Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 11.17%
2 CRUZ 8.12%
3 IWTR 7.56%
4 PEJ 4.89%
5 WBIG 4.85%
6 WBIL 4.78%
7 TRYP 4.75%
8 JRNY 4.36%
9 LUX 4.26%
10 OOTO 4.13%
11 UTRN 4.00%
12 LUXX 3.99%
13 FLYD 3.66%
14 LSAT 3.62%
15 FLYU 3.10%
16 PVAL 2.98%
17 TAAG 2.96%
18 PEZ 2.83%
19 GRW 2.80%
20 BELT 2.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.01M (10.60%) -89.01K
Decreased by -0.36%
Dec 31, 24
2 BlackRock Inc 20.31M (8.61%) 956.46K
Increased by +4.71%
Dec 31, 24
3 FMR Inc 11.10M (4.71%) -116.15K
Decreased by -1.05%
Dec 31, 24
4 Principal Financial Group Inc 10.39M (4.41%) -365.28K
Decreased by -3.52%
Dec 31, 24
5 State Street Corp 9.79M (4.15%) 289.05K
Increased by +2.95%
Dec 31, 24
6 State Street Corporation 9.63M (4.08%) -253.71K
Decreased by -2.64%
Mar 31, 24
7 JPMorgan Chase & Co 7.90M (3.35%) -6.00M
Decreased by -76.00%
Dec 31, 24
8 Capital Research & Mgmt Co - Division 3 7.23M (3.06%) 142.62K
Increased by +1.97%
Dec 31, 24
9 Bank of America Corp 6.52M (2.76%) -186.32K
Decreased by -2.86%
Dec 31, 24
10 Geode Capital Management, LLC 5.91M (2.51%) 67.29K
Increased by +1.14%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 5.79M (2.46%) -799.52K
Decreased by -13.80%
Dec 31, 24
12 Pershing Square Capital Management, L.p. 5.44M (2.31%) -1.93M
Decreased by -35.47%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 4.83M (2.05%) -352.51K
Decreased by -7.30%
Jun 30, 24
14 Massachusetts Financial Services Company 4.47M (1.90%) -270.18K
Decreased by -6.04%
Dec 31, 24
15 Franklin Resources Inc 4.41M (1.87%) 320.55K
Increased by +7.27%
Dec 31, 24
16 Capital Research Global Investors 4.29M (1.82%) -661.72K
Decreased by -15.42%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 3.91M (1.66%) -596.42K
Decreased by -15.26%
Dec 31, 24
18 Putnam Investments, LLC., a Franklin Templeton company 3.83M (1.62%) 216.22K
Increased by +5.65%
Dec 31, 23
19 Putnam Investments LLC 3.61M (1.53%) 18.58K
Increased by +0.51%
Sep 30, 23
20 Jennison Associates LLC 3.40M (1.44%) 164.46K
Increased by +4.84%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.69M (3.26%) 27.44K
Increased by +0.36%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.76M (2.87%) 46.05K
Increased by +0.68%
Feb 28, 25
3 Principal Aligned MidCap Equity 5.44M (2.30%) -45.11K
Decreased by -0.83%
Dec 31, 24
4 Principal MidCap R5 5.40M (2.29%) -9.21K
Decreased by -0.17%
Feb 28, 25
5 American Funds AMCAP A 3.51M (1.49%) -156.87K
Decreased by -4.47%
Dec 31, 24
6 Capital Group AMCAP Composite 3.51M (1.49%) -156.87K
Decreased by -4.47%
Dec 31, 24
7 VA CollegeAmerica Amcap 529A 3.51M (1.49%) -156.87K
Decreased by -4.47%
Dec 31, 24
8 Fidelity 500 Index 3.05M (1.29%) 13.60K
Increased by +0.45%
Feb 28, 25
9 Fidelity® 500 Index 3.05M (1.29%) 19.39K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 2.98M (1.26%) 6.75K
Increased by +0.23%
Apr 30, 24
11 American Funds New Perspective A 2.96M (1.26%) 0.00
Increased by 0.00%
Dec 31, 24
12 Capital Group New Perspective Comp 2.96M (1.26%) 0.00
Increased by 0.00%
Dec 31, 24
13 iShares Core S&P 500 ETF 2.94M (1.24%) 8.52K
Increased by +0.29%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 2.91M (1.24%) -15.23K
Decreased by -0.52%
Mar 31, 25
15 Vanguard Mid Cap Index Institutional 2.63M (1.12%) 10.78K
Increased by +0.41%
Feb 28, 25
16 Vanguard Growth Index Investor 2.56M (1.09%) 1.97K
Increased by +0.08%
Feb 28, 25
17 American Funds Growth Fund of Amer A 2.45M (1.04%) -331.07K
Decreased by -13.54%
Dec 31, 24
18 Capital Group Growth Fnd of Amer Comp 2.45M (1.04%) -331.07K
Decreased by -13.54%
Dec 31, 24
19 MFS Growth Equity 2.33M (0.99%) -84.72K
Decreased by -3.64%
Dec 31, 24
20 MFS Growth B 2.28M (0.97%) -22.55K
Decreased by -0.99%
Feb 28, 25

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