Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 GEX 8.77%
3 KMID 6.05%
4 ZAP 4.57%
5 GAST 4.27%
6 UTRN 3.98%
7 WBIL 3.92%
8 BCUS 3.89%
9 PRN 3.56%
10 MADE 3.27%
11 NEWZ 3.12%
12 GRW 2.77%
13 DVOL 2.62%
14 AMID 2.01%
15 FTIF 1.99%
16 DEF 1.98%
17 SIMS 1.97%
18 SWIN_old 1.96%
19 XKII 1.96%
20 POWA 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.15M (11.39%) 282.21K
Increased by +1.08%
Dec 31, 24
2 BlackRock Inc 17.56M (7.65%) 333.62K
Increased by +1.90%
Dec 31, 24
3 Brevan Howard Capital Management LP 9.60M (4.18%) 9.60M
Increased by +100.00%
Mar 31, 24
4 State Street Corp 9.45M (4.12%) 233.58K
Increased by +2.47%
Dec 31, 24
5 State Street Corporation 9.10M (3.96%) 114.13K
Increased by +1.25%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 9.06M (3.95%) -727.87K
Decreased by -8.03%
Dec 31, 24
7 FMR Inc 8.96M (3.90%) 98.55K
Increased by +1.10%
Dec 31, 24
8 Capital World Investors 5.76M (2.51%) 2.37M
Increased by +41.16%
Dec 31, 24
9 JPMorgan Chase & Co 5.59M (2.44%) -8.38M
Decreased by -149.80%
Dec 31, 24
10 Geode Capital Management, LLC 5.53M (2.41%) 124.71K
Increased by +2.26%
Dec 31, 24
11 Bank of New York Mellon Corp 4.42M (1.92%) 99.50K
Increased by +2.25%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 4.04M (1.76%) 29.57K
Increased by +0.73%
Dec 31, 24
13 NORGES BANK 3.87M (1.68%) -94.62K
Decreased by -2.45%
Dec 31, 24
14 Flossbach von Storch AG 3.72M (1.62%) 91.29K
Increased by +2.45%
Dec 31, 24
15 Capital Research & Mgmt Co - Division 3 3.19M (1.39%) -1.01M
Decreased by -31.60%
Mar 31, 24
16 Massachusetts Financial Services Company 2.98M (1.30%) -1.97M
Decreased by -66.19%
Dec 31, 24
17 Alecta Pensionsforsakring, Omsesidigt 2.82M (1.23%) 0.00
Increased by 0.00%
Sep 30, 24
18 Goldman Sachs Group Inc 2.79M (1.22%) 16.32K
Increased by +0.58%
Jun 30, 24
19 Alecta Pensionsforsakring, Omsesidigt. 2.68M (1.17%) -140.90K
Decreased by -5.26%
Dec 31, 24
20 AllianceBernstein L.P. 2.61M (1.14%) -605.42K
Decreased by -23.22%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.30M (3.18%) 28.91K
Increased by +0.40%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.41M (2.79%) 42.03K
Increased by +0.66%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 5.00M (2.18%) 21.36K
Increased by +0.43%
Feb 28, 25
4 Fidelity 500 Index 2.88M (1.26%) 12.73K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 2.86M (1.25%) -21.22K
Decreased by -0.74%
Feb 28, 25
6 T. Rowe Price Value 2.80M (1.22%) 372.62K
Increased by +13.30%
Jan 31, 25
7 SPDR® S&P 500 ETF Trust 2.78M (1.21%) -21.65K
Decreased by -0.78%
Mar 31, 24
8 iShares Core S&P 500 ETF 2.72M (1.18%) -137.00
Decreased by -0.01%
Feb 28, 25
9 T. Rowe Price U.S. Value Equity Tr-Z 2.67M (1.17%) 38.04K
Increased by +1.42%
Dec 31, 24
10 Fidelity® 500 Index 2.67M (1.16%) 21.28K
Increased by +0.80%
Oct 31, 23
11 T. Rowe Price US Value Equity Composite 2.43M (1.06%) -52.34K
Decreased by -2.15%
Dec 31, 24
12 Fidelity Magellan 2.23M (0.97%) -167.60K
Decreased by -7.51%
Dec 31, 24
13 American Funds American Balanced A 2.22M (0.97%) 1.18M
Increased by +53.09%
Dec 31, 24
14 Vanguard Value Index Inv 2.00M (0.87%) 13.93K
Increased by +0.70%
Feb 28, 25
15 Fidelity® Magellan® 1.99M (0.87%) -23.60K
Decreased by -1.19%
Oct 31, 23
16 Vanguard Mid-Cap Growth ETF 1.74M (0.76%) 13.96K
Increased by +0.80%
Feb 28, 25
17 FvS SICAV Multiple Opportunities F 1.61M (0.70%) 0.00
Increased by 0.00%
Nov 30, 24
18 MFS Growth B 1.57M (0.68%) -537.01K
Decreased by -34.24%
Sep 30, 24
19 MFS Growth Equity 1.57M (0.68%) -1.11M
Decreased by -70.90%
Sep 30, 24
20 T. Rowe Price Capital Appreciation 1.46M (0.64%) 1.46M
Increased by +100.00%
Mar 31, 24