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 3.70%
6 ZIG 2.88%
7 STNC 2.75%
8 FMTM 2.74%
9 RJMG 2.59%
10 BUL 2.55%
11 QQJG 2.39%
12 UPGD 2.32%
13 NUMG 2.12%
14 ACSI 2.07%
15 POWA 1.91%
16 RUNN 1.83%
17 XVOL 1.77%
18 RCD 1.69%
19 QQQN 1.68%
20 QMOM 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.38M (12.55%) 23.43K
Increased by +0.44%
Dec 31, 25
2 BlackRock Inc 4.07M (9.49%) -39.75K
Decreased by -0.98%
Mar 31, 26
3 Vanguard Capital Management, LLC 2.88M (6.73%) 2.88M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 2.21M (5.16%) 186.83K
Increased by +8.45%
Mar 31, 24
5 State Street Corp 2.00M (4.67%) -22.98K
Decreased by -1.15%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 1.96M (4.57%) 1.96M
Increased by +100.00%
Mar 31, 26
7 Sanders Capital, LLC 1.91M (4.45%) 644.40K
Increased by +33.77%
Mar 31, 26
8 Diamant Asset Management Inc 1.47M (3.44%) 1.47M
Increased by +99.81%
Mar 31, 26
9 Geode Capital Management, LLC 1.27M (2.97%) 32.42K
Increased by +2.55%
Mar 31, 26
10 International Assets Investment Management, LLC 1.24M (2.89%) 1.24M
Increased by +99.94%
Sep 30, 24
11 Jennison Associates LLC 1.13M (2.64%) -274.31K
Decreased by -24.27%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 1.12M (2.61%) 29.42K
Increased by +2.63%
Mar 31, 26
13 JPMorgan Chase & Co 1.10M (2.58%) 47.28K
Increased by +4.28%
Mar 31, 26
14 Capital World Investors 990.22K (2.31%) 990.22K
Increased by +100.00%
Dec 31, 24
15 T. Rowe Price Associates, Inc. 983.68K (2.30%) -7.41K
Decreased by -0.75%
Mar 31, 26
16 T. Rowe Price Investment Management,Inc. 970.40K (2.26%) -641.99K
Decreased by -66.16%
Mar 31, 26
17 Ontario Teachers Pension Plan Board 923.83K (2.16%) 923.83K
Increased by +100.00%
Sep 30, 24
18 Amvescap Plc. 738.16K (1.72%) -126.46K
Decreased by -17.13%
Mar 31, 26
19 NORGES BANK 712.32K (1.66%) 159.14K
Increased by +22.34%
Dec 31, 25
20 Berkshire Hathaway Inc 690.11K (1.61%) 690.11K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.51M (3.53%) 1.20K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.41M (3.30%) 3.38K
Increased by +0.24%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 1.32M (3.08%) 9.80K
Increased by +0.74%
May 31, 25
4 Vanguard 500 Index Investor 1.15M (2.68%) 20.84K
Increased by +1.81%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 960.51K (2.24%) 2.18K
Increased by +0.23%
Apr 30, 26
6 iShares Core S&P 500 ETF 584.54K (1.36%) 1.79K
Increased by +0.31%
May 29, 26
7 SPDR® S&P 500 ETF Trust 582.00K (1.36%) 1.30K
Increased by +0.22%
Apr 30, 24
8 Fidelity® 500 Index 580.33K (1.35%) 3.69K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500 ETF 576.66K (1.35%) -18.54K
Decreased by -3.22%
Mar 31, 25
10 Fidelity 500 Index 568.50K (1.33%) 1.96K
Increased by +0.34%
Apr 30, 26
11 SPDR® S&P 500® ETF Trust 561.52K (1.31%) -2.92K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 546.68K (1.28%) 6.83K
Increased by +1.25%
Aug 31, 25
13 State Street® SPDR® S&P 500® ETF 533.00K (1.24%) 572.00
Increased by +0.11%
May 31, 26
14 American Funds Growth Fund of Amer A 500.00K (1.17%) 500.00K
Increased by +100.00%
Dec 31, 24
15 Capital Group Growth Fnd of Amer Comp 500.00K (1.17%) 500.00K
Increased by +100.00%
Dec 31, 24
16 T. Rowe Price US Mid-Cap Growth Equity 461.80K (1.08%) -400.00
Decreased by -0.09%
Mar 31, 26
17 T. Rowe Price Mid-Cap Growth 461.60K (1.08%) -200.00
Decreased by -0.04%
Apr 30, 26
18 iShares MSCI USA Quality Factor ETF 449.77K (1.05%) 29.31K
Increased by +6.52%
May 29, 26
19 T. Rowe Price U.S. Large-Cap Core Tr-B 418.00K (0.98%) 418.00K
Increased by +100.00%
Mar 31, 25
20 Vanguard Value Index Inv 411.19K (0.96%) 1.19K
Increased by +0.29%
Apr 30, 26