Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DEMZ 4.05%
2 UTRN 3.94%
3 KONG 3.01%
4 BOTT 2.98%
5 KMID 2.63%
6 RSMC 2.41%
7 PJFM 2.32%
8 DVOL 2.18%
9 NBSM 1.98%
10 EQWM 1.95%
11 KSEA 1.85%
12 MGRO 1.71%
13 DFRA 1.67%
14 TMDV 1.52%
15 ROBO 1.48%
16 KNG 1.46%
17 NOBL 1.46%
18 QQQN 1.39%
19 MMID 1.35%
20 RGI 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.26M (12.58%) 186.48K
Increased by +2.98%
Dec 31, 25
2 BlackRock Inc 3.84M (7.73%) -12.01K
Decreased by -0.31%
Sep 30, 25
3 State Street Corp 2.86M (5.76%) -93.77K
Decreased by -3.27%
Sep 30, 25
4 State Street Corporation 2.45M (4.93%) -221.33K
Decreased by -9.03%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 2.26M (4.55%) -199.19K
Decreased by -8.80%
Dec 31, 25
6 Geode Capital Management, LLC 1.51M (3.04%) -5.27K
Decreased by -0.35%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 1.49M (3.00%) -6.56K
Decreased by -0.44%
Sep 30, 25
8 JPMorgan Chase & Co 1.44M (2.89%) 1.10M
Increased by +76.19%
Sep 30, 25
9 Lazard Asset Management LLC 1.30M (2.61%) -258.29K
Decreased by -19.88%
Sep 30, 25
10 Massachusetts Financial Services Company 996.42K (2.00%) -70.49K
Decreased by -7.07%
Dec 31, 25
11 Goldman Sachs Group Inc 987.42K (1.99%) -36.98K
Decreased by -3.74%
Jun 30, 25
12 Amvescap Plc. 970.92K (1.95%) -15.28K
Decreased by -1.57%
Sep 30, 25
13 FMR Inc 912.56K (1.83%) 22.11K
Increased by +2.42%
Dec 31, 25
14 KeyBank National Association 832.29K (1.67%) -1.21K
Decreased by -0.15%
Sep 30, 23
15 NORGES BANK 797.13K (1.60%) 147.70K
Increased by +18.53%
Dec 31, 25
16 The Goldman Sachs Group Inc 754.26K (1.52%) -233.16K
Decreased by -30.91%
Sep 30, 25
17 Van Eck Associates Corporation 743.39K (1.49%) -18.63K
Decreased by -2.51%
Sep 30, 25
18 Millennium Management LLC 691.82K (1.39%) 99.44K
Increased by +14.37%
Dec 31, 25
19 ProShare Advisors LLC 686.92K (1.38%) -86.62K
Decreased by -12.61%
Dec 31, 25
20 Bank of New York Mellon Corp 528.92K (1.06%) -13.28K
Decreased by -2.51%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.69M (3.39%) 15.69K
Increased by +0.93%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 1.63M (3.28%) 1.17K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.54M (3.10%) 9.92K
Increased by +0.64%
May 31, 25
4 Vanguard 500 Index Investor 1.37M (2.76%) 12.75K
Increased by +0.93%
Feb 28, 26
5 Vanguard Small Cap Index 1.21M (2.44%) 3.18K
Increased by +0.26%
Feb 28, 26
6 Core Plus Full Discretion CIT D 915.00K (1.84%) 0.00
Increased by 0.00%
Dec 31, 25
7 Loomis Sayles CPFD CIT 915.00K (1.84%) 0.00
Increased by 0.00%
Dec 31, 25
8 Loomis Sayles Inv Grade Bond CIT 915.00K (1.84%) 0.00
Increased by 0.00%
Dec 31, 25
9 Vanguard Windsor™ II Inv 886.30K (1.78%) 1.81K
Increased by +0.20%
Jun 30, 25
10 Invesco S&P 500® Equal Weight ETF 720.52K (1.45%) -304.00
Decreased by -0.04%
Feb 27, 26
11 VanEck Morningstar Wide Moat 709.47K (1.43%) 709.47K
Increased by +100.00%
Jun 30, 25
12 Eaton Vance Atlanta Capital SMID-Cap I 702.57K (1.41%) -86.72K
Decreased by -12.34%
Jan 31, 26
13 iShares Core S&P 500 ETF 682.73K (1.37%) 0.00
Increased by 0.00%
Feb 28, 26
14 VanEck Morningstar Wide Moat ETF 682.02K (1.37%) -526.00
Decreased by -0.08%
Aug 30, 25
15 Fidelity 500 Index 678.17K (1.36%) 3.15K
Increased by +0.46%
Jan 31, 26
16 SPDR® S&P 500 ETF 676.11K (1.36%) -9.92K
Decreased by -1.47%
Mar 31, 25
17 Vanguard Small Cap Growth Index Inv 673.17K (1.35%) 1.41K
Increased by +0.21%
Feb 28, 26
18 SPDR® S&P 500® ETF Trust 658.16K (1.32%) -3.46K
Decreased by -0.53%
Mar 31, 25
19 SPDR® S&P 500® ETF 656.82K (1.32%) 8.10K
Increased by +1.23%
Aug 31, 25
20 SPDR® S&P 500 ETF Trust 637.43K (1.28%) 1.44K
Increased by +0.23%
Apr 30, 24