| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | USXF | 1000.00% |
| 2 | ESGU | 1000.00% |
| 3 | IDRV | 4.48% |
| 4 | KARS | 4.17% |
| 5 | UTRN | 3.96% |
| 6 | MID | 2.89% |
| 7 | XKST | 2.64% |
| 8 | SOLR | 2.54% |
| 9 | SULR | 2.54% |
| 10 | GRID | 2.21% |
| 11 | FTXR | 1.94% |
| 12 | MOTO | 1.72% |
| 13 | BLCV | 1.55% |
| 14 | RCD | 1.52% |
| 15 | RSPD | 1.52% |
| 16 | USRD | 1.46% |
| 17 | CZA | 1.46% |
| 18 | EVSTC_old | 1.44% |
| 19 | HAIL | 1.33% |
| 20 | SSPX | 1.28% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 30.90M (13.56%) | -266.08K Decreased by -0.86% | Sep 30, 24 |
| 2 | BlackRock Inc | 23.51M (10.32%) | 183.17K Increased by +0.78% | Sep 30, 24 |
| 3 | Massachusetts Financial Services Company | 12.77M (5.60%) | -89.11K Decreased by -0.70% | Sep 30, 24 |
| 4 | State Street Corporation | 11.02M (4.83%) | -38.11K Decreased by -0.35% | Mar 31, 24 |
| 5 | State Street Corp | 10.61M (4.66%) | -63.41K Decreased by -0.60% | Sep 30, 24 |
| 6 | FMR Inc | 7.65M (3.36%) | 1.29M Increased by +16.93% | Sep 30, 24 |
| 7 | Barrow Hanley Mewhinney & Strauss LLC | 7.50M (3.29%) | -18.83K Decreased by -0.25% | Sep 30, 24 |
| 8 | Geode Capital Management, LLC | 6.43M (2.82%) | -36.83K Decreased by -0.57% | Sep 30, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 6.39M (2.80%) | 572.05K Increased by +8.96% | Jun 30, 24 |
| 10 | JPMorgan Chase & Co | 6.26M (2.75%) | -1.76M Decreased by -28.09% | Sep 30, 24 |
| 11 | Impax Asset Management Group PLC | 5.95M (2.61%) | -276.72K Decreased by -4.65% | Sep 30, 24 |
| 12 | UBS Asset Mgmt Americas Inc | 5.36M (2.35%) | 5.00M Increased by +93.29% | Sep 30, 24 |
| 13 | Amvescap Plc. | 4.82M (2.11%) | 130.35K Increased by +2.71% | Sep 30, 24 |
| 14 | Franklin Resources Inc | 4.74M (2.08%) | 1.09M Increased by +23.02% | Sep 30, 24 |
| 15 | Capital World Investors | 4.71M (2.07%) | -1.27M Decreased by -26.99% | Sep 30, 24 |
| 16 | Capital Research Global Investors | 4.37M (1.92%) | -798.24K Decreased by -18.27% | Dec 31, 23 |
| 17 | Sands Capital Management, LLC | 4.23M (1.85%) | -110.07K Decreased by -2.60% | Sep 30, 23 |
| 18 | EdgePoint Investment Group, Inc. | 4.09M (1.80%) | -120.47K Decreased by -2.94% | Jun 30, 24 |
| 19 | ClearBridge Advisors, LLC | 4.04M (1.77%) | -276.24K Decreased by -6.84% | Jun 30, 24 |
| 20 | Nomura Holdings Inc | 4.04M (1.77%) | 4.03M Increased by +99.85% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 7.38M (3.24%) | -987.47K Decreased by -13.38% | Dec 31, 24 |
| 2 | Vanguard Institutional 500 Index Trust | 6.36M (2.79%) | -777.07K Decreased by -12.21% | Dec 31, 24 |
| 3 | UBS: Global Equity | 5.05M (2.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | AF High Growth (AFRIS) | 4.89M (2.14%) | 4.89M Increased by +100.00% | Feb 29, 24 |
| 5 | Vanguard Windsor™ II Inv | 3.43M (1.51%) | 643.50K Increased by +18.76% | Dec 31, 24 |
| 6 | SPDR® S&P 500 ETF Trust | 3.42M (1.50%) | -26.23K Decreased by -0.77% | Mar 31, 24 |
| 7 | Vanguard Growth Index Investor | 3.31M (1.45%) | 16.26K Increased by +0.49% | Nov 30, 24 |
| 8 | Fidelity® 500 Index | 3.30M (1.45%) | 20.97K Increased by +0.64% | Nov 30, 23 |
| 9 | Sands Capital Global Growth Equity | 3.10M (1.36%) | -47.52K Decreased by -1.53% | Sep 30, 23 |
| 10 | Vanguard Small Cap Index | 2.99M (1.31%) | 2.99M Increased by +100.00% | Dec 31, 24 |
| 11 | Fidelity 500 Index | 2.92M (1.28%) | -366.31K Decreased by -12.56% | Dec 31, 24 |
| 12 | SPDR® S&P 500® ETF Trust | 2.88M (1.26%) | -12.83K Decreased by -0.45% | Jan 31, 25 |
| 13 | Franklin Mutual Global Discovery Z | 2.86M (1.26%) | -30.95K Decreased by -1.08% | Dec 31, 24 |
| 14 | American Funds Growth Fund of Amer A | 2.83M (1.24%) | -640.14K Decreased by -22.66% | Sep 30, 24 |
| 15 | Capital Group Growth Fnd of Amer Comp | 2.83M (1.24%) | -640.14K Decreased by -22.66% | Sep 30, 24 |
| 16 | iShares Core S&P 500 ETF | 2.76M (1.21%) | 53.67K Increased by +1.95% | Jan 31, 25 |
| 17 | Invesco S&P 500® Equal Weight ETF | 2.57M (1.13%) | 8.31K Increased by +0.32% | Jan 31, 25 |
| 18 | EdgePoint Global Portfolio Series F | 2.54M (1.12%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | Vanguard Mid Cap Index Institutional | 2.53M (1.11%) | -3.14M Decreased by -124.32% | Dec 31, 24 |
| 20 | Impax Global Opportunities Strategy Comp | 2.50M (1.10%) | -234.48K Decreased by -9.39% | Nov 30, 24 |