Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRID 8.35%
2 AIPO 8.32%
3 GEX 7.85%
4 SUPP 6.22%
5 POWR 5.97%
6 FILL 5.97%
7 RSHO 5.52%
8 CTIF 5.49%
9 CCSO 5.26%
10 VOLT 5.11%
11 WCAP 5.06%
12 NBET 4.98%
13 NBCT 4.98%
14 TSES 4.87%
15 POW 4.85%
16 SOLR 4.46%
17 SULR 4.46%
18 MADE 4.24%
19 UTRN 4.02%
20 MOTO 3.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 J Stern & Co LLP 59.03M (15.24%) 58.80M
Increased by +99.60%
Dec 31, 25
2 JPMorgan Chase & Co 38.44M (9.93%) 14.55M
Increased by +37.85%
Sep 30, 25
3 Vanguard Group Inc 37.95M (9.80%) 275.23K
Increased by +0.73%
Dec 31, 25
4 BlackRock Inc 28.56M (7.37%) 168.66K
Increased by +0.59%
Sep 30, 25
5 State Street Corp 16.94M (4.38%) 105.14K
Increased by +0.62%
Sep 30, 25
6 State Street Corporation 16.83M (4.35%) -119.00K
Decreased by -0.71%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 12.78M (3.30%) 240.07K
Increased by +1.88%
Sep 30, 25
8 Bank of America Corp 12.56M (3.24%) -564.66K
Decreased by -4.50%
Sep 30, 25
9 FMR Inc 8.91M (2.30%) -3.06M
Decreased by -34.38%
Dec 31, 25
10 Geode Capital Management, LLC 8.66M (2.24%) 48.97K
Increased by +0.57%
Dec 31, 25
11 Massachusetts Financial Services Company 5.50M (1.42%) -1.79M
Decreased by -32.46%
Dec 31, 25
12 The Goldman Sachs Group Inc 5.02M (1.30%) 280.63K
Increased by +5.59%
Sep 30, 25
13 Nuveen, LLC 5.00M (1.29%) -100.61K
Decreased by -2.01%
Dec 31, 25
14 NORGES BANK 4.78M (1.23%) 117.71K
Increased by +2.46%
Dec 31, 25
15 Goldman Sachs Group Inc 4.74M (1.22%) 764.49K
Increased by +16.14%
Jun 30, 25
16 Coatue Management LLC 4.72M (1.22%) -73.55K
Decreased by -1.56%
Dec 31, 25
17 Nuveen Asset Management, LLC 4.67M (1.21%) 192.48K
Increased by +4.12%
Dec 31, 24
18 Northern Trust Corp 4.44M (1.15%) -49.64K
Decreased by -1.12%
Sep 30, 25
19 Amvescap Plc. 4.42M (1.14%) -92.17K
Decreased by -2.09%
Sep 30, 25
20 HHG PLC 4.35M (1.12%) 622.28K
Increased by +14.31%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.63M (3.26%) -33.03K
Decreased by -0.26%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.29M (3.17%) 55.89K
Increased by +0.45%
Feb 28, 26
3 Vanguard 500 Index Investor 9.99M (2.58%) 94.74K
Increased by +0.95%
Feb 28, 26
4 iShares Core S&P 500 ETF 4.95M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
5 Fidelity 500 Index 4.93M (1.27%) 22.87K
Increased by +0.46%
Jan 31, 26
6 SPDR® S&P 500 ETF 4.91M (1.27%) -71.92K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 4.82M (1.24%) -37.45K
Decreased by -0.78%
Mar 31, 24
8 SPDR® S&P 500® ETF Trust 4.78M (1.24%) -25.06K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 4.73M (1.22%) 58.19K
Increased by +1.23%
Aug 31, 25
10 Fidelity® 500 Index 4.65M (1.20%) 29.59K
Increased by +0.64%
Nov 30, 23
11 State Street® SPDR® S&P 500® ETF 4.57M (1.18%) -34.58K
Decreased by -0.76%
Feb 28, 26
12 JPM US Large Cap Growth-MA 3.74M (0.97%) 3.74M
Increased by +100.00%
Sep 30, 23
13 Vanguard Value Index Inv 3.62M (0.93%) 44.74K
Increased by +1.24%
Feb 28, 26
14 Columbia Dividend Value 2.51M (0.65%) -28.36K
Decreased by -1.13%
Sep 30, 23
15 JPM US Equity Income-Composite 2.51M (0.65%) 158.49K
Increased by +6.31%
Dec 31, 25
16 JPM US Equity Income-MA 2.51M (0.65%) 158.49K
Increased by +6.31%
Dec 31, 25
17 JPMorgan Equity Income I 2.51M (0.65%) 0.00
Increased by 0.00%
Jan 31, 26
18 Fidelity® Puritan® 2.32M (0.60%) -22.30K
Decreased by -0.96%
Oct 31, 23
19 State Street® IndstrlSelSectSPDR®ETF 2.26M (0.58%) -7.61K
Decreased by -0.34%
Feb 28, 26
20 Fidelity Contrafund 2.23M (0.58%) 37.50K
Increased by +1.68%
Jan 31, 25