Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCIG 5.05%
2 QQQA 4.88%
3 EPRE 4.53%
4 BCUS 4.02%
5 UTRN 3.93%
6 AMID 3.58%
7 YALL 3.29%
8 PMR 3.17%
9 PRN 3.12%
10 XOVR 3.08%
11 ENTR 3.08%
12 PDP 2.81%
13 MDCP 2.66%
14 IBUY 2.61%
15 FDN 2.48%
16 FTGS 2.08%
17 EMOT 1.97%
18 FTCS 1.91%
19 QQXT 1.88%
20 SXQG 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 101.15M (11.47%) 512.11K
Increased by +0.51%
Sep 30, 24
2 BlackRock Inc 69.18M (7.84%) -9.95M
Decreased by -14.38%
Jun 30, 24
3 Principal Financial Group Inc 38.88M (4.41%) 941.86K
Increased by +2.42%
Sep 30, 24
4 AllianceBernstein L.P. 38.44M (4.36%) 415.83K
Increased by +1.08%
Jun 30, 24
5 State Street Corporation 34.42M (3.90%) 1.09M
Increased by +3.17%
Dec 31, 23
6 State Street Corp 34.04M (3.86%) -461.35K
Decreased by -1.36%
Jun 30, 24
7 Capital World Investors 21.18M (2.40%) 2.54M
Increased by +11.99%
Sep 30, 24
8 Edgewood Management LLC 20.56M (2.33%) 125.22K
Increased by +0.61%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 18.73M (2.12%) 528.97K
Increased by +2.82%
Jun 30, 24
10 Geode Capital Management, LLC 18.47M (2.09%) -2.46M
Decreased by -13.34%
Jun 30, 24
11 Wellington Management Company LLP 17.71M (2.01%) -996.41K
Decreased by -5.63%
Jun 30, 24
12 Capital Research Global Investors 16.70M (1.89%) 1.21M
Increased by +7.25%
Sep 30, 24
13 Bank of New York Mellon Corp 16.01M (1.81%) 1.20M
Increased by +7.49%
Jun 30, 24
14 FMR Inc 14.12M (1.60%) -652.92K
Decreased by -4.62%
Sep 30, 24
15 JPMorgan Chase & Co 14.01M (1.59%) -5.36M
Decreased by -38.24%
Jun 30, 24
16 Amvescap Plc. 11.82M (1.34%) -825.82K
Decreased by -6.99%
Jun 30, 24
17 Goldman Sachs Group Inc 11.65M (1.32%) 8.25M
Increased by +70.80%
Dec 31, 23
18 NORGES BANK 10.53M (1.19%) 1.08M
Increased by +10.24%
Jun 30, 24
19 T. Rowe Price Associates, Inc. 8.32M (0.94%) 1.46M
Increased by +17.51%
Jun 30, 24
20 Massachusetts Financial Services Company 7.90M (0.90%) 30.45K
Increased by +0.39%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 65.91M (7.47%) 65.91M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 27.32M (3.10%) -97.17K
Decreased by -0.36%
Oct 31, 24
3 Principal Aligned MidCap Equity 23.54M (2.67%) 1.28M
Increased by +5.46%
Sep 30, 24
4 Principal MidCap R5 23.54M (2.67%) 648.47K
Increased by +2.75%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 23.21M (2.63%) 276.45K
Increased by +1.19%
Oct 31, 24
6 Invesco QQQ Trust 18.63M (2.11%) -86.52K
Decreased by -0.46%
Oct 31, 24
7 Vanguard Mid Cap Index Institutional 18.37M (2.08%) 33.38K
Increased by +0.18%
Oct 31, 24
8 Capital Group AMCAP Composite 14.85M (1.68%) 1.17M
Increased by +7.85%
Sep 30, 24
9 VA CollegeAmerica Amcap 529A 14.85M (1.68%) 1.17M
Increased by +7.85%
Sep 30, 24
10 AllianceBernstein US L/C Growth Eqty MF 13.21M (1.50%) 275.78K
Increased by +2.09%
Sep 30, 24
11 AB Large Cap Growth A 11.51M (1.30%) -96.17K
Decreased by -0.84%
Sep 30, 24
12 Fidelity 500 Index 10.76M (1.22%) -14.05K
Decreased by -0.13%
Sep 30, 24
13 SPDR® S&P 500® ETF Trust 10.68M (1.21%) 55.73K
Increased by +0.52%
Oct 31, 24
14 SPDR® S&P 500 ETF Trust 10.30M (1.17%) 23.36K
Increased by +0.23%
Apr 30, 24
15 Edgewood Growth Instl 10.19M (1.16%) 2.63M
Increased by +25.85%
Jun 30, 24
16 Fidelity® 500 Index 10.13M (1.15%) 64.44K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 9.75M (1.11%) 14.99K
Increased by +0.15%
Oct 31, 24
18 Vanguard Growth Index Investor 9.49M (1.08%) 57.04K
Increased by +0.60%
Oct 31, 24
19 American Funds New Perspective A 9.45M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
20 Capital Group New Perspective Comp 9.45M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24