Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 11.17%
2 CRUZ 8.22%
3 IWTR 7.56%
4 PEJ 4.87%
5 WBIG 4.85%
6 WBIL 4.78%
7 TRYP 4.75%
8 JRNY 4.36%
9 LUX 4.18%
10 UTRN 4.00%
11 LUXX 3.99%
12 OOTO 3.91%
13 LSAT 3.62%
14 STNC 3.44%
15 GRW 3.27%
16 FLYU 3.10%
17 TAAG 2.96%
18 PVAL 2.89%
19 PEZ 2.81%
20 DVOL 2.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.10M (10.64%) -197.34K
Decreased by -0.79%
Sep 30, 24
2 BlackRock Inc 19.36M (8.20%) 764.11K
Increased by +3.95%
Sep 30, 24
3 JPMorgan Chase & Co 13.90M (5.89%) -549.40K
Decreased by -3.95%
Sep 30, 24
4 FMR Inc 11.22M (4.75%) 226.22K
Increased by +2.02%
Sep 30, 24
5 Principal Financial Group Inc 10.39M (4.40%) -365.28K
Decreased by -3.52%
Dec 31, 24
6 State Street Corporation 9.63M (4.08%) -253.71K
Decreased by -2.64%
Mar 31, 24
7 State Street Corp 9.50M (4.03%) -70.23K
Decreased by -0.74%
Sep 30, 24
8 Pershing Square Capital Management, L.p. 7.37M (3.12%) -1.58M
Decreased by -21.47%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 7.08M (3.00%) -891.76K
Decreased by -12.59%
Sep 30, 24
10 Bank of America Corp 6.70M (2.84%) 280.90K
Increased by +4.19%
Sep 30, 24
11 T. Rowe Price Investment Management,Inc. 6.59M (2.79%) 235.38K
Increased by +3.57%
Sep 30, 24
12 Geode Capital Management, LLC 5.84M (2.48%) -8.82K
Decreased by -0.15%
Sep 30, 24
13 Capital Research Global Investors 4.95M (2.10%) -461.91K
Decreased by -9.33%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 4.83M (2.05%) -352.51K
Decreased by -7.30%
Jun 30, 24
15 Massachusetts Financial Services Company 4.74M (2.01%) -12.35K
Decreased by -0.26%
Sep 30, 24
16 T. Rowe Price Associates, Inc. 4.51M (1.91%) -2.11M
Decreased by -46.88%
Sep 30, 24
17 Franklin Resources Inc 4.09M (1.73%) 121.90K
Increased by +2.98%
Sep 30, 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 7.64M (3.24%) -114.90K
Decreased by -1.50%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 6.60M (2.80%) -23.81K
Decreased by -0.36%
Dec 31, 24
3 Principal Aligned MidCap Equity 5.44M (2.30%) -45.11K
Decreased by -0.83%
Dec 31, 24
4 Principal MidCap R5 5.44M (2.30%) -20.63K
Decreased by -0.38%
Dec 31, 24
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%) 19.39K
Increased by +0.64%
Nov 30, 23
9 Fidelity 500 Index 3.03M (1.28%) -18.88K
Decreased by -0.62%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 2.99M (1.27%) -13.30K
Decreased by -0.44%
Jan 31, 25
11 SPDR® S&P 500 ETF Trust 2.98M (1.26%) 6.75K
Increased by +0.23%
Apr 30, 24
12 American Funds New Perspective A 2.96M (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
13 Capital Group New Perspective Comp 2.96M (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
14 iShares Core S&P 500 ETF 2.86M (1.21%) 4.20K
Increased by +0.15%
Jan 31, 25
15 Vanguard Mid Cap Index Institutional 2.62M (1.11%) -6.94K
Decreased by -0.26%
Dec 31, 24
16 Vanguard Growth Index Investor 2.55M (1.08%) -117.69K
Decreased by -4.61%
Dec 31, 24
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 B 2.33M (0.99%) -53.50K
Decreased by -2.30%
Dec 31, 24
20 MFS Growth Equity 2.33M (0.99%) -84.72K
Decreased by -3.64%
Dec 31, 24