Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 BULD 7.99%
3 MAKX 6.51%
4 IVRS 5.06%
5 BRNY 4.80%
6 LSGR 4.55%
7 IBOT 4.11%
8 UTRN 4.00%
9 FMET 3.66%
10 CLDL 3.66%
11 GGME 3.45%
12 ARTY 3.30%
13 CZAR 3.26%
14 CIRC 2.83%
15 METV 2.70%
16 PBS 2.67%
17 CLOD 2.44%
18 SSPX 2.36%
19 DEF 2.33%
20 QTEC 2.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.39M (9.60%) 119.03K
Increased by +0.58%
Dec 31, 24
2 BlackRock Inc 20.07M (9.45%) 956.82K
Increased by +4.77%
Dec 31, 24
3 State Street Corp 10.06M (4.73%) 248.86K
Increased by +2.47%
Dec 31, 24
4 State Street Corporation 9.37M (4.41%) 387.13K
Increased by +4.13%
Mar 31, 24
5 Loomis, Sayles & Company LP 5.82M (2.74%) -200.60K
Decreased by -3.45%
Dec 31, 24
6 Ninety One UK Limited 5.15M (2.42%) 79.90K
Increased by +1.55%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 5.02M (2.36%) -372.35K
Decreased by -7.41%
Dec 31, 24
8 Polen Capital 4.94M (2.33%) -183.38K
Decreased by -3.71%
Mar 31, 24
9 FMR Inc 4.81M (2.26%) -847.94K
Decreased by -17.64%
Dec 31, 24
10 Geode Capital Management, LLC 4.72M (2.22%) 45.62K
Increased by +0.97%
Dec 31, 24
11 Aristotle Capital Management LLC 4.30M (2.02%) -61.31K
Decreased by -1.43%
Jun 30, 24
12 Goldman Sachs Group Inc 4.17M (1.96%) 2.28M
Increased by +54.68%
Dec 31, 23
13 Amundi 3.13M (1.47%) -75.86K
Decreased by -2.42%
Dec 31, 24
14 UBS Asset Mgmt Americas Inc 3.05M (1.44%) 667.76K
Increased by +21.87%
Dec 31, 24
15 Brown Advisory Holdings Inc 3.04M (1.43%) -190.76K
Decreased by -6.28%
Dec 31, 24
16 Massachusetts Financial Services Company 3.00M (1.41%) 124.95K
Increased by +4.16%
Mar 31, 25
17 Fidelity International Ltd 2.73M (1.29%) -249.15K
Decreased by -9.12%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 2.73M (1.28%) 417.03K
Increased by +15.29%
Dec 31, 24
19 Pictet Asset Manangement SA 2.71M (1.28%) 146.81K
Increased by +5.41%
Jun 30, 24
20 Bank of America Corp 2.59M (1.22%) -207.03K
Decreased by -7.99%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.82M (3.21%) 52.90K
Increased by +0.78%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.79M (3.20%) 12.86K
Increased by +0.19%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 5.98M (2.81%) 13.63K
Increased by +0.23%
Mar 31, 25
4 Invesco QQQ Trust 4.39M (2.07%) -4.54K
Decreased by -0.10%
Apr 30, 25
5 Fidelity 500 Index 2.70M (1.27%) 4.65K
Increased by +0.17%
Mar 31, 25
6 SPDR® S&P 500 ETF 2.68M (1.26%) -39.06K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF 2.61M (1.23%) 2.14K
Increased by +0.08%
Apr 30, 25
8 SPDR® S&P 500® ETF Trust 2.60M (1.23%) -13.61K
Decreased by -0.52%
Mar 31, 25
9 iShares Core S&P 500 ETF 2.55M (1.20%) -2.67K
Decreased by -0.10%
Apr 30, 25
10 SPDR® S&P 500 ETF Trust 2.53M (1.19%) 5.71K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 2.49M (1.17%) 15.85K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 2.39M (1.13%) 135.00K
Increased by +5.65%
Mar 31, 25
13 MFS Growth B 2.16M (1.02%) 79.21K
Increased by +3.66%
Mar 31, 25
14 MFS Growth Equity 2.16M (1.02%) 113.13K
Increased by +5.23%
Mar 31, 25
15 T. Rowe Price Capital Appreciation 2.16M (1.02%) 405.30K
Increased by +18.79%
Mar 31, 25
16 The Technology Select Sector SPDR® ETF 1.67M (0.79%) 810.00
Increased by +0.05%
Apr 30, 25
17 VanEck Morningstar Wide Moat 1.54M (0.73%) 64.50K
Increased by +4.18%
Sep 30, 24
18 VanEck Morningstar Wide Moat ETF 1.53M (0.72%) -464.00
Decreased by -0.03%
Nov 28, 24
19 Vanguard Information Technology ETF 1.49M (0.70%) 5.45K
Increased by +0.37%
Mar 31, 25
20 Technology Select Sector SPDR® ETF 1.48M (0.70%) 1.65K
Increased by +0.11%
Apr 30, 24