Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 4.76%
2 NITE 4.46%
3 GENZ 4.31%
4 UTRN 3.90%
5 SCAP 3.19%
6 LPRE 2.31%
7 RSPD 2.23%
8 RCD 2.09%
9 FLYU 1.98%
10 ACTX_old 1.98%
11 BCSM 1.89%
12 BOBP 1.60%
13 FLYD 1.59%
14 FFOX 1.42%
15 OOTO 1.41%
16 BUL 1.40%
17 RPG 1.39%
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 6.00M (8.15%) 505.33K
Increased by +8.43%
Mar 31, 26
4 Vanguard Capital Management, LLC 5.27M (7.16%) 5.27M
Increased by +100.00%
Mar 31, 26
5 FMR Inc 4.69M (6.37%) 4.15M
Increased by +88.49%
Mar 31, 26
6 State Street Corporation 3.68M (5.01%) -66.17K
Decreased by -1.80%
Mar 31, 24
7 Barrow Hanley Mewhinney & Strauss LLC 3.64M (4.96%) -35.91K
Decreased by -0.99%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 3.09M (4.20%) 3.09M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 2.97M (4.04%) -45.44K
Decreased by -1.53%
Mar 31, 26
10 Amvescap Plc. 2.58M (3.50%) 565.13K
Increased by +21.93%
Mar 31, 26
11 Fisher Asset Management, LLC 2.33M (3.17%) -1.64M
Decreased by -70.36%
Dec 31, 24
12 Geode Capital Management, LLC 2.29M (3.11%) 92.14K
Increased by +4.03%
Mar 31, 26
13 Egerton Capital LLP 2.07M (2.81%) 2.07M
Increased by +100.00%
Dec 31, 25
14 Neuberger Berman Group LLC 1.74M (2.37%) 380.43K
Increased by +21.85%
Mar 31, 26
15 BAMCO Inc 1.74M (2.36%) 517.27K
Increased by +29.78%
Mar 31, 26
16 Capital Research & Mgmt Co - Division 3 1.71M (2.32%) -2.42M
Decreased by -141.46%
Sep 30, 23
17 Jefferies Financial Group Inc 1.68M (2.29%) 1.64M
Increased by +97.37%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 1.55M (2.10%) 22.53K
Increased by +1.46%
Mar 31, 26
19 JPMorgan Chase & Co 1.29M (1.76%) 269.33K
Increased by +20.84%
Mar 31, 26
20 Renaissance Technologies Corp 1.24M (1.69%) 184.00K
Increased by +14.84%
Mar 31, 26

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 2.49M (3.38%) 6.10K
Increased by +0.25%
Apr 30, 26
8 Vanguard 500 Index Investor 2.19M (2.98%) 39.88K
Increased by +1.82%
Apr 30, 26
9 Vanguard Small Cap Index 1.80M (2.44%) -3.40K
Decreased by -0.19%
Apr 30, 26
10 Invesco S&P 500® Equal Weight ETF 1.68M (2.28%) 3.20K
Increased by +0.19%
May 29, 26
11 Fidelity Blue Chip Growth 1.63M (2.21%) 9.44K
Increased by +0.58%
Apr 30, 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