Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GEX 7.85%
2 GRID 6.75%
3 CCSO 5.26%
4 NBET 4.98%
5 NBCT 4.98%
6 RSHO 4.73%
7 SULR 4.43%
8 SOLR 4.43%
9 GGRW 4.31%
10 WBIL 4.19%
11 UTRN 4.02%
12 ZAP 3.99%
13 MOTO 3.98%
14 VOLT 3.89%
15 BCUS 3.81%
16 MADE 3.56%
17 SYV 3.47%
18 ENRG 3.27%
19 FFTY 2.94%
20 XLI 2.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 37.79M (9.63%) -6.23M
Decreased by -16.48%
Sep 30, 24
2 Vanguard Group Inc 37.12M (9.46%) 200.04K
Increased by +0.54%
Sep 30, 24
3 BlackRock Inc 29.06M (7.41%) 291.29K
Increased by +1.00%
Sep 30, 24
4 State Street Corporation 16.83M (4.29%) -119.00K
Decreased by -0.71%
Mar 31, 24
5 State Street Corp 16.65M (4.24%) -50.89K
Decreased by -0.31%
Sep 30, 24
6 FMR Inc 15.04M (3.83%) -5.03M
Decreased by -33.46%
Sep 30, 24
7 Bank of America Corp 12.44M (3.17%) -212.17K
Decreased by -1.71%
Sep 30, 24
8 Massachusetts Financial Services Company 10.29M (2.62%) -29.32K
Decreased by -0.28%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 9.75M (2.49%) -9.93M
Decreased by -101.78%
Sep 30, 24
10 Geode Capital Management, LLC 8.07M (2.06%) 56.52K
Increased by +0.70%
Sep 30, 24
11 Goldman Sachs Group Inc 7.08M (1.80%) 3.14M
Increased by +44.31%
Dec 31, 23
12 Capital World Investors 5.21M (1.33%) -938.20K
Decreased by -18.00%
Sep 30, 24
13 NORGES BANK 4.66M (1.19%) 144.65K
Increased by +3.10%
Jun 30, 24
14 Coatue Management LLC 4.64M (1.18%) 363.76K
Increased by +7.84%
Sep 30, 24
15 Nuveen Asset Management, LLC 4.48M (1.14%) -260.30K
Decreased by -5.81%
Sep 30, 24
16 Jennison Associates LLC 4.32M (1.10%) -71.07K
Decreased by -1.65%
Dec 31, 24
17 Northern Trust Corp 4.21M (1.07%) -231.38K
Decreased by -5.50%
Sep 30, 24
18 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 4.07M (1.04%) -705.94K
Decreased by -17.33%
Dec 31, 23
19 Raymond James & Associates 3.67M (0.93%) -111.79K
Decreased by -3.05%
Sep 30, 24
20 AllianceBernstein L.P. 3.56M (0.91%) -237.50K
Decreased by -6.67%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.39M (3.16%) -134.20K
Decreased by -1.08%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 10.70M (2.73%) -1.28K
Decreased by -0.01%
Dec 31, 24
3 Fidelity 500 Index 4.91M (1.25%) -13.42K
Decreased by -0.27%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 4.87M (1.24%) -232.00
Decreased by -0.00%
Jan 30, 25
5 SPDR® S&P 500 ETF Trust 4.82M (1.23%) -37.45K
Decreased by -0.78%
Mar 31, 24
6 Fidelity® 500 Index 4.65M (1.18%) 29.59K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 4.61M (1.18%) -7.92K
Decreased by -0.17%
Jan 29, 25
8 JPM US Large Cap Growth-MA 3.74M (0.95%) 3.74M
Increased by +100.00%
Sep 30, 23
9 Vanguard Value Index Inv 3.37M (0.86%) -37.16K
Decreased by -1.10%
Dec 31, 24
10 JPM US Equity Income-MA 2.92M (0.74%) 2.92M
Increased by +99.90%
Sep 30, 23
11 Columbia Dividend Value 2.51M (0.64%) -28.36K
Decreased by -1.13%
Sep 30, 23
12 Vanguard Institutional Index I 2.49M (0.64%) -25.85K
Decreased by -1.04%
Dec 31, 24
13 Fidelity® Puritan® 2.32M (0.59%) -22.30K
Decreased by -0.96%
Oct 31, 23
14 Fidelity Contrafund 2.19M (0.56%) 0.00
Increased by 0.00%
Dec 31, 24
15 MFS Growth B 2.19M (0.56%) -50.29K
Decreased by -2.30%
Dec 31, 24
16 MFS Growth Equity 2.19M (0.56%) -148.59K
Decreased by -6.78%
Dec 31, 24
17 Vanguard Dividend Appreciation ETF 2.18M (0.56%) 15.05K
Increased by +0.69%
Dec 31, 24
18 Columbia Dividend Income Inst 2.18M (0.55%) -323.97K
Decreased by -14.89%
Dec 31, 23
19 MFS Large Cap Value Equity 2.13M (0.54%) -348.75K
Decreased by -16.36%
Dec 31, 24
20 MFS Value A 2.13M (0.54%) -26.42K
Decreased by -1.24%
Dec 31, 24