Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 VEGI 26.77%
4 KROP 14.19%
5 FTAG 9.89%
6 FTWO 9.70%
7 MOO 7.93%
8 YUMY 6.17%
9 HWAY 5.78%
10 NITE 5.32%
11 DVAL 4.86%
12 HAP 4.84%
13 IVEG 4.31%
14 SAMM 4.31%
15 PKW 4.29%
16 OAKM 4.15%
17 MADE 4.06%
18 UTRN 3.94%
19 LBAY 3.65%
20 LSAT 3.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.88M (8.08%) 20.50K
Increased by +0.09%
Dec 31, 24
2 BlackRock Inc 17.59M (6.49%) 416.99K
Increased by +2.37%
Dec 31, 24
3 State Street Corp 10.35M (3.82%) 97.71K
Increased by +0.94%
Dec 31, 24
4 State Street Corporation 10.28M (3.80%) -99.79K
Decreased by -0.97%
Mar 31, 24
5 JPMorgan Chase & Co 9.66M (3.57%) -9.74M
Decreased by -100.76%
Dec 31, 24
6 Wellington Management Company LLP 6.75M (2.49%) -606.32K
Decreased by -8.99%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 6.59M (2.43%) 1.10M
Increased by +16.63%
Dec 31, 24
8 Capital World Investors 6.06M (2.24%) 157.22K
Increased by +2.60%
Dec 31, 24
9 FMR Inc 5.58M (2.06%) 1.04M
Increased by +18.62%
Dec 31, 24
10 Geode Capital Management, LLC 5.31M (1.96%) 97.20K
Increased by +1.83%
Dec 31, 24
11 Harris Associates L.P. 4.86M (1.80%) 12.18K
Increased by +0.25%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 4.39M (1.62%) 92.92K
Increased by +2.12%
Dec 31, 24
13 Gates Bill & Melinda Foundation 3.56M (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
14 Parnassus Investments LLC 3.45M (1.27%) -221.65K
Decreased by -6.43%
Dec 31, 24
15 Parnassus Investments, LLC 3.15M (1.16%) -51.02K
Decreased by -1.62%
Sep 30, 23
16 State Farm Mutual Automobile Ins Co 2.95M (1.09%) 0.00
Increased by 0.00%
Dec 31, 24
17 NORGES BANK 2.94M (1.08%) -27.89K
Decreased by -0.95%
Dec 31, 24
18 Northern Trust Corp 2.92M (1.08%) 330.92K
Increased by +11.35%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 2.59M (0.96%) 184.20K
Increased by +7.12%
Dec 31, 24
20 Bank of America Corp 2.53M (0.94%) -643.12K
Decreased by -25.37%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.20M (3.03%) 28.01K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 7.06M (2.61%) 48.52K
Increased by +0.69%
Feb 28, 25
3 Fidelity® 500 Index 3.18M (1.17%) 20.22K
Increased by +0.64%
Nov 30, 23
4 Fidelity 500 Index 3.17M (1.17%) 14.00K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 3.14M (1.16%) -23.40K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 3.08M (1.14%) 6.97K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 2.99M (1.10%) -150.00
Decreased by -0.01%
Feb 28, 25
8 Parnassus Core Equity Investor 2.35M (0.87%) -44.00K
Decreased by -1.87%
Feb 28, 25
9 Vanguard Value Index Inv 2.24M (0.83%) 13.95K
Increased by +0.62%
Feb 28, 25
10 JPM US Equity Income-Composite 1.87M (0.69%) 34.27K
Increased by +1.84%
Dec 31, 24
11 JPMorgan Equity Income I 1.82M (0.67%) -49.73K
Decreased by -2.74%
Jan 31, 25
12 Oakmark Investor 1.68M (0.62%) 60.00K
Increased by +3.56%
Dec 31, 24
13 Vanguard Dividend Growth Inv 1.66M (0.61%) 69.45K
Increased by +4.19%
Dec 31, 24
14 American Funds American Balanced A 1.64M (0.61%) 0.00
Increased by 0.00%
Dec 31, 24
15 Vanguard Institutional Index I 1.58M (0.58%) -18.76K
Decreased by -1.19%
Feb 28, 25
16 Vanguard Wellington™ Inv 1.46M (0.54%) -339.09K
Decreased by -23.21%
Dec 31, 24
17 American Funds Capital World Gr&Inc A 1.42M (0.52%) 130.66K
Increased by +9.21%
Dec 31, 24
18 Capital Group World Growth & Inc Cmp 1.42M (0.52%) 130.66K
Increased by +9.21%
Dec 31, 24
19 The Industrial Select Sector SPDR® ETF 1.29M (0.48%) -6.73K
Decreased by -0.52%
Feb 28, 25
20 JPMorgan US Equity L 1.26M (0.46%) 9.79K
Increased by +0.78%
Aug 31, 24