Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.23%
2 CTIF 5.22%
3 SOLR 4.86%
4 SULR 4.86%
5 SMIG 4.16%
6 LOPP 4.03%
7 VOLT 3.95%
8 UTRN 3.87%
9 POW 3.86%
10 NBCT 3.73%
11 NBET 3.73%
12 TEKX 3.64%
13 PRN 3.62%
14 BOUT 3.45%
15 FILL 3.42%
16 POWR 3.42%
17 AIRR 3.34%
18 BCUS 3.17%
19 HVAC 3.13%
20 RULE 2.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mizuho Securities USA Inc 7.98M (15.09%) 7.98M
Increased by +99.95%
Sep 30, 24
2 Vanguard Group Inc 6.61M (12.49%) 3.60K
Increased by +0.05%
Dec 31, 25
3 BlackRock Inc 4.70M (8.89%) -348.33K
Decreased by -7.40%
Sep 30, 25
4 Wellington Management Company LLP 2.51M (4.75%) 1.47M
Increased by +58.41%
Dec 31, 25
5 State Street Corp 2.26M (4.28%) 78.54K
Increased by +3.47%
Sep 30, 25
6 Bank of New York Mellon Corp 2.22M (4.19%) -270.19K
Decreased by -12.18%
Sep 30, 25
7 State Street Corporation 2.07M (3.92%) -12.49K
Decreased by -0.60%
Mar 31, 24
8 International Assets Investment Management, LLC 1.92M (3.63%) 1.92M
Increased by +99.77%
Sep 30, 24
9 JPMorgan Chase & Co 1.77M (3.35%) 728.92K
Increased by +41.07%
Sep 30, 25
10 Massachusetts Financial Services Company 1.57M (2.98%) -81.68K
Decreased by -5.19%
Dec 31, 25
11 Geode Capital Management, LLC 1.38M (2.60%) 10.90K
Increased by +0.79%
Dec 31, 25
12 Amvescap Plc. 1.33M (2.51%) -202.47K
Decreased by -15.23%
Sep 30, 25
13 T. Rowe Price Associates, Inc. 1.15M (2.18%) -426.30K
Decreased by -36.94%
Sep 30, 25
14 Deutsche Bank AG 1.14M (2.16%) 9.20K
Increased by +0.81%
Dec 31, 25
15 Boston Partners Global Investors, Inc 1.02M (1.92%) 278.65K
Increased by +27.45%
Dec 31, 25
16 Adage Capital Partners Gp LLC 965.73K (1.83%) -9.47K
Decreased by -0.98%
Jun 30, 25
17 Impax Asset Management Group PLC 820.50K (1.55%) -116.64K
Decreased by -14.22%
Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 796.09K (1.50%) 56.76K
Increased by +7.13%
Sep 30, 25
19 Fidelity International Ltd 749.12K (1.42%) -88.78K
Decreased by -11.85%
Dec 31, 25
20 Nuveen Asset Management, LLC 731.76K (1.38%) -270.48K
Decreased by -36.96%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.70M (3.21%) 1.28K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.68M (3.18%) 2.86K
Increased by +0.17%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 1.53M (2.88%) 11.60K
Increased by +0.76%
May 31, 25
4 Vanguard 500 Index Investor 1.37M (2.58%) 12.75K
Increased by +0.93%
Feb 28, 26
5 Vanguard Wellington Inv 1.30M (2.45%) 1.30M
Increased by +100.00%
Dec 31, 25
6 L46 Fidelity Global Dividend 770.66K (1.46%) 24.88K
Increased by +3.23%
Feb 28, 25
7 Fidelity® Contrafund® 714.64K (1.35%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Contrafund 709.20K (1.34%) -36.40K
Decreased by -5.13%
Jan 31, 25
9 iShares Core S&P 500 ETF 677.50K (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity 500 Index 675.22K (1.28%) 3.13K
Increased by +0.46%
Jan 31, 26
11 SPDR® S&P 500 ETF 668.26K (1.26%) -9.92K
Decreased by -1.48%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 650.31K (1.23%) -3.46K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 641.64K (1.21%) 7.84K
Increased by +1.22%
Aug 31, 25
14 SPDR® S&P 500 ETF Trust 631.07K (1.19%) -1.38K
Decreased by -0.22%
Apr 30, 24
15 Hartford Dividend and Growth Y 630.12K (1.19%) -7.71K
Decreased by -1.22%
Jan 31, 26
16 Fidelity® 500 Index 624.95K (1.18%) 3.98K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 623.02K (1.18%) -4.74K
Decreased by -0.76%
Feb 28, 26
18 Vanguard Small Cap Index 603.49K (1.14%) 1.56K
Increased by +0.26%
Feb 28, 26
19 Vanguard Mid Cap Index Institutional 577.52K (1.09%) 1.99K
Increased by +0.34%
Feb 28, 26
20 MFS Large Cap Growth Equity 559.71K (1.06%) -54.03K
Decreased by -9.65%
Dec 31, 25