Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ONLN 9.41%
2 CLIX 8.50%
3 EBIZ 4.20%
4 LSAT 3.29%
5 QQQN 3.01%
6 COWS 2.55%
7 IBUY 2.36%
8 SPDV 2.25%
9 QQJG 2.25%
10 MILN 2.18%
11 WBIF 2.15%
12 SMRI 2.15%
13 RSPD 2.05%
14 FDN 2.04%
15 QQQJ 1.84%
16 RCD 1.82%
17 QDIV 1.81%
18 FTXD 1.73%
19 ISHP 1.59%
20 WEBL 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.40M (11.59%) -1.54M
Decreased by -2.64%
Dec 31, 23
2 BlackRock Inc 43.87M (8.70%) -1.67M
Decreased by -3.81%
Dec 31, 23
3 State Street Corporation 23.89M (4.74%) 711.90K
Increased by +2.98%
Dec 31, 23
4 Ameriprise Financial Inc 14.39M (2.86%) 1.98M
Increased by +13.73%
Dec 31, 23
5 Geode Capital Management, LLC 13.16M (2.61%) 1.17M
Increased by +8.86%
Dec 31, 23
6 Comprehensive Financial Management LLC 10.03M (1.99%) -10.00
Decreased by -0.00%
Dec 31, 23
7 Independent Franchise Partners LLP 9.98M (1.98%) -488.23K
Decreased by -4.89%
Dec 31, 23
8 Mirova US LLC 9.14M (1.81%) -57.99K
Decreased by -0.63%
Dec 31, 23
9 Nordea Investment Mgmt Bank Demark A/s 8.86M (1.76%) -1.52M
Decreased by -17.16%
Mar 31, 24
10 Amvescap Plc. 8.77M (1.74%) 588.42K
Increased by +6.71%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 7.09M (1.41%) 784.26K
Increased by +11.06%
Dec 31, 23
12 FMR Inc 6.82M (1.35%) -414.96K
Decreased by -6.08%
Dec 31, 23
13 Victory Capital Management Inc. 6.70M (1.33%) 6.44M
Increased by +96.12%
Mar 31, 24
14 Northern Trust Corp 6.63M (1.32%) -346.90K
Decreased by -5.23%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 6.25M (1.24%) 1.14M
Increased by +18.27%
Dec 31, 23
16 Legal & General Group PLC 6.15M (1.22%) 838.59K
Increased by +13.63%
Dec 31, 23
17 Goldman Sachs Group Inc 5.98M (1.19%) 3.03M
Increased by +50.70%
Dec 31, 23
18 Pacer Advisors, INC. 5.84M (1.16%) 1.49M
Increased by +25.54%
Dec 31, 23
19 Lindsell Train Ltd 5.58M (1.11%) -598.00K
Decreased by -10.72%
Dec 31, 23
20 Manufacturers Life Insurance Co 5.55M (1.10%) 60.15K
Increased by +1.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.34M (3.24%) 56.29K
Increased by +0.34%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 13.08M (2.60%) 118.18K
Increased by +0.90%
Mar 31, 24
3 Vanguard Mid Cap Index Institutional 11.27M (2.24%) -326.01K
Decreased by -2.89%
Mar 31, 24
4 Fidelity 500 Index 6.27M (1.24%) 47.86K
Increased by +0.76%
Mar 31, 24
5 Columbia Seligman Tech & Info A 6.21M (1.23%) -12.10K
Decreased by -0.19%
Mar 31, 24
6 Columbia Seligman Technology Growth 6.21M (1.23%) 1.50M
Increased by +24.13%
Mar 31, 24
7 Pacer US Cash Cows 100 ETF 6.21M (1.23%) 13.54K
Increased by +0.22%
Apr 30, 24
8 Fidelity® 500 Index 6.20M (1.23%) 39.46K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 6.11M (1.21%) -13.24K
Decreased by -0.22%
Apr 30, 24
10 iShares Core S&P 500 ETF 5.34M (1.06%) 4.63K
Increased by +0.09%
Apr 30, 24
11 Columbia Seligman Tech & Inf SMA Cmp 4.71M (0.94%) 4.71M
Increased by +100.00%
Dec 31, 23
12 Victory Sycamore Established Value R 4.54M (0.90%) 4.54M
Increased by +100.00%
Mar 31, 24
13 Mirova Global Sust Eq N/A EUR 4.48M (0.89%) 0.00
Increased by 0.00%
Mar 31, 24
14 Vanguard Value Index Inv 4.32M (0.86%) -21.44K
Decreased by -0.50%
Mar 31, 24
15 Oakmark Investor 4.25M (0.84%) 0.00
Increased by 0.00%
Mar 31, 24
16 Vanguard Mid-Cap Value ETF 3.66M (0.73%) -168.00K
Decreased by -4.58%
Mar 31, 24
17 Columbia Contrarian Core Inst 3.48M (0.69%) 1.15M
Increased by +33.07%
Mar 31, 24
18 Columbia Contrarian Large Cap Core 3.48M (0.69%) 3.48M
Increased by +100.00%
Mar 31, 24
19 Vanguard Institutional Index I 3.41M (0.68%) -12.20K
Decreased by -0.36%
Mar 31, 24
20 Smead US Value Composite 2.99M (0.59%) 42.39K
Increased by +1.42%
Mar 31, 24