Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 MISL 8.48%
3 JETU 8.35%
4 JETD 7.81%
5 SHLD 6.34%
6 HACK 6.04%
7 RUFF 5.60%
8 FCTE 5.18%
9 PPA 4.82%
10 NATO 4.17%
11 XAR 4.10%
12 UTRN 3.86%
13 XKFF 3.39%
14 DFEN 3.04%
15 CZAR 2.99%
16 ROKT 2.88%
17 SAMT 2.75%
18 CBLS 2.21%
19 JETS 2.14%
20 TUSA 2.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Longview Management Group LLC 28.10M (11.14%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 23.78M (9.43%) 706.32K
Increased by +2.97%
Dec 31, 24
3 BlackRock Inc 16.51M (6.55%) 240.41K
Increased by +1.46%
Dec 31, 24
4 Newport Trust Co. 14.98M (5.94%) -267.20K
Decreased by -1.78%
Dec 31, 24
5 State Street Corp 11.20M (4.44%) 258.35K
Increased by +2.31%
Dec 31, 24
6 State Street Corporation 9.84M (3.90%) -207.21K
Decreased by -2.11%
Mar 31, 24
7 Wellington Management Company LLP 8.31M (3.29%) -5.90M
Decreased by -71.02%
Dec 31, 24
8 Bank of America Corp 7.38M (2.93%) -387.81K
Decreased by -5.25%
Dec 31, 24
9 Massachusetts Financial Services Company 7.37M (2.92%) -462.73K
Decreased by -6.28%
Dec 31, 24
10 Capital Research Global Investors 6.73M (2.67%) 463.50K
Increased by +6.88%
Dec 31, 24
11 Wells Fargo & Co 6.09M (2.42%) -115.01K
Decreased by -1.89%
Dec 31, 24
12 Geode Capital Management, LLC 5.69M (2.26%) 131.27K
Increased by +2.31%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 5.36M (2.13%) 131.22K
Increased by +2.45%
Dec 31, 24
14 JPMorgan Chase & Co 5.25M (2.08%) -6.38M
Decreased by -121.59%
Dec 31, 24
15 Sanders Capital, LLC 4.21M (1.67%) 33.96K
Increased by +0.81%
Dec 31, 24
16 FMR Inc 3.75M (1.49%) -1.19M
Decreased by -31.59%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 3.59M (1.42%) -154.95K
Decreased by -4.32%
Dec 31, 24
18 Aristotle Capital Management LLC 2.97M (1.18%) -7.68K
Decreased by -0.26%
Dec 31, 24
19 Royal Bank of Canada 2.94M (1.16%) 145.98K
Increased by +4.97%
Dec 31, 24
20 NORGES BANK 2.75M (1.09%) -50.51K
Decreased by -1.83%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.37M (2.92%) 28.96K
Increased by +0.39%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 7.16M (2.84%) 47.67K
Increased by +0.67%
Feb 28, 25
3 MFS Large Cap Value Equity 4.29M (1.70%) -141.13K
Decreased by -3.29%
Dec 31, 24
4 MFS Value A 4.17M (1.65%) -69.58K
Decreased by -1.67%
Feb 28, 25
5 Fidelity 500 Index 3.22M (1.28%) 14.20K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 3.19M (1.26%) -23.71K
Decreased by -0.74%
Feb 28, 25
7 JPM US Equity Income-MA 3.11M (1.23%) 3.10M
Increased by +99.88%
Sep 30, 23
8 iShares Core S&P 500 ETF 3.03M (1.20%) -152.00
Decreased by -0.01%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 2.73M (1.08%) -21.33K
Decreased by -0.78%
Mar 31, 24
10 JPM US Equity Income-Composite 2.72M (1.08%) -150.28K
Decreased by -5.53%
Dec 31, 24
11 JPMorgan Equity Income I 2.72M (1.08%) 0.00
Increased by 0.00%
Jan 31, 25
12 Fidelity® 500 Index 2.64M (1.05%) 16.81K
Increased by +0.64%
Nov 30, 23
13 American Funds Invmt Co of Amer A 2.26M (0.90%) 0.00
Increased by 0.00%
Dec 31, 24
14 Capital Group Investment Co of Amer Comp 2.26M (0.90%) 0.00
Increased by 0.00%
Dec 31, 24
15 Vanguard Equity-Income Inv 2.19M (0.87%) 179.60K
Increased by +8.21%
Sep 30, 24
16 Vanguard Dividend Growth Inv 2.08M (0.82%) -1.33M
Decreased by -64.12%
Dec 31, 24
17 Vanguard Windsor™ II Inv 2.04M (0.81%) 0.00
Increased by 0.00%
Dec 31, 24
18 Vanguard Value Index Inv 2.02M (0.80%) 17.58K
Increased by +0.87%
Feb 28, 25
19 American Funds American Mutual A 1.78M (0.70%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group American Mutual Comp 1.78M (0.70%) 0.00
Increased by 0.00%
Dec 31, 24