Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 ARTY 3.05%
3 STNC 2.97%
4 VSMV 2.88%
5 MTK 2.85%
6 KONG 2.82%
7 NVQ 2.52%
8 NVQ_old 2.52%
9 RYJ 2.35%
10 QTEC 2.32%
11 BVNSC 2.30%
12 UPGD 2.29%
13 FTCS 2.26%
14 HUSV 2.18%
15 FCFY 2.17%
16 RDVY 2.16%
17 BLCV 2.11%
18 BMVP 2.06%
19 VALQ 1.97%
20 FTDS 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.51M (11.86%) 342.32K
Increased by +0.59%
Sep 30, 24
2 BlackRock Inc 55.46M (11.24%) 2.45M
Increased by +4.42%
Sep 30, 24
3 JPMorgan Chase & Co 26.86M (5.45%) 1.03M
Increased by +3.84%
Sep 30, 24
4 State Street Corp 24.99M (5.07%) 867.18K
Increased by +3.47%
Sep 30, 24
5 State Street Corporation 23.84M (4.83%) 204.68K
Increased by +0.86%
Mar 31, 24
6 Pzena Investment Management, LLC 18.61M (3.77%) -310.00
Decreased by -0.00%
Sep 30, 24
7 Dodge & Cox 18.35M (3.72%) -109.15K
Decreased by -0.59%
Sep 30, 24
8 Nomura Holdings Inc 13.72M (2.78%) 464.58K
Increased by +3.39%
Jun 30, 24
9 Geode Capital Management, LLC 13.28M (2.69%) 173.67K
Increased by +1.31%
Sep 30, 24
10 FMR Inc 11.02M (2.23%) -1.18M
Decreased by -10.67%
Sep 30, 24
11 Bank of New York Mellon Corp 10.54M (2.14%) -421.47K
Decreased by -4.00%
Dec 31, 24
12 Amvescap Plc. 10.37M (2.10%) -474.59K
Decreased by -4.58%
Sep 30, 24
13 First Trust Advisors L.P. 8.59M (1.74%) -445.00K
Decreased by -5.18%
Sep 30, 24
14 HSBC Holdings PLC 8.02M (1.63%) -277.03K
Decreased by -3.45%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 6.94M (1.41%) -6.36M
Decreased by -91.64%
Sep 30, 24
16 Amundi 6.78M (1.37%) -78.31K
Decreased by -1.16%
Mar 31, 24
17 NORGES BANK 6.54M (1.33%) 1.16M
Increased by +17.69%
Jun 30, 24
18 Fidelity International Ltd 6.28M (1.27%) 1.35M
Increased by +21.46%
Sep 30, 24
19 Wellington Management Company LLP 6.06M (1.23%) -65.66K
Decreased by -1.08%
Sep 30, 24
20 Boston Partners Global Investors, Inc 6.05M (1.23%) -1.73M
Decreased by -28.55%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.53M (3.15%) -48.88K
Decreased by -0.31%
Dec 31, 24
2 Dodge & Cox Stock I 14.42M (2.92%) -14.40K
Decreased by -0.10%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 13.43M (2.72%) 98.50K
Increased by +0.73%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 10.66M (2.16%) 90.78K
Increased by +0.85%
Dec 31, 24
5 Invesco QQQ Trust 10.12M (2.05%) 13.69K
Increased by +0.14%
Jan 31, 25
6 Performer (AFRIS) 8.70M (1.76%) 8.70M
Increased by +100.00%
Feb 29, 24
7 Fidelity 500 Index 6.15M (1.25%) 30.19K
Increased by +0.49%
Dec 31, 24
8 SPDR® S&P 500® ETF Trust 6.08M (1.23%) -27.16K
Decreased by -0.45%
Jan 31, 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 5.81M (1.18%) 5.68K
Increased by +0.10%
Jan 31, 25
12 JPM US Large Cap Growth-MA 4.57M (0.93%) 4.19M
Increased by +91.75%
Sep 30, 23
13 Vanguard Value Index Inv 4.22M (0.86%) -24.56K
Decreased by -0.58%
Dec 31, 24
14 JPMorgan Equity Premium Income ETF 4.16M (0.84%) 10.43K
Increased by +0.25%
Jan 31, 25
15 Hartford Dividend and Growth Y 3.98M (0.81%) -43.85K
Decreased by -1.10%
Dec 31, 24
16 The Technology Select Sector SPDR® ETF 3.91M (0.79%) -6.19K
Decreased by -0.16%
Jan 31, 25
17 BlackRock Equity Dividend Instl 3.80M (0.77%) -90.48K
Decreased by -2.38%
Dec 31, 24
18 Vanguard Information Technology ETF 3.68M (0.75%) 54.75K
Increased by +1.49%
Dec 31, 24
19 Technology Select Sector SPDR® ETF 3.43M (0.70%) 71.55K
Increased by +2.08%
Mar 31, 24
20 Vanguard Mid-Cap Value ETF 3.33M (0.67%) -94.39K
Decreased by -2.84%
Dec 31, 24