Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 11.17%
2 CRUZ 8.14%
3 IWTR 7.56%
4 ACKY 5.71%
5 PEJ 5.20%
6 BEDZ 4.98%
7 WBIG 4.85%
8 TRYP 4.75%
9 LUX 4.46%
10 JRNY 4.36%
11 FLYD 4.20%
12 GRW 4.15%
13 UTRN 4.00%
14 LUXX 3.99%
15 OOTO 3.96%
16 LSAT 3.62%
17 PFUT 3.30%
18 PEZ 3.16%
19 BCUS 3.13%
20 FLYU 3.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.31M (11.25%) -153.47K
Decreased by -0.61%
Dec 31, 25
2 BlackRock Inc 22.49M (10.00%) -1.43M
Decreased by -6.34%
Sep 30, 25
3 JPMorgan Chase & Co 20.20M (8.98%) 11.24M
Increased by +55.63%
Sep 30, 25
4 Principal Financial Group Inc 10.49M (4.66%) -102.31K
Decreased by -0.98%
Sep 30, 25
5 FMR Inc 10.33M (4.59%) -397.87K
Decreased by -3.85%
Dec 31, 25
6 State Street Corporation 9.63M (4.28%) -253.71K
Decreased by -2.64%
Mar 31, 24
7 State Street Corp 9.55M (4.25%) -43.11K
Decreased by -0.45%
Sep 30, 25
8 T. Rowe Price Investment Management,Inc. 7.53M (3.35%) 3.00M
Increased by +39.78%
Dec 31, 25
9 Geode Capital Management, LLC 6.45M (2.87%) 31.36K
Increased by +0.49%
Dec 31, 25
10 Franklin Resources Inc 6.01M (2.67%) 567.65K
Increased by +9.44%
Sep 30, 25
11 Bank of America Corp 5.98M (2.66%) -176.99K
Decreased by -2.96%
Sep 30, 25
12 T. Rowe Price Associates, Inc. 4.62M (2.05%) 1.20M
Increased by +26.07%
Sep 30, 25
13 Massachusetts Financial Services Company 3.97M (1.76%) -100.38K
Decreased by -2.53%
Dec 31, 25
14 Putnam Investments, LLC., a Franklin Templeton company 3.83M (1.70%) 216.22K
Increased by +5.65%
Dec 31, 23
15 Putnam Investments LLC 3.61M (1.60%) 18.58K
Increased by +0.51%
Sep 30, 23
16 Jennison Associates LLC 3.32M (1.48%) -1.43M
Decreased by -43.04%
Dec 31, 25
17 Pershing Square Capital Management, L.p. 3.03M (1.35%) -1.91K
Decreased by -0.06%
Dec 31, 25
18 Capital World Investors 2.93M (1.30%) -148.59K
Decreased by -5.07%
Dec 31, 24
19 Harris Associates L.P. 2.92M (1.30%) -26.57K
Decreased by -0.91%
Sep 30, 23
20 Ameriprise Financial Inc 2.82M (1.25%) 200.33K
Increased by +7.11%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.82M (3.48%) -90.10K
Decreased by -1.15%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.35M (3.27%) 31.52K
Increased by +0.43%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 6.84M (3.04%) 47.05K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 5.98M (2.66%) 56.48K
Increased by +0.94%
Feb 28, 26
5 Principal Aligned MidCap Equity 5.23M (2.32%) -565.37K
Decreased by -10.81%
Dec 31, 25
6 Principal MidCap R5 5.15M (2.29%) -9.61K
Decreased by -0.19%
Jan 31, 26
7 Pershing Square Holdings Ord 4.85M (2.15%) 4.85M
Increased by +100.00%
Dec 31, 24
8 VA CollegeAmerica Amcap 529A 3.51M (1.56%) -156.87K
Decreased by -4.47%
Dec 31, 24
9 Fidelity® 500 Index 3.05M (1.35%) 19.39K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF 2.99M (1.33%) -85.66K
Decreased by -2.86%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 2.98M (1.33%) 6.75K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 2.96M (1.32%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 2.95M (1.31%) 13.69K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500® ETF Trust 2.91M (1.29%) -15.23K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.87M (1.27%) 35.42K
Increased by +1.24%
Aug 31, 25
16 State Street® SPDR® S&P 500® ETF 2.74M (1.22%) -20.66K
Decreased by -0.75%
Feb 28, 26
17 Vanguard Growth Index Investor 2.70M (1.20%) 7.72K
Increased by +0.29%
Feb 28, 26
18 Vanguard Mid Cap Index Institutional 2.53M (1.12%) 8.83K
Increased by +0.35%
Feb 28, 26
19 American Funds New Perspective A 2.46M (1.09%) 177.65K
Increased by +7.22%
Jun 30, 25
20 Capital Group New Perspective Comp 2.46M (1.09%) 177.65K
Increased by +7.22%
Jun 30, 25