Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MAKX 5.44%
2 DAT 5.20%
3 UTRN 3.72%
4 USSE 3.71%
5 XTH 3.64%
6 USRD 2.50%
7 EQWM 2.46%
8 ISHP 2.08%
9 FCFY 2.02%
10 QQQN 1.86%
11 SAEF 1.83%
12 FTXD 1.79%
13 RYT 1.60%
14 RYJ 1.54%
15 UPGD 1.54%
16 QQJG 1.52%
17 ROBO 1.51%
18 OCFS 1.47%
19 DFNV 1.46%
20 RSPT 1.46%

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 US Total Market Shares ETF 1.64M (3.26%) 15.79K
Increased by +0.96%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.64M (3.25%) -14.00K
Decreased by -0.86%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 1.46M (2.90%) 10.97K
Increased by +0.75%
May 31, 25
4 Vanguard 500 Index Investor 1.44M (2.86%) -18.80K
Decreased by -1.30%
Jun 30, 25
5 UBS: Global Equity 1.26M (2.49%) 0.00
Increased by 0.00%
Sep 30, 24
6 Sycamore Mid Cap Value Comp 775.00K (1.54%) 756.40K
Increased by +97.60%
Mar 31, 25
7 Delaware Ivy Science and Technology C 774.65K (1.54%) 0.00
Increased by 0.00%
Oct 31, 24
8 Ivy Science/Technology Composite 774.65K (1.54%) 176.98K
Increased by +22.85%
Sep 30, 24
9 JHancock Disciplined Value Mid Cap I 667.47K (1.32%) -13.98K
Decreased by -2.09%
May 31, 25
10 Fidelity 500 Index 644.35K (1.28%) -3.81K
Decreased by -0.59%
Jun 30, 25
11 SPDR® S&P 500 ETF 640.12K (1.27%) -9.30K
Decreased by -1.45%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 623.29K (1.24%) -3.24K
Decreased by -0.52%
Mar 31, 25
13 Vanguard Small Cap Index 621.31K (1.23%) 621.31K
Increased by +100.00%
Jun 30, 25
14 SPDR® S&P 500® ETF 618.27K (1.23%) -2.58K
Decreased by -0.42%
Jul 31, 25
15 Victory Sycamore Established Value R 618.00K (1.23%) -157.00K
Decreased by -25.40%
Jun 30, 25
16 SPDR® S&P 500 ETF Trust 607.11K (1.20%) 1.35K
Increased by +0.22%
Apr 30, 24
17 iShares Core S&P 500 ETF 604.66K (1.20%) -60.00
Decreased by -0.01%
Jul 30, 25
18 Fidelity® 500 Index 598.23K (1.19%) 3.81K
Increased by +0.64%
Nov 30, 23
19 Vanguard Mid Cap Index Institutional 561.16K (1.11%) -566.69K
Decreased by -100.99%
Jun 30, 25
20 Invesco Equity and Income Composite 501.31K (0.99%) 255.83K
Increased by +51.03%
Jun 30, 25