.06K
Decreased by -2.02%
Dec 31, 25
3 Capital Research & Mgmt Co - Division 3 12.72M (5.49%) -120.34K
Decreased by -0.95%
Mar 31, 24
4 Morgan Stanley - Brokerage Accounts 11.76M (5.07%) -1.19M
Decreased by -10.07%
Dec 31, 25
5 State Street Corp 10.88M (4.69%) -67.27K
Decreased by -0.62%
Dec 31, 25
6 State Street Corporation 10.78M (4.65%) -58.14K
Decreased by -0.54%
Mar 31, 24
7 Generation Investment Management LLP 7.78M (3.36%) 186.51K
Increased by +2.40%
Mar 31, 26
8 Geode Capital Management, LLC 6.31M (2.72%) 55.07K
Increased by +0.87%
Dec 31, 25
9 Wellington Management Company LLP 6.20M (2.67%) 3.46M
Increased by +55.74%
Dec 31, 25
10 Select Equity Group LP 5.61M (2.42%) -1.69M
Decreased by -30.19%
Mar 31, 26
11 Sumitomo Mitsui Trust Holdings Inc 5.12M (2.21%) -198.58K
Decreased by -3.88%
Jun 30, 24
12 Victory Capital Management Inc. 4.96M (2.14%) -162.99K
Decreased by -3.28%
Dec 31, 25
13 HSBC Holdings PLC 4.93M (2.13%) 2.80M
Increased by +56.81%
Dec 31, 25
14 Amvescap Plc. 4.92M (2.12%) 747.56K
Increased by +15.20%
Mar 31, 26
15 Kayne Anderson Rudnick Investment Management LLC 4.49M (1.94%) -525.31K
Decreased by -11.70%
Dec 31, 25
16 T. Rowe Price Associates, Inc. 4.35M (1.87%) -5.65M
Decreased by -129.98%
Sep 30, 23
17 King Luther Capital Management Corp 4.16M (1.79%) -16.38K
Decreased by -0.39%
Dec 31, 25
18 Citadel Advisors Llc 3.93M (1.69%) 3.43M
Increased by +87.22%
Jun 30, 24
19 PRIMECAP Management Company 3.92M (1.69%) -13.40K
Decreased by -0.34%
Mar 31, 26
20 Sumitomo Mitsui Trust Group Inc 3.76M (1.62%) 501.85K
Increased by +13.36%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Core Plus Full Discretion CIT D 8.53M (3.68%) 0.00
Increased by 0.00%
Dec 31, 25
2 Loomis Sayles CPFD CIT 8.53M (3.68%) 0.00
Increased by 0.00%
Dec 31, 25
3 Loomis Sayles Inv Grade Bond CIT 8.53M (3.68%) 0.00
Increased by 0.00%
Dec 31, 25
4 Vanguard US Total Market Shares ETF 7.75M (3.34%) 5.22K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 7.43M (3.20%) -90.92K
Decreased by -1.22%
Mar 31, 26
6 Vanguard Institutional 500 Index Trust 6.99M (3.02%) 51.12K
Increased by +0.73%
May 31, 25
7 Vanguard 500 Index Investor 6.06M (2.61%) -61.84K
Decreased by -1.02%
Mar 31, 26
8 Eaton Vance Atlanta Capital SMID-Cap I 4.81M (2.07%) -77.15K
Decreased by -1.61%
Mar 31, 26
9 American Funds New Perspective A 3.78M (1.63%) -236.44K
Decreased by -6.26%
Mar 31, 24
10 Capital Group New Perspective Comp 3.78M (1.63%) -236.44K
Decreased by -6.26%
Mar 31, 24
11 Sycamore Mid Cap Value Comp 3.70M (1.60%) 3.58M
Increased by +96.72%
Mar 31, 25
12 iShares Core S&P 500 ETF 3.08M (1.33%) 9.04K
Increased by +0.29%
Apr 30, 26
13 Impax Water Strategy Composite 3.05M (1.32%) -335.53K
Decreased by -10.99%
Nov 30, 23
14 Fidelity 500 Index 3.04M (1.31%) 10.59K
Increased by +0.35%
Mar 31, 26
15 SPDR® S&P 500 ETF 3.03M (1.31%) -44.64K
Decreased by -1.47%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 2.95M (1.27%) -15.55K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 2.94M (1.27%) 6.66K
Increased by +0.23%
Apr 30, 24
18 Vanguard Capital Opportunity Inv 2.94M (1.27%) -6.00K
Decreased by -0.20%
Mar 31, 26
19 Fidelity® 500 Index 2.89M (1.25%) 18.41K
Increased by +0.64%
Nov 30, 23
20 SPDR® S&P 500® ETF 2.89M (1.25%) 35.42K
Increased by +1.23%
Aug 31, 25