Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LITP 9.77%
2 LIMI 9.55%
3 ILIT 8.40%
4 LIT 8.31%
5 REMX 7.89%
6 ACES 5.45%
7 SETM 5.13%
8 UTRN 4.20%
9 QCLN 4.16%
10 IDRV 4.15%
11 RTM 3.97%
12 RSPM 3.97%
13 GRZZ 3.91%
14 ION 3.17%
15 DMAT 3.14%
16 GNRX 2.99%
17 KARS 2.83%
18 CRIT 2.55%
19 GMET 1.95%
20 SPRX 1.82%

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 UBS Group AG 3.00M (2.56%) 565.80K
Increased by +18.85%
Mar 31, 25
10 Geode Capital Management, LLC 2.90M (2.47%) 99.34K
Increased by +3.43%
Mar 31, 25
11 Amvescap Plc. 2.70M (2.31%) 606.96K
Increased by +22.45%
Mar 31, 25
12 Baillie Gifford & Co Limited. 2.13M (1.82%) -270.74K
Decreased by -12.69%
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 Franklin Income A1 4.00M (3.42%) 1.17M
Increased by +29.25%
May 31, 25
3 American Funds Growth Fund of Amer A 3.99M (3.41%) -6.67K
Decreased by -0.17%
Mar 31, 25
4 Capital Group Growth Fnd of Amer Comp 3.99M (3.41%) -6.67K
Decreased by -0.17%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 3.79M (3.24%) 2.58K
Increased by +0.07%
May 31, 25
6 Vanguard US Total Market Shares ETF 3.72M (3.17%) 2.85K
Increased by +0.08%
Sep 30, 24
7 American Funds Invmt Co of Amer A 3.49M (2.98%) -5.90K
Decreased by -0.17%
Mar 31, 25
8 Capital Group Investment Co of Amer Comp 3.49M (2.98%) -5.90K
Decreased by -0.17%
Mar 31, 25
9 Vanguard Institutional 500 Index Trust 3.34M (2.85%) 21.18K
Increased by +0.63%
May 31, 25
10 Vanguard Small Cap Index 2.97M (2.53%) 14.33K
Increased by +0.48%
May 31, 25
11 Capital Group AMCAP Composite 2.90M (2.48%) -3.79K
Decreased by -0.13%
Mar 31, 24
12 ProShares S&P 500 Dividend Aristocrats 2.89M (2.47%) 6.33K
Increased by +0.22%
May 30, 25
13 VA CollegeAmerica Amcap 529A 2.46M (2.10%) -443.06K
Decreased by -18.01%
Jun 30, 24
14 Templeton Growth A 2.28M (1.95%) 145.06K
Increased by +6.37%
Jan 31, 24
15 Invesco S&P 500® Equal Weight ETF 1.90M (1.62%) 6.39K
Increased by +0.34%
May 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%) -1.65K
Decreased by -0.09%
May 31, 25
18 SPDR® S&P Dividend ETF 1.69M (1.44%) -575.00
Decreased by -0.03%
May 31, 25
19 Fidelity 500 Index 1.48M (1.26%) 1.82K
Increased by +0.12%
Apr 30, 25
20 SPDR® S&P 500 ETF 1.47M (1.25%) -21.39K
Decreased by -1.46%
Mar 31, 25