Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 RYZZ 294.52%
3 IXN 18.78%
4 REW 18.06%
5 UBCB 17.85%
6 VGT 15.76%
7 FTEC 15.34%
8 IYW 14.94%
9 HLAL 14.89%
10 XLK 14.45%
11 TGRW 13.71%
12 MGK 13.36%
13 IWY 12.85%
14 VOOG 12.48%
15 SPYG 12.17%
16 SPTE 12.11%
17 IOO 12.08%
18 ESGY 12.07%
19 FELG 12.05%
20 IVW 12.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.35B (8.92%) 21.65M
Increased by +1.61%
Sep 30, 24
2 BlackRock Inc 1.05B (6.96%) 9.69M
Increased by +0.92%
Jun 30, 24
3 State Street Corporation 588.59M (3.90%) 2.54M
Increased by +0.43%
Mar 31, 24
4 State Street Corp 528.08M (3.50%) -60.52M
Decreased by -11.46%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 462.07M (3.06%) 18.15M
Increased by +3.93%
Jun 30, 24
6 Berkshire Hathaway Inc 400.00M (2.65%) -389.37M
Decreased by -97.34%
Jun 30, 24
7 FMR Inc 363.86M (2.41%) 18.22M
Increased by +5.01%
Sep 30, 24
8 Geode Capital Management, LLC 313.37M (2.08%) 5.65M
Increased by +1.80%
Jun 30, 24
9 T. Rowe Price Associates, Inc. 228.49M (1.51%) 21.52M
Increased by +9.42%
Jun 30, 24
10 JPMorgan Chase & Co 180.79M (1.20%) 24.73M
Increased by +13.68%
Jun 30, 24
11 NORGES BANK 177.53M (1.18%) 1.39M
Increased by +0.78%
Jun 30, 24
12 Northern Trust Corp 151.31M (1.00%) -1.65M
Decreased by -1.09%
Sep 30, 24
13 Legal & General Group PLC 145.59M (0.96%) -8.51M
Decreased by -5.85%
Jun 30, 24
14 Bank of America Corp 122.65M (0.81%) 41.06M
Increased by +33.48%
Jun 30, 24
15 Bank of New York Mellon Corp 112.39M (0.74%) -1.96M
Decreased by -1.74%
Jun 30, 24
16 Wellington Management Company LLP 103.92M (0.69%) 44.11M
Increased by +42.45%
Jun 30, 24
17 Charles Schwab Investment Management Inc 94.94M (0.63%) 5.89M
Increased by +6.21%
Sep 30, 24
18 International Assets Investment Management, LLC 94.35M (0.63%) 93.89M
Increased by +99.51%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 91.57M (0.61%) 1.74M
Increased by +1.90%
Sep 30, 24
20 Goldman Sachs Group Inc 90.57M (0.60%) 14.48M
Increased by +15.99%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 455.99M (3.02%) -1.61M
Decreased by -0.35%
Oct 31, 24
2 Performer (AFRIS) 437.77M (2.90%) 437.77M
Increased by +100.00%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 402.98M (2.67%) 4.85M
Increased by +1.20%
Oct 31, 24
4 Fidelity 500 Index 186.91M (1.24%) 9.33M
Increased by +4.99%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 185.25M (1.23%) 851.38K
Increased by +0.46%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 175.16M (1.16%) -1.36M
Decreased by -0.78%
Mar 31, 24
7 Fidelity® 500 Index 171.25M (1.13%) 1.09M
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 169.27M (1.12%) 260.54K
Increased by +0.15%
Oct 31, 24
9 Vanguard Growth Index Investor 136.17M (0.90%) 845.45K
Increased by +0.62%
Oct 31, 24
10 Invesco QQQ Trust 113.97M (0.76%) -529.26K
Decreased by -0.46%
Oct 31, 24
11 Vanguard Institutional Index I 96.62M (0.64%) -40.43K
Decreased by -0.04%
Oct 31, 24
12 State St S&P 500® Indx SL Cl III 73.71M (0.49%) 214.00K
Increased by +0.29%
Oct 31, 24
13 Technology Select Sector SPDR® ETF 73.65M (0.49%) 507.95K
Increased by +0.69%
Mar 31, 24
14 Vanguard Information Technology ETF 63.39M (0.42%) 289.94K
Increased by +0.46%
Oct 31, 24
15 Blackrock Eq Idx Fund CF 57.55M (0.38%) 6.54M
Increased by +11.37%
Sep 30, 24
16 iShares Russell 1000 Growth ETF 51.42M (0.34%) 9.89K
Increased by +0.02%
Oct 31, 24
17 Russell 1000 Index Fund 45.57M (0.30%) 496.18K
Increased by +1.09%
Oct 31, 24
18 The Technology Select Sector SPDR® ETF 45.24M (0.30%) -174.77K
Decreased by -0.39%
Oct 31, 24
19 Blackrock Russ 1000 Eq Idx Composite 45.16M (0.30%) 951.09K
Increased by +2.11%
Sep 30, 24
20 Fidelity Growth Compy Commingled Pl S 36.92M (0.24%) 243.39K
Increased by +0.66%
Sep 30, 24