Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JETU 8.97%
2 JETD 8.97%
3 ITA 8.74%
4 MISL 8.52%
5 SHLD 8.06%
6 NATO 7.57%
7 PPA 7.38%
8 GCAD 6.32%
9 DFEN 6.22%
10 YALL 5.84%
11 ORFN 5.27%
12 MVAL 4.83%
13 JDVI 4.60%
14 HACK 4.49%
15 PFF 4.38%
16 FMK 4.35%
17 PIEQ 4.14%
18 NATO 4.11%
19 UTRN 3.97%
20 LSGR 3.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.66M (9.09%) 1.21M
Increased by +1.85%
Mar 31, 25
2 BlackRock Inc 50.17M (6.95%) 741.54K
Increased by +1.48%
Mar 31, 25
3 Capital Research Global Investors 39.99M (5.54%) 1.32M
Increased by +3.30%
Mar 31, 25
4 State Street Corp 34.08M (4.72%) 158.14K
Increased by +0.46%
Mar 31, 25
5 FMR Inc 33.58M (4.65%) 3.08M
Increased by +9.17%
Mar 31, 25
6 Newport Trust Co. 30.54M (4.23%) -160.39K
Decreased by -0.53%
Mar 31, 25
7 State Street Corporation 27.07M (3.75%) 466.32K
Increased by +1.72%
Mar 31, 24
8 Capital World Investors 26.15M (3.62%) 3.97M
Increased by +15.17%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 17.40M (2.41%) -752.61K
Decreased by -4.33%
Mar 31, 25
10 Geode Capital Management, LLC 15.88M (2.20%) 712.94K
Increased by +4.49%
Mar 31, 25
11 Loomis, Sayles & Company LP 14.55M (2.02%) -140.36K
Decreased by -0.96%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 10.77M (1.49%) 1.44M
Increased by +13.40%
Mar 31, 25
13 Massachusetts Financial Services Company 10.69M (1.48%) -337.69K
Decreased by -3.16%
Mar 31, 25
14 Jennison Associates LLC 10.39M (1.44%) 84.75K
Increased by +0.82%
Mar 31, 25
15 Bank of America Corp 9.90M (1.37%) 2.25M
Increased by +22.75%
Mar 31, 25
16 UBS Group AG 7.49M (1.04%) 4.71M
Increased by +62.88%
Dec 31, 24
17 Nuveen Asset Management, LLC 6.96M (0.96%) 520.31K
Increased by +7.47%
Dec 31, 24
18 Wellington Management Company LLP 6.74M (0.93%) -887.06K
Decreased by -13.15%
Mar 31, 25
19 Northern Trust Corp 6.47M (0.90%) -34.41K
Decreased by -0.53%
Mar 31, 25
20 D. E. Shaw & Co LP 5.69M (0.79%) 5.42M
Increased by +95.14%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 26.71M (3.70%) 1.15M
Increased by +4.29%
Mar 31, 25
2 Capital Group Growth Fnd of Amer Comp 26.71M (3.70%) 1.15M
Increased by +4.29%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 24.07M (3.33%) 359.53K
Increased by +1.49%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 21.19M (2.93%) 338.87K
Increased by +1.60%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 19.53M (2.70%) 103.84K
Increased by +0.53%
Sep 30, 24
6 American Funds Invmt Co of Amer A 11.93M (1.65%) 981.54K
Increased by +8.23%
Mar 31, 25
7 Capital Group Investment Co of Amer Comp 11.93M (1.65%) 981.54K
Increased by +8.23%
Mar 31, 25
8 Fidelity 500 Index 9.42M (1.30%) 11.63K
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P 500 ETF 9.33M (1.29%) -102.16K
Decreased by -1.09%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 9.08M (1.26%) -47.63K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 8.96M (1.24%) -40.04K
Decreased by -0.45%
May 31, 25
12 NYLI Merger Arbitrage ETF 8.82M (1.22%) 0.00
Increased by 0.00%
May 30, 25
13 iShares Core S&P 500 ETF 8.69M (1.20%) 0.00
Increased by 0.00%
May 31, 25
14 Vanguard Growth Index Investor 8.02M (1.11%) 74.37K
Increased by +0.93%
Apr 30, 25
15 SPDR® S&P 500 ETF Trust 6.79M (0.94%) 15.35K
Increased by +0.23%
Apr 30, 24
16 MFS Large Cap Value Equity 6.78M (0.94%) -234.16K
Decreased by -3.45%
Mar 31, 25
17 MFS Value A 6.67M (0.92%) -108.90K
Decreased by -1.63%
Apr 30, 25
18 Fidelity® 500 Index 6.61M (0.91%) 42.05K
Increased by +0.64%
Nov 30, 23
19 American Funds Washington Mutual A 6.34M (0.88%) 1.02M
Increased by +16.08%
Mar 31, 25
20 Capital Group Wash Mutual Invtrs Comp 6.34M (0.88%) 1.02M
Increased by +16.08%
Mar 31, 25