Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RVER 5.01%
2 RUFF 4.18%
3 UTRN 3.82%
4 UGCE 3.81%
5 NBCC 3.38%
6 RCD 2.36%
7 RSPD 2.34%
8 SPGP 1.91%
9 PXLG 1.83%
10 RUNN 1.83%
11 QQJG 1.76%
12 QQQN 1.68%
13 JMID 1.64%
14 XRT 1.62%
15 BOUT 1.53%
16 QQQJ 1.19%
17 RTH 1.10%
18 MPAY 1.08%
19 FDWM 1.07%
20 TMFX 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.48M (12.14%) -100.01K
Decreased by -1.82%
Dec 31, 24
2 BlackRock Inc 4.30M (9.52%) -5.78K
Decreased by -0.13%
Dec 31, 24
3 State Street Corp 2.34M (5.18%) 25.60K
Increased by +1.09%
Dec 31, 24
4 State Street Corporation 2.21M (4.90%) 186.83K
Increased by +8.45%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 1.33M (2.94%) 154.41K
Increased by +11.63%
Dec 31, 24
6 International Assets Investment Management, LLC 1.24M (2.74%) 1.24M
Increased by +99.94%
Sep 30, 24
7 Geode Capital Management, LLC 1.20M (2.66%) 11.21K
Increased by +0.93%
Dec 31, 24
8 Jennison Associates LLC 1.13M (2.50%) -274.31K
Decreased by -24.27%
Sep 30, 23
9 Capital World Investors 990.22K (2.19%) 990.22K
Increased by +100.00%
Dec 31, 24
10 Ontario Teachers Pension Plan Board 923.83K (2.05%) 923.83K
Increased by +100.00%
Sep 30, 24
11 Amvescap Plc. 733.97K (1.63%) -10.31K
Decreased by -1.41%
Dec 31, 24
12 Berkshire Hathaway Inc 690.11K (1.53%) 690.11K
Increased by +100.00%
Jun 30, 24
13 ING Investment Management LLC 659.48K (1.46%) 28.00K
Increased by +4.25%
Mar 31, 24
14 Deutsche Bank AG 655.56K (1.45%) 9.29K
Increased by +1.42%
Dec 31, 24
15 Goldman Sachs Group Inc 626.20K (1.39%) -52.20K
Decreased by -8.34%
Sep 30, 24
16 Amundi 582.46K (1.29%) -126.70K
Decreased by -21.75%
Mar 31, 24
17 T. Rowe Price Investment Management,Inc. 565.41K (1.25%) -858.01K
Decreased by -151.75%
Dec 31, 24
18 Northern Trust Corp 562.15K (1.24%) 72.00K
Increased by +12.81%
Dec 31, 24
19 Champlain Investment Partners, LLC 560.74K (1.24%) -49.66K
Decreased by -8.86%
Dec 31, 24
20 NORGES BANK 550.51K (1.22%) -6.57K
Decreased by -1.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.51M (3.35%) 1.20K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.47M (3.24%) -20.19K
Decreased by -1.38%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 1.29M (2.85%) -19.30K
Decreased by -1.50%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 998.71K (2.21%) -18.79K
Decreased by -1.88%
Mar 31, 25
5 SPDR® S&P 500 ETF Trust 582.00K (1.29%) 1.30K
Increased by +0.22%
Apr 30, 24
6 Fidelity 500 Index 581.80K (1.29%) -8.29K
Decreased by -1.42%
Mar 31, 25
7 Fidelity® 500 Index 580.33K (1.28%) 3.69K
Increased by +0.64%
Nov 30, 23
8 SPDR® S&P 500 ETF 576.66K (1.28%) -18.54K
Decreased by -3.22%
Mar 31, 25
9 SPDR® S&P 500® ETF 562.38K (1.25%) 459.00
Increased by +0.08%
Apr 30, 25
10 SPDR® S&P 500® ETF Trust 561.52K (1.24%) -2.92K
Decreased by -0.52%
Mar 31, 25
11 iShares Core S&P 500 ETF 549.23K (1.22%) -567.00
Decreased by -0.10%
Apr 30, 25
12 American Funds Growth Fund of Amer A 500.00K (1.11%) 500.00K
Increased by +100.00%
Dec 31, 24
13 Capital Group Growth Fnd of Amer Comp 500.00K (1.11%) 500.00K
Increased by +100.00%
Dec 31, 24
14 iShares MSCI USA Quality Factor ETF 453.09K (1.00%) 560.00
Increased by +0.12%
Apr 30, 25
15 T. Rowe Price Mid-Cap Growth 449.40K (1.00%) 24.40K
Increased by +5.43%
Mar 31, 25
16 T. Rowe Price US Mid-Cap Growth Equity 449.40K (1.00%) 174.40K
Increased by +38.81%
Mar 31, 25
17 Champlain Mid Cap Fund, LLC 441.39K (0.98%) -7.20K
Decreased by -1.63%
Mar 31, 25
18 Invesco S&P 500® Equal Weight ETF 427.37K (0.95%) -1.35K
Decreased by -0.32%
Apr 30, 25
19 T. Rowe Price U.S. Large-Cap Core Tr-B 418.00K (0.93%) 418.00K
Increased by +100.00%
Mar 31, 25
20 Vanguard Value Index Inv 405.34K (0.90%) 202.58K
Increased by +49.98%
Mar 31, 25