Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AHOY 5.08%
2 UTRN 4.00%
3 XKFF 3.84%
4 FIW 3.58%
5 BOUT 3.20%
6 DRES 3.05%
7 PKB 3.02%
8 EQTY 2.97%
9 NUKZ 2.44%
10 TNUK 2.29%
11 FIXT 2.19%
12 FEMA 2.19%
13 XKFS 2.06%
14 RUNN 1.81%
15 NBCT 1.67%
16 SMCO 1.59%
17 QIS 1.53%
18 EPMV 1.46%
19 WBIF 1.44%
20 SRHQ 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.66M (11.79%) -42.00K
Decreased by -0.31%
Dec 31, 25
2 BlackRock Inc 9.13M (7.88%) 363.51K
Increased by +3.98%
Sep 30, 25
3 State Street Corporation 7.36M (6.35%) -94.38K
Decreased by -1.28%
Mar 31, 24
4 State Street Corp 7.12M (6.15%) -14.82K
Decreased by -0.21%
Sep 30, 25
5 Capital World Investors 5.49M (4.74%) -907.32K
Decreased by -16.52%
Mar 31, 24
6 PRIMECAP Management Company 4.53M (3.91%) -65.04K
Decreased by -1.44%
Dec 31, 25
7 Geode Capital Management, LLC 3.22M (2.78%) 28.08K
Increased by +0.87%
Dec 31, 25
8 Ninety One UK Limited 3.16M (2.72%) -2.98M
Decreased by -94.51%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 2.83M (2.44%) 1.43M
Increased by +50.44%
Sep 30, 25
10 Amvescap Plc. 2.51M (2.17%) -96.57K
Decreased by -3.85%
Sep 30, 25
11 Boston Partners Global Investors, Inc 2.45M (2.11%) -592.50K
Decreased by -24.20%
Dec 31, 25
12 Allspring Global Investments Holdings, LLC 2.39M (2.06%) -115.81K
Decreased by -4.85%
Dec 31, 25
13 Bank of America Corp 2.07M (1.79%) 178.75K
Increased by +8.63%
Sep 30, 25
14 Select Equity Group LP 1.84M (1.59%) -2.19M
Decreased by -119.36%
Dec 31, 23
15 Massachusetts Financial Services Company 1.74M (1.50%) -171.10K
Decreased by -9.83%
Dec 31, 25
16 Macquarie Group Ltd 1.58M (1.37%) -140.44K
Decreased by -8.87%
Mar 31, 25
17 Ameriprise Financial Inc 1.54M (1.33%) 210.47K
Increased by +13.69%
Sep 30, 25
18 Lazard Asset Management LLC 1.48M (1.28%) -1.62M
Decreased by -109.33%
Dec 31, 25
19 Findlay Park Partners LLP 1.39M (1.20%) -207.84K
Decreased by -14.94%
Sep 30, 23
20 American Century Companies Inc 1.34M (1.16%) -376.19K
Decreased by -28.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.92M (3.38%) -40.91K
Decreased by -1.04%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.75M (3.24%) 23.66K
Increased by +0.63%
Feb 28, 26
3 Capital Group Growth Fnd of Amer Comp 3.68M (3.18%) 0.00
Increased by 0.00%
Mar 31, 24
4 Vanguard Institutional 500 Index Trust 3.49M (3.01%) 25.76K
Increased by +0.74%
May 31, 25
5 Vanguard 500 Index Investor 3.07M (2.65%) 29.15K
Increased by +0.95%
Feb 28, 26
6 American Funds Growth Fund of Amer A 2.71M (2.33%) -977.12K
Decreased by -36.11%
Jun 30, 24
7 Vanguard Capital Opportunity Inv 2.07M (1.79%) -25.40K
Decreased by -1.23%
Dec 31, 25
8 Allspring Mid Value SMA 1.97M (1.70%) -168.10K
Decreased by -8.53%
Dec 31, 25
9 Allspring Special US Mid Cap Value Eq 1.97M (1.70%) -168.10K
Decreased by -8.53%
Dec 31, 25
10 Vanguard Windsor™ II Inv 1.74M (1.50%) -142.38K
Decreased by -8.17%
Jun 30, 25
11 SPDR® S&P 500 ETF 1.52M (1.32%) -44.69K
Decreased by -2.93%
Mar 31, 25
12 iShares Core S&P 500 ETF 1.52M (1.31%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 1.52M (1.31%) 7.04K
Increased by +0.46%
Jan 31, 26
14 Capital Group Growth Composite 1.50M (1.29%) -669.00K
Decreased by -44.60%
Mar 31, 24
15 SPDR® S&P 500 ETF Trust 1.49M (1.28%) -3.23K
Decreased by -0.22%
Apr 30, 24
16 SPDR® S&P 500® ETF Trust 1.48M (1.28%) -7.78K
Decreased by -0.52%
Mar 31, 25
17 Fidelity® 500 Index 1.47M (1.27%) 9.34K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500® ETF 1.45M (1.26%) 17.96K
Increased by +1.23%
Aug 31, 25
19 State Street® SPDR® S&P 500® ETF 1.40M (1.21%) -10.71K
Decreased by -0.77%
Feb 28, 26
20 Eaton Vance Atlanta Capital SMID-Cap I 1.38M (1.19%) 0.00
Increased by 0.00%
Jan 31, 26