Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 7.01%
2 NBCC 4.43%
3 KLXY 4.21%
4 UTRN 3.94%
5 EWQ 3.71%
6 DIP 3.53%
7 FLFR 3.20%
8 BCIL 3.08%
9 PJIO 2.59%
10 TOGA_old 2.54%
11 CAMX 2.49%
12 TOGA 2.44%
13 CEFA 2.44%
14 JRNY 2.33%
15 CGIE 2.30%
16 CBLS 2.29%
17 FEZ 2.21%
18 RSPS 2.13%
19 RHS 2.06%
20 CZAR 2.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.01M (11.60%) 2.34M
Increased by +8.68%
Dec 31, 24
2 BlackRock Inc 15.51M (6.66%) -41.39K
Decreased by -0.27%
Dec 31, 24
3 FMR Inc 14.38M (6.17%) 8.93M
Increased by +62.09%
Dec 31, 24
4 State Street Corp 10.69M (4.59%) 112.82K
Increased by +1.06%
Dec 31, 24
5 State Street Corporation 9.66M (4.15%) -30.20K
Decreased by -0.31%
Mar 31, 24
6 Edgewood Management LLC 7.92M (3.40%) -77.31K
Decreased by -0.98%
Jun 30, 24
7 Independent Franchise Partners LLP 7.86M (3.37%) 2.46M
Increased by +31.28%
Dec 31, 24
8 Capital World Investors 7.40M (3.18%) 7.40M
Increased by +100.00%
Dec 31, 24
9 JPMorgan Chase & Co 5.80M (2.49%) -2.13M
Decreased by -36.70%
Dec 31, 24
10 Massachusetts Financial Services Company 5.51M (2.37%) -213.56K
Decreased by -3.88%
Dec 31, 24
11 Amvescap Plc. 5.48M (2.35%) 3.28M
Increased by +59.82%
Dec 31, 24
12 Van Eck Associates Corporation 5.00M (2.15%) 954.49K
Increased by +19.10%
Dec 31, 24
13 Geode Capital Management, LLC 4.80M (2.06%) 117.16K
Increased by +2.44%
Dec 31, 24
14 Capital Research & Mgmt Co - Division 3 4.64M (1.99%) -619.70K
Decreased by -13.37%
Dec 31, 23
15 Goldman Sachs Group Inc 4.53M (1.95%) -210.43K
Decreased by -4.64%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 4.36M (1.87%) -45.33K
Decreased by -1.04%
Dec 31, 24
17 Royal Bank of Canada 3.98M (1.71%) -884.84K
Decreased by -22.22%
Sep 30, 23
18 Ensign Peak Advisors Inc 3.61M (1.55%) 385.68K
Increased by +10.69%
Dec 31, 24
19 D. E. Shaw & Co LP 3.43M (1.47%) 893.87K
Increased by +26.09%
Sep 30, 24
20 NORGES BANK 3.35M (1.44%) 352.54K
Increased by +10.52%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.00M (3.00%) 18.37K
Increased by +0.26%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.47M (2.78%) 47.07K
Increased by +0.73%
Feb 28, 25
3 Fundsmith Equity I Acc 4.94M (2.12%) 0.00
Increased by 0.00%
Jun 30, 23
4 Vanguard Mid Cap Index Institutional 4.79M (2.06%) 20.30K
Increased by +0.42%
Feb 28, 25
5 VanEck Morningstar Wide Moat 4.73M (2.03%) 867.57K
Increased by +18.36%
Dec 31, 24
6 VanEck Morningstar Wide Moat ETF 4.55M (1.95%) -8.65K
Decreased by -0.19%
Feb 28, 25
7 Vanguard Wellington™ Inv 4.23M (1.82%) 4.23M
Increased by +100.00%
Jun 30, 24
8 Edgewood Growth Instl 4.19M (1.80%) -35.98K
Decreased by -0.86%
Jun 30, 24
9 American Funds American Balanced A 3.11M (1.34%) 3.11M
Increased by +100.00%
Dec 31, 24
10 Fidelity 500 Index 2.91M (1.25%) 12.84K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 2.89M (1.24%) -21.37K
Decreased by -0.74%
Feb 28, 25
12 SPDR® S&P 500 ETF Trust 2.81M (1.20%) -21.80K
Decreased by -0.78%
Mar 31, 24
13 iShares Core S&P 500 ETF 2.74M (1.18%) -138.00
Decreased by -0.01%
Feb 28, 25
14 Fidelity® 500 Index 2.70M (1.16%) 17.19K
Increased by +0.64%
Nov 30, 23
15 UBS: Global Equity 2.47M (1.06%) -762.67K
Decreased by -30.88%
Jun 30, 24
16 JPM America Equity A (dist) USD 2.40M (1.03%) 91.19K
Increased by +3.80%
Feb 28, 25
17 The Consumer Staples Sel SectSPDR® ETF 2.28M (0.98%) -1.69K
Decreased by -0.07%
Feb 28, 25
18 Nuance Mid Cap Value Separate Account 2.16M (0.93%) 1.48M
Increased by +68.38%
Dec 31, 24
19 MFS Large Cap Growth Equity 2.01M (0.86%) -66.90K
Decreased by -3.33%
Dec 31, 24
20 American Funds Invmt Co of Amer A 2.00M (0.86%) 0.00
Increased by 0.00%
Dec 31, 23