Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 GDOC 4.20%
3 KMID 3.47%
4 BMED 2.10%
5 QQQN 2.04%
6 POWA 1.94%
7 XHE 1.89%
8 CSMD 1.81%
9 RSPH 1.79%
10 RYH 1.56%
11 QQJG 1.52%
12 GBUY 1.19%
13 QQQJ 1.06%
14 ULVM 1.00%
15 FXH 0.91%
16 SZNE 0.89%
17 JDOC 0.80%
18 JSTC 0.59%
19 BKWO 0.59%
20 VOT 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.85M (12.01%) -40.58K
Decreased by -0.17%
Dec 31, 24
2 BlackRock Inc 16.22M (8.17%) -451.59K
Decreased by -2.78%
Dec 31, 24
3 State Street Corp 8.68M (4.37%) 92.96K
Increased by +1.07%
Dec 31, 24
4 State Street Corporation 8.41M (4.24%) -55.95K
Decreased by -0.67%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 8.08M (4.07%) 2.24K
Increased by +0.03%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 7.68M (3.87%) 155.23K
Increased by +2.02%
Dec 31, 24
7 JPMorgan Chase & Co 5.00M (2.52%) -4.86M
Decreased by -97.02%
Dec 31, 24
8 Geode Capital Management, LLC 4.91M (2.47%) 109.91K
Increased by +2.24%
Dec 31, 24
9 Amvescap Plc. 4.85M (2.44%) -147.16K
Decreased by -3.04%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 4.64M (2.33%) 837.93K
Increased by +18.07%
Jun 30, 24
11 AllianceBernstein L.P. 4.53M (2.28%) -521.42K
Decreased by -11.51%
Dec 31, 24
12 Victory Capital Management Inc. 4.53M (2.28%) 574.90K
Increased by +12.70%
Dec 31, 24
13 Capital World Investors 4.19M (2.11%) -232.24K
Decreased by -5.54%
Dec 31, 24
14 Veritas Asset Management LLP 4.05M (2.04%) -355.06K
Decreased by -8.76%
Dec 31, 24
15 Goldman Sachs Group Inc 4.05M (2.04%) 2.35M
Increased by +58.12%
Dec 31, 24
16 Generation Investment Management LLP 3.93M (1.98%) -214.30K
Decreased by -5.45%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 3.53M (1.78%) 2.96M
Increased by +83.79%
Dec 31, 24
18 HHG PLC 3.03M (1.52%) -53.89K
Decreased by -1.78%
Dec 31, 24
19 Ameriprise Financial Inc 2.92M (1.47%) -90.72K
Decreased by -3.11%
Dec 31, 24
20 Macquarie Group Ltd 2.66M (1.34%) -510.05K
Decreased by -19.17%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.32M (3.18%) 32.40K
Increased by +0.51%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 6.29M (3.17%) 4.45K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.55M (2.79%) 23.40K
Increased by +0.42%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 4.31M (2.17%) 4.34K
Increased by +0.10%
Mar 31, 25
5 T. Rowe Price Mid-Cap Growth 3.35M (1.69%) -4.10K
Decreased by -0.12%
Mar 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 3.35M (1.69%) -5.50K
Decreased by -0.16%
Mar 31, 25
7 Sycamore Mid Cap Value Comp 3.25M (1.63%) 3.14M
Increased by +96.79%
Mar 31, 25
8 Victory Sycamore Established Value R 3.25M (1.63%) -20.00K
Decreased by -0.62%
Mar 31, 25
9 Fidelity 500 Index 2.49M (1.26%) 11.11K
Increased by +0.45%
Feb 28, 25
10 SPDR® S&P 500 ETF 2.47M (1.24%) -36.27K
Decreased by -1.47%
Mar 31, 25
11 iShares Core S&P 500 ETF 2.43M (1.22%) 7.02K
Increased by +0.29%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 2.41M (1.21%) -12.64K
Decreased by -0.53%
Mar 31, 25
13 Vanguard Growth Index Investor 2.40M (1.21%) 15.14K
Increased by +0.63%
Oct 31, 24
14 SPDR® S&P 500® ETF 2.38M (1.20%) -40.01K
Decreased by -1.68%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 2.37M (1.19%) 16.52K
Increased by +0.70%
May 30, 24
16 American Funds New Perspective A 2.00M (1.01%) 2.00M
Increased by +100.00%
Mar 31, 25
17 American Funds Fundamental Invs A 1.85M (0.93%) -233.71K
Decreased by -12.63%
Dec 31, 24
18 Capital Group Fundamental Invtrs Comp 1.85M (0.93%) -233.71K
Decreased by -12.63%
Dec 31, 24
19 Invesco S&P 500® Equal Weight ETF 1.80M (0.91%) 3.83K
Increased by +0.21%
Mar 31, 25
20 Vanguard Value Index Inv 1.76M (0.89%) 902.36K
Increased by +51.31%
Mar 31, 25