Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RVER 4.71%
2 FTXR 4.35%
3 AIEQ 4.19%
4 GRBIC 4.17%
5 UTRN 3.90%
6 ABIG 3.75%
7 HWAY 3.18%
8 VNSE 2.88%
9 AMID 2.81%
10 FMTM 2.81%
11 PAVE 2.77%
12 JHAC 2.72%
13 INNO 2.71%
14 PRN 2.61%
15 BAFE 2.59%
16 JPEF 2.58%
17 DRES 2.55%
18 HELS 2.48%
19 NUMV 2.32%
20 SWP 2.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Lombard Odier Asset Management (Europe) Ltd 28.14M (45.17%) 28.13M
Increased by +99.96%
Sep 30, 25
2 Vanguard Group Inc 7.43M (11.93%) -43.42K
Decreased by -0.58%
Dec 31, 25
3 BlackRock Inc 5.03M (8.08%) 61.25K
Increased by +1.22%
Dec 31, 25
4 State Street Corporation 3.08M (4.94%) -101.21K
Decreased by -3.29%
Mar 31, 24
5 JPMorgan Chase & Co 2.99M (4.79%) 1.82M
Increased by +60.94%
Mar 31, 26
6 State Street Corp 2.96M (4.76%) -32.54K
Decreased by -1.10%
Dec 31, 25
7 Capital Research Global Investors 2.73M (4.38%) 587.62K
Increased by +21.56%
Mar 31, 26
8 Capital World Investors 2.20M (3.53%) -507.22K
Decreased by -23.04%
Mar 31, 26
9 Franklin Resources Inc 1.66M (2.66%) 314.90K
Increased by +18.98%
Mar 31, 26
10 Geode Capital Management, LLC 1.64M (2.63%) -8.02K
Decreased by -0.49%
Dec 31, 25
11 International Assets Investment Management, LLC 1.61M (2.58%) 1.60M
Increased by +99.88%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 1.56M (2.51%) -158.08K
Decreased by -10.12%
Dec 31, 25
13 Putnam Investments LLC 1.38M (2.21%) -10.61K
Decreased by -0.77%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 1.38M (2.21%) -10.61K
Decreased by -0.77%
Dec 31, 23
15 NORGES BANK 1.21M (1.94%) 178.31K
Increased by +14.76%
Dec 31, 25
16 AllianceBernstein L.P. 1.08M (1.74%) -4.04K
Decreased by -0.37%
Dec 31, 25
17 Boston Partners Global Investors, Inc 914.98K (1.47%) 140.63K
Increased by +15.37%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 891.75K (1.43%) -12.78K
Decreased by -1.43%
Mar 31, 26
19 GAMMA Investing LLC 887.41K (1.42%) 886.27K
Increased by +99.87%
Mar 31, 25
20 Impax Asset Management Group PLC 820.42K (1.32%) -139.63K
Decreased by -17.02%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.09M (3.36%) -11.93K
Decreased by -0.57%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.00M (3.21%) -11.47K
Decreased by -0.57%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 1.86M (2.98%) 12.91K
Increased by +0.70%
May 31, 25
4 American Funds Growth Fund of Amer A 1.70M (2.73%) 195.61K
Increased by +11.52%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 1.70M (2.73%) 195.61K
Increased by +11.52%
Jun 30, 25
6 Vanguard 500 Index Investor 1.60M (2.57%) -32.70K
Decreased by -2.04%
Mar 31, 26
7 Vanguard Mid Cap Index Institutional 1.36M (2.18%) -22.08K
Decreased by -1.62%
Mar 31, 26
8 American Funds Invmt Co of Amer A 947.25K (1.52%) 0.00
Increased by 0.00%
Mar 31, 26
9 Capital Group Investment Co of Amer Comp 947.25K (1.52%) 0.00
Increased by 0.00%
Mar 31, 26
10 American Funds AMCAP A 878.73K (1.41%) 276.88K
Increased by +31.51%
Mar 31, 26
11 Capital Group AMCAP Composite 878.73K (1.41%) 276.88K
Increased by +31.51%
Mar 31, 26
12 iShares Core S&P 500 ETF 814.87K (1.31%) 2.40K
Increased by +0.30%
Apr 30, 26
13 SPDR® S&P 500 ETF 812.15K (1.30%) -16.95K
Decreased by -2.09%
Mar 31, 25
14 Fidelity 500 Index 804.53K (1.29%) -5.24K
Decreased by -0.65%
Mar 31, 26
15 SPDR® S&P 500 ETF Trust 797.79K (1.28%) -1.72K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 795.69K (1.28%) 5.06K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500® ETF Trust 790.83K (1.27%) -4.10K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 783.63K (1.26%) 9.61K
Increased by +1.23%
Aug 31, 25
19 VA CollegeAmerica Amcap 529A 768.09K (1.23%) -124.35K
Decreased by -16.19%
Dec 31, 24
20 State Street® SPDR® S&P 500® ETF 751.21K (1.21%) 2.48K
Increased by +0.33%
Apr 30, 26