Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LITP 8.00%
2 ILIT 7.65%
3 LIT 7.51%
4 REMX 6.79%
5 UTRN 4.20%
6 GRZZ 3.91%
7 ACES 3.61%
8 GNRX 2.99%
9 ION 2.99%
10 DMAT 2.94%
11 QCLN 2.92%
12 SETM 2.90%
13 RSPM 2.87%
14 RTM 2.87%
15 CRIT 2.55%
16 IDRV 2.23%
17 GMET 2.11%
18 KARS 1.94%
19 SPRX 1.82%
20 BATT 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.67M (12.53%) 77.77K
Increased by +0.53%
Mar 31, 25
2 Capital World Investors 9.97M (8.51%) -211.73K
Decreased by -2.12%
Mar 31, 25
3 BlackRock Inc 8.85M (7.55%) -1.64M
Decreased by -18.48%
Mar 31, 25
4 State Street Corp 6.42M (5.48%) -96.38K
Decreased by -1.50%
Mar 31, 25
5 State Street Corporation 5.93M (5.07%) 332.65K
Increased by +5.61%
Mar 31, 24
6 Franklin Resources Inc 4.86M (4.15%) 2.26M
Increased by +46.49%
Mar 31, 25
7 Capital Research Global Investors 4.15M (3.54%) -2.33M
Decreased by -56.17%
Mar 31, 25
8 PRIMECAP Management Company 3.33M (2.85%) -17.67K
Decreased by -0.53%
Mar 31, 25
9 Geode Capital Management, LLC 2.90M (2.47%) 99.34K
Increased by +3.43%
Mar 31, 25
10 UBS Group AG 2.44M (2.08%) 1.75M
Increased by +71.70%
Dec 31, 24
11 Baillie Gifford & Co Limited. 2.13M (1.82%) -270.74K
Decreased by -12.69%
Dec 31, 24
12 Amvescap Plc. 2.10M (1.79%) -61.20K
Decreased by -2.92%
Dec 31, 24
13 NORGES BANK 2.04M (1.74%) -575.59K
Decreased by -28.27%
Jun 30, 24
14 Bank of America Corp 1.99M (1.70%) 186.00K
Increased by +9.34%
Mar 31, 25
15 Capital Research & Mgmt Co - Division 3 1.94M (1.65%) -3.86M
Decreased by -199.62%
Mar 31, 24
16 ProShare Advisors LLC 1.93M (1.65%) -58.19K
Decreased by -3.01%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.80M (1.53%) -340.88K
Decreased by -18.98%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 1.54M (1.31%) 343.21K
Increased by +22.31%
Mar 31, 25
19 ING Investment Management LLC 1.51M (1.29%) 163.77K
Increased by +10.88%
Sep 30, 23
20 Mirae Asset Global Investments (Korea) Co Ltd 1.50M (1.28%) -55.16K
Decreased by -3.68%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 4.19M (3.58%) -252.33K
Decreased by -6.02%
Mar 31, 25
2 American Funds Growth Fund of Amer A 3.99M (3.41%) -6.67K
Decreased by -0.17%
Mar 31, 25
3 Capital Group Growth Fnd of Amer Comp 3.99M (3.41%) -6.67K
Decreased by -0.17%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 3.79M (3.23%) 66.92K
Increased by +1.77%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 3.72M (3.17%) 2.85K
Increased by +0.08%
Sep 30, 24
6 American Funds Invmt Co of Amer A 3.49M (2.98%) -5.90K
Decreased by -0.17%
Mar 31, 25
7 Capital Group Investment Co of Amer Comp 3.49M (2.98%) -5.90K
Decreased by -0.17%
Mar 31, 25
8 Vanguard Institutional 500 Index Trust 3.32M (2.84%) 53.40K
Increased by +1.61%
Apr 30, 25
9 Vanguard Small Cap Index 2.95M (2.52%) 17.15K
Increased by +0.58%
Apr 30, 25
10 Capital Group AMCAP Composite 2.90M (2.48%) -3.79K
Decreased by -0.13%
Mar 31, 24
11 Franklin Income A1 2.83M (2.42%) 0.00
Increased by 0.00%
Apr 30, 25
12 VA CollegeAmerica Amcap 529A 2.46M (2.10%) -443.06K
Decreased by -18.01%
Jun 30, 24
13 Templeton Growth A 2.28M (1.95%) 145.06K
Increased by +6.37%
Jan 31, 24
14 Invesco S&P 500® Equal Weight ETF 1.93M (1.65%) -6.34K
Decreased by -0.33%
Apr 30, 25
15 ProShares S&P 500 Dividend Aristocrats 1.93M (1.65%) -831.00
Decreased by -0.04%
Apr 30, 25
16 Vanguard PRIMECAP Inv 1.89M (1.61%) 14.00K
Increased by +0.74%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 1.77M (1.51%) 5.99K
Increased by +0.34%
Apr 30, 25
18 SPDR® S&P Dividend ETF 1.70M (1.45%) 404.50K
Increased by +23.86%
Apr 30, 25
19 Fidelity 500 Index 1.48M (1.26%) 2.96K
Increased by +0.20%
Mar 31, 25
20 SPDR® S&P 500 ETF 1.47M (1.25%) -21.39K
Decreased by -1.46%
Mar 31, 25