Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PHO 8.67%
2 FCTE 5.13%
3 MJJ 4.89%
4 MJO 4.89%
5 FIW 4.36%
6 THCX 4.25%
7 WBIL 3.99%
8 PIO 3.96%
9 UTRN 3.91%
10 STNC 3.70%
11 TMFM 2.81%
12 FBT 2.69%
13 IVEG 2.59%
14 POWA 2.19%
15 EQTY 2.18%
16 DEF 2.14%
17 RYJ 2.10%
18 UPGD 2.10%
19 AHOY 1.86%
20 CAMX 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.41M (12.48%) 138.51K
Increased by +1.87%
Jun 30, 25
2 BlackRock Inc 6.56M (11.05%) -377.26K
Decreased by -5.75%
Jun 30, 25
3 AllianceBernstein L.P. 4.02M (6.77%) 950.69K
Increased by +23.64%
Jun 30, 25
4 Fundsmith LLP 3.61M (6.07%) -4.79K
Decreased by -0.13%
Jun 30, 25
5 Wealthfront Advisers LLC 3.09M (5.20%) 3.08M
Increased by +99.91%
Dec 31, 24
6 State Street Corp 2.68M (4.51%) 37.76K
Increased by +1.41%
Jun 30, 25
7 State Street Corporation 2.54M (4.27%) 22.79K
Increased by +0.90%
Mar 31, 24
8 Massachusetts Financial Services Company 1.86M (3.14%) -202.51K
Decreased by -10.86%
Jun 30, 25
9 Bank of New York Mellon Corp 1.76M (2.96%) -51.08K
Decreased by -2.90%
Jun 30, 25
10 Geode Capital Management, LLC 1.55M (2.61%) 42.20K
Increased by +2.72%
Jun 30, 25
11 FUNDSMITH INVESTMENT SERVICES LTD. 1.22M (2.06%) 4.95K
Increased by +0.41%
Jun 30, 25
12 Amvescap Plc. 1.11M (1.87%) 695.00
Increased by +0.06%
Jun 30, 25
13 HHG PLC 906.48K (1.53%) 5.00K
Increased by +0.55%
Jun 30, 25
14 Nordea Investment Mgmt Bank Demark A/s 871.08K (1.47%) -52.14K
Decreased by -5.99%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 836.40K (1.41%) 123.22K
Increased by +14.73%
Jun 30, 25
16 American Century Companies Inc 832.89K (1.40%) 212.75K
Increased by +25.54%
Sep 30, 23
17 Principal Financial Group Inc 822.84K (1.39%) 84.78K
Increased by +10.30%
Jun 30, 25
18 Ako Capital Llp 787.35K (1.33%) -99.87K
Decreased by -12.68%
Jun 30, 25
19 NORGES BANK 763.19K (1.28%) -3.47K
Decreased by -0.45%
Jun 30, 25
20 Generation Investment Management LLP 755.33K (1.27%) -774.79K
Decreased by -102.58%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fundsmith Equity I Acc 3.37M (5.67%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.88M (3.16%) 1.36K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.87M (3.15%) -43.02K
Decreased by -2.30%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 1.69M (2.84%) 10.60K
Increased by +0.63%
May 31, 25
5 Vanguard 500 Index Investor 1.47M (2.48%) -215.93K
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 1.33M (2.23%) 14.31K
Increased by +1.08%
Jul 31, 25
7 AllianceBernstein US L/C Growth Eqty MF 1.28M (2.15%) 0.00
Increased by 0.00%
Jul 31, 25
8 Fidelity 500 Index 754.34K (1.27%) 323.00
Increased by +0.04%
Jul 31, 25
9 Vanguard Growth Index Investor 745.30K (1.25%) 4.55K
Increased by +0.61%
Jul 31, 25
10 SPDR® S&P 500 ETF 739.07K (1.24%) -10.85K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 719.44K (1.21%) -3.78K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 717.97K (1.21%) 8.86K
Increased by +1.23%
Aug 31, 25
13 Impax Leaders Strategy Composite 716.23K (1.21%) 132.44K
Increased by +18.49%
Nov 30, 24
14 iShares Core S&P 500 ETF 715.94K (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 700.07K (1.18%) 1.57K
Increased by +0.22%
Apr 30, 24
16 Fidelity® 500 Index 688.72K (1.16%) 4.38K
Increased by +0.64%
Nov 30, 23
17 Vanguard Health Care Inv 666.88K (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
18 Janus Henderson Enterprise D 666.46K (1.12%) 0.00
Increased by 0.00%
Jun 30, 25
19 Janus Inst Mid Cap Growth CF 666.46K (1.12%) 0.00
Increased by 0.00%
Jun 30, 25
20 American Century US Premier Lg Cp Gr 659.00K (1.11%) 145.00K
Increased by +22.00%
Sep 30, 23