Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JHCS 6.11%
2 BYTE 5.91%
3 EAGL 4.48%
4 EWCO 4.48%
5 PKW 4.43%
6 RSPC 4.22%
7 UTRN 4.03%
8 DVAL 4.03%
9 AIEQ 3.97%
10 XLC 3.95%
11 CVRD 3.60%
12 VOX 3.47%
13 SPQQ 3.35%
14 SHRY 3.28%
15 BVNSC 3.27%
16 FCOM 3.23%
17 PWV 3.18%
18 LSAT 3.06%
19 SPVU 2.97%
20 DIVP 2.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 368.18M (9.96%) -1.35M
Decreased by -0.37%
Mar 31, 25
2 BlackRock Inc 309.90M (8.39%) 8.37M
Increased by +2.70%
Mar 31, 25
3 State Street Corp 168.54M (4.56%) 805.88K
Increased by +0.48%
Mar 31, 25
4 State Street Corporation 163.14M (4.42%) 1.57M
Increased by +0.96%
Mar 31, 24
5 Capital World Investors 147.86M (4.00%) 6.18M
Increased by +4.18%
Mar 31, 25
6 FMR Inc 115.59M (3.13%) -1.36M
Decreased by -1.17%
Mar 31, 25
7 NORGES BANK 102.19M (2.77%) 40.93M
Increased by +40.05%
Dec 31, 24
8 JPMorgan Chase & Co 94.26M (2.55%) 12.37M
Increased by +13.12%
Mar 31, 25
9 Dodge & Cox 94.22M (2.55%) 15.12M
Increased by +16.04%
Mar 31, 25
10 Geode Capital Management, LLC 87.27M (2.36%) 1.45M
Increased by +1.67%
Mar 31, 25
11 Goldman Sachs Group Inc 49.00M (1.33%) 28.03M
Increased by +57.20%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 48.99M (1.33%) -6.39M
Decreased by -13.04%
Mar 31, 25
13 Ameriprise Financial Inc 46.19M (1.25%) -4.13M
Decreased by -8.94%
Mar 31, 25
14 Amvescap Plc. 45.18M (1.22%) 4.67M
Increased by +10.34%
Dec 31, 24
15 T. Rowe Price Associates, Inc. 43.79M (1.19%) -2.21M
Decreased by -5.05%
Dec 31, 24
16 Massachusetts Financial Services Company 43.42M (1.18%) -11.87M
Decreased by -27.34%
Sep 30, 24
17 Eagle Capital Management LLC 42.77M (1.16%) 11.89M
Increased by +27.80%
Mar 31, 25
18 Northern Trust Corp 42.48M (1.15%) 4.82M
Increased by +11.35%
Dec 31, 24
19 Capital Research & Mgmt Co - Division 3 40.76M (1.10%) -4.88M
Decreased by -11.98%
Dec 31, 24
20 Capital Research Global Investors 37.95M (1.03%) 2.41M
Increased by +6.35%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 122.37M (3.31%) -1.62M
Decreased by -1.32%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 121.01M (3.27%) 1.89M
Increased by +1.56%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 106.52M (2.88%) 1.70M
Increased by +1.60%
Apr 30, 25
4 Invesco QQQ Trust 76.99M (2.08%) -79.66K
Decreased by -0.10%
Apr 30, 25
5 Performer (AFRIS) 76.23M (2.06%) 76.23M
Increased by +100.00%
Feb 29, 24
6 Dodge & Cox Stock I 61.81M (1.67%) 10.82M
Increased by +17.50%
Mar 31, 25
7 American Funds Washington Mutual A 59.90M (1.62%) -7.33M
Decreased by -12.24%
Mar 31, 25
8 Capital Group Wash Mutual Invtrs Comp 59.90M (1.62%) -7.33M
Decreased by -12.24%
Mar 31, 25
9 Fidelity® 500 Index 47.96M (1.30%) 305.19K
Increased by +0.64%
Nov 30, 23
10 Fidelity 500 Index 47.32M (1.28%) -488.45K
Decreased by -1.03%
Mar 31, 25
11 SPDR® S&P 500 ETF 46.91M (1.27%) -1.25M
Decreased by -2.66%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 46.88M (1.27%) 105.89K
Increased by +0.23%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 45.67M (1.24%) -239.33K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 45.43M (1.23%) -272.57K
Decreased by -0.60%
Apr 30, 25
15 iShares Core S&P 500 ETF 44.68M (1.21%) -46.66K
Decreased by -0.10%
Apr 30, 25
16 Vanguard Value Index Inv 33.08M (0.90%) -4.46K
Decreased by -0.01%
Apr 30, 25
17 MFS Large Cap Value Equity 32.40M (0.88%) -775.79K
Decreased by -2.39%
Mar 31, 24
18 MFS Value A 32.40M (0.88%) -152.01K
Decreased by -0.47%
Mar 31, 24
19 American Funds Income Fund of Amer A 31.03M (0.84%) -6.12M
Decreased by -19.71%
Mar 31, 25
20 American Funds American Balanced A 26.13M (0.71%) 1.21M
Increased by +4.63%
Mar 31, 25