Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 4.81%
2 UTRN 3.97%
3 PXMG 3.58%
4 EQWM 3.34%
5 MDPL 3.27%
6 TADS 3.03%
7 BIGD 2.96%
8 BCUS 2.81%
9 CWS 2.26%
10 SMLL 1.98%
11 RUNN 1.88%
12 PRAY 1.55%
13 KMID 1.54%
14 KNG 1.45%
15 NOBL 1.44%
16 WBIF 1.37%
17 KCE 1.35%
18 RYF 1.33%
19 EPMV 1.32%
20 HAPY 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.83M (12.92%) 29.84K
Increased by +0.62%
Jun 30, 25
2 BlackRock Inc 3.36M (9.01%) -152.51K
Decreased by -4.53%
Jun 30, 25
3 Morgan Stanley - Brokerage Accounts 2.37M (6.36%) 426.07K
Increased by +17.94%
Jun 30, 25
4 BAMCO Inc 2.23M (5.98%) -16.11K
Decreased by -0.72%
Jun 30, 25
5 State Street Corp 1.94M (5.19%) 15.56K
Increased by +0.80%
Jun 30, 25
6 State Street Corporation 1.77M (4.74%) -72.76K
Decreased by -4.11%
Mar 31, 24
7 Loomis, Sayles & Company LP 1.51M (4.04%) 23.90K
Increased by +1.58%
Jun 30, 25
8 Wells Fargo & Co 1.37M (3.68%) -13.74K
Decreased by -1.00%
Jun 30, 25
9 Ninety One UK Limited 1.19M (3.19%) 685.00
Increased by +0.06%
Jun 30, 25
10 Geode Capital Management, LLC 1.16M (3.11%) 27.04K
Increased by +2.33%
Jun 30, 25
11 Kayne Anderson Rudnick Investment Management LLC 1.07M (2.86%) -7.13K
Decreased by -0.67%
Jun 30, 25
12 Mitsubishi UFJ Asset Management Co.,Ltd 829.17K (2.22%) 301.13K
Increased by +36.32%
Jun 30, 25
13 Amvescap Plc. 683.15K (1.83%) 192.45K
Increased by +28.17%
Jun 30, 25
14 Bank of America Corp 529.01K (1.42%) -15.16K
Decreased by -2.87%
Jun 30, 25
15 Citadel Advisors Llc 468.37K (1.25%) 533.00
Increased by +0.11%
Mar 31, 25
16 GAMMA Investing LLC 430.09K (1.15%) 429.03K
Increased by +99.75%
Mar 31, 25
17 JPMorgan Chase & Co 418.74K (1.12%) -87.02K
Decreased by -20.78%
Jun 30, 25
18 Northern Trust Corp 405.78K (1.09%) 168.00
Increased by +0.04%
Jun 30, 25
19 Charles Schwab Investment Management Inc 400.41K (1.07%) 4.24K
Increased by +1.06%
Jun 30, 25
20 Massachusetts Financial Services Company 389.90K (1.04%) -21.79K
Decreased by -5.59%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.21M (3.23%) 841.00
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.19M (3.19%) -27.26K
Decreased by -2.29%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 1.08M (2.90%) 7.73K
Increased by +0.71%
May 31, 25
4 Baron Growth Retail 954.00K (2.56%) -21.00K
Decreased by -2.20%
Jun 30, 25
5 Baron Small Cap Growth Strategy 954.00K (2.56%) -21.00K
Decreased by -2.20%
Jun 30, 25
6 Vanguard 500 Index Investor 938.94K (2.52%) -137.71K
Decreased by -14.67%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 846.65K (2.27%) 9.12K
Increased by +1.08%
Jul 31, 25
8 MS INVF Global Brands A 663.18K (1.78%) 0.00
Increased by 0.00%
Jun 30, 25
9 Morgan Stanley Glbl Franchise 663.18K (1.78%) 173.42K
Increased by +26.15%
Jun 30, 25
10 Baron Partners Retail 640.00K (1.71%) -10.00K
Decreased by -1.56%
Jun 30, 25
11 Vanguard Growth Index Investor 497.12K (1.33%) 1.83K
Increased by +0.37%
Jul 31, 25
12 MS INVF Global Brands A USD 483.59K (1.30%) -9.48K
Decreased by -1.96%
Jun 30, 24
13 Fidelity 500 Index 481.02K (1.29%) 205.00
Increased by +0.04%
Jul 31, 25
14 SPDR® S&P 500 ETF 472.61K (1.27%) -6.82K
Decreased by -1.44%
Mar 31, 25
15 Ninety One GSF Glb Frchs I Acc USD 471.49K (1.26%) 0.00
Increased by 0.00%
May 31, 25
16 Ninety One Global Franchise 471.49K (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 460.27K (1.23%) -2.38K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 459.35K (1.23%) 5.57K
Increased by +1.21%
Aug 31, 25
19 iShares Core S&P 500 ETF 455.69K (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
20 SPDR® S&P 500 ETF Trust 447.20K (1.20%) -989.00
Decreased by -0.22%
Apr 30, 24