Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.55%
2 IHI 4.47%
3 BEEZ 4.32%
4 UTRN 3.96%
5 NEWZ 3.12%
6 BMED 3.12%
7 HECO 3.09%
8 AGNG 3.04%
9 LNGR 3.02%
10 FFLS 2.83%
11 IWFG 2.76%
12 FMED 2.45%
13 USRD 2.22%
14 HRTS 2.14%
15 INAU 2.13%
16 GFGF 2.06%
17 MDEV 2.02%
18 NWLG 1.98%
19 BAFE 1.94%
20 XHE 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 69.20M (11.92%) 66.79K
Increased by +0.10%
Mar 31, 25
2 BlackRock Inc 54.71M (9.42%) 191.27K
Increased by +0.35%
Mar 31, 25
3 Wellington Management Company LLP 29.13M (5.02%) -4.08M
Decreased by -13.99%
Mar 31, 25
4 State Street Corporation 26.78M (4.61%) -179.87K
Decreased by -0.67%
Mar 31, 24
5 State Street Corp 25.78M (4.44%) -25.16K
Decreased by -0.10%
Mar 31, 25
6 JPMorgan Chase & Co 21.96M (3.78%) 7.11M
Increased by +32.37%
Mar 31, 25
7 Bank of New York Mellon Corp 17.66M (3.04%) -468.98K
Decreased by -2.66%
Mar 31, 25
8 Citadel Advisors Llc 13.38M (2.30%) 3.96M
Increased by +29.62%
Mar 31, 25
9 Geode Capital Management, LLC 12.68M (2.18%) -970.48K
Decreased by -7.66%
Mar 31, 25
10 Fisher Asset Management, LLC 10.10M (1.74%) 325.19K
Increased by +3.22%
Mar 31, 25
11 Jennison Associates LLC 10.09M (1.74%) 2.58M
Increased by +25.54%
Mar 31, 25
12 Capital Research & Mgmt Co - Division 3 9.04M (1.56%) -21.21M
Decreased by -234.61%
Dec 31, 23
13 NORGES BANK 8.25M (1.42%) -285.79K
Decreased by -3.46%
Dec 31, 24
14 Brown Advisory Holdings Inc 8.17M (1.41%) 18.48K
Increased by +0.23%
Mar 31, 25
15 FMR Inc 7.62M (1.31%) -617.05K
Decreased by -8.10%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 7.35M (1.27%) 212.59K
Increased by +2.89%
Mar 31, 25
17 T. Rowe Price Associates, Inc. 7.34M (1.26%) 819.48K
Increased by +11.17%
Jun 30, 24
18 Goldman Sachs Group Inc 7.03M (1.21%) 3.57M
Increased by +50.74%
Dec 31, 23
19 Ninety One UK Limited 7.00M (1.21%) -180.26K
Decreased by -2.57%
Mar 31, 25
20 AllianceBernstein L.P. 6.98M (1.20%) -13.36M
Decreased by -191.28%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 19.11M (3.29%) 85.77K
Increased by +0.45%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 18.92M (3.26%) 276.44K
Increased by +1.46%
Apr 30, 25
3 Vanguard Health Care Inv 17.86M (3.08%) 901.61K
Increased by +5.05%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 16.66M (2.87%) 265.48K
Increased by +1.59%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 12.82M (2.21%) 123.23K
Increased by +0.96%
Apr 30, 25
6 American Funds Growth Fund of Amer A 8.32M (1.43%) 1.70M
Increased by +20.40%
Sep 30, 23
7 Capital Group Growth Fnd of Amer Comp 8.32M (1.43%) 1.70M
Increased by +20.40%
Sep 30, 23
8 Fidelity 500 Index 7.41M (1.28%) 9.14K
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P 500 ETF 7.34M (1.26%) -107.57K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 7.15M (1.23%) -37.48K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 7.14M (1.23%) -15.48K
Decreased by -0.22%
Apr 30, 24
12 Fidelity® 500 Index 7.08M (1.22%) 45.08K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF 7.06M (1.22%) -31.49K
Decreased by -0.45%
May 31, 25
14 iShares Core S&P 500 ETF 6.83M (1.18%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Value Index Inv 5.18M (0.89%) 5.04K
Increased by +0.10%
Apr 30, 25
16 Capital Group AMCAP Composite 4.93M (0.85%) 602.81K
Increased by +12.24%
Sep 30, 23
17 VA CollegeAmerica Amcap 529A 4.93M (0.85%) 602.81K
Increased by +12.24%
Sep 30, 23
18 American Funds New Perspective A 4.85M (0.84%) 0.00
Increased by 0.00%
Sep 30, 23
19 Capital Group New Perspective Comp 4.85M (0.84%) 0.00
Increased by 0.00%
Sep 30, 23
20 Vanguard Mid-Cap Growth ETF 4.57M (0.79%) -31.50K
Decreased by -0.69%
Apr 30, 25