Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDFF 4.37%
2 UTRN 4.11%
3 WBIL 4.05%
4 CZAR 3.81%
5 PFI 3.56%
6 GABF 3.03%
7 TIME 2.95%
8 TBG 2.20%
9 VNMC 2.17%
10 PWC 2.11%
11 FRTY 2.06%
12 SXQG 2.02%
13 YLDE 2.00%
14 IWP 1.90%
15 FTGS 1.87%
16 PVAL 1.81%
17 CARK 1.79%
18 GVIP 1.77%
19 AMOM 1.61%
20 GFGF 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.14M (10.11%) 3.69M
Increased by +8.18%
Dec 31, 24
2 BlackRock Inc 34.26M (7.67%) 10.75M
Increased by +31.38%
Dec 31, 24
3 Capital World Investors 31.60M (7.08%) 71.53K
Increased by +0.23%
Dec 31, 24
4 FMR Inc 19.65M (4.40%) -346.38K
Decreased by -1.76%
Dec 31, 24
5 State Street Corp 18.77M (4.20%) 8.19M
Increased by +43.63%
Dec 31, 24
6 Tiger Technology Management LLC 12.27M (2.75%) -12.87K
Decreased by -0.10%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 10.96M (2.45%) 29.60K
Increased by +0.27%
Dec 31, 24
8 State Street Corporation 10.31M (2.31%) 514.33K
Increased by +4.99%
Dec 31, 23
9 Geode Capital Management, LLC 9.41M (2.11%) 3.70M
Increased by +39.26%
Dec 31, 24
10 Franklin Resources Inc 8.41M (1.88%) -238.80K
Decreased by -2.84%
Dec 31, 24
11 NORGES BANK 7.89M (1.77%) 435.08K
Increased by +5.52%
Dec 31, 24
12 Capital Research Global Investors 7.45M (1.67%) -2.19M
Decreased by -29.35%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 7.16M (1.60%) 852.38K
Increased by +11.90%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 6.45M (1.44%) 1.74M
Increased by +26.97%
Dec 31, 24
15 Putnam Investments LLC 5.94M (1.33%) 164.40K
Increased by +2.77%
Dec 31, 23
16 Putnam Investments, LLC., a Franklin Templeton company 5.94M (1.33%) 164.40K
Increased by +2.77%
Dec 31, 23
17 Goldman Sachs Group Inc 5.08M (1.14%) 2.64M
Increased by +52.07%
Dec 31, 23
18 UBS Asset Mgmt Americas Inc 4.92M (1.10%) -751.51K
Decreased by -15.28%
Dec 31, 24
19 Millennium Management LLC 4.84M (1.08%) -970.88K
Decreased by -20.06%
Sep 30, 24
20 JPMorgan Chase & Co 4.69M (1.05%) 959.87K
Increased by +20.47%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.65M (2.83%) 51.77K
Increased by +0.41%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.61M (2.82%) 120.06K
Increased by +0.95%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 12.42M (2.78%) 28.17K
Increased by +0.23%
Mar 31, 25
4 American Funds Fundamental Invs A 10.89M (2.44%) -29.84K
Decreased by -0.27%
Mar 31, 25
5 Capital Group Fundamental Invtrs Comp 10.89M (2.44%) -29.84K
Decreased by -0.27%
Mar 31, 25
6 American Funds Washington Mutual A 7.08M (1.59%) -14.17K
Decreased by -0.20%
Mar 31, 25
7 Capital Group Wash Mutual Invtrs Comp 7.08M (1.59%) -14.17K
Decreased by -0.20%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 6.74M (1.51%) 62.77K
Increased by +0.93%
Nov 30, 24
9 American Funds Growth Fund of Amer A 6.57M (1.47%) -10.99K
Decreased by -0.17%
Mar 31, 25
10 Capital Group Growth Fnd of Amer Comp 6.57M (1.47%) -10.99K
Decreased by -0.17%
Mar 31, 25
11 Fidelity 500 Index 5.61M (1.26%) 9.68K
Increased by +0.17%
Mar 31, 25
12 SPDR® S&P 500 ETF 5.56M (1.25%) -81.53K
Decreased by -1.47%
Mar 31, 25
13 SPDR® S&P 500® ETF 5.42M (1.21%) 4.47K
Increased by +0.08%
Apr 30, 25
14 SPDR® S&P 500® ETF Trust 5.42M (1.21%) -28.40K
Decreased by -0.52%
Mar 31, 25
15 iShares Core S&P 500 ETF 5.29M (1.19%) -5.52K
Decreased by -0.10%
Apr 30, 25
16 American Funds American Balanced A 4.52M (1.01%) -422.56K
Decreased by -9.35%
Mar 31, 25
17 Vanguard Growth Index Investor 4.46M (1.00%) 316.45K
Increased by +7.09%
Mar 31, 25
18 Vanguard Mid Cap Index Institutional 4.30M (0.96%) 22.87K
Increased by +0.53%
Mar 31, 25
19 UBS: Global Equity 4.22M (0.95%) 1.80M
Increased by +42.73%
Sep 30, 24
20 Putnam Large Cap Value A 3.55M (0.79%) 79.40K
Increased by +2.24%
Mar 31, 25