Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.72%
2 USSE 3.71%
3 DAT 3.65%
4 XTH 3.64%
5 MAKX 3.18%
6 USRD 2.50%
7 EQWM 2.46%
8 FCFY 2.07%
9 ISHP 1.95%
10 QQQN 1.86%
11 FTXD 1.79%
12 SAEF 1.77%
13 QQJG 1.63%
14 RYT 1.60%
15 ROBO 1.55%
16 RYJ 1.54%
17 UPGD 1.54%
18 OCFS 1.47%
19 RSPT 1.44%
20 TSME 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.26M (12.42%) 55.13K
Increased by +0.88%
Dec 31, 24
2 BlackRock Inc 4.58M (9.09%) 127.61K
Increased by +2.78%
Dec 31, 24
3 State Street Corp 2.19M (4.35%) 43.13K
Increased by +1.97%
Dec 31, 24
4 State Street Corporation 2.09M (4.14%) 36.90K
Increased by +1.77%
Mar 31, 24
5 Macquarie Group Ltd 1.62M (3.21%) -134.48K
Decreased by -8.30%
Dec 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 1.49M (2.95%) -1.97K
Decreased by -0.13%
Dec 31, 24
7 Amvescap Plc. 1.42M (2.82%) 20.99K
Increased by +1.48%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 1.30M (2.57%) 86.77K
Increased by +6.69%
Dec 31, 24
9 Geode Capital Management, LLC 1.28M (2.53%) 30.50K
Increased by +2.39%
Dec 31, 24
10 Boston Partners Global Investors, Inc 1.26M (2.50%) -63.46K
Decreased by -5.03%
Dec 31, 24
11 Schroder Investment Management Group 983.72K (1.95%) 379.49K
Increased by +38.58%
Dec 31, 24
12 JPMorgan Chase & Co 934.61K (1.85%) -879.52K
Decreased by -94.11%
Dec 31, 24
13 Victory Capital Management Inc. 928.52K (1.84%) -108.01K
Decreased by -11.63%
Dec 31, 24
14 Apg All Pensions Group 866.23K (1.72%) -1.29M
Decreased by -148.72%
Dec 31, 24
15 FMR Inc 775.68K (1.54%) 499.74K
Increased by +64.43%
Dec 31, 24
16 Neuberger Berman Group LLC 770.09K (1.53%) -57.76K
Decreased by -7.50%
Sep 30, 23
17 Ameriprise Financial Inc 632.97K (1.26%) -558.22K
Decreased by -88.19%
Dec 31, 23
18 Pictet Asset Manangement SA 577.98K (1.15%) 577.98K
Increased by +100.00%
Sep 30, 23
19 Black Creek Investment Management Inc 572.98K (1.14%) -428.50K
Decreased by -74.79%
Jun 30, 24
20 Franklin Resources Inc 561.11K (1.11%) 19.94K
Increased by +3.55%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.64M (3.25%) 15.79K
Increased by +0.96%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.62M (3.22%) -3.83K
Decreased by -0.24%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 1.43M (2.83%) -2.46K
Decreased by -0.17%
Mar 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 1.11M (2.19%) -7.65K
Decreased by -0.69%
Mar 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 Macquarie Science and Technology C 774.65K (1.54%) 0.00
Increased by 0.00%
Nov 30, 24
12 JHancock Disciplined Value Mid Cap I 703.43K (1.40%) -135.82K
Decreased by -19.31%
Feb 28, 25
13 Fidelity 500 Index 644.60K (1.28%) -1.41K
Decreased by -0.22%
Mar 31, 25
14 SPDR® S&P 500 ETF 640.12K (1.27%) -9.30K
Decreased by -1.45%
Mar 31, 25
15 SPDR® S&P 500® ETF 624.25K (1.24%) 510.00
Increased by +0.08%
Apr 30, 25
16 SPDR® S&P 500® ETF Trust 623.29K (1.24%) -3.24K
Decreased by -0.52%
Mar 31, 25
17 iShares Core S&P 500 ETF 608.54K (1.21%) -630.00
Decreased by -0.10%
Apr 30, 25
18 SPDR® S&P 500 ETF Trust 607.11K (1.20%) 1.35K
Increased by +0.22%
Apr 30, 24
19 Fidelity® 500 Index 598.23K (1.19%) 3.81K
Increased by +0.64%
Nov 30, 23
20 Invesco S&P 500® Equal Weight ETF 503.47K (1.00%) -1.62K
Decreased by -0.32%
Apr 30, 25