Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UBRL 133.63%
2 IYT 22.56%
3 TPOR 16.85%
4 FLYD 14.91%
5 FLYU 14.14%
6 SAMM 4.86%
7 BUL 4.83%
8 ADPV 4.69%
9 AWAY 4.66%
10 JRNY 4.52%
11 FPX 4.51%
12 CAMX 4.48%
13 FDRV 4.43%
14 OND 4.27%
15 TOGA_old 4.25%
16 RUFF 4.13%
17 XLI 3.95%
18 PNQI 3.94%
19 UTRN 3.92%
20 XNTK 3.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 186.53M (8.97%) 5.76M
Increased by +3.09%
Mar 31, 25
2 BlackRock Inc 152.82M (7.35%) -2.22M
Decreased by -1.45%
Mar 31, 25
3 Capital Research Global Investors 120.03M (5.77%) 1.90M
Increased by +1.58%
Mar 31, 25
4 State Street Corp 86.64M (4.17%) 1.39M
Increased by +1.60%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 82.33M (3.96%) 1.33M
Increased by +1.61%
Mar 31, 25
6 State Street Corporation 79.07M (3.80%) 1.62M
Increased by +2.04%
Mar 31, 24
7 PUBLIC INVESTMENT FUND 72.84M (3.50%) 0.00
Increased by 0.00%
Mar 31, 25
8 FMR Inc 57.59M (2.77%) 15.63M
Increased by +27.14%
Mar 31, 25
9 Geode Capital Management, LLC 44.69M (2.15%) 1.13M
Increased by +2.53%
Mar 31, 25
10 JPMorgan Chase & Co 39.45M (1.90%) -5.24M
Decreased by -13.29%
Mar 31, 25
11 T. Rowe Price Associates, Inc. 38.62M (1.86%) 2.51M
Increased by +6.50%
Sep 30, 24
12 Wellington Management Company LLP 32.92M (1.58%) -4.89M
Decreased by -14.87%
Mar 31, 25
13 Pershing Square Capital Management, L.p. 30.30M (1.46%) 30.30M
Increased by +100.00%
Mar 31, 25
14 Edgewood Management LLC 27.55M (1.32%) 2.63M
Increased by +9.54%
Sep 30, 24
15 Capital World Investors 27.44M (1.32%) -2.92M
Decreased by -10.64%
Mar 31, 25
16 NORGES BANK 24.33M (1.17%) -2.07M
Decreased by -8.53%
Dec 31, 24
17 Jennison Associates LLC 24.04M (1.16%) -2.42M
Decreased by -10.08%
Mar 31, 25
18 GQG Partners LLC 22.42M (1.08%) 9.54M
Increased by +42.55%
Mar 31, 24
19 Amundi 20.73M (1.00%) 407.60K
Increased by +1.97%
Mar 31, 25
20 Northern Trust Corp 19.24M (0.93%) 720.12K
Increased by +3.74%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 68.98M (3.32%) -5.21M
Decreased by -7.55%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 68.98M (3.32%) -5.21M
Decreased by -7.55%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 67.24M (3.23%) 134.80K
Increased by +0.20%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 63.23M (3.04%) 385.16K
Increased by +0.61%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 59.41M (2.86%) 414.20K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 59.35M (2.85%) -66.78K
Decreased by -0.11%
Jun 30, 25
7 American Funds Invmt Co of Amer A 37.47M (1.80%) 752.44K
Increased by +2.01%
Jun 30, 25
8 Capital Group Investment Co of Amer Comp 37.47M (1.80%) 752.44K
Increased by +2.01%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 29.62M (1.42%) 503.93K
Increased by +1.70%
Nov 30, 23
10 Fidelity 500 Index 26.50M (1.27%) 141.11K
Increased by +0.53%
Jun 30, 25
11 SPDR® S&P 500 ETF 25.99M (1.25%) -585.92K
Decreased by -2.25%
Mar 31, 25
12 SPDR® S&P 500® ETF 25.36M (1.22%) -105.69K
Decreased by -0.42%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 25.30M (1.22%) -132.62K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 24.86M (1.20%) -2.47K
Decreased by -0.01%
Jul 30, 25
15 JPM US Large Cap Growth-MA 24.46M (1.18%) 22.18M
Increased by +90.69%
Sep 30, 23
16 SPDR® S&P 500 ETF Trust 24.22M (1.16%) -52.55K
Decreased by -0.22%
Apr 30, 24
17 Fidelity® Blue Chip Growth 21.97M (1.06%) -276.90K
Decreased by -1.26%
Nov 30, 23
18 Vanguard Growth Index Investor 21.94M (1.05%) -163.73K
Decreased by -0.75%
Jun 30, 25
19 Edgewood Growth Instl 14.92M (0.72%) 1.59M
Increased by +10.69%
Sep 30, 24
20 VA CollegeAmerica Amcap 529A 14.73M (0.71%) 3.00M
Increased by +20.34%
Dec 31, 24