Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 STNC 3.51%
3 ARTY 2.95%
4 MTK 2.85%
5 NVQ 2.52%
6 NVQ_old 2.52%
7 KONG 2.44%
8 VSMV 2.40%
9 QTEC 2.38%
10 BVNSC 2.30%
11 UPGD 2.18%
12 RYJ 2.18%
13 FCFY 2.17%
14 RDVY 2.01%
15 BLCV 2.00%
16 FTDS 1.95%
17 FTCS 1.87%
18 PWC 1.86%
19 FXL 1.77%
20 HUSV 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 59.03M (11.97%) 515.88K
Increased by +0.87%
Dec 31, 24
2 BlackRock Inc 55.67M (11.29%) 207.14K
Increased by +0.37%
Dec 31, 24
3 State Street Corp 24.90M (5.05%) -83.56K
Decreased by -0.34%
Dec 31, 24
4 State Street Corporation 23.84M (4.83%) 204.68K
Increased by +0.86%
Mar 31, 24
5 Dodge & Cox 18.33M (3.72%) -19.18K
Decreased by -0.10%
Dec 31, 24
6 JPMorgan Chase & Co 18.30M (3.71%) -8.56M
Decreased by -46.79%
Dec 31, 24
7 Pzena Investment Management, LLC 17.67M (3.58%) -943.59K
Decreased by -5.34%
Dec 31, 24
8 Nomura Holdings Inc 13.72M (2.78%) 464.58K
Increased by +3.39%
Jun 30, 24
9 Geode Capital Management, LLC 13.44M (2.72%) 157.46K
Increased by +1.17%
Dec 31, 24
10 FMR Inc 11.15M (2.26%) 123.75K
Increased by +1.11%
Dec 31, 24
11 Amvescap Plc. 10.66M (2.16%) 287.97K
Increased by +2.70%
Dec 31, 24
12 Bank of New York Mellon Corp 10.54M (2.14%) -421.47K
Decreased by -4.00%
Dec 31, 24
13 First Trust Advisors L.P. 8.43M (1.71%) -160.56K
Decreased by -1.91%
Dec 31, 24
14 HSBC Holdings PLC 8.02M (1.63%) -277.03K
Decreased by -3.45%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 7.29M (1.48%) 351.02K
Increased by +4.82%
Dec 31, 24
16 NORGES BANK 6.86M (1.39%) 325.87K
Increased by +4.75%
Dec 31, 24
17 Amundi 6.78M (1.37%) -78.31K
Decreased by -1.16%
Mar 31, 24
18 Fidelity International Ltd 6.27M (1.27%) -10.08K
Decreased by -0.16%
Dec 31, 24
19 Boston Partners Global Investors, Inc 6.05M (1.23%) -1.73M
Decreased by -28.55%
Jun 30, 24
20 Dimensional Fund Advisors, Inc. 6.00M (1.22%) 392.43K
Increased by +6.54%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.63M (3.17%) 55.66K
Increased by +0.36%
Feb 28, 25
2 Dodge & Cox Stock I 14.42M (2.92%) -14.40K
Decreased by -0.10%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 13.75M (2.79%) 89.58K
Increased by +0.65%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 10.71M (2.17%) 45.46K
Increased by +0.42%
Feb 28, 25
5 Invesco QQQ Trust 10.25M (2.08%) -805.00
Decreased by -0.01%
Feb 28, 25
6 Performer (AFRIS) 8.70M (1.76%) 8.70M
Increased by +100.00%
Feb 29, 24
7 Fidelity 500 Index 6.18M (1.25%) 27.28K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 6.13M (1.24%) -45.40K
Decreased by -0.74%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 6.05M (1.23%) -46.77K
Decreased by -0.77%
Mar 31, 24
10 Fidelity® 500 Index 5.89M (1.19%) 37.45K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 5.82M (1.18%) -293.00
Decreased by -0.01%
Feb 28, 25
12 JPM US Large Cap Growth-MA 4.57M (0.93%) 4.19M
Increased by +91.75%
Sep 30, 23
13 Hartford Dividend and Growth Y 4.51M (0.91%) 530.39K
Increased by +11.76%
Feb 28, 25
14 Vanguard Value Index Inv 4.29M (0.87%) 41.84K
Increased by +0.98%
Feb 28, 25
15 JPMorgan Equity Premium Income ETF 4.28M (0.87%) 7.27K
Increased by +0.17%
Feb 28, 25
16 The Technology Select Sector SPDR® ETF 3.88M (0.79%) -26.04K
Decreased by -0.67%
Feb 28, 25
17 Vanguard Information Technology ETF 3.74M (0.76%) 10.02K
Increased by +0.27%
Feb 28, 25
18 BlackRock Equity Dividend Instl 3.71M (0.75%) -51.32K
Decreased by -1.38%
Feb 28, 25
19 Technology Select Sector SPDR® ETF 3.43M (0.70%) 71.55K
Increased by +2.08%
Mar 31, 24
20 First Trust Rising Dividend Achiev ETF 3.43M (0.70%) 6.11K
Increased by +0.18%
Feb 27, 25