Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 PSI 5.15%
3 CHPS 4.96%
4 SHOC 4.69%
5 SMH 4.64%
6 SOXQ 4.50%
7 SOXX 4.39%
8 FTXL 4.38%
9 XKFF 4.21%
10 TENG 3.73%
11 MOTO 3.63%
12 XSD 3.62%
13 SOXL 3.60%
14 SSG 3.48%
15 DIVC 3.33%
16 FLV 3.30%
17 TDIV 3.23%
18 JHAC 3.19%
19 CZAR 3.16%
20 FIVG 2.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 49.11M (9.94%) 413.08K
Increased by +0.84%
Dec 31, 24
2 JPMorgan Chase & Co 43.06M (8.71%) -8.26M
Decreased by -19.18%
Sep 30, 24
3 BlackRock Inc 38.69M (7.83%) -855.73K
Decreased by -2.21%
Sep 30, 24
4 State Street Corp 22.57M (4.57%) 106.66K
Increased by +0.47%
Sep 30, 24
5 State Street Corporation 22.10M (4.47%) 1.19M
Increased by +5.41%
Mar 31, 24
6 Massachusetts Financial Services Company 11.52M (2.33%) -540.23K
Decreased by -4.69%
Dec 31, 24
7 Geode Capital Management, LLC 10.36M (2.10%) 135.84K
Increased by +1.31%
Sep 30, 24
8 Amvescap Plc. 10.17M (2.06%) -415.44K
Decreased by -4.09%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 9.34M (1.89%) 754.41K
Increased by +8.08%
Sep 30, 24
10 Franklin Resources Inc 9.18M (1.86%) 1.19M
Increased by +12.97%
Sep 30, 24
11 Wells Fargo & Co 9.15M (1.85%) -64.58K
Decreased by -0.71%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 8.97M (1.81%) -7.77M
Decreased by -86.65%
Sep 30, 24
13 NORGES BANK 8.26M (1.67%) 1.39M
Increased by +16.79%
Dec 31, 24
14 FMR Inc 7.39M (1.49%) 665.15K
Increased by +9.00%
Sep 30, 24
15 Bank of America Corp 6.51M (1.32%) 2.86M
Increased by +43.91%
Jun 30, 24
16 Ameriprise Financial Inc 6.32M (1.28%) -203.25K
Decreased by -3.22%
Sep 30, 24
17 Wellington Management Company LLP 5.38M (1.09%) -2.27M
Decreased by -42.26%
Sep 30, 23
18 Northern Trust Corp 5.09M (1.03%) -425.37K
Decreased by -8.35%
Sep 30, 24
19 Van Eck Associates Corporation 4.98M (1.01%) 226.72K
Increased by +4.55%
Dec 31, 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 15.56M (3.15%) -52.70K
Decreased by -0.34%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 13.45M (2.72%) 103.22K
Increased by +0.77%
Dec 31, 24
3 Invesco QQQ Trust 10.13M (2.05%) 13.70K
Increased by +0.14%
Jan 31, 25
4 Fidelity 500 Index 6.16M (1.25%) 31.57K
Increased by +0.51%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 6.05M (1.22%) -59.57K
Decreased by -0.98%
Jan 31, 25
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 5.82M (1.18%) 8.51K
Increased by +0.15%
Jan 31, 25
9 MFS Large Cap Value Equity 5.23M (1.06%) -172.26K
Decreased by -3.29%
Dec 31, 24
10 MFS Value A 5.23M (1.06%) -64.86K
Decreased by -1.24%
Dec 31, 24
11 JPM US Equity Income-MA 4.89M (0.99%) 4.89M
Increased by +99.89%
Sep 30, 23
12 VanEck Semiconductor ETF 4.33M (0.88%) -36.61K
Decreased by -0.84%
Jan 31, 25
13 Vanguard Value Index Inv 4.23M (0.86%) -19.68K
Decreased by -0.47%
Dec 31, 24
14 The Technology Select Sector SPDR® ETF 3.91M (0.79%) -16.74K
Decreased by -0.43%
Jan 31, 25
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 3.50M (0.71%) -145.39K
Decreased by -4.16%
Dec 31, 24
17 JPMorgan Equity Income I 3.50M (0.71%) -44.65K
Decreased by -1.28%
Dec 31, 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%
Oct 31, 24
20 Columbia Dividend Income Inst 3.24M (0.65%) -28.68K
Decreased by -0.89%
Dec 31, 24