Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXR 4.75%
2 RVER 4.71%
3 ABIG 4.18%
4 GRBIC 4.17%
5 UTRN 3.90%
6 HWAY 3.47%
7 VNSE 3.22%
8 AMID 3.11%
9 PAVE 3.10%
10 BAFE 2.93%
11 JPEF 2.86%
12 FMTM 2.81%
13 JHAC 2.72%
14 INNO 2.71%
15 HELS 2.68%
16 DRES 2.68%
17 SWP 2.63%
18 PRN 2.61%
19 NUMV 2.60%
20 LCLG 2.37%

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 5.12M (8.23%) 91.51K
Increased by +1.79%
Mar 31, 26
4 Vanguard Capital Management, LLC 4.09M (6.57%) 4.09M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 3.08M (4.94%) -101.21K
Decreased by -3.29%
Mar 31, 24
6 JPMorgan Chase & Co 2.99M (4.79%) 1.82M
Increased by +60.94%
Mar 31, 26
7 State Street Corp 2.96M (4.75%) -3.10K
Decreased by -0.10%
Mar 31, 26
8 Capital Research Global Investors 2.73M (4.38%) 587.62K
Increased by +21.56%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 2.68M (4.30%) 2.68M
Increased by +100.00%
Mar 31, 26
10 Capital World Investors 2.20M (3.53%) -507.22K
Decreased by -23.04%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 1.75M (2.80%) 183.87K
Increased by +10.53%
Mar 31, 26
12 Geode Capital Management, LLC 1.67M (2.68%) 31.02K
Increased by +1.86%
Mar 31, 26
13 Franklin Resources Inc 1.66M (2.66%) 314.90K
Increased by +18.98%
Mar 31, 26
14 International Assets Investment Management, LLC 1.61M (2.58%) 1.60M
Increased by +99.88%
Sep 30, 24
15 Putnam Investments LLC 1.38M (2.21%) -10.61K
Decreased by -0.77%
Dec 31, 23
16 Putnam Investments, LLC., a Franklin Templeton company 1.38M (2.21%) -10.61K
Decreased by -0.77%
Dec 31, 23
17 NORGES BANK 1.21M (1.94%) 178.31K
Increased by +14.76%
Dec 31, 25
18 AllianceBernstein L.P. 1.13M (1.81%) 45.56K
Increased by +4.03%
Mar 31, 26
19 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 929.16K (1.49%) 787.53K
Increased by +84.76%
Mar 31, 26
20 The Goldman Sachs Group Inc 926.34K (1.49%) 256.56K
Increased by +27.70%
Mar 31, 26

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 2.01M (3.22%) 6.06K
Increased by +0.30%
Apr 30, 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 1.63M (2.62%) 29.53K
Increased by +1.81%
Apr 30, 26
7 Vanguard Mid Cap Index Institutional 1.36M (2.19%) 3.09K
Increased by +0.23%
Apr 30, 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 830.11K (1.33%) 2.55K
Increased by +0.31%
May 29, 26
13 SPDR® S&P 500 ETF 812.15K (1.30%) -16.95K
Decreased by -2.09%
Mar 31, 25
14 Fidelity 500 Index 807.31K (1.30%) 2.78K
Increased by +0.34%
Apr 30, 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 758.65K (1.22%) 814.00
Increased by +0.11%
May 31, 26