Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QUSA 5.21%
2 FCTE 5.17%
3 QQQA 4.90%
4 RW 4.39%
5 PRN 4.20%
6 UTRN 4.12%
7 BCUS 4.04%
8 BEEZ 3.90%
9 MDCP 3.79%
10 LEAD 2.91%
11 AMID 2.81%
12 GDIV 2.68%
13 LCLG 2.66%
14 BIBL 2.59%
15 CAML 2.26%
16 QOWZ 2.19%
17 QNXT 2.13%
18 ZECP 2.05%
19 IPDP 1.98%
20 SXQG 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.86M (11.06%) 491.31K
Increased by +1.30%
Mar 31, 25
2 BlackRock Inc 28.75M (8.40%) -237.97K
Decreased by -0.83%
Mar 31, 25
3 State Street Corp 15.04M (4.39%) 27.03K
Increased by +0.18%
Mar 31, 25
4 Nuveen, LLC 9.14M (2.67%) 9.14M
Increased by +100.00%
Mar 31, 25
5 Geode Capital Management, LLC 8.88M (2.59%) 409.07K
Increased by +4.61%
Mar 31, 25
6 FMR Inc 8.56M (2.50%) 139.98K
Increased by +1.64%
Mar 31, 25
7 NORGES BANK 4.80M (1.40%) 24.25K
Increased by +0.51%
Dec 31, 24
8 Amvescap Plc. 4.42M (1.29%) -702.60K
Decreased by -15.91%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 4.30M (1.26%) -106.36K
Decreased by -2.47%
Mar 31, 25
10 Fort Washington Investment Advisors Inc 4.25M (1.24%) -850.00
Decreased by -0.02%
Jun 30, 25
11 Northern Trust Corp 4.10M (1.20%) 28.47K
Increased by +0.70%
Mar 31, 25
12 State Street Corporation 3.68M (1.08%) -86.49K
Decreased by -2.35%
Mar 31, 24
13 Royal Bank of Canada 3.42M (1.00%) -233.90K
Decreased by -6.84%
Mar 31, 25
14 UBS Asset Mgmt Americas Inc 2.88M (0.84%) 59.16K
Increased by +2.06%
Mar 31, 25
15 Franklin Resources Inc 2.73M (0.80%) 30.91K
Increased by +1.13%
Mar 31, 25
16 Goldman Sachs Group Inc 2.64M (0.77%) -48.58K
Decreased by -1.84%
Mar 31, 25
17 Nordea Investment Mgmt Bank Demark A/s 2.62M (0.76%) 228.20K
Increased by +8.72%
Mar 31, 25
18 Ameriprise Financial Inc 2.62M (0.76%) 386.72K
Increased by +14.79%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 2.59M (0.76%) 16.80K
Increased by +0.65%
Mar 31, 25
20 JPMorgan Chase & Co 2.59M (0.76%) 432.98K
Increased by +16.75%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.02M (3.22%) 10.33K
Increased by +0.09%
May 31, 25
2 Vanguard US Total Market Shares ETF 10.85M (3.17%) -78.11K
Decreased by -0.72%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 9.76M (2.85%) 66.08K
Increased by +0.68%
May 31, 25
4 Invesco QQQ Trust 8.33M (2.43%) -40.42K
Decreased by -0.49%
Jun 30, 25
5 Fidelity 500 Index 4.33M (1.26%) 18.55K
Increased by +0.43%
May 31, 25
6 SPDR® S&P 500 ETF 4.26M (1.25%) -61.85K
Decreased by -1.45%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 4.15M (1.21%) -21.82K
Decreased by -0.53%
Mar 31, 25
8 SPDR® S&P 500® ETF 4.14M (1.21%) -14.54K
Decreased by -0.35%
Jun 30, 25
9 iShares Core S&P 500 ETF 4.07M (1.19%) 6.50K
Increased by +0.16%
Jun 30, 25
10 Vanguard Growth Index Investor 3.79M (1.11%) 7.49K
Increased by +0.20%
May 31, 25
11 Vanguard Mid Cap Index Institutional 3.76M (1.10%) 35.64K
Increased by +0.95%
May 31, 25
12 Fidelity Magellan 2.20M (0.64%) -4.00K
Decreased by -0.18%
May 31, 25
13 Vanguard Institutional Index I 2.11M (0.62%) -167.00
Decreased by -0.01%
May 31, 25
14 Franklin Rising Dividends A 2.05M (0.60%) 0.00
Increased by 0.00%
Jun 30, 25
15 Franklin Rising Dividends Fund A 2.05M (0.60%) 0.00
Increased by 0.00%
Mar 31, 25
16 Vanguard Dividend Appreciation ETF 1.84M (0.54%) 2.03K
Increased by +0.11%
May 31, 25
17 State St S&P 500® Indx SL Cl III 1.83M (0.54%) 9.50K
Increased by +0.52%
Jun 30, 25
18 The Industrial Select Sector SPDR® ETF 1.67M (0.49%) -2.24K
Decreased by -0.13%
Jun 30, 25
19 Impax Global Opportunities Strategy Comp 1.60M (0.47%) -58.08K
Decreased by -3.64%
Oct 31, 24
20 iShares MSCI USA Quality Factor ETF 1.49M (0.44%) -1.03K
Decreased by -0.07%
Jun 30, 25