Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LITP 8.52%
2 ILIT 8.47%
3 REMX 8.04%
4 LIT 7.82%
5 ACES 4.81%
6 UTRN 4.20%
7 QCLN 3.97%
8 SETM 3.94%
9 GRZZ 3.91%
10 RTM 3.75%
11 RSPM 3.75%
12 DMAT 3.19%
13 GNRX 2.99%
14 GMET 2.87%
15 ION 2.87%
16 IDRV 2.86%
17 CRIT 2.55%
18 KARS 2.47%
19 SPRX 1.82%
20 BATT 1.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.59M (12.47%) 359.01K
Increased by +2.46%
Dec 31, 24
2 BlackRock Inc 10.48M (8.96%) -273.81K
Decreased by -2.61%
Dec 31, 24
3 Capital World Investors 10.18M (8.70%) 3.78M
Increased by +37.14%
Dec 31, 24
4 State Street Corp 6.52M (5.57%) -39.67K
Decreased by -0.61%
Dec 31, 24
5 Capital Research Global Investors 6.48M (5.54%) 3.54M
Increased by +54.59%
Dec 31, 24
6 State Street Corporation 5.93M (5.07%) 332.65K
Increased by +5.61%
Mar 31, 24
7 PRIMECAP Management Company 3.35M (2.86%) -484.03K
Decreased by -14.45%
Dec 31, 24
8 Geode Capital Management, LLC 2.80M (2.39%) 53.98K
Increased by +1.93%
Dec 31, 24
9 Franklin Resources Inc 2.60M (2.22%) 47.50K
Increased by +1.83%
Dec 31, 24
10 UBS Group AG 2.44M (2.08%) 1.75M
Increased by +71.70%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.14M (1.83%) 190.37K
Increased by +8.91%
Dec 31, 24
12 Baillie Gifford & Co Limited. 2.13M (1.82%) -270.74K
Decreased by -12.69%
Dec 31, 24
13 Amvescap Plc. 2.10M (1.79%) -61.20K
Decreased by -2.92%
Dec 31, 24
14 NORGES BANK 2.04M (1.74%) -575.59K
Decreased by -28.27%
Jun 30, 24
15 ProShare Advisors LLC 1.99M (1.70%) 25.21K
Increased by +1.27%
Dec 31, 24
16 Capital Research & Mgmt Co - Division 3 1.94M (1.65%) -3.86M
Decreased by -199.62%
Mar 31, 24
17 Bank of America Corp 1.80M (1.54%) -311.20K
Decreased by -17.25%
Dec 31, 24
18 ING Investment Management LLC 1.51M (1.29%) 163.77K
Increased by +10.88%
Sep 30, 23
19 Mirae Asset Global Investments (Korea) Co Ltd 1.50M (1.28%) -55.16K
Decreased by -3.68%
Mar 31, 24
20 Earnest Partners LLC 1.43M (1.22%) 8.24K
Increased by +0.58%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 4.45M (3.80%) 1.45M
Increased by +32.53%
Dec 31, 24
2 American Funds Growth Fund of Amer A 4.00M (3.42%) 2.00M
Increased by +50.00%
Dec 31, 24
3 Capital Group Growth Fnd of Amer Comp 4.00M (3.42%) 2.00M
Increased by +50.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 3.71M (3.17%) 5.65K
Increased by +0.15%
Feb 28, 25
5 American Funds Invmt Co of Amer A 3.50M (2.99%) 3.50M
Increased by +100.00%
Dec 31, 24
6 Capital Group Investment Co of Amer Comp 3.50M (2.99%) 3.50M
Increased by +100.00%
Dec 31, 24
7 Vanguard Institutional 500 Index Trust 3.26M (2.78%) 19.98K
Increased by +0.61%
Feb 28, 25
8 Vanguard Small Cap Index 3.00M (2.56%) 2.46K
Increased by +0.08%
Feb 28, 25
9 Capital Group AMCAP Composite 2.90M (2.48%) -3.79K
Decreased by -0.13%
Mar 31, 24
10 VA CollegeAmerica Amcap 529A 2.46M (2.10%) -443.06K
Decreased by -18.01%
Jun 30, 24
11 Templeton Growth A 2.28M (1.95%) 145.06K
Increased by +6.37%
Jan 31, 24
12 ProShares S&P 500 Dividend Aristocrats 1.91M (1.63%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard PRIMECAP Inv 1.87M (1.60%) -301.00K
Decreased by -16.06%
Dec 31, 24
14 Vanguard Small Cap Value Index Inv 1.84M (1.57%) -6.06K
Decreased by -0.33%
Feb 28, 25
15 Invesco S&P 500® Equal Weight ETF 1.47M (1.26%) 1.65K
Increased by +0.11%
Feb 28, 25
16 Fidelity 500 Index 1.47M (1.25%) 6.47K
Increased by +0.44%
Jan 31, 25
17 SPDR® S&P 500® ETF Trust 1.46M (1.24%) -10.76K
Decreased by -0.74%
Feb 28, 25
18 American Funds New Perspective A 1.42M (1.22%) 0.00
Increased by 0.00%
Dec 31, 23
19 Capital Group New Perspective Comp 1.42M (1.22%) 0.00
Increased by 0.00%
Dec 31, 23
20 Franklin Rising Dividends A 1.42M (1.21%) 0.00
Increased by 0.00%
Nov 30, 23