Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 9.89%
2 AQWA 8.54%
3 PHO 7.85%
4 SMN 7.77%
5 SBM 7.77%
6 PIO 7.71%
7 IYM 7.71%
8 EBLU 7.46%
9 TBLU 7.46%
10 RNEW 5.59%
11 IWTR 5.51%
12 XLB 5.34%
13 VAW 5.06%
14 FMAT 4.97%
15 AHOY 4.85%
16 CGW 4.13%
17 IVEG 4.01%
18 UTRN 3.98%
19 UYM 3.95%
20 FIW 3.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.15M (8.46%) 105.29K
Increased by +0.44%
Dec 31, 24
2 BlackRock Inc 23.30M (8.16%) 987.52K
Increased by +4.24%
Dec 31, 24
3 State Street Corp 11.82M (4.14%) 536.76K
Increased by +4.54%
Dec 31, 24
4 State Street Corporation 11.48M (4.02%) -203.00K
Decreased by -1.77%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 5.89M (2.06%) 88.83K
Increased by +1.51%
Dec 31, 24
6 Geode Capital Management, LLC 5.27M (1.85%) 91.47K
Increased by +1.73%
Dec 31, 24
7 Gates Bill & Melinda Foundation 5.22M (1.83%) 0.00
Increased by 0.00%
Dec 31, 24
8 Wellington Management Company LLP 4.97M (1.74%) -181.76K
Decreased by -3.66%
Dec 31, 24
9 Aristotle Capital Management LLC 4.55M (1.59%) -11.41K
Decreased by -0.25%
Dec 31, 24
10 Pictet Asset Manangement SA 4.00M (1.40%) 304.48K
Increased by +7.62%
Dec 31, 24
11 UBS Asset Mgmt Americas Inc 3.66M (1.28%) -182.06K
Decreased by -4.97%
Dec 31, 24
12 Royal Bank of Canada 3.55M (1.24%) 200.61K
Increased by +5.65%
Dec 31, 24
13 Franklin Resources Inc 3.20M (1.12%) -320.43K
Decreased by -10.02%
Dec 31, 24
14 Northern Trust Corp 3.13M (1.10%) 514.94K
Increased by +16.46%
Dec 31, 24
15 Amvescap Plc. 2.99M (1.05%) 165.95K
Increased by +5.54%
Dec 31, 24
16 Capital Research & Mgmt Co - Division 3 2.59M (0.91%) -415.71K
Decreased by -16.04%
Jun 30, 24
17 Goldman Sachs Group Inc 2.55M (0.89%) 111.96K
Increased by +4.40%
Dec 31, 24
18 Bank of America Corp 2.52M (0.88%) 12.91K
Increased by +0.51%
Dec 31, 24
19 Amundi 2.50M (0.88%) 83.33K
Increased by +3.33%
Dec 31, 24
20 Sustainable Growth Advisers, LP 2.38M (0.83%) -58.18K
Decreased by -2.45%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.04M (2.82%) 29.04K
Increased by +0.36%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.99M (2.45%) 46.44K
Increased by +0.66%
Feb 28, 25
3 Vanguard Dividend Growth Inv 3.95M (1.38%) -150.72K
Decreased by -3.82%
Dec 31, 24
4 Fidelity 500 Index 3.14M (1.10%) 13.87K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 3.12M (1.09%) -23.09K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 3.00M (1.05%) 6.79K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 2.96M (1.04%) -149.00
Decreased by -0.01%
Feb 28, 25
8 Fidelity® 500 Index 2.96M (1.04%) 18.81K
Increased by +0.64%
Nov 30, 23
9 Vanguard Growth Index Investor 2.68M (0.94%) 2.20K
Increased by +0.08%
Feb 28, 25
10 Franklin Rising Dividends A 1.74M (0.61%) -59.25K
Decreased by -3.41%
Dec 31, 24
11 VanEck Morningstar Wide Moat ETF 1.72M (0.60%) 2.67K
Increased by +0.16%
Jan 31, 24
12 VanEck Morningstar Wide Moat 1.67M (0.58%) 131.95K
Increased by +7.91%
Dec 31, 23
13 Capital Group American Mutual Comp 1.63M (0.57%) -2.38K
Decreased by -0.15%
Mar 31, 24
14 Vanguard Institutional Index I 1.56M (0.55%) -18.32K
Decreased by -1.17%
Feb 28, 25
15 American Funds American Mutual A 1.46M (0.51%) -165.55K
Decreased by -11.32%
Jun 30, 24
16 The Materials Select Sector SPDR® ETF 1.45M (0.51%) 1.11K
Increased by +0.08%
Feb 28, 25
17 Materials Select Sector SPDR® ETF 1.41M (0.49%) -1.13K
Decreased by -0.08%
Apr 30, 24
18 American Funds AMCAP A 1.40M (0.49%) 325.32K
Increased by +23.32%
Dec 31, 24
19 Capital Group AMCAP Composite 1.40M (0.49%) 325.32K
Increased by +23.32%
Dec 31, 24
20 VA CollegeAmerica Amcap 529A 1.40M (0.49%) 325.32K
Increased by +23.32%
Dec 31, 24