Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.34%
2 SUPL 4.29%
3 HWAY 4.24%
4 FTXR 4.12%
5 VSL 3.92%
6 UTRN 3.84%
7 SHPP 3.63%
8 STNC 3.33%
9 RNLC 2.90%
10 XTN 2.80%
11 INFR 2.78%
12 AIEQ 2.52%
13 TPOR 2.35%
14 PKW 2.08%
15 FTCS 2.01%
16 AIVL 2.01%
17 FTIF 1.97%
18 SHRY 1.86%
19 QQXT 1.76%
20 SYE 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 175.48M (9.29%) 319.77K
Increased by +0.18%
Dec 31, 24
2 BlackRock Inc 152.43M (8.07%) 3.26M
Increased by +2.14%
Dec 31, 24
3 JPMorgan Chase & Co 107.17M (5.67%) -75.23M
Decreased by -70.20%
Dec 31, 24
4 State Street Corporation 83.81M (4.44%) -259.24K
Decreased by -0.31%
Mar 31, 24
5 State Street Corp 83.27M (4.41%) 1.02M
Increased by +1.23%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 50.16M (2.66%) -7.96M
Decreased by -15.87%
Dec 31, 24
7 Capital World Investors 41.68M (2.21%) -8.70M
Decreased by -20.87%
Mar 31, 24
8 Geode Capital Management, LLC 41.63M (2.20%) 726.51K
Increased by +1.75%
Dec 31, 24
9 Capital Research & Mgmt Co - Division 3 32.75M (1.73%) -1.96M
Decreased by -5.97%
Dec 31, 24
10 Bank of America Corp 29.72M (1.57%) -2.78M
Decreased by -9.35%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 27.63M (1.46%) 2.46M
Increased by +8.90%
Dec 31, 24
12 Amvescap Plc. 25.10M (1.33%) 2.98M
Increased by +11.86%
Dec 31, 24
13 Fisher Asset Management, LLC 24.96M (1.32%) 299.54K
Increased by +1.20%
Dec 31, 24
14 NORGES BANK 24.18M (1.28%) 1.69M
Increased by +6.98%
Dec 31, 24
15 Bank of New York Mellon Corp 23.35M (1.24%) 6.73M
Increased by +28.82%
Dec 31, 24
16 Royal Bank of Canada 22.98M (1.22%) 18.05K
Increased by +0.08%
Mar 31, 24
17 Lazard Asset Management LLC 21.12M (1.12%) 707.93K
Increased by +3.35%
Dec 31, 24
18 Northern Trust Corp 21.10M (1.12%) 2.55M
Increased by +12.09%
Dec 31, 24
19 Ameriprise Financial Inc 20.86M (1.10%) 9.86M
Increased by +47.29%
Dec 31, 24
20 Capital Research Global Investors 18.96M (1.00%) -1.03M
Decreased by -5.42%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 221.68M (11.74%) 221.68M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 61.32M (3.25%) -602.21K
Decreased by -0.98%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 60.80M (3.22%) 235.27K
Increased by +0.39%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 53.48M (2.83%) 371.98K
Increased by +0.70%
Feb 28, 25
5 Invesco QQQ Trust 39.02M (2.07%) -33.86K
Decreased by -0.09%
Mar 31, 25
6 Fidelity 500 Index 24.15M (1.28%) 107.55K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 24.00M (1.27%) -352.00K
Decreased by -1.47%
Mar 31, 25
8 iShares Core S&P 500 ETF 23.53M (1.25%) 68.16K
Increased by +0.29%
Mar 31, 25
9 Fidelity® 500 Index 23.38M (1.24%) 148.78K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500® ETF Trust 23.36M (1.24%) -122.36K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 23.26M (1.23%) -50.44K
Decreased by -0.22%
Apr 30, 24
12 SPDR® S&P 500® ETF 23.10M (1.22%) -387.49K
Decreased by -1.68%
Mar 31, 25
13 American Funds Fundamental Invs A 19.80M (1.05%) -2.47M
Decreased by -12.47%
Dec 31, 23
14 Capital Group Fundamental Invtrs Comp 19.80M (1.05%) -2.47M
Decreased by -12.47%
Dec 31, 23
15 American Funds Washington Mutual A 19.29M (1.02%) -5.69M
Decreased by -29.48%
Dec 31, 24
16 Capital Group Wash Mutual Invtrs Comp 19.29M (1.02%) -5.69M
Decreased by -29.48%
Dec 31, 24
17 AF High Growth (AFRIS) 16.85M (0.89%) 16.85M
Increased by +100.00%
Feb 29, 24
18 Vanguard Value Index Inv 16.63M (0.88%) 101.03K
Increased by +0.61%
Feb 28, 25
19 JPM US Equity-MA 16.13M (0.85%) 13.23M
Increased by +81.97%
Dec 31, 24
20 JPMorgan US Equity L 15.55M (0.82%) -505.23K
Decreased by -3.25%
Feb 28, 25