Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NERD 6.00%
2 HERO 5.69%
3 ESPO 5.28%
4 VIDG 5.12%
5 BWEB 5.01%
6 IVRS 4.83%
7 RSPC 4.75%
8 XLC 4.68%
9 EWCO 4.64%
10 WBIL 4.31%
11 BNGE 4.22%
12 UTRN 4.10%
13 OND 4.06%
14 JHCS 4.02%
15 WBIF 3.91%
16 YALL 3.89%
17 VERS 3.82%
18 MRND 3.41%
19 LTL 3.30%
20 ARVR 3.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 29.67M (12.62%) 1.13M
Increased by +3.81%
Dec 31, 24
2 Vanguard Group Inc 28.90M (12.29%) -53.77K
Decreased by -0.19%
Dec 31, 24
3 PUBLIC INVESTMENT FUND 24.81M (10.55%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corporation 15.82M (6.73%) 860.89K
Increased by +5.44%
Mar 31, 24
5 State Street Corp 15.77M (6.71%) 678.60K
Increased by +4.30%
Dec 31, 24
6 Capital Research & Mgmt Co - Division 3 12.16M (5.17%) 605.80K
Increased by +4.98%
Dec 31, 24
7 Geode Capital Management, LLC 6.70M (2.85%) 30.93K
Increased by +0.46%
Dec 31, 24
8 Massachusetts Financial Services Company 4.43M (1.88%) 270.99K
Increased by +6.12%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 4.23M (1.80%) 390.80K
Increased by +9.24%
Dec 31, 24
10 Ninety One UK Limited 4.19M (1.78%) -88.56K
Decreased by -2.11%
Dec 31, 24
11 Independent Franchise Partners LLP 3.86M (1.64%) -106.82K
Decreased by -2.77%
Dec 31, 24
12 Fidelity International Ltd 3.49M (1.48%) -187.74K
Decreased by -5.38%
Dec 31, 24
13 Northern Trust Corp 3.26M (1.39%) 360.56K
Increased by +11.07%
Dec 31, 24
14 Amvescap Plc. 3.23M (1.37%) 120.63K
Increased by +3.74%
Dec 31, 24
15 Macquarie Group Ltd 3.01M (1.28%) -330.83K
Decreased by -11.01%
Dec 31, 24
16 Amundi 2.99M (1.27%) 122.49K
Increased by +4.10%
Dec 31, 24
17 JPMorgan Chase & Co 2.93M (1.25%) 1.22M
Increased by +41.58%
Sep 30, 24
18 Amundi USD 2.87M (1.22%) -501.40K
Decreased by -17.48%
Sep 30, 24
19 T. Rowe Price Associates, Inc. 2.77M (1.18%) 261.51K
Increased by +9.43%
Jun 30, 24
20 UBS Asset Mgmt Americas Inc 2.66M (1.13%) 132.70K
Increased by +4.98%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.27M (3.52%) 36.28K
Increased by +0.44%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.62M (2.81%) 44.43K
Increased by +0.67%
Feb 28, 25
3 The Comm Svcs Sel Sect SPDR® ETF 6.10M (2.60%) -2.80K
Decreased by -0.05%
Feb 28, 25
4 Communication Services Sel Sect SPDR®ETF 6.10M (2.59%) -4.19K
Decreased by -0.07%
Apr 30, 24
5 Vanguard Mid Cap Index Institutional 5.66M (2.41%) 24.16K
Increased by +0.43%
Feb 28, 25
6 Invesco QQQ Trust 5.42M (2.31%) -426.00
Decreased by -0.01%
Feb 28, 25
7 American Funds New Perspective A 3.26M (1.39%) 107.26K
Increased by +3.29%
Dec 31, 24
8 Capital Group New Perspective Comp 3.26M (1.39%) 107.26K
Increased by +3.29%
Dec 31, 24
9 Fidelity 500 Index 2.98M (1.27%) 13.13K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 2.95M (1.26%) -21.84K
Decreased by -0.74%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 2.88M (1.23%) -6.19K
Decreased by -0.21%
Apr 30, 24
12 Fidelity® 500 Index 2.87M (1.22%) 18.28K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 2.80M (1.19%) -141.00
Decreased by -0.01%
Feb 28, 25
14 Fidelity Global Technology A-Dis-EUR 2.28M (0.97%) 596.00
Increased by +0.03%
Dec 31, 24
15 Vanguard Value Index Inv 2.26M (0.96%) 17.09K
Increased by +0.76%
Feb 28, 25
16 American Funds Washington Mutual A 2.05M (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
17 Capital Group Wash Mutual Invtrs Comp 2.05M (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
18 BlackRock Equity Dividend Instl 2.00M (0.85%) -27.67K
Decreased by -1.38%
Feb 28, 25
19 Ninety One GSF Glb Frchs I Acc USD 1.80M (0.76%) 0.00
Increased by 0.00%
Nov 30, 24
20 Ninety One Global Franchise 1.80M (0.76%) 0.00
Increased by 0.00%
Sep 30, 24