Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 PSI 4.77%
3 SEMI 4.54%
4 CHPS 4.41%
5 SHOC 4.25%
6 XKFF 4.21%
7 SOXX 3.85%
8 FTXL 3.79%
9 SMH 3.77%
10 SOXQ 3.77%
11 TENG 3.73%
12 SSG 3.48%
13 MOTO 3.42%
14 DIVC 3.33%
15 JHAC 3.19%
16 IWFG 3.09%
17 CZAR 3.03%
18 FLV 3.03%
19 FIVG 2.93%
20 ENRG 2.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.69M (9.86%) 551.56K
Increased by +1.13%
Sep 30, 24
2 BlackRock Inc 39.55M (8.01%) -256.38K
Decreased by -0.65%
Jun 30, 24
3 JPMorgan Chase & Co 25.66M (5.19%) -41.27K
Decreased by -0.16%
Jun 30, 24
4 State Street Corp 22.46M (4.55%) 369.08K
Increased by +1.64%
Jun 30, 24
5 State Street Corporation 22.10M (4.47%) 1.19M
Increased by +5.41%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 16.73M (3.39%) 3.01M
Increased by +18.02%
Jun 30, 24
7 Massachusetts Financial Services Company 12.06M (2.44%) -950.13K
Decreased by -7.88%
Sep 30, 24
8 Amvescap Plc. 10.58M (2.14%) -186.61K
Decreased by -1.76%
Jun 30, 24
9 Geode Capital Management, LLC 10.23M (2.07%) 173.98K
Increased by +1.70%
Jun 30, 24
10 Wells Fargo & Co 9.22M (1.87%) 510.42K
Increased by +5.54%
Jun 30, 24
11 T. Rowe Price Associates, Inc. 8.58M (1.74%) 420.71K
Increased by +4.90%
Jun 30, 24
12 Franklin Resources Inc 7.99M (1.62%) -107.92K
Decreased by -1.35%
Jun 30, 24
13 FMR Inc 7.39M (1.50%) 665.15K
Increased by +9.00%
Sep 30, 24
14 NORGES BANK 6.88M (1.39%) 706.84K
Increased by +10.28%
Jun 30, 24
15 Goldman Sachs Group Inc 6.68M (1.35%) 2.71M
Increased by +40.51%
Dec 31, 23
16 Ameriprise Financial Inc 6.52M (1.32%) -415.82K
Decreased by -6.37%
Jun 30, 24
17 Bank of America Corp 6.51M (1.32%) 2.86M
Increased by +43.91%
Jun 30, 24
18 Wellington Management Company LLP 5.38M (1.09%) -2.27M
Decreased by -42.26%
Sep 30, 23
19 Northern Trust Corp 5.09M (1.03%) -425.37K
Decreased by -8.35%
Sep 30, 24
20 Capital Research & Mgmt Co - Division 3 4.70M (0.95%) -456.05K
Decreased by -9.70%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.67M (3.17%) -55.55K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 13.15M (2.66%) 154.24K
Increased by +1.17%
Oct 31, 24
3 Invesco QQQ Trust 9.61M (1.95%) -44.63K
Decreased by -0.46%
Oct 31, 24
4 Fidelity 500 Index 6.10M (1.23%) -9.48K
Decreased by -0.16%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 6.04M (1.22%) 23.64K
Increased by +0.39%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 5.89M (1.19%) 13.23K
Increased by +0.22%
Apr 30, 24
7 Fidelity® 500 Index 5.84M (1.18%) 37.18K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 5.52M (1.12%) 8.50K
Increased by +0.15%
Oct 31, 24
9 MFS Large Cap Value Equity 5.41M (1.09%) -119.54K
Decreased by -2.21%
Sep 30, 24
10 MFS Value A 5.41M (1.09%) -38.71K
Decreased by -0.72%
Sep 30, 24
11 JPM US Equity Income-MA 4.89M (0.99%) 4.89M
Increased by +99.89%
Sep 30, 23
12 VanEck Semiconductor ETF 4.30M (0.87%) 6.52K
Increased by +0.15%
Oct 31, 24
13 Vanguard Value Index Inv 4.21M (0.85%) 13.79K
Increased by +0.33%
Oct 31, 24
14 The Technology Select Sector SPDR® ETF 3.85M (0.78%) -14.88K
Decreased by -0.39%
Oct 31, 24
15 MFS Large Cap Value (SMA) 3.70M (0.75%) 3.70M
Increased by +100.00%
Jun 30, 23
16 JPM US Equity Income-Composite 3.64M (0.74%) -505.42K
Decreased by -13.88%
Sep 30, 24
17 JPMorgan Equity Income I 3.64M (0.74%) -20.68K
Decreased by -0.57%
Sep 30, 24
18 Technology Select Sector SPDR® ETF 3.43M (0.69%) 3.82K
Increased by +0.11%
Apr 30, 24
19 Franklin Rising Dividends A 3.28M (0.66%) 0.00
Increased by 0.00%
Sep 30, 24
20 Franklin Rising Dividends Fund A 3.28M (0.66%) 0.00
Increased by 0.00%
Sep 30, 24