Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RVER 5.01%
2 RUFF 4.18%
3 UTRN 3.82%
4 UGCE 3.81%
5 NBCC 3.70%
6 ACSI 2.90%
7 NUMG 2.79%
8 STNC 2.75%
9 RJMG 2.71%
10 RSPD 2.47%
11 RCD 2.40%
12 UPGD 2.32%
13 RYJ 2.26%
14 EPMB 2.14%
15 QQJG 2.10%
16 SEIM 2.09%
17 BMVP 1.99%
18 RUNN 1.83%
19 XVOL 1.70%
20 QQQN 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.32M (12.04%) -55.80K
Decreased by -1.05%
Jun 30, 25
2 BlackRock Inc 4.08M (9.23%) -352.01K
Decreased by -8.63%
Jun 30, 25
3 State Street Corporation 2.21M (5.00%) 186.83K
Increased by +8.45%
Mar 31, 24
4 State Street Corp 1.93M (4.37%) -65.19K
Decreased by -3.38%
Jun 30, 25
5 Morgan Stanley - Brokerage Accounts 1.34M (3.03%) 86.22K
Increased by +6.45%
Jun 30, 25
6 International Assets Investment Management, LLC 1.24M (2.80%) 1.24M
Increased by +99.94%
Sep 30, 24
7 JPMorgan Chase & Co 1.23M (2.78%) 316.36K
Increased by +25.72%
Jun 30, 25
8 Geode Capital Management, LLC 1.20M (2.72%) -28.29K
Decreased by -2.35%
Jun 30, 25
9 Sanders Capital, LLC 1.16M (2.63%) -29.89K
Decreased by -2.58%
Jun 30, 25
10 Jennison Associates LLC 1.13M (2.56%) -274.31K
Decreased by -24.27%
Sep 30, 23
11 T. Rowe Price Associates, Inc. 1.11M (2.51%) -117.07K
Decreased by -10.57%
Jun 30, 25
12 Capital World Investors 990.22K (2.24%) 990.22K
Increased by +100.00%
Dec 31, 24
13 Ontario Teachers Pension Plan Board 923.83K (2.09%) 923.83K
Increased by +100.00%
Sep 30, 24
14 T. Rowe Price Investment Management,Inc. 872.17K (1.97%) -59.38K
Decreased by -6.81%
Jun 30, 25
15 Bank of America Corp 829.63K (1.88%) 180.45K
Increased by +21.75%
Jun 30, 25
16 Berkshire Hathaway Inc 690.11K (1.56%) 690.11K
Increased by +100.00%
Jun 30, 24
17 ING Investment Management LLC 659.48K (1.49%) 28.00K
Increased by +4.25%
Mar 31, 24
18 Marshall Wace Asset Management Ltd 654.60K (1.48%) 56.06K
Increased by +8.56%
Jun 30, 25
19 Amvescap Plc. 628.90K (1.42%) -184.74K
Decreased by -29.38%
Jun 30, 25
20 Goldman Sachs Group Inc 626.20K (1.42%) -52.20K
Decreased by -8.34%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.51M (3.42%) 1.20K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.42M (3.21%) -33.32K
Decreased by -2.35%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 1.32M (2.99%) 9.80K
Increased by +0.74%
May 31, 25
4 Vanguard 500 Index Investor 1.12M (2.53%) -163.90K
Decreased by -14.66%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 1.01M (2.28%) 10.84K
Increased by +1.08%
Jul 31, 25
6 SPDR® S&P 500 ETF Trust 582.00K (1.32%) 1.30K
Increased by +0.22%
Apr 30, 24
7 Fidelity® 500 Index 580.33K (1.31%) 3.69K
Increased by +0.64%
Nov 30, 23
8 SPDR® S&P 500 ETF 576.66K (1.30%) -18.54K
Decreased by -3.22%
Mar 31, 25
9 Fidelity 500 Index 572.30K (1.30%) 245.00
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500® ETF Trust 561.52K (1.27%) -2.92K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 546.68K (1.24%) 6.83K
Increased by +1.25%
Aug 31, 25
12 iShares Core S&P 500 ETF 543.70K (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
13 American Funds Growth Fund of Amer A 500.00K (1.13%) 500.00K
Increased by +100.00%
Dec 31, 24
14 Capital Group Growth Fnd of Amer Comp 500.00K (1.13%) 500.00K
Increased by +100.00%
Dec 31, 24
15 iShares MSCI USA Quality Factor ETF 457.52K (1.04%) 0.00
Increased by 0.00%
Aug 31, 25
16 T. Rowe Price U.S. Large-Cap Core Tr-B 418.00K (0.95%) 418.00K
Increased by +100.00%
Mar 31, 25
17 T. Rowe Price US Mid-Cap Growth Equity 414.40K (0.94%) -35.00K
Decreased by -8.45%
Jun 30, 25
18 T. Rowe Price Mid-Cap Growth 413.60K (0.94%) -800.00
Decreased by -0.19%
Jul 31, 25
19 Vanguard Value Index Inv 400.15K (0.91%) -546.00
Decreased by -0.14%
Jul 31, 25
20 Eaton Vance Atlanta Capital SMID-Cap I 392.02K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25