Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 STNC 3.51%
3 MDPL 3.06%
4 QQLV 3.03%
5 NEWZ 2.91%
6 MTK 2.85%
7 VLLU 2.75%
8 NVQ 2.52%
9 NVQ_old 2.52%
10 ARTY 2.44%
11 VSMV 2.32%
12 BVNSC 2.30%
13 UPGD 2.18%
14 RYJ 2.18%
15 KONG 2.17%
16 FCFY 2.17%
17 QTEC 2.03%
18 FTDS 1.95%
19 QVAL 1.94%
20 SMRI 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 59.11M (12.14%) 79.31K
Increased by +0.13%
Mar 31, 25
2 BlackRock Inc 52.79M (10.84%) -2.88M
Decreased by -5.46%
Mar 31, 25
3 State Street Corp 25.22M (5.18%) 321.89K
Increased by +1.28%
Mar 31, 25
4 State Street Corporation 23.84M (4.90%) 204.68K
Increased by +0.86%
Mar 31, 24
5 Dodge & Cox 18.27M (3.75%) -60.05K
Decreased by -0.33%
Mar 31, 25
6 JPMorgan Chase & Co 17.57M (3.61%) -728.71K
Decreased by -4.15%
Mar 31, 25
7 Pzena Investment Management, LLC 17.08M (3.51%) -590.93K
Decreased by -3.46%
Mar 31, 25
8 Geode Capital Management, LLC 13.81M (2.84%) 375.67K
Increased by +2.72%
Mar 31, 25
9 Nomura Holdings Inc 13.72M (2.82%) 464.58K
Increased by +3.39%
Jun 30, 24
10 Amvescap Plc. 12.08M (2.48%) 1.42M
Increased by +11.78%
Mar 31, 25
11 FMR Inc 10.28M (2.11%) -863.70K
Decreased by -8.40%
Mar 31, 25
12 Bank of New York Mellon Corp 10.12M (2.08%) -420.89K
Decreased by -4.16%
Mar 31, 25
13 First Trust Advisors L.P. 8.55M (1.76%) 124.58K
Increased by +1.46%
Mar 31, 25
14 HSBC Holdings PLC 8.02M (1.65%) -277.03K
Decreased by -3.45%
Dec 31, 23
15 NORGES BANK 6.86M (1.41%) 325.87K
Increased by +4.75%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 6.79M (1.39%) -495.04K
Decreased by -7.29%
Mar 31, 25
17 Amundi 6.78M (1.39%) -78.31K
Decreased by -1.16%
Mar 31, 24
18 Wellington Management Company LLP 6.46M (1.33%) 579.17K
Increased by +8.97%
Mar 31, 25
19 Fidelity International Ltd 6.27M (1.29%) -10.08K
Decreased by -0.16%
Dec 31, 24
20 Boston Partners Global Investors, Inc 6.05M (1.24%) -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 15.88M (3.26%) 19.99K
Increased by +0.13%
May 31, 25
2 Vanguard US Total Market Shares ETF 15.68M (3.22%) -60.58K
Decreased by -0.39%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 14.07M (2.89%) 98.43K
Increased by +0.70%
May 31, 25
4 Dodge & Cox Stock I 12.70M (2.61%) -1.72M
Decreased by -13.52%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 10.86M (2.23%) 102.92K
Increased by +0.95%
May 31, 25
6 Invesco QQQ Trust 10.17M (2.09%) -49.35K
Decreased by -0.49%
Jun 30, 25
7 Performer (AFRIS) 8.70M (1.79%) 8.70M
Increased by +100.00%
Feb 29, 24
8 Fidelity 500 Index 6.24M (1.28%) 26.77K
Increased by +0.43%
May 31, 25
9 SPDR® S&P 500 ETF 6.15M (1.26%) -108.51K
Decreased by -1.76%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 6.05M (1.24%) -46.77K
Decreased by -0.77%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 5.99M (1.23%) -31.43K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 5.96M (1.22%) -20.88K
Decreased by -0.35%
Jun 30, 25
13 Fidelity® 500 Index 5.89M (1.21%) 37.45K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 5.85M (1.20%) 9.31K
Increased by +0.16%
Jun 30, 25
15 Hartford Dividend and Growth Y 5.33M (1.09%) 371.85K
Increased by +6.98%
May 31, 25
16 JPMorgan Equity Premium Income ETF 5.09M (1.05%) 0.00
Increased by 0.00%
Jun 30, 25
17 JPM US Large Cap Growth-MA 4.57M (0.94%) 4.19M
Increased by +91.75%
Sep 30, 23
18 Vanguard Value Index Inv 4.35M (0.89%) 2.05K
Increased by +0.05%
May 31, 25
19 The Technology Select Sector SPDR® ETF 3.92M (0.80%) 8.71K
Increased by +0.22%
Jun 30, 25
20 Vanguard Information Technology ETF 3.80M (0.78%) 11.05K
Increased by +0.29%
May 31, 25