Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 11.17%
2 CRUZ 8.14%
3 IWTR 7.56%
4 PEJ 5.14%
5 WBIG 4.85%
6 WBIL 4.78%
7 TRYP 4.75%
8 JRNY 4.36%
9 LUX 4.26%
10 UTRN 4.00%
11 LUXX 3.99%
12 OOTO 3.88%
13 FLYD 3.81%
14 LSAT 3.62%
15 FLYU 3.10%
16 GRW 3.05%
17 PEZ 2.96%
18 TAAG 2.96%
19 BELT 2.83%
20 PKW 2.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.01M (10.73%) -89.01K
Decreased by -0.36%
Dec 31, 24
2 BlackRock Inc 20.31M (8.72%) 956.46K
Increased by +4.71%
Dec 31, 24
3 FMR Inc 11.10M (4.76%) -116.15K
Decreased by -1.05%
Dec 31, 24
4 Principal Financial Group Inc 10.37M (4.45%) -19.74K
Decreased by -0.19%
Mar 31, 25
5 State Street Corp 9.79M (4.20%) 289.05K
Increased by +2.95%
Dec 31, 24
6 State Street Corporation 9.63M (4.13%) -253.71K
Decreased by -2.64%
Mar 31, 24
7 JPMorgan Chase & Co 7.90M (3.39%) -6.00M
Decreased by -76.00%
Dec 31, 24
8 Capital Research & Mgmt Co - Division 3 7.23M (3.10%) 142.62K
Increased by +1.97%
Dec 31, 24
9 Bank of America Corp 6.52M (2.80%) -186.32K
Decreased by -2.86%
Dec 31, 24
10 Geode Capital Management, LLC 5.91M (2.54%) 67.29K
Increased by +1.14%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 5.79M (2.49%) -799.52K
Decreased by -13.80%
Dec 31, 24
12 Pershing Square Capital Management, L.p. 5.44M (2.34%) -1.93M
Decreased by -35.47%
Dec 31, 24
13 Massachusetts Financial Services Company 4.84M (2.08%) 364.31K
Increased by +7.53%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 4.83M (2.07%) -352.51K
Decreased by -7.30%
Jun 30, 24
15 Franklin Resources Inc 4.41M (1.89%) 320.55K
Increased by +7.27%
Dec 31, 24
16 Capital Research Global Investors 4.29M (1.84%) -661.72K
Decreased by -15.42%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 3.91M (1.68%) -596.42K
Decreased by -15.26%
Dec 31, 24
18 Putnam Investments, LLC., a Franklin Templeton company 3.83M (1.64%) 216.22K
Increased by +5.65%
Dec 31, 23
19 Putnam Investments LLC 3.61M (1.55%) 18.58K
Increased by +0.51%
Sep 30, 23
20 Jennison Associates LLC 3.40M (1.46%) 164.46K
Increased by +4.84%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.82M (3.36%) -90.10K
Decreased by -1.15%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.60M (3.26%) -88.14K
Decreased by -1.16%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 6.69M (2.87%) -72.47K
Decreased by -1.08%
Mar 31, 25
4 Principal Aligned MidCap Equity 5.54M (2.38%) 103.99K
Increased by +1.88%
Mar 31, 25
5 Principal MidCap R5 5.53M (2.37%) 127.01K
Increased by +2.30%
Mar 31, 25
6 Pershing Square Holdings Ord 4.85M (2.08%) 4.85M
Increased by +100.00%
Dec 31, 24
7 VA CollegeAmerica Amcap 529A 3.51M (1.51%) -156.87K
Decreased by -4.47%
Dec 31, 24
8 Fidelity® 500 Index 3.05M (1.31%) 19.39K
Increased by +0.64%
Nov 30, 23
9 Fidelity 500 Index 3.02M (1.30%) -34.62K
Decreased by -1.15%
Mar 31, 25
10 SPDR® S&P 500 ETF 2.99M (1.28%) -85.66K
Decreased by -2.86%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 2.98M (1.28%) 6.75K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF 2.92M (1.25%) 2.40K
Increased by +0.08%
Apr 30, 25
13 SPDR® S&P 500® ETF Trust 2.91M (1.25%) -15.23K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 2.85M (1.22%) -2.98K
Decreased by -0.10%
Apr 30, 25
15 Vanguard Growth Index Investor 2.66M (1.14%) 98.44K
Increased by +3.70%
Mar 31, 25
16 Vanguard Mid Cap Index Institutional 2.59M (1.11%) -41.31K
Decreased by -1.59%
Mar 31, 25
17 MFS Growth B 2.45M (1.05%) 170.58K
Increased by +6.96%
Mar 31, 25
18 MFS Growth Equity 2.45M (1.05%) 119.53K
Increased by +4.88%
Mar 31, 25
19 American Funds Growth Fund of Amer A 2.44M (1.05%) -4.08K
Decreased by -0.17%
Mar 31, 25
20 Capital Group Growth Fnd of Amer Comp 2.44M (1.05%) -4.08K
Decreased by -0.17%
Mar 31, 25