Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MAKX 5.53%
2 DAT 4.94%
3 UTRN 3.72%
4 USSE 3.71%
5 XTH 3.64%
6 USRD 2.50%
7 EQWM 2.46%
8 FCFY 2.14%
9 ISHP 2.03%
10 QQQN 1.86%
11 FTXD 1.79%
12 SAEF 1.77%
13 QQJG 1.66%
14 RYT 1.60%
15 RYJ 1.54%
16 UPGD 1.54%
17 RSPT 1.53%
18 ROBO 1.49%
19 OCFS 1.47%
20 DFNV 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.37M (12.63%) 104.94K
Increased by +1.65%
Mar 31, 25
2 BlackRock Inc 4.32M (8.57%) -263.72K
Decreased by -6.11%
Mar 31, 25
3 State Street Corp 2.18M (4.32%) -15.52K
Decreased by -0.71%
Mar 31, 25
4 State Street Corporation 2.09M (4.14%) 36.90K
Increased by +1.77%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 1.48M (2.94%) -6.06K
Decreased by -0.41%
Mar 31, 25
6 Amvescap Plc. 1.34M (2.65%) -87.12K
Decreased by -6.52%
Mar 31, 25
7 Geode Capital Management, LLC 1.32M (2.62%) 42.08K
Increased by +3.19%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 1.23M (2.43%) -70.13K
Decreased by -5.72%
Mar 31, 25
9 Victory Capital Management Inc. 1.18M (2.35%) 255.19K
Increased by +21.56%
Mar 31, 25
10 Schroder Investment Management Group 983.72K (1.95%) 379.49K
Increased by +38.58%
Dec 31, 24
11 JPMorgan Chase & Co 978.11K (1.94%) 43.50K
Increased by +4.45%
Mar 31, 25
12 Boston Partners Global Investors, Inc 953.48K (1.89%) -307.25K
Decreased by -32.22%
Mar 31, 25
13 FMR Inc 853.85K (1.69%) 78.16K
Increased by +9.15%
Mar 31, 25
14 Apg All Pensions Group 840.38K (1.67%) -25.85K
Decreased by -3.08%
Mar 31, 25
15 Neuberger Berman Group LLC 770.09K (1.53%) -57.76K
Decreased by -7.50%
Sep 30, 23
16 Ameriprise Financial Inc 632.97K (1.26%) -558.22K
Decreased by -88.19%
Dec 31, 23
17 Pictet Asset Manangement SA 577.98K (1.15%) 577.98K
Increased by +100.00%
Sep 30, 23
18 Northern Trust Corp 575.87K (1.14%) 78.51K
Increased by +13.63%
Mar 31, 25
19 Black Creek Investment Management Inc 572.98K (1.14%) -428.50K
Decreased by -74.79%
Jun 30, 24
20 Macquarie Group Ltd 567.27K (1.13%) -1.05M
Decreased by -185.67%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.65M (3.27%) 988.00
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.64M (3.26%) 15.79K
Increased by +0.96%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.46M (2.90%) 10.97K
Increased by +0.75%
May 31, 25
4 UBS: Global Equity 1.26M (2.49%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Mid Cap Index Institutional 1.13M (2.24%) 10.63K
Increased by +0.94%
May 31, 25
6 Macquarie Science and Technology 776.74K (1.54%) 2.09K
Increased by +0.27%
Dec 31, 24
7 Sycamore Mid Cap Value Comp 775.00K (1.54%) 756.40K
Increased by +97.60%
Mar 31, 25
8 Victory Sycamore Established Value R 775.00K (1.54%) 190.00K
Increased by +24.52%
Mar 31, 25
9 Delaware Ivy Science and Technology C 774.65K (1.54%) 0.00
Increased by 0.00%
Oct 31, 24
10 Ivy Science/Technology Composite 774.65K (1.54%) 176.98K
Increased by +22.85%
Sep 30, 24
11 JHancock Disciplined Value Mid Cap I 681.45K (1.35%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity 500 Index 645.40K (1.28%) 797.00
Increased by +0.12%
Apr 30, 25
13 SPDR® S&P 500 ETF 640.12K (1.27%) -9.30K
Decreased by -1.45%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 623.29K (1.24%) -3.24K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 616.03K (1.22%) -2.73K
Decreased by -0.44%
May 31, 25
16 SPDR® S&P 500 ETF Trust 607.11K (1.20%) 1.35K
Increased by +0.22%
Apr 30, 24
17 Fidelity® 500 Index 598.23K (1.19%) 3.81K
Increased by +0.64%
Nov 30, 23
18 iShares Core S&P 500 ETF 595.41K (1.18%) 0.00
Increased by 0.00%
May 31, 25
19 Invesco S&P 500® Equal Weight ETF 494.35K (0.98%) 1.63K
Increased by +0.33%
May 30, 25
20 Vanguard Information Technology ETF 484.57K (0.96%) 1.47K
Increased by +0.30%
May 31, 25