Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDFF 4.33%
2 UTRN 4.11%
3 WBIL 4.05%
4 CZAR 3.81%
5 PFI 3.56%
6 TIME 2.95%
7 GABF 2.85%
8 TBG 2.20%
9 VNMC 2.17%
10 PWC 2.11%
11 FRTY 2.06%
12 SXQG 2.02%
13 PVAL 1.92%
14 IWP 1.90%
15 YLDE 1.88%
16 CARK 1.79%
17 GVIP 1.77%
18 FTGS 1.63%
19 BMVP 1.53%
20 RPG 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.14M (10.14%) 3.69M
Increased by +8.18%
Dec 31, 24
2 BlackRock Inc 34.26M (7.70%) 10.75M
Increased by +31.38%
Dec 31, 24
3 Capital World Investors 31.60M (7.10%) 71.53K
Increased by +0.23%
Dec 31, 24
4 FMR Inc 19.65M (4.41%) -346.38K
Decreased by -1.76%
Dec 31, 24
5 State Street Corp 18.77M (4.22%) 8.19M
Increased by +43.63%
Dec 31, 24
6 Tiger Technology Management LLC 12.27M (2.76%) -12.87K
Decreased by -0.10%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 10.96M (2.46%) 29.60K
Increased by +0.27%
Dec 31, 24
8 State Street Corporation 10.31M (2.32%) 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 (1.89%) -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 (1.61%) 852.38K
Increased by +11.90%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 6.45M (1.45%) 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 (1.09%) -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 Total Stock Mkt Idx Inv 12.49M (2.81%) 47.29K
Increased by +0.38%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 12.40M (2.78%) 82.61K
Increased by +0.67%
Feb 28, 25
3 American Funds Fundamental Invs A 10.92M (2.45%) 0.00
Increased by 0.00%
Dec 31, 24
4 Capital Group Fundamental Invtrs Comp 10.92M (2.45%) 0.00
Increased by 0.00%
Dec 31, 24
5 American Funds Washington Mutual A 7.09M (1.59%) 0.00
Increased by 0.00%
Dec 31, 24
6 Capital Group Wash Mutual Invtrs Comp 7.09M (1.59%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 6.74M (1.51%) 62.77K
Increased by +0.93%
Nov 30, 24
8 American Funds Growth Fund of Amer A 6.58M (1.48%) -555.95K
Decreased by -8.44%
Dec 31, 24
9 Capital Group Growth Fnd of Amer Comp 6.58M (1.48%) -555.95K
Decreased by -8.44%
Dec 31, 24
10 American Funds Income Fund of Amer A 5.92M (1.33%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fidelity 500 Index 5.57M (1.25%) 24.59K
Increased by +0.44%
Jan 31, 25
12 SPDR® S&P 500® ETF Trust 5.53M (1.24%) -41.03K
Decreased by -0.74%
Feb 28, 25
13 iShares Core S&P 500 ETF 5.25M (1.18%) -264.00
Decreased by -0.01%
Feb 28, 25
14 American Funds American Balanced A 4.94M (1.11%) 0.00
Increased by 0.00%
Dec 31, 24
15 Vanguard Mid Cap Index Institutional 4.28M (0.96%) 18.36K
Increased by +0.43%
Feb 28, 25
16 UBS: Global Equity 4.22M (0.95%) 1.80M
Increased by +42.73%
Sep 30, 24
17 Vanguard Growth Index Investor 4.15M (0.93%) 3.20K
Increased by +0.08%
Feb 28, 25
18 Putnam Large Cap Value A 3.47M (0.78%) 0.00
Increased by 0.00%
Feb 28, 25
19 Putnam US Large Cap Value Equity 3.39M (0.76%) 153.24K
Increased by +4.52%
Dec 31, 24
20 The Financial Select Sector SPDR® ETF 3.35M (0.75%) 3.98K
Increased by +0.12%
Feb 28, 25