Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQQA 5.13%
2 ZAP 4.68%
3 QQLV 4.57%
4 SDP 4.51%
5 UTRN 4.21%
6 JHMU 4.12%
7 OCEN 4.04%
8 XLU 3.97%
9 INFR 3.90%
10 FUTY 3.60%
11 RSPU 3.50%
12 FXU 3.49%
13 VPU 3.47%
14 IDU 3.39%
15 BILD 3.22%
16 CLNR 3.15%
17 RYU 3.15%
18 UTSL 2.84%
19 UPW 2.81%
20 JXI 2.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 127.34M (12.68%) 3.06M
Increased by +2.41%
Dec 31, 24
2 BlackRock Inc 108.82M (10.84%) 459.30K
Increased by +0.42%
Dec 31, 24
3 State Street Corp 60.08M (5.98%) -91.94K
Decreased by -0.15%
Dec 31, 24
4 State Street Corporation 58.01M (5.78%) -4.39M
Decreased by -7.58%
Mar 31, 24
5 Wellington Management Company LLP 34.46M (3.43%) -30.57M
Decreased by -88.72%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 27.62M (2.75%) 7.48M
Increased by +27.10%
Dec 31, 24
7 T. Rowe Price Investment Management,Inc. 27.57M (2.75%) 1.01M
Increased by +3.68%
Jun 30, 24
8 Geode Capital Management, LLC 26.31M (2.62%) 368.50K
Increased by +1.40%
Dec 31, 24
9 Lazard Asset Management LLC 24.66M (2.46%) 653.63K
Increased by +2.65%
Dec 31, 24
10 FMR Inc 17.31M (1.72%) 5.52M
Increased by +31.92%
Dec 31, 24
11 Deutsche Bank AG 17.09M (1.70%) 1.71M
Increased by +9.98%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 16.78M (1.67%) 1.20M
Increased by +7.18%
Dec 31, 24
13 Massachusetts Financial Services Company 15.73M (1.57%) -1.06M
Decreased by -6.72%
Dec 31, 24
14 Amvescap Plc. 13.72M (1.37%) 2.82M
Increased by +20.54%
Dec 31, 24
15 Bank of New York Mellon Corp 13.47M (1.34%) -371.56K
Decreased by -2.76%
Dec 31, 24
16 Legal & General Group PLC 12.98M (1.29%) 121.38K
Increased by +0.94%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 12.85M (1.28%) 3.88M
Increased by +30.19%
Dec 31, 24
18 NORGES BANK 12.74M (1.27%) 2.60M
Increased by +20.37%
Dec 31, 24
19 JPMorgan Chase & Co 11.48M (1.14%) 5.89M
Increased by +51.29%
Sep 30, 24
20 Northern Trust Corp 11.21M (1.12%) 1.58M
Increased by +14.07%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 31.69M (3.16%) 22.10K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 31.67M (3.15%) 111.50K
Increased by +0.35%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 27.87M (2.78%) 183.41K
Increased by +0.66%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 21.70M (2.16%) 93.15K
Increased by +0.43%
Feb 28, 25
5 Invesco QQQ Trust 20.68M (2.06%) -17.95K
Decreased by -0.09%
Mar 31, 25
6 T. Rowe Price Capital Appreciation 17.93M (1.79%) 711.39K
Increased by +3.97%
Jun 30, 24
7 The Utilities Select Sector SPDR® ETF 14.90M (1.48%) 170.51K
Increased by +1.14%
Mar 31, 25
8 Fidelity 500 Index 12.58M (1.25%) 56.04K
Increased by +0.45%
Feb 28, 25
9 Utilities Select Sector SPDR® ETF 12.58M (1.25%) -37.03K
Decreased by -0.29%
Mar 31, 24
10 SPDR® S&P 500 ETF 12.52M (1.25%) -183.21K
Decreased by -1.46%
Mar 31, 25
11 Vanguard Wellington™ Inv 12.50M (1.25%) -5.90M
Decreased by -47.17%
Dec 31, 24
12 iShares Core S&P 500 ETF 12.26M (1.22%) 35.52K
Increased by +0.29%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 12.18M (1.21%) -63.83K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 12.05M (1.20%) -202.12K
Decreased by -1.68%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 12.01M (1.20%) -93.38K
Decreased by -0.78%
Mar 31, 24
16 MFS Large Cap Value (SMA) 11.86M (1.18%) 11.86M
Increased by +100.00%
Jun 30, 23
17 Fidelity® 500 Index 11.60M (1.16%) 73.80K
Increased by +0.64%
Nov 30, 23
18 Vanguard Equity-Income Inv 11.43M (1.14%) -2.84M
Decreased by -24.83%
Sep 30, 24
19 Lazard Glbl Listed Infrastruct USD Hedge 10.35M (1.03%) -482.05K
Decreased by -4.66%
Dec 31, 24
20 Lazard Global Listed Infrastructure Inst 10.35M (1.03%) -482.05K
Decreased by -4.66%
Dec 31, 24