Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 4.81%
2 RONB 4.18%
3 UTRN 3.97%
4 PXMG 3.58%
5 EQWM 3.34%
6 MDPL 3.10%
7 TADS 3.03%
8 BIGD 2.96%
9 CWS 2.90%
10 BCUS 2.81%
11 GAUD 2.48%
12 TIME 1.88%
13 RUNN 1.88%
14 COWS 1.81%
15 KCE 1.61%
16 PRAY 1.55%
17 SMLL 1.54%
18 KMID 1.54%
19 HCOW 1.53%
20 UPGD 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.46M (12.06%) -477.37K
Decreased by -10.72%
Dec 31, 25
2 BlackRock Inc 3.40M (9.21%) 38.95K
Increased by +1.14%
Sep 30, 25
3 BAMCO Inc 2.89M (7.82%) 1.07M
Increased by +37.03%
Dec 31, 25
4 Morgan Stanley - Brokerage Accounts 2.17M (5.87%) -205.65K
Decreased by -9.48%
Sep 30, 25
5 State Street Corp 1.96M (5.31%) 23.66K
Increased by +1.21%
Sep 30, 25
6 State Street Corporation 1.77M (4.79%) -72.76K
Decreased by -4.11%
Mar 31, 24
7 Loomis, Sayles & Company LP 1.50M (4.05%) -37.53K
Decreased by -2.51%
Dec 31, 25
8 Wells Fargo & Co 1.33M (3.61%) -39.30K
Decreased by -2.95%
Sep 30, 25
9 Ninety One UK Limited 1.19M (3.23%) -1.22M
Decreased by -101.99%
Dec 31, 25
10 Geode Capital Management, LLC 1.06M (2.86%) -45.42K
Decreased by -4.29%
Dec 31, 25
11 Kayne Anderson Rudnick Investment Management LLC 1.04M (2.81%) -30.80K
Decreased by -2.97%
Sep 30, 25
12 Citadel Advisors Llc 868.47K (2.35%) 354.44K
Increased by +40.81%
Dec 31, 25
13 Mitsubishi UFJ Asset Management Co.,Ltd 856.04K (2.32%) 26.86K
Increased by +3.14%
Sep 30, 25
14 Amvescap Plc. 793.83K (2.15%) 110.69K
Increased by +13.94%
Sep 30, 25
15 AQR Capital Management LLC 705.06K (1.91%) 689.89K
Increased by +97.85%
Dec 31, 25
16 Marshall Wace Asset Management Ltd 581.41K (1.57%) 482.98K
Increased by +83.07%
Dec 31, 25
17 Bank of America Corp 572.76K (1.55%) 43.75K
Increased by +7.64%
Sep 30, 25
18 ProShare Advisors LLC 559.50K (1.51%) 150.45K
Increased by +26.89%
Dec 31, 25
19 NORGES BANK 522.04K (1.41%) 448.57K
Increased by +85.93%
Dec 31, 25
20 GAMMA Investing LLC 430.09K (1.16%) 429.03K
Increased by +99.75%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Partners Retail 1.30M (3.52%) 810.00K
Increased by +62.31%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 1.21M (3.26%) 841.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.19M (3.21%) 9.49K
Increased by +0.80%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 1.08M (2.93%) 7.73K
Increased by +0.71%
May 31, 25
5 Vanguard 500 Index Investor 963.38K (2.61%) 9.11K
Increased by +0.95%
Feb 28, 26
6 Baron Small Cap Growth Strategy 954.00K (2.58%) -21.00K
Decreased by -2.20%
Jun 30, 25
7 Vanguard Small Cap Index 849.79K (2.30%) 2.12K
Increased by +0.25%
Feb 28, 26
8 Vanguard Mid Cap Index Institutional 846.65K (2.29%) 9.12K
Increased by +1.08%
Jul 31, 25
9 Baron Growth Retail 723.00K (1.96%) 23.00K
Increased by +3.18%
Dec 31, 25
10 Baron Growth Strategy 723.00K (1.96%) 23.00K
Increased by +3.18%
Dec 31, 25
11 Invesco S&P 500® Equal Weight ETF 591.12K (1.60%) -247.00
Decreased by -0.04%
Feb 27, 26
12 ProShares S&P 500 Dividend Aristocrats 586.37K (1.59%) 0.00
Increased by 0.00%
Feb 27, 26
13 Vanguard Growth Index Investor 497.12K (1.35%) 1.83K
Increased by +0.37%
Jul 31, 25
14 MS INVF Global Brands A 491.62K (1.33%) -171.56K
Decreased by -34.90%
Sep 30, 25
15 Morgan Stanley Glbl Franchise 491.62K (1.33%) -171.56K
Decreased by -34.90%
Sep 30, 25
16 MS INVF Global Brands A USD 483.59K (1.31%) -9.48K
Decreased by -1.96%
Jun 30, 24
17 iShares Core S&P 500 ETF 476.96K (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
18 Fidelity 500 Index 475.89K (1.29%) 2.21K
Increased by +0.46%
Jan 31, 26
19 SPDR® S&P 500 ETF 472.61K (1.28%) -6.82K
Decreased by -1.44%
Mar 31, 25
20 Vanguard Small Cap Growth Index Inv 471.85K (1.28%) 852.00
Increased by +0.18%
Feb 28, 26