Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNA 7.16%
2 RNLC 5.23%
3 IPAY 4.74%
4 FTXO 4.63%
5 MARB 4.46%
6 UTRN 3.93%
7 BUZ 3.18%
8 FOVL 3.09%
9 WBIL 3.09%
10 CGMM 2.94%
11 SHRY 2.55%
12 GVIP 2.15%
13 TTFS 2.14%
14 RDVY 2.13%
15 DDIV 2.04%
16 ARB 2.01%
17 VLLU 1.92%
18 SWIN_old 1.91%
19 BMVP 1.89%
20 DVLU 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.05M (12.41%) 290.94K
Increased by +0.94%
Dec 31, 24
2 BlackRock Inc 21.77M (8.70%) 1.13M
Increased by +5.19%
Dec 31, 24
3 Capital World Investors 19.50M (7.80%) -1.39M
Decreased by -7.12%
Dec 31, 24
4 State Street Corp 10.80M (4.32%) 297.09K
Increased by +2.75%
Dec 31, 24
5 State Street Corporation 10.34M (4.14%) -241.97K
Decreased by -2.34%
Mar 31, 24
6 FMR Inc 7.55M (3.02%) 59.15K
Increased by +0.78%
Dec 31, 24
7 Fidelity Management and Research Company 7.49M (3.00%) 558.23K
Increased by +7.45%
Sep 30, 24
8 Geode Capital Management, LLC 6.24M (2.49%) 165.59K
Increased by +2.65%
Dec 31, 24
9 Boston Partners Global Investors, Inc 4.81M (1.92%) -141.27K
Decreased by -2.94%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 4.36M (1.74%) -145.43K
Decreased by -3.34%
Dec 31, 24
11 NORGES BANK 4.18M (1.67%) -155.56K
Decreased by -3.72%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 3.16M (1.26%) -412.19K
Decreased by -13.06%
Dec 31, 24
13 Amvescap Plc. 2.97M (1.19%) 826.29K
Increased by +27.78%
Dec 31, 24
14 Northern Trust Corp 2.72M (1.09%) 477.68K
Increased by +17.58%
Dec 31, 24
15 Brave Warrior Advisors LLC 2.52M (1.01%) -930.74K
Decreased by -36.88%
Dec 31, 24
16 Sessa Capital IM LP 2.46M (0.98%) -71.00K
Decreased by -2.89%
Sep 30, 24
17 Barclays PLC 2.28M (0.91%) -256.35K
Decreased by -11.22%
Mar 31, 24
18 JPMorgan Chase & Co 2.20M (0.88%) -1.30M
Decreased by -58.92%
Dec 31, 24
19 UBS Group AG 2.13M (0.85%) 1.20M
Increased by +56.52%
Dec 31, 24
20 Envestnet Asset Management Inc 2.12M (0.85%) 2.11M
Increased by +99.19%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.91M (3.16%) 28.41K
Increased by +0.36%
Feb 28, 25
2 American Funds Washington Mutual A 7.56M (3.02%) 0.00
Increased by 0.00%
Dec 31, 24
3 Capital Group Wash Mutual Invtrs Comp 7.56M (3.02%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 6.96M (2.78%) 47.70K
Increased by +0.68%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 5.42M (2.17%) 23.32K
Increased by +0.43%
Feb 28, 25
6 American Funds American Balanced A 4.02M (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
7 American Funds Growth Fund of Amer A 3.30M (1.32%) -1.33M
Decreased by -40.24%
Dec 31, 24
8 Capital Group Growth Fnd of Amer Comp 3.30M (1.32%) -1.33M
Decreased by -40.24%
Dec 31, 24
9 Fidelity 500 Index 3.14M (1.26%) 14.00K
Increased by +0.45%
Feb 28, 25
10 iShares Core S&P 500 ETF 3.06M (1.22%) 8.88K
Increased by +0.29%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 3.04M (1.22%) -15.98K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 2.95M (1.18%) -6.36K
Decreased by -0.22%
Apr 30, 24
13 Fidelity® 500 Index 2.91M (1.16%) 18.54K
Increased by +0.64%
Nov 30, 23
14 American Funds Fundamental Invs A 2.66M (1.06%) -47.24K
Decreased by -1.78%
Dec 31, 24
15 Capital Group Fundamental Invtrs Comp 2.66M (1.06%) -47.24K
Decreased by -1.78%
Dec 31, 24
16 Fidelity® Low-Priced Stock 2.49M (1.00%) 297.42K
Increased by +11.92%
Oct 31, 23
17 Fidelity Low-Priced Stock 2.49M (1.00%) 0.00
Increased by 0.00%
Dec 31, 23
18 JHancock Disciplined Value Mid Cap I 2.29M (0.92%) -157.66K
Decreased by -6.88%
Dec 31, 23
19 Vanguard Value Index Inv 2.17M (0.87%) 19.13K
Increased by +0.88%
Feb 28, 25
20 The Financial Select Sector SPDR® ETF 1.86M (0.74%) -3.96K
Decreased by -0.21%
Mar 31, 25

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