Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNA 7.16%
2 SHRY 5.64%
3 RNLC 5.23%
4 MARB 4.95%
5 IPAY 4.74%
6 FTXO 4.63%
7 UTRN 3.93%
8 FOVL 3.37%
9 CGMM 3.22%
10 BUZ 3.18%
11 WBIL 3.09%
12 GVIP 2.23%
13 TTFS 2.14%
14 RDVY 2.13%
15 DDIV 2.04%
16 VLLU 2.03%
17 ARB 2.01%
18 SWIN_old 1.91%
19 BMVP 1.86%
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 (4.31%) 297.09K
Increased by +2.75%
Dec 31, 24
5 State Street Corporation 10.34M (4.13%) -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 US Total Market Shares ETF 7.97M (3.18%) 43.01K
Increased by +0.54%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.94M (3.17%) 25.66K
Increased by +0.32%
Mar 31, 25
3 American Funds Washington Mutual A 7.54M (3.02%) -15.10K
Decreased by -0.20%
Mar 31, 25
4 Capital Group Wash Mutual Invtrs Comp 7.54M (3.02%) -15.10K
Decreased by -0.20%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 6.98M (2.79%) 12.54K
Increased by +0.18%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 5.42M (2.17%) -4.24K
Decreased by -0.08%
Mar 31, 25
7 American Funds American Balanced A 4.02M (1.61%) 0.00
Increased by 0.00%
Mar 31, 25
8 American Funds Growth Fund of Amer A 3.29M (1.32%) -5.50K
Decreased by -0.17%
Mar 31, 25
9 Capital Group Growth Fnd of Amer Comp 3.29M (1.32%) -5.50K
Decreased by -0.17%
Mar 31, 25
10 Fidelity 500 Index 3.15M (1.26%) 4.53K
Increased by +0.14%
Mar 31, 25
11 SPDR® S&P 500 ETF 3.13M (1.25%) -45.88K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.05M (1.22%) 2.52K
Increased by +0.08%
Apr 30, 25
13 SPDR® S&P 500® ETF Trust 3.04M (1.22%) -15.98K
Decreased by -0.53%
Mar 31, 25
14 iShares Core S&P 500 ETF 2.98M (1.19%) -2.96K
Decreased by -0.10%
Apr 29, 25
15 SPDR® S&P 500 ETF Trust 2.95M (1.18%) -6.36K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 2.91M (1.16%) 18.54K
Increased by +0.64%
Nov 30, 23
17 American Funds Fundamental Invs A 2.60M (1.04%) -58.43K
Decreased by -2.25%
Mar 31, 25
18 Capital Group Fundamental Invtrs Comp 2.60M (1.04%) -58.43K
Decreased by -2.25%
Mar 31, 25
19 Fidelity® Low-Priced Stock 2.49M (1.00%) 297.42K
Increased by +11.92%
Oct 31, 23
20 Fidelity Low-Priced Stock 2.49M (1.00%) 0.00
Increased by 0.00%
Dec 31, 23