Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JETU 9.51%
2 JETD 9.51%
3 GCAD 5.20%
4 DIVO 4.90%
5 NATO 4.59%
6 PPA 4.58%
7 UAV 4.26%
8 MADE 4.14%
9 UTRN 4.03%
10 XKII 3.96%
11 VSL 3.96%
12 ROKT 3.96%
13 FMK 3.90%
14 ICAP 3.89%
15 DJD 3.81%
16 DIVL 3.70%
17 DVAL 3.43%
18 XLI 3.42%
19 EDOW 3.38%
20 NDJI 3.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 61.76M (10.00%) 380.30K
Increased by +0.62%
Dec 31, 24
2 BlackRock Inc 44.69M (7.24%) 3.09M
Increased by +6.92%
Dec 31, 24
3 State Street Corporation 31.16M (5.05%) 290.57K
Increased by +0.93%
Mar 31, 24
4 State Street Corp 31.02M (5.02%) -4.76K
Decreased by -0.02%
Dec 31, 24
5 JPMorgan Chase & Co 23.50M (3.80%) -20.56M
Decreased by -87.51%
Dec 31, 24
6 Barclays PLC 21.56M (3.49%) 17.72M
Increased by +82.19%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 19.55M (3.17%) 336.90K
Increased by +1.72%
Dec 31, 24
8 Newport Trust Co. 15.68M (2.54%) 0.00
Increased by 0.00%
Dec 31, 24
9 Geode Capital Management, LLC 14.99M (2.43%) 627.42K
Increased by +4.19%
Dec 31, 24
10 Wellington Management Company LLP 14.46M (2.34%) -3.37M
Decreased by -23.29%
Dec 31, 24
11 Bank of America Corp 13.77M (2.23%) 198.00K
Increased by +1.44%
Dec 31, 24
12 Massachusetts Financial Services Company 9.95M (1.61%) -2.25M
Decreased by -22.61%
Dec 31, 24
13 Franklin Resources Inc 8.41M (1.36%) -972.95K
Decreased by -11.57%
Dec 31, 24
14 Ameriprise Financial Inc 8.27M (1.34%) -39.75K
Decreased by -0.48%
Dec 31, 24
15 Royal Bank of Canada 7.54M (1.22%) 122.49K
Increased by +1.62%
Dec 31, 24
16 Nuveen Asset Management, LLC 7.09M (1.15%) -904.37K
Decreased by -12.75%
Dec 31, 24
17 Capital World Investors 7.06M (1.14%) 7.06M
Increased by +100.00%
Dec 31, 24
18 Bank of New York Mellon Corp 6.76M (1.10%) 631.76K
Increased by +9.34%
Dec 31, 24
19 Capital Research Global Investors 6.64M (1.08%) 346.19K
Increased by +5.21%
Dec 31, 24
20 Northern Trust Corp 6.25M (1.01%) 337.20K
Increased by +5.39%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.51M (3.32%) 70.63K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 18.03M (2.92%) 121.61K
Increased by +0.67%
Feb 28, 25
3 Invesco QQQ Trust 13.45M (2.18%) -1.06K
Decreased by -0.01%
Feb 28, 25
4 Fidelity 500 Index 8.11M (1.31%) 35.77K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 8.03M (1.30%) -59.59K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 7.79M (1.26%) 17.59K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 7.74M (1.25%) 49.23K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 7.64M (1.24%) -384.00
Decreased by -0.01%
Feb 28, 25
9 Vanguard Dividend Growth Inv 6.68M (1.08%) -965.59K
Decreased by -14.46%
Dec 31, 24
10 Vanguard Value Index Inv 5.61M (0.91%) 33.48K
Increased by +0.60%
Feb 28, 25
11 SPDR® Dow Jones Industrial Avrg ETF Tr 5.50M (0.89%) 92.16K
Increased by +1.68%
Feb 28, 25
12 MFS Large Cap Value Equity 4.40M (0.71%) -144.78K
Decreased by -3.29%
Dec 31, 24
13 MFS Value A 4.28M (0.69%) -71.38K
Decreased by -1.67%
Feb 28, 25
14 Vanguard Institutional Index I 4.03M (0.65%) -48.06K
Decreased by -1.19%
Feb 28, 25
15 Vanguard Dividend Appreciation ETF 3.58M (0.58%) 16.89K
Increased by +0.47%
Feb 28, 25
16 Vanguard Windsor™ II Inv 3.33M (0.54%) -529.47K
Decreased by -15.91%
Dec 31, 23
17 The Industrial Select Sector SPDR® ETF 3.30M (0.53%) -19.01K
Decreased by -0.58%
Feb 28, 25
18 Columbia Dividend Value 3.18M (0.52%) -22.17K
Decreased by -0.70%
Dec 31, 24
19 Columbia Dividend Income Inst 3.18M (0.51%) -7.37K
Decreased by -0.23%
Feb 28, 25
20 Industrial Select Sector SPDR® ETF 3.17M (0.51%) 19.33K
Increased by +0.61%
Apr 30, 24