Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 FMCX 4.98%
3 XWEB 4.54%
4 UTRN 4.30%
5 EBIZ 3.82%
6 NEWZ 2.89%
7 RJMG 2.38%
8 GVIP 2.32%
9 XMMO 2.21%
10 LSAT 2.11%
11 PTF 2.11%
12 CPAI 2.05%
13 CNAV 1.97%
14 INVN 1.93%
15 CALF 1.93%
16 POWA 1.92%
17 AIEQ 1.92%
18 BUL 1.88%
19 NUMG 1.80%
20 SCAP 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.44M (13.92%) -471.70K
Decreased by -2.56%
Dec 31, 25
2 BlackRock Inc 15.00M (11.33%) -924.19K
Decreased by -6.16%
Sep 30, 25
3 State Street Corp 6.56M (4.96%) -415.49K
Decreased by -6.33%
Sep 30, 25
4 Morgan Stanley - Brokerage Accounts 6.51M (4.92%) 469.95K
Increased by +7.21%
Sep 30, 25
5 JPMorgan Chase & Co 5.79M (4.37%) 2.95M
Increased by +50.93%
Sep 30, 25
6 State Street Corporation 5.49M (4.14%) 9.20K
Increased by +0.17%
Mar 31, 24
7 Geode Capital Management, LLC 3.72M (2.81%) -50.11K
Decreased by -1.35%
Dec 31, 25
8 HHG PLC 3.60M (2.72%) -1.37M
Decreased by -38.13%
Jun 30, 25
9 Ameriprise Financial Inc 3.53M (2.67%) 1.13M
Increased by +31.95%
Sep 30, 25
10 FMR Inc 3.40M (2.56%) 583.87K
Increased by +17.20%
Dec 31, 25
11 WCM Investment Management 3.28M (2.48%) -455.87K
Decreased by -13.89%
Dec 31, 25
12 Wellington Management Company LLP 2.99M (2.26%) -157.04K
Decreased by -5.25%
Jun 30, 25
13 AQR Capital Management LLC 2.99M (2.26%) 1.62M
Increased by +54.01%
Dec 31, 25
14 Starboard Value LP 2.83M (2.14%) -303.99K
Decreased by -10.74%
Dec 31, 24
15 Arrowstreet Capital Limited Partnership 2.82M (2.13%) 56.09K
Increased by +1.99%
Dec 31, 25
16 Two Sigma Advisers, LLC 2.60M (1.97%) 459.90K
Increased by +17.66%
Dec 31, 25
17 T. Rowe Price Associates, Inc. 2.50M (1.89%) -107.68K
Decreased by -4.31%
Sep 30, 25
18 Capital Research & Mgmt Co - Division 3 2.45M (1.85%) 1.35K
Increased by +0.06%
Mar 31, 25
19 Goldman Sachs Group Inc 2.24M (1.69%) 1.61M
Increased by +72.02%
Mar 31, 25
20 D. E. Shaw & Co LP 2.18M (1.65%) 324.60K
Increased by +14.90%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.45M (3.36%) 3.07K
Increased by +0.07%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 4.37M (3.30%) -780.00
Decreased by -0.02%
Apr 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.27M (3.22%) 31.54K
Increased by +0.74%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 4.02M (3.03%) 28.17K
Increased by +0.70%
May 31, 25
5 AF High Growth (AFRIS) 3.66M (2.76%) 3.66M
Increased by +100.00%
Feb 29, 24
6 Vanguard 500 Index Investor 3.47M (2.62%) 32.80K
Increased by +0.94%
Feb 28, 26
7 Columbia Seligman Tech & Info A 3.37M (2.54%) 631.90K
Increased by +18.76%
Feb 28, 26
8 Eaton Vance Atlanta Capital SMID-Cap I 3.01M (2.28%) 0.00
Increased by 0.00%
Jan 31, 26
9 Vanguard Mid Cap Index Institutional 2.94M (2.22%) 10.11K
Increased by +0.34%
Feb 28, 26
10 Columbia Seligman Tech & Inf SMA Cmp 2.91M (2.19%) 2.91M
Increased by +100.00%
Dec 31, 23
11 Janus Henderson Enterprise D 2.69M (2.03%) -25.62K
Decreased by -0.95%
Jun 30, 25
12 Janus Inst Mid Cap Growth CF 2.69M (2.03%) -1.06M
Decreased by -39.30%
Jun 30, 25
13 Columbia Seligman Technology Growth 2.64M (1.99%) 336.80K
Increased by +12.76%
Dec 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 2.09M (1.58%) 8.01K
Increased by +0.38%
Mar 31, 24
15 American Funds New Perspective A 1.97M (1.49%) -2.74K
Decreased by -0.14%
Mar 31, 25
16 Capital Group New Perspective Comp 1.97M (1.49%) -2.74K
Decreased by -0.14%
Mar 31, 25
17 Vanguard Growth Index Investor 1.96M (1.48%) 5.56K
Increased by +0.28%
Feb 28, 26
18 SPDR® S&P 500 ETF 1.75M (1.32%) -25.73K
Decreased by -1.47%
Mar 31, 25
19 SPDR® S&P 500® ETF 1.73M (1.30%) 21.25K
Increased by +1.23%
Aug 31, 25
20 iShares Core S&P 500 ETF 1.72M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26