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 2.89%
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 FRTY 1.80%
15 ARKQ 1.75%
16 RYT 1.51%
17 QQJG 1.51%
18 QQQN 1.47%
19 ANEW 1.47%
20 VFMV 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.57M (13.19%) 304.46K
Increased by +1.00%
Dec 31, 25
2 BlackRock Inc 19.48M (8.40%) 434.72K
Increased by +2.23%
Mar 31, 26
3 Vanguard Capital Management, LLC 15.34M (6.62%) 15.34M
Increased by +100.00%
Mar 31, 26
4 Capital Research & Mgmt Co - Division 3 12.72M (5.49%) -120.34K
Decreased by -0.95%
Mar 31, 24
5 Vanguard Portfolio Management, LLC 12.46M (5.37%) 12.46M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 10.80M (4.66%) -88.98K
Decreased by -0.82%
Mar 31, 26
7 State Street Corporation 10.78M (4.65%) -58.14K
Decreased by -0.54%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 10.10M (4.36%) -1.66M
Decreased by -16.45%
Mar 31, 26
9 Generation Investment Management LLP 7.78M (3.36%) 186.51K
Increased by +2.40%
Mar 31, 26
10 Geode Capital Management, LLC 6.47M (2.79%) 162.55K
Increased by +2.51%
Mar 31, 26
11 Wellington Management Company LLP 5.80M (2.50%) -403.25K
Decreased by -6.96%
Mar 31, 26
12 Select Equity Group LP 5.61M (2.42%) -1.69M
Decreased by -30.19%
Mar 31, 26
13 Sumitomo Mitsui Trust Holdings Inc 5.12M (2.21%) -198.58K
Decreased by -3.88%
Jun 30, 24
14 HSBC Holdings PLC 4.93M (2.13%) 2.80M
Increased by +56.81%
Dec 31, 25
15 Amvescap Plc. 4.92M (2.12%) 747.56K
Increased by +15.20%
Mar 31, 26
16 T. Rowe Price Associates, Inc. 4.35M (1.88%) -5.65M
Decreased by -129.98%
Sep 30, 23
17 King Luther Capital Management Corp 4.03M (1.74%) -123.54K
Decreased by -3.06%
Mar 31, 26
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 7.45M (3.21%) 17.29K
Increased by +0.23%
Apr 30, 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 6.17M (2.66%) 111.25K
Increased by +1.80%
Apr 30, 26
8 Eaton Vance Atlanta Capital SMID-Cap I 4.54M (1.96%) -268.92K
Decreased by -5.93%
Apr 30, 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 3.14M (1.35%) 9.59K
Increased by +0.31%
May 29, 26
13 Impax Water Strategy Composite 3.05M (1.32%) -335.53K
Decreased by -10.99%
Nov 30, 23
14 Fidelity 500 Index 3.05M (1.32%) 10.48K
Increased by +0.34%
Apr 30, 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