Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 SEMI 4.46%
2 SOXX 4.18%
3 FTXL 4.18%
4 CHPS 4.17%
5 SOXQ 4.16%
6 SMH 3.74%
7 SSG 3.48%
8 SHOC 3.32%
9 SOXL 3.11%
10 MOTO 3.06%
11 XSD 2.95%
12 IWFG 2.91%
13 ENRG 2.88%
14 TDIV 2.84%
15 FIVG 2.79%
16 ROKT 2.71%
17 XNTK 2.64%
18 QTEC 2.51%
19 THNQ 2.28%
20 SHFT 2.19%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.47M (9.21%) -238.93K
Decreased by -0.53%
Sep 30, 23
2 BlackRock Inc 39.65M (8.03%) -1.12M
Decreased by -2.82%
Sep 30, 23
3 JPMorgan Chase & Co 22.8M (4.62%) 2.93M
Increased by +12.86%
Sep 30, 23
4 State Street Corporation 20.12M (4.08%) -607.88K
Decreased by -3.02%
Sep 30, 23
5 Massachusetts Financial Services Company 15.07M (3.05%) 1.2M
Increased by +7.95%
Dec 31, 23
6 FMR Inc 11.08M (2.24%) -3.31M
Decreased by -29.86%
Sep 30, 23
7 Amvescap Plc. 10M (2.03%) 701.37K
Increased by +7.01%
Sep 30, 23
8 Geode Capital Management, LLC 9.7M (1.97%) 105.94K
Increased by +1.09%
Sep 30, 23
9 Wells Fargo & Co 8.46M (1.71%) -41.83K
Decreased by -0.49%
Sep 30, 23
10 Franklin Resources Inc 8.18M (1.66%) -644.24K
Decreased by -7.88%
Dec 31, 23
11 Ameriprise Financial Inc 7.69M (1.56%) -732.37K
Decreased by -9.52%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 6.83M (1.38%) 1.64M
Increased by +24%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 6.5M (1.32%) -162.4K
Decreased by -2.5%
Sep 30, 23
14 NORGES BANK 6.17M (1.25%) -170.92K
Decreased by -2.77%
Dec 31, 23
15 Northern Trust Corp 5.86M (1.19%) 4.34K
Increased by +0.07%
Sep 30, 23
16 Wellington Management Company LLP 5.38M (1.09%) -2.27M
Decreased by -42.26%
Sep 30, 23
17 Lazard Asset Management LLC 5.26M (1.07%) -313K
Decreased by -5.95%
Sep 30, 23
18 Bank of America Corp 4.53M (0.92%) -820.02K
Decreased by -18.12%
Sep 30, 23
19 Capital Research & Mgmt Co - Division 3 4.51M (0.91%) 246.8K
Increased by +5.47%
Dec 31, 23
20 Generation Investment Management LLP 4.42M (0.9%) -766.24K
Decreased by -17.33%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.59M (3.16%) 22.04K
Increased by +0.14%
Jan 31, 24
2 Vanguard Institutional 500 Index Trust 12.31M (2.5%) 144.6K
Increased by +1.17%
Jan 31, 24
3 Invesco QQQ Trust 9.28M (1.88%) 8.89K
Increased by +0.1%
Jan 31, 24
4 SPDR® S&P 500 ETF Trust 5.94M (1.2%) 44.7K
Increased by +0.75%
Jan 31, 24
5 Fidelity 500 Index 5.86M (1.19%) 12.89K
Increased by +0.22%
Dec 31, 23
6 Fidelity® 500 Index 5.84M (1.18%) 37.18K
Increased by +0.64%
Nov 30, 23
7 MFS Large Cap Value Equity 5.79M (1.17%) 393.35K
Increased by +6.8%
Dec 31, 23
8 MFS Value A 5.79M (1.17%) -148.18K
Decreased by -2.56%
Dec 31, 23
9 iShares Core S&P 500 ETF 5.12M (1.04%) 4.16K
Increased by +0.08%
Jan 31, 24
10 JPM US Equity Income-MA 4.89M (0.99%) 4.89M
Increased by +99.89%
Sep 30, 23
11 JPM US Equity Income-Composite 4.59M (0.93%) -306.92K
Decreased by -6.69%
Dec 31, 23
12 JPMorgan Equity Income I 4.59M (0.93%) -212.78K
Decreased by -4.64%
Dec 31, 23
13 Vanguard Value Index Inv 4.13M (0.84%) -5.24K
Decreased by -0.13%
Jan 31, 24
14 MFS Large Cap Value (SMA) 3.7M (0.75%) 3.7M
Increased by +100%
Jun 30, 23
15 Franklin Rising Dividends Fund A 3.56M (0.72%) -330K
Decreased by -9.28%
Nov 30, 23
16 Franklin Rising Dividends A 3.43M (0.69%) -130K
Decreased by -3.8%
Dec 31, 23
17 Vanguard Institutional Index I 3.3M (0.67%) -3.36K
Decreased by -0.1%
Jan 31, 24
18 Columbia Dividend Income Inst 3.29M (0.67%) 0
Increased by 0%
Jan 31, 24
19 Technology Select Sector SPDR® ETF 3.2M (0.65%) 9.92K
Increased by +0.31%
Jan 31, 24
20 Columbia Dividend Value 2.92M (0.59%) -32.94K
Decreased by -1.13%
Sep 30, 23