Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RVER 5.01%
2 RUFF 4.18%
3 NBCC 3.94%
4 UTRN 3.82%
5 UGCE 3.81%
6 STNC 2.82%
7 RCD 2.75%
8 RSPD 2.70%
9 SPGP 2.24%
10 QQJG 2.04%
11 PXLG 1.83%
12 RUNN 1.83%
13 JMID 1.83%
14 XRT 1.78%
15 QQQN 1.68%
16 BOUT 1.53%
17 QQQJ 1.38%
18 RTH 1.31%
19 FDWM 1.26%
20 TMFX 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.38M (12.00%) -107.56K
Decreased by -2.00%
Mar 31, 25
2 BlackRock Inc 4.43M (9.89%) 132.89K
Increased by +3.00%
Mar 31, 25
3 State Street Corporation 2.21M (4.94%) 186.83K
Increased by +8.45%
Mar 31, 24
4 State Street Corp 2.00M (4.46%) -342.25K
Decreased by -17.14%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 1.25M (2.79%) -76.11K
Decreased by -6.08%
Mar 31, 25
6 International Assets Investment Management, LLC 1.24M (2.76%) 1.24M
Increased by +99.94%
Sep 30, 24
7 Geode Capital Management, LLC 1.23M (2.75%) 30.75K
Increased by +2.50%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 1.23M (2.73%) 688.27K
Increased by +56.18%
Mar 31, 25
9 Sanders Capital, LLC 1.19M (2.66%) 1.19M
Increased by +100.00%
Mar 31, 25
10 Jennison Associates LLC 1.13M (2.52%) -274.31K
Decreased by -24.27%
Sep 30, 23
11 Capital World Investors 990.22K (2.21%) 990.22K
Increased by +100.00%
Dec 31, 24
12 T. Rowe Price Investment Management,Inc. 931.56K (2.08%) 366.15K
Increased by +39.30%
Mar 31, 25
13 Ontario Teachers Pension Plan Board 923.83K (2.06%) 923.83K
Increased by +100.00%
Sep 30, 24
14 JPMorgan Chase & Co 913.60K (2.04%) 410.90K
Increased by +44.98%
Mar 31, 25
15 Amvescap Plc. 733.97K (1.64%) -10.31K
Decreased by -1.41%
Dec 31, 24
16 Berkshire Hathaway Inc 690.11K (1.54%) 690.11K
Increased by +100.00%
Jun 30, 24
17 ING Investment Management LLC 659.48K (1.47%) 28.00K
Increased by +4.25%
Mar 31, 24
18 Bank of America Corp 649.18K (1.45%) 203.40K
Increased by +31.33%
Mar 31, 25
19 Goldman Sachs Group Inc 626.20K (1.40%) -52.20K
Decreased by -8.34%
Sep 30, 24
20 Marshall Wace Asset Management Ltd 598.53K (1.34%) 139.43K
Increased by +23.29%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.51M (3.37%) 1.20K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.49M (3.32%) 21.27K
Increased by +1.43%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 1.31M (2.92%) 21.66K
Increased by +1.65%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 1.01M (2.25%) 9.63K
Increased by +0.95%
Apr 30, 25
5 SPDR® S&P 500 ETF Trust 582.00K (1.30%) 1.30K
Increased by +0.22%
Apr 30, 24
6 Fidelity 500 Index 581.80K (1.30%) -8.29K
Decreased by -1.42%
Mar 31, 25
7 Fidelity® 500 Index 580.33K (1.30%) 3.69K
Increased by +0.64%
Nov 30, 23
8 SPDR® S&P 500 ETF 576.66K (1.29%) -18.54K
Decreased by -3.22%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 561.52K (1.25%) -2.92K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 558.60K (1.25%) -3.32K
Decreased by -0.59%
Apr 30, 25
11 iShares Core S&P 500 ETF 549.23K (1.23%) -567.00
Decreased by -0.10%
Apr 30, 25
12 American Funds Growth Fund of Amer A 500.00K (1.12%) 500.00K
Increased by +100.00%
Dec 31, 24
13 Capital Group Growth Fnd of Amer Comp 500.00K (1.12%) 500.00K
Increased by +100.00%
Dec 31, 24
14 iShares MSCI USA Quality Factor ETF 453.09K (1.01%) 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 Invesco S&P 500® Equal Weight ETF 427.37K (0.95%) -1.35K
Decreased by -0.32%
Apr 30, 25
18 Champlain Mid Cap Fund, LLC 425.79K (0.95%) -15.60K
Decreased by -3.66%
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 T. Rowe Price U.S. Large-Cap Core Tr-C 418.00K (0.93%) 418.00K
Increased by +100.00%
Mar 31, 25