Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 11.17%
2 IWTR 7.56%
3 CRUZ 7.47%
4 PEJ 4.87%
5 WBIG 4.85%
6 WBIL 4.78%
7 TRYP 4.75%
8 JRNY 4.36%
9 LUX 4.27%
10 UTRN 4.00%
11 LUXX 3.99%
12 OOTO 3.73%
13 LSAT 3.58%
14 FLYD 3.10%
15 FLYU 3.10%
16 TAAG 2.96%
17 STNC 2.89%
18 PVAL 2.73%
19 QLTY 2.72%
20 PEZ 2.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.10M (10.49%) -197.34K
Decreased by -0.79%
Sep 30, 24
2 BlackRock Inc 18.59M (7.77%) 533.01K
Increased by +2.87%
Jun 30, 24
3 FMR Inc 11.22M (4.69%) 226.22K
Increased by +2.02%
Sep 30, 24
4 Principal Financial Group Inc 10.76M (4.50%) 1.43M
Increased by +13.29%
Sep 30, 24
5 State Street Corporation 9.63M (4.02%) -253.71K
Decreased by -2.64%
Mar 31, 24
6 State Street Corp 9.50M (3.97%) -70.23K
Decreased by -0.74%
Sep 30, 24
7 Pershing Square Capital Management, L.p. 7.37M (3.08%) -1.58M
Decreased by -21.47%
Sep 30, 24
8 Capital Research & Mgmt Co - Division 3 7.08M (2.96%) -891.76K
Decreased by -12.59%
Sep 30, 24
9 JPMorgan Chase & Co 6.92M (2.89%) -303.25K
Decreased by -4.38%
Sep 30, 24
10 T. Rowe Price Investment Management,Inc. 6.59M (2.76%) 235.38K
Increased by +3.57%
Sep 30, 24
11 Bank of America Corp 6.42M (2.68%) 58.98K
Increased by +0.92%
Jun 30, 24
12 Geode Capital Management, LLC 5.84M (2.44%) -8.82K
Decreased by -0.15%
Sep 30, 24
13 Franklin Resources Inc 5.59M (2.34%) 1.62M
Increased by +29.00%
Sep 30, 24
14 Capital Research Global Investors 4.95M (2.07%) -461.91K
Decreased by -9.33%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 4.83M (2.02%) -352.51K
Decreased by -7.30%
Jun 30, 24
16 Massachusetts Financial Services Company 4.74M (1.98%) -12.35K
Decreased by -0.26%
Sep 30, 24
17 T. Rowe Price Associates, Inc. 4.51M (1.88%) -2.11M
Decreased by -46.88%
Sep 30, 24
18 Putnam Investments, LLC., a Franklin Templeton company 3.83M (1.60%) 216.22K
Increased by +5.65%
Dec 31, 23
19 Putnam Investments LLC 3.61M (1.51%) 18.58K
Increased by +0.51%
Sep 30, 23
20 Jennison Associates LLC 3.23M (1.35%) 806.03K
Increased by +24.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.79M (3.26%) -27.31K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 6.53M (2.73%) 75.63K
Increased by +1.16%
Oct 31, 24
3 Principal Aligned MidCap Equity 5.48M (2.29%) 458.41K
Increased by +8.36%
Sep 30, 24
4 Principal MidCap R5 5.46M (2.28%) -24.48K
Decreased by -0.45%
Oct 31, 24
5 Capital Group AMCAP Composite 3.67M (1.53%) -117.29K
Decreased by -3.20%
Sep 30, 24
6 VA CollegeAmerica Amcap 529A 3.67M (1.53%) -117.29K
Decreased by -3.20%
Sep 30, 24
7 Fidelity® 500 Index 3.05M (1.27%) 19.39K
Increased by +0.64%
Nov 30, 23
8 Fidelity 500 Index 3.03M (1.27%) -51.18K
Decreased by -1.69%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 3.02M (1.26%) -16.82K
Decreased by -0.56%
Nov 27, 24
10 SPDR® S&P 500 ETF Trust 2.98M (1.25%) 6.75K
Increased by +0.23%
Apr 30, 24
11 American Funds New Perspective A 2.96M (1.24%) -41.45K
Decreased by -1.40%
Sep 30, 24
12 Capital Group New Perspective Comp 2.96M (1.24%) -41.45K
Decreased by -1.40%
Sep 30, 24
13 iShares Core S&P 500 ETF 2.78M (1.16%) 8.61K
Increased by +0.31%
Nov 27, 24
14 American Funds Growth Fund of Amer A 2.78M (1.16%) -693.48K
Decreased by -24.98%
Sep 30, 24
15 Capital Group Growth Fnd of Amer Comp 2.78M (1.16%) -693.48K
Decreased by -24.98%
Sep 30, 24
16 Vanguard Growth Index Investor 2.65M (1.11%) 16.94K
Increased by +0.64%
Oct 31, 24
17 Vanguard Mid Cap Index Institutional 2.61M (1.09%) 4.83K
Increased by +0.18%
Oct 31, 24
18 MFS Growth Equity 2.41M (1.01%) -1.39K
Decreased by -0.06%
Sep 30, 24
19 MFS Growth B 2.41M (1.01%) -7.94K
Decreased by -0.33%
Oct 31, 24
20 T. Rowe Price Capital Appreciation 2.09M (0.87%) 664.58K
Increased by +31.86%
Aug 31, 24