Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.69%
2 RSHO 4.78%
3 QQQA 4.70%
4 MDCP 4.65%
5 WBIE 4.42%
6 IYM 4.39%
7 BCUS 4.10%
8 UTRN 4.05%
9 DIVL 4.05%
10 BEEZ 3.97%
11 QINC 3.96%
12 HWAY 3.72%
13 KONG 3.29%
14 RISN 2.88%
15 GFGF 2.75%
16 PRN 2.33%
17 VSMV 2.30%
18 LCLG 2.29%
19 LVHD 2.23%
20 POWA 2.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 72.30M (12.64%) 592.58K
Increased by +0.82%
Dec 31, 24
2 BlackRock Inc 48.14M (8.42%) 1.05M
Increased by +2.18%
Dec 31, 24
3 State Street Corp 28.02M (4.90%) 30.59K
Increased by +0.11%
Dec 31, 24
4 State Street Corporation 26.20M (4.58%) -1.55M
Decreased by -5.90%
Mar 31, 24
5 Charles Schwab Investment Management Inc 20.77M (3.63%) 887.00K
Increased by +4.27%
Dec 31, 24
6 Bank of New York Mellon Corp 19.54M (3.42%) -1.36M
Decreased by -6.94%
Dec 31, 24
7 Geode Capital Management, LLC 16.92M (2.96%) 234.71K
Increased by +1.39%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 10.55M (1.84%) 1.11M
Increased by +10.51%
Dec 31, 24
9 Baird Financial Group, Inc. 8.28M (1.45%) 74.90K
Increased by +0.91%
Dec 31, 24
10 Bank of America Corp 7.43M (1.30%) -546.10K
Decreased by -7.35%
Dec 31, 24
11 Northern Trust Corp 7.32M (1.28%) 966.63K
Increased by +13.20%
Dec 31, 24
12 NORGES BANK 7.27M (1.27%) 206.61K
Increased by +2.84%
Dec 31, 24
13 Royal Bank of Canada 7.02M (1.23%) 116.87K
Increased by +1.67%
Dec 31, 24
14 Amvescap Plc. 6.63M (1.16%) 33.72K
Increased by +0.51%
Dec 31, 24
15 Principal Financial Group Inc 6.59M (1.15%) 168.83K
Increased by +2.56%
Mar 31, 25
16 Goldman Sachs Group Inc 5.42M (0.95%) -2.41K
Decreased by -0.04%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 5.32M (0.93%) 602.18K
Increased by +11.32%
Dec 31, 24
18 Legal & General Group PLC 5.23M (0.91%) -19.90K
Decreased by -0.38%
Dec 31, 24
19 Cantillon Capital Management LLC 4.93M (0.86%) 26.25K
Increased by +0.53%
Dec 31, 24
20 Envestnet Asset Management Inc 4.76M (0.83%) -9.27K
Decreased by -0.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 18.15M (3.17%) 12.48K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 18.13M (3.17%) 68.00K
Increased by +0.38%
Mar 31, 25
3 Schwab US Dividend Equity ETF™ 16.24M (2.84%) 2.82K
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 15.94M (2.79%) 47.69K
Increased by +0.30%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 12.35M (2.16%) -23.57K
Decreased by -0.19%
Mar 31, 25
6 Invesco QQQ Trust 11.71M (2.05%) -12.12K
Decreased by -0.10%
Apr 30, 25
7 Fidelity 500 Index 7.19M (1.26%) 19.10K
Increased by +0.27%
Mar 31, 25
8 SPDR® S&P 500 ETF 7.13M (1.25%) -104.47K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF 6.95M (1.22%) 5.73K
Increased by +0.08%
Apr 30, 25
10 SPDR® S&P 500® ETF Trust 6.94M (1.21%) -36.40K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 6.90M (1.21%) -53.72K
Decreased by -0.78%
Mar 31, 24
12 iShares Core S&P 500 ETF 6.80M (1.19%) -6.76K
Decreased by -0.10%
Apr 29, 25
13 Fidelity® 500 Index 6.66M (1.16%) 42.37K
Increased by +0.64%
Nov 30, 23
14 Vanguard Growth Index Investor 6.50M (1.14%) 401.18K
Increased by +6.17%
Mar 31, 25
15 Vanguard Mid-Cap Growth ETF 4.47M (0.78%) 170.70K
Increased by +3.82%
Mar 31, 25
16 Principal Aligned MidCap Equity 4.34M (0.76%) 0.00
Increased by 0.00%
Mar 31, 25
17 Principal MidCap R5 4.34M (0.76%) 0.00
Increased by 0.00%
Mar 31, 25
18 Vanguard Institutional Index I 3.53M (0.62%) -23.36K
Decreased by -0.66%
Mar 31, 25
19 Global X US Infrastructure Dev ETF 3.39M (0.59%) -1.39K
Decreased by -0.04%
Apr 30, 25
20 SPDR® S&P Dividend ETF 3.05M (0.53%) 2.00K
Increased by +0.07%
Dec 31, 24