Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 4.76%
2 GENZ 4.31%
3 UTRN 3.90%
4 SCAP 2.98%
5 NITE 2.67%
6 LPRE 2.17%
7 RCD 2.09%
8 RSPD 2.09%
9 FLYU 1.98%
10 ACTX_old 1.98%
11 BCSM 1.75%
12 BOBP 1.60%
13 FLYD 1.50%
14 OOTO 1.41%
15 BUL 1.40%
16 RPG 1.31%
17 FFOX 1.31%
18 KOOL 1.17%
19 ALTL_old 1.09%
20 JRNY 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.00M (12.24%) -55.26K
Decreased by -0.61%
Dec 31, 25
2 Capital World Investors 8.90M (12.10%) -641.16K
Decreased by -7.20%
Mar 31, 26
3 BlackRock Inc 5.49M (7.47%) 305.92K
Increased by +5.57%
Dec 31, 25
4 State Street Corporation 3.68M (5.01%) -66.17K
Decreased by -1.80%
Mar 31, 24
5 Barrow Hanley Mewhinney & Strauss LLC 3.64M (4.96%) -35.91K
Decreased by -0.99%
Mar 31, 26
6 State Street Corp 3.02M (4.10%) -1.77K
Decreased by -0.06%
Dec 31, 25
7 Amvescap Plc. 2.58M (3.50%) 565.13K
Increased by +21.93%
Mar 31, 26
8 Fisher Asset Management, LLC 2.33M (3.17%) -1.64M
Decreased by -70.36%
Dec 31, 24
9 Geode Capital Management, LLC 2.20M (2.99%) -19.79K
Decreased by -0.90%
Dec 31, 25
10 Egerton Capital LLP 2.07M (2.81%) 2.07M
Increased by +100.00%
Dec 31, 25
11 Neuberger Berman Group LLC 1.74M (2.37%) 380.43K
Increased by +21.85%
Mar 31, 26
12 Capital Research & Mgmt Co - Division 3 1.71M (2.32%) -2.42M
Decreased by -141.46%
Sep 30, 23
13 Jefferies Financial Group Inc 1.68M (2.29%) 1.64M
Increased by +97.37%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.53M (2.07%) -258.92K
Decreased by -16.98%
Dec 31, 25
15 JPMorgan Chase & Co 1.29M (1.76%) 269.33K
Increased by +20.84%
Mar 31, 26
16 Renaissance Technologies Corp 1.24M (1.69%) 184.00K
Increased by +14.84%
Mar 31, 26
17 BAMCO Inc 1.22M (1.66%) -118.27K
Decreased by -9.70%
Dec 31, 25
18 Jericho Capital Asset Management LP 1.18M (1.60%) 1.18M
Increased by +100.00%
Dec 31, 24
19 Citadel Advisors Llc 1.15M (1.56%) 591.97K
Increased by +51.58%
Jun 30, 25
20 Palidye Holdings (Caymans) Ltd 1.12M (1.52%) 1.12M
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.02M (4.10%) 2.00K
Increased by +0.07%
Sep 30, 24
2 American Funds New Perspective A 2.78M (3.77%) 275.90K
Increased by +9.94%
Mar 31, 26
3 Capital Group New Perspective Comp 2.78M (3.77%) 275.90K
Increased by +9.94%
Mar 31, 26
4 American Funds Fundamental Invs A 2.65M (3.60%) -1.29M
Decreased by -48.68%
Mar 31, 26
5 Capital Group Fundamental Invtrs Comp 2.65M (3.60%) -1.29M
Decreased by -48.68%
Mar 31, 26
6 Vanguard Institutional 500 Index Trust 2.55M (3.46%) 15.90K
Increased by +0.62%
May 31, 25
7 Vanguard Total Stock Mkt Idx Inv 2.48M (3.37%) 12.61K
Increased by +0.51%
Mar 31, 26
8 Vanguard 500 Index Investor 2.15M (2.92%) -22.76K
Decreased by -1.06%
Mar 31, 26
9 Vanguard Small Cap Index 1.80M (2.45%) 29.52K
Increased by +1.64%
Mar 31, 26
10 Invesco S&P 500® Equal Weight ETF 1.69M (2.29%) -507.00
Decreased by -0.03%
Apr 30, 26
11 Fidelity Blue Chip Growth 1.62M (2.20%) 1.55M
Increased by +95.74%
Mar 31, 26
12 Fidelity Blue Chip Growth Composite 1.62M (2.20%) 1.62M
Increased by +100.00%
Mar 31, 26
13 American Funds Washington Mutual A 1.60M (2.17%) -2.20M
Decreased by -138.14%
Sep 30, 23
14 Capital Group Wash Mutual Invtrs Comp 1.60M (2.17%) -2.20M
Decreased by -138.14%
Sep 30, 23
15 Allspring (Lux) WW Glb L/SEq IPUSD Acc 1.43M (1.94%) 1.43M
Increased by +100.00%
Mar 31, 24
16 Neuberger Large Cap Value Inv 1.27M (1.73%) 287.16K
Increased by +22.55%
Mar 31, 26
17 American Funds SMALLCAP World A 1.24M (1.69%) 299.64K
Increased by +24.15%
Mar 31, 26
18 SPDR® S&P 500 ETF Trust 1.13M (1.54%) -2.45K
Decreased by -0.22%
Apr 30, 24
19 Fidelity® 500 Index 1.13M (1.53%) 7.18K
Increased by +0.64%
Nov 30, 23
20 SPDR® S&P 500 ETF 1.11M (1.52%) -53.50K
Decreased by -4.80%
Mar 31, 25