Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PHO 7.15%
2 PIO 7.04%
3 AKRE 4.91%
4 QQLV 4.03%
5 UTRN 3.92%
6 FIW 3.07%
7 RW 2.81%
8 DVOL 2.39%
9 SAMM 2.35%
10 RULE 2.28%
11 XKII 2.26%
12 HUSV 2.19%
13 SUPP 2.17%
14 PDP 2.16%
15 BKUS 2.11%
16 TDV 2.06%
17 QTEC 2.03%
18 SWIN_old 1.98%
19 AIVL 1.90%
20 RUNN 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.90M (10.28%) 179.65K
Increased by +1.65%
Jun 30, 25
2 BlackRock Inc 9.35M (8.82%) 69.77K
Increased by +0.75%
Jun 30, 25
3 T. Rowe Price Investment Management,Inc. 5.16M (4.87%) -10.93K
Decreased by -0.21%
Jun 30, 25
4 State Street Corp 4.94M (4.66%) 101.03K
Increased by +2.05%
Jun 30, 25
5 State Street Corporation 4.59M (4.33%) 38.18K
Increased by +0.83%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 4.31M (4.07%) -1.65M
Decreased by -38.23%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 3.66M (3.45%) 141.23K
Increased by +3.86%
Jun 30, 25
8 Geode Capital Management, LLC 2.57M (2.43%) 27.39K
Increased by +1.06%
Jun 30, 25
9 Principal Financial Group Inc 2.50M (2.36%) -30.99K
Decreased by -1.24%
Jun 30, 25
10 Wellington Management Company LLP 1.88M (1.78%) 483.64K
Increased by +25.66%
Jun 30, 25
11 NORGES BANK 1.88M (1.77%) 120.04K
Increased by +6.39%
Jun 30, 25
12 Franklin Resources Inc 1.81M (1.71%) -20.55K
Decreased by -1.14%
Jun 30, 25
13 Amvescap Plc. 1.50M (1.41%) 17.50K
Increased by +1.17%
Jun 30, 25
14 Nuveen, LLC 1.47M (1.39%) -46.13K
Decreased by -3.13%
Jun 30, 25
15 Akre Capital Management, LLC 1.44M (1.36%) -9.72K
Decreased by -0.68%
Jun 30, 25
16 Goldman Sachs Group Inc 1.35M (1.27%) 943.92K
Increased by +70.11%
Dec 31, 23
17 Mitsubishi UFJ Asset Management Co.,Ltd 1.20M (1.13%) 122.21K
Increased by +10.19%
Jun 30, 25
18 AllianceBernstein L.P. 1.16M (1.10%) -116.39K
Decreased by -10.00%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc 1.14M (1.08%) 19.23K
Increased by +1.68%
Jun 30, 25
20 Durable Capital Partners LP 1.13M (1.06%) -141.39K
Decreased by -12.54%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.39M (3.20%) 2.33K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.37M (3.18%) -80.23K
Decreased by -2.38%
Jul 31, 25
3 T. Rowe Price Capital Appreciation 3.23M (3.04%) 77.27K
Increased by +2.39%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 3.05M (2.88%) 21.00K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 2.66M (2.51%) -389.92K
Decreased by -14.65%
Jul 31, 25
6 Invesco QQQ Trust 2.22M (2.09%) 15.40K
Increased by +0.69%
Aug 29, 25
7 Akre Focus Instl 1.43M (1.35%) -3.50K
Decreased by -0.24%
Jan 31, 25
8 Fidelity 500 Index 1.36M (1.29%) 584.00
Increased by +0.04%
Jul 31, 25
9 SPDR® S&P 500 ETF 1.33M (1.26%) -19.53K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 1.30M (1.23%) -6.80K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 1.30M (1.22%) 15.94K
Increased by +1.23%
Aug 31, 25
12 iShares Core S&P 500 ETF 1.29M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
13 SPDR® S&P 500 ETF Trust 1.28M (1.21%) -9.95K
Decreased by -0.78%
Mar 31, 24
14 Principal MidCap R5 1.28M (1.21%) 22.58K
Increased by +1.76%
Jul 31, 25
15 MS INVF Global Brands A 1.27M (1.20%) 129.81K
Increased by +10.22%
Jul 31, 25
16 Franklin Rising Dividends A 1.26M (1.19%) 0.00
Increased by 0.00%
Jul 31, 25
17 Franklin Rising Dividends Fund A 1.26M (1.19%) 0.00
Increased by 0.00%
Jun 30, 25
18 Principal Aligned MidCap Equity 1.26M (1.19%) -12.45K
Decreased by -0.99%
Jun 30, 25
19 Fidelity® 500 Index 1.24M (1.17%) 7.91K
Increased by +0.64%
Nov 30, 23
20 Vanguard Growth Index Investor 1.19M (1.12%) 4.87K
Increased by +0.41%
Jul 31, 25