Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JHCS 6.11%
2 BYTE 5.91%
3 NXTV 4.98%
4 EWCO 4.48%
5 IYZ 4.38%
6 EAGL 4.16%
7 XLC 4.10%
8 PKW 4.05%
9 UTRN 4.03%
10 FPAG 4.00%
11 RSPC 4.00%
12 AIEQ 3.97%
13 DVAL 3.90%
14 CVRD 3.37%
15 LTL 3.36%
16 SHRY 3.36%
17 SPQQ 3.35%
18 BVNSC 3.27%
19 MDPL 3.09%
20 VOX 3.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 368.18M (10.08%) -1.35M
Decreased by -0.37%
Mar 31, 25
2 BlackRock Inc 309.90M (8.48%) 8.37M
Increased by +2.70%
Mar 31, 25
3 State Street Corp 168.54M (4.61%) 805.88K
Increased by +0.48%
Mar 31, 25
4 State Street Corporation 163.14M (4.47%) 1.57M
Increased by +0.96%
Mar 31, 24
5 Capital World Investors 147.86M (4.05%) 6.18M
Increased by +4.18%
Mar 31, 25
6 FMR Inc 115.59M (3.16%) -1.36M
Decreased by -1.17%
Mar 31, 25
7 NORGES BANK 102.19M (2.80%) 40.93M
Increased by +40.05%
Dec 31, 24
8 JPMorgan Chase & Co 94.26M (2.58%) 12.37M
Increased by +13.12%
Mar 31, 25
9 Dodge & Cox 94.22M (2.58%) 15.12M
Increased by +16.04%
Mar 31, 25
10 Geode Capital Management, LLC 87.27M (2.39%) 1.45M
Increased by +1.67%
Mar 31, 25
11 Goldman Sachs Group Inc 49.00M (1.34%) 28.03M
Increased by +57.20%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 48.99M (1.34%) -6.39M
Decreased by -13.04%
Mar 31, 25
13 Ameriprise Financial Inc 46.19M (1.26%) -4.13M
Decreased by -8.94%
Mar 31, 25
14 T. Rowe Price Associates, Inc. 43.79M (1.20%) -2.21M
Decreased by -5.05%
Dec 31, 24
15 Massachusetts Financial Services Company 43.42M (1.19%) -11.87M
Decreased by -27.34%
Sep 30, 24
16 Eagle Capital Management LLC 42.77M (1.17%) 11.89M
Increased by +27.80%
Mar 31, 25
17 Capital Research & Mgmt Co - Division 3 40.76M (1.12%) -4.88M
Decreased by -11.98%
Dec 31, 24
18 Amvescap Plc. 40.50M (1.11%) -4.68M
Decreased by -11.55%
Mar 31, 25
19 Northern Trust Corp 40.41M (1.11%) -2.07M
Decreased by -5.12%
Mar 31, 25
20 Capital Research Global Investors 37.95M (1.04%) 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 (3.35%) -1.62M
Decreased by -1.32%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 121.13M (3.32%) 116.32K
Increased by +0.10%
May 31, 25
3 Vanguard Institutional 500 Index Trust 107.27M (2.94%) 750.53K
Increased by +0.70%
May 31, 25
4 Invesco QQQ Trust 76.84M (2.10%) -372.68K
Decreased by -0.48%
Jun 30, 25
5 Performer (AFRIS) 76.23M (2.09%) 76.23M
Increased by +100.00%
Feb 29, 24
6 Dodge & Cox Stock I 74.59M (2.04%) 12.78M
Increased by +17.13%
Jun 30, 25
7 American Funds Washington Mutual A 59.90M (1.64%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group Wash Mutual Invtrs Comp 59.90M (1.64%) 0.00
Increased by 0.00%
Jun 30, 25
9 Fidelity® 500 Index 47.96M (1.31%) 305.19K
Increased by +0.64%
Nov 30, 23
10 Fidelity 500 Index 47.58M (1.30%) 205.97K
Increased by +0.43%
May 31, 25
11 SPDR® S&P 500 ETF 46.91M (1.28%) -1.25M
Decreased by -2.66%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 46.88M (1.28%) 105.89K
Increased by +0.23%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 45.67M (1.25%) -239.33K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 44.94M (1.23%) -157.82K
Decreased by -0.35%
Jun 30, 25
15 iShares Core S&P 500 ETF 44.16M (1.21%) 70.34K
Increased by +0.16%
Jun 30, 25
16 Vanguard Value Index Inv 33.15M (0.91%) 72.57K
Increased by +0.22%
May 31, 25
17 MFS Large Cap Value Equity 32.40M (0.89%) -775.79K
Decreased by -2.39%
Mar 31, 24
18 MFS Value A 32.40M (0.89%) -152.01K
Decreased by -0.47%
Mar 31, 24
19 The Comm Svcs Sel Sect SPDR® ETF 29.53M (0.81%) -200.61K
Decreased by -0.68%
Jun 30, 25
20 American Funds American Balanced A 26.13M (0.72%) 0.00
Increased by 0.00%
Jun 30, 25