Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 4.33%
2 UTRN 3.90%
3 SCAP 3.29%
4 NITE 3.11%
5 LPRE 3.08%
6 RSPD 2.15%
7 RCD 2.14%
8 FLYU 1.98%
9 ACTX_old 1.98%
10 RPG 1.65%
11 BOBP 1.60%
12 FLYD 1.59%
13 FFOX 1.42%
14 OOTO 1.41%
15 BUL 1.40%
16 KOOL 1.17%
17 ALTL_old 1.09%
18 JRNY 1.07%
19 SURE 1.04%
20 LUX 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 9.54M (12.84%) 61.21K
Increased by +0.64%
Dec 31, 25
2 Vanguard Group Inc 9.00M (12.12%) -55.26K
Decreased by -0.61%
Dec 31, 25
3 BlackRock Inc 5.19M (6.98%) -158.06K
Decreased by -3.05%
Sep 30, 25
4 State Street Corporation 3.68M (4.95%) -66.17K
Decreased by -1.80%
Mar 31, 24
5 Barrow Hanley Mewhinney & Strauss LLC 3.68M (4.95%) 320.50K
Increased by +8.71%
Dec 31, 25
6 State Street Corp 3.02M (4.06%) -217.20K
Decreased by -7.20%
Sep 30, 25
7 Fisher Asset Management, LLC 2.33M (3.14%) -1.64M
Decreased by -70.36%
Dec 31, 24
8 Geode Capital Management, LLC 2.20M (2.96%) -19.79K
Decreased by -0.90%
Dec 31, 25
9 Egerton Capital LLP 2.07M (2.79%) 2.07M
Increased by +100.00%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 1.78M (2.40%) -58.58K
Decreased by -3.28%
Sep 30, 25
11 Amvescap Plc. 1.76M (2.37%) -447.87K
Decreased by -25.42%
Sep 30, 25
12 Capital Research & Mgmt Co - Division 3 1.71M (2.30%) -2.42M
Decreased by -141.46%
Sep 30, 23
13 Jefferies Financial Group Inc 1.68M (2.27%) 1.64M
Increased by +97.37%
Dec 31, 24
14 Neuberger Berman Group LLC 1.36M (1.83%) 310.69K
Increased by +22.83%
Dec 31, 25
15 BAMCO Inc 1.22M (1.64%) -118.27K
Decreased by -9.70%
Dec 31, 25
16 Jericho Capital Asset Management LP 1.18M (1.58%) 1.18M
Increased by +100.00%
Dec 31, 24
17 Citadel Advisors Llc 1.15M (1.54%) 591.97K
Increased by +51.58%
Jun 30, 25
18 Palidye Holdings (Caymans) Ltd 1.12M (1.50%) 1.12M
Increased by +100.00%
Jun 30, 25
19 Two Sigma Investments LLC 1.09M (1.47%) 184.60K
Increased by +16.92%
Sep 30, 23
20 Renaissance Technologies Corp 1.06M (1.42%) -366.70K
Decreased by -34.73%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 3.93M (5.29%) 0.00
Increased by 0.00%
Dec 31, 25
2 Capital Group Fundamental Invtrs Comp 3.93M (5.29%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 3.02M (4.06%) 2.00K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 2.55M (3.43%) 15.90K
Increased by +0.62%
May 31, 25
5 American Funds New Perspective A 2.50M (3.36%) 0.00
Increased by 0.00%
Dec 31, 25
6 Capital Group New Perspective Comp 2.50M (3.36%) 0.00
Increased by 0.00%
Dec 31, 25
7 Vanguard Total Stock Mkt Idx Inv 2.47M (3.32%) 4.31K
Increased by +0.17%
Feb 28, 26
8 Vanguard 500 Index Investor 2.17M (2.92%) 20.95K
Increased by +0.96%
Feb 28, 26
9 Vanguard Small Cap Index 1.77M (2.38%) 4.54K
Increased by +0.26%
Feb 28, 26
10 American Funds Washington Mutual A 1.60M (2.15%) -2.20M
Decreased by -138.14%
Sep 30, 23
11 Capital Group Wash Mutual Invtrs Comp 1.60M (2.15%) -2.20M
Decreased by -138.14%
Sep 30, 23
12 Allspring (Lux) WW Glb L/SEq IPUSD Acc 1.43M (1.92%) 1.43M
Increased by +100.00%
Mar 31, 24
13 Invesco S&P 500® Equal Weight ETF 1.38M (1.86%) -589.00
Decreased by -0.04%
Feb 27, 26
14 SPDR® S&P 500 ETF Trust 1.13M (1.52%) -2.45K
Decreased by -0.22%
Apr 30, 24
15 Fidelity® 500 Index 1.13M (1.52%) 7.18K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500 ETF 1.11M (1.50%) -53.50K
Decreased by -4.80%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 1.08M (1.46%) -5.72K
Decreased by -0.53%
Mar 31, 25
18 iShares Core S&P 500 ETF 1.07M (1.45%) 0.00
Increased by 0.00%
Feb 28, 26
19 Fidelity 500 Index 1.07M (1.44%) 4.97K
Increased by +0.46%
Jan 31, 26
20 Janus Henderson Opportunistic Alpha MA 1.05M (1.42%) 1.05M
Increased by +99.99%
Jun 30, 24