Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 CTIF 5.19%
3 IWTR 5.15%
4 FPAG 4.59%
5 XKFF 4.21%
6 PSI 3.99%
7 TENG 3.73%
8 SMH 3.72%
9 CHPY 3.69%
10 CHPS 3.59%
11 SSG 3.48%
12 INCE 3.46%
13 FLLV 3.35%
14 DIVC 3.33%
15 JHAC 3.19%
16 SOXX 3.17%
17 CZAR 3.16%
18 SHOC 3.16%
19 IWFG 3.16%
20 SOXQ 3.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 50.23M (10.25%) 761.86K
Increased by +1.52%
Jun 30, 25
2 BlackRock Inc 40.91M (8.35%) 1.52M
Increased by +3.71%
Jun 30, 25
3 JPMorgan Chase & Co 26.32M (5.37%) 2.98M
Increased by +11.31%
Jun 30, 25
4 State Street Corp 23.32M (4.76%) 506.51K
Increased by +2.17%
Jun 30, 25
5 State Street Corporation 22.10M (4.51%) 1.19M
Increased by +5.41%
Mar 31, 24
6 Geode Capital Management, LLC 11.69M (2.38%) 633.42K
Increased by +5.42%
Jun 30, 25
7 T. Rowe Price Associates, Inc. 10.06M (2.05%) -1.37M
Decreased by -13.58%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 9.62M (1.96%) 76.91K
Increased by +0.80%
Jun 30, 25
9 Massachusetts Financial Services Company 8.70M (1.78%) -1.53M
Decreased by -17.60%
Jun 30, 25
10 Wells Fargo & Co 8.68M (1.77%) -181.50K
Decreased by -2.09%
Jun 30, 25
11 Amvescap Plc. 7.74M (1.58%) -317.04K
Decreased by -4.10%
Jun 30, 25
12 NORGES BANK 7.58M (1.55%) -688.31K
Decreased by -9.08%
Jun 30, 25
13 FMR Inc 7.07M (1.44%) -913.15K
Decreased by -12.92%
Jun 30, 25
14 Bank of America Corp 6.83M (1.39%) 1.01M
Increased by +14.75%
Jun 30, 25
15 Ameriprise Financial Inc 6.33M (1.29%) 375.21K
Increased by +5.93%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 5.72M (1.17%) 2.32M
Increased by +40.57%
Jun 30, 25
17 Northern Trust Corp 5.40M (1.10%) -39.85K
Decreased by -0.74%
Jun 30, 25
18 Wellington Management Company LLP 5.38M (1.10%) -2.27M
Decreased by -42.26%
Sep 30, 23
19 Van Eck Associates Corporation 5.34M (1.09%) 407.84K
Increased by +7.63%
Jun 30, 25
20 Franklin Resources Inc 5.16M (1.05%) -1.54M
Decreased by -29.91%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 15.73M (3.21%) 14.34K
Increased by +0.09%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 15.60M (3.18%) -361.00K
Decreased by -2.31%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 14.11M (2.88%) 97.44K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 12.28M (2.51%) -1.80M
Decreased by -14.65%
Jul 31, 25
5 Invesco QQQ Trust 10.23M (2.09%) 71.02K
Increased by +0.69%
Aug 29, 25
6 Fidelity 500 Index 6.29M (1.28%) 2.70K
Increased by +0.04%
Jul 31, 25
7 SPDR® S&P 500 ETF 6.17M (1.26%) -90.52K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 6.01M (1.23%) -31.54K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 5.99M (1.22%) 73.62K
Increased by +1.23%
Aug 31, 25
10 iShares Core S&P 500 ETF 5.97M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
11 SPDR® S&P 500 ETF Trust 5.89M (1.20%) 13.23K
Increased by +0.22%
Apr 30, 24
12 Fidelity® 500 Index 5.84M (1.19%) 37.18K
Increased by +0.64%
Nov 30, 23
13 JPM US Equity Income-MA 4.89M (1.00%) 4.89M
Increased by +99.89%
Sep 30, 23
14 MFS Large Cap Value Equity 4.68M (0.95%) -159.66K
Decreased by -3.42%
Jun 30, 25
15 VanEck Semiconductor ETF 4.66M (0.95%) -10.05K
Decreased by -0.22%
Aug 30, 25
16 MFS Value A 4.65M (0.95%) -27.18K
Decreased by -0.58%
Jul 31, 25
17 Vanguard Value Index Inv 4.40M (0.90%) -4.88K
Decreased by -0.11%
Jul 31, 25
18 The Technology Select Sector SPDR® ETF 4.01M (0.82%) 1.88K
Increased by +0.05%
Aug 31, 25
19 MFS Large Cap Value (SMA) 3.70M (0.75%) 3.70M
Increased by +100.00%
Jun 30, 23
20 Columbia Dividend Value 3.56M (0.73%) 345.43K
Increased by +9.71%
Jun 30, 25