Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LITP 7.47%
2 LIT 7.41%
3 ILIT 7.18%
4 REMX 6.65%
5 UTRN 4.20%
6 ACES 3.97%
7 GRZZ 3.91%
8 QCLN 3.30%
9 ION 3.20%
10 DMAT 3.17%
11 RTM 3.11%
12 RSPM 3.10%
13 SETM 3.01%
14 GNRX 2.99%
15 CRIT 2.55%
16 IDRV 2.37%
17 GMET 2.31%
18 KARS 2.02%
19 SPRX 1.82%
20 EQUL 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.59M (12.46%) 359.01K
Increased by +2.46%
Dec 31, 24
2 BlackRock Inc 10.48M (8.95%) -273.81K
Decreased by -2.61%
Dec 31, 24
3 Capital World Investors 10.18M (8.69%) 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 (1.82%) 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 4.19M (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 3.72M (3.18%) 11.56K
Increased by +0.31%
Mar 31, 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 3.27M (2.79%) 9.01K
Increased by +0.28%
Mar 31, 25
9 Vanguard Small Cap Index 2.93M (2.51%) -65.27K
Decreased by -2.22%
Mar 31, 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%) 1.83M
Increased by +64.67%
Mar 31, 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%) -74.20K
Decreased by -4.20%
Mar 31, 25
18 Fidelity 500 Index 1.48M (1.26%) 2.96K
Increased by +0.20%
Mar 31, 25
19 SPDR® S&P 500 ETF 1.47M (1.25%) -21.39K
Decreased by -1.46%
Mar 31, 25
20 SPDR® S&P 500® ETF 1.43M (1.22%) 1.17K
Increased by +0.08%
Apr 30, 25