Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 NRSH 3.40%
3 SUPL 3.20%
4 FMTM 3.18%
5 XTN 2.48%
6 IYT 2.46%
7 MDCP 2.25%
8 DEF 2.12%
9 LYLD 2.04%
10 FTXR 2.04%
11 VETS 1.93%
12 VTRN 1.80%
13 POWA 1.79%
14 QQQN 1.74%
15 TPOR 1.73%
16 PXLG 1.34%
17 RSPN 1.31%
18 AIEQ 1.30%
19 RGI 1.30%
20 QQJG 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.28M (12.36%) -113.88K
Decreased by -1.23%
Dec 31, 25
2 BlackRock Inc 6.19M (8.25%) -340.25K
Decreased by -5.50%
Sep 30, 25
3 JPMorgan Chase & Co 5.34M (7.12%) 3.09M
Increased by +57.79%
Sep 30, 25
4 State Street Corp 4.02M (5.35%) -106.45K
Decreased by -2.65%
Sep 30, 25
5 HHG PLC 3.86M (5.14%) 396.60K
Increased by +10.28%
Sep 30, 25
6 AQR Capital Management LLC 3.76M (5.00%) 565.61K
Increased by +15.06%
Dec 31, 25
7 State Street Corporation 3.28M (4.37%) -42.20K
Decreased by -1.29%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 2.83M (3.77%) 131.16K
Increased by +4.64%
Sep 30, 25
9 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.12M (2.82%) 2.12M
Increased by +100.00%
Dec 31, 25
10 Geode Capital Management, LLC 2.02M (2.70%) -19.74K
Decreased by -0.97%
Dec 31, 25
11 Victory Capital Management Inc. 1.86M (2.48%) -201.79K
Decreased by -10.84%
Jun 30, 25
12 T. Rowe Price Associates, Inc. 1.83M (2.44%) -254.18K
Decreased by -13.89%
Jun 30, 24
13 Amvescap Plc. 1.61M (2.15%) 82.94K
Increased by +5.14%
Sep 30, 25
14 FMR Inc 1.44M (1.92%) -56.66K
Decreased by -3.93%
Sep 30, 23
15 Barrow Hanley Mewhinney & Strauss LLC 1.41M (1.88%) -117.47K
Decreased by -8.34%
Dec 31, 25
16 Citadel Advisors Llc 1.29M (1.73%) 1.25M
Increased by +96.45%
Dec 31, 25
17 Millennium Management LLC 1.27M (1.69%) 269.05K
Increased by +21.22%
Sep 30, 25
18 Franklin Resources Inc 1.22M (1.63%) -230.97K
Decreased by -18.93%
Dec 31, 24
19 Jacobs Levy Equity Management, Inc. 1.22M (1.62%) -130.14K
Decreased by -10.69%
Jun 30, 25
20 Massachusetts Financial Services Company 1.11M (1.48%) -11.50K
Decreased by -1.03%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 2.85M (3.80%) 0.00
Increased by 0.00%
Jan 31, 26
2 Janus Inst Mid Cap Growth CF 2.85M (3.80%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 2.57M (3.43%) -38.94K
Decreased by -1.51%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.41M (3.21%) 7.43K
Increased by +0.31%
Feb 28, 26
5 Vanguard Institutional 500 Index Trust 2.26M (3.01%) 17.62K
Increased by +0.78%
May 31, 25
6 Vanguard 500 Index Investor 1.93M (2.58%) 18.22K
Increased by +0.94%
Feb 28, 26
7 Vanguard Small Cap Index 1.73M (2.31%) 4.41K
Increased by +0.25%
Feb 28, 26
8 Sycamore Mid Cap Value Comp 1.47M (1.96%) 1.42M
Increased by +96.76%
Mar 31, 25
9 Victory Sycamore Established Value R 1.28M (1.71%) -190.00K
Decreased by -14.84%
Jun 30, 25
10 US Small-Cap Growth II Equity Comp 1.13M (1.50%) 1.13M
Increased by +100.00%
Jun 30, 23
11 Vanguard Small Cap Value Index Inv 1.11M (1.48%) 3.15K
Increased by +0.28%
Feb 28, 26
12 Franklin Rising Dividends A 1.08M (1.44%) -210.00K
Decreased by -19.44%
Oct 31, 24
13 Franklin Rising Dividends Fund A 1.07M (1.42%) 0.00
Increased by 0.00%
Feb 28, 25
14 T. Rowe Price US Mid-Cap Growth Equity 1.04M (1.39%) -458.20K
Decreased by -44.06%
Jun 30, 25
15 SPDR® S&P 500 ETF Trust 983.70K (1.31%) -7.58K
Decreased by -0.77%
Mar 31, 24
16 SPDR® S&P 500 ETF 966.66K (1.29%) -39.43K
Decreased by -4.08%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 965.16K (1.29%) -5.08K
Decreased by -0.53%
Mar 31, 25
18 iShares Core S&P 500 ETF 957.94K (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
19 Fidelity 500 Index 955.72K (1.27%) 4.43K
Increased by +0.46%
Jan 31, 26
20 Fidelity® 500 Index 951.37K (1.27%) 6.05K
Increased by +0.64%
Nov 30, 23