Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JETD 8.88%
2 JETU 8.88%
3 NATO 7.85%
4 GCAD 4.85%
5 DIVO 4.60%
6 PPA 4.31%
7 UAV 4.26%
8 QQLV 4.10%
9 UTRN 4.03%
10 DJD 4.02%
11 VSL 3.96%
12 XKII 3.96%
13 FMK 3.90%
14 MADE 3.85%
15 DIVL 3.84%
16 ROKT 3.80%
17 ICAP 3.58%
18 DVAL 3.49%
19 EDOW 3.45%
20 NDJI 3.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 61.76M (10.12%) 380.30K
Increased by +0.62%
Dec 31, 24
2 BlackRock Inc 44.69M (7.32%) 3.09M
Increased by +6.92%
Dec 31, 24
3 State Street Corporation 31.16M (5.10%) 290.57K
Increased by +0.93%
Mar 31, 24
4 State Street Corp 31.02M (5.08%) -4.76K
Decreased by -0.02%
Dec 31, 24
5 JPMorgan Chase & Co 23.50M (3.85%) -20.56M
Decreased by -87.51%
Dec 31, 24
6 Barclays PLC 21.56M (3.53%) 17.72M
Increased by +82.19%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 19.55M (3.20%) 336.90K
Increased by +1.72%
Dec 31, 24
8 Newport Trust Co. 15.68M (2.57%) 0.00
Increased by 0.00%
Dec 31, 24
9 Geode Capital Management, LLC 14.99M (2.46%) 627.42K
Increased by +4.19%
Dec 31, 24
10 Wellington Management Company LLP 14.46M (2.37%) -3.37M
Decreased by -23.29%
Dec 31, 24
11 Bank of America Corp 13.77M (2.26%) 198.00K
Increased by +1.44%
Dec 31, 24
12 Massachusetts Financial Services Company 8.69M (1.42%) -1.26M
Decreased by -14.46%
Mar 31, 25
13 Franklin Resources Inc 8.41M (1.38%) -972.95K
Decreased by -11.57%
Dec 31, 24
14 Ameriprise Financial Inc 8.27M (1.36%) -39.75K
Decreased by -0.48%
Dec 31, 24
15 Royal Bank of Canada 7.54M (1.23%) 122.49K
Increased by +1.62%
Dec 31, 24
16 Nuveen Asset Management, LLC 7.09M (1.16%) -904.37K
Decreased by -12.75%
Dec 31, 24
17 Capital World Investors 7.06M (1.16%) 7.06M
Increased by +100.00%
Dec 31, 24
18 Bank of New York Mellon Corp 6.76M (1.11%) 631.76K
Increased by +9.34%
Dec 31, 24
19 Capital Research Global Investors 6.64M (1.09%) 346.19K
Increased by +5.21%
Dec 31, 24
20 Northern Trust Corp 6.25M (1.02%) 337.20K
Increased by +5.39%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 20.58M (3.37%) -40.63K
Decreased by -0.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 20.54M (3.36%) 30.52K
Increased by +0.15%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 18.07M (2.96%) 38.65K
Increased by +0.21%
Mar 31, 25
4 Invesco QQQ Trust 13.27M (2.17%) -13.73K
Decreased by -0.10%
Apr 30, 25
5 Fidelity 500 Index 8.16M (1.34%) 14.08K
Increased by +0.17%
Mar 31, 25
6 SPDR® S&P 500 ETF 8.09M (1.32%) -118.42K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF 7.88M (1.29%) 6.49K
Increased by +0.08%
Apr 30, 25
8 SPDR® S&P 500® ETF Trust 7.87M (1.29%) -41.26K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 7.79M (1.28%) 17.59K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 7.74M (1.27%) 49.23K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 7.70M (1.26%) -8.04K
Decreased by -0.10%
Apr 30, 25
12 Vanguard Dividend Growth Inv 6.28M (1.03%) -393.92K
Decreased by -6.27%
Mar 31, 25
13 Vanguard Value Index Inv 5.70M (0.93%) 87.48K
Increased by +1.53%
Mar 31, 25
14 SPDR® Dow Jones Industrial Avrg ETF Tr 5.52M (0.90%) -3.07K
Decreased by -0.06%
Apr 30, 25
15 MFS Large Cap Value Equity 4.25M (0.70%) -146.82K
Decreased by -3.45%
Mar 31, 25
16 MFS Value A 4.25M (0.70%) -23.93K
Decreased by -0.56%
Mar 31, 25
17 Vanguard Institutional Index I 4.00M (0.66%) -28.95K
Decreased by -0.72%
Mar 31, 25
18 American Funds Washington Mutual A 3.48M (0.57%) 343.04K
Increased by +9.87%
Mar 31, 25
19 Capital Group Wash Mutual Invtrs Comp 3.48M (0.57%) 343.04K
Increased by +9.87%
Mar 31, 25
20 Vanguard Dividend Appreciation ETF 3.44M (0.56%) -145.17K
Decreased by -4.22%
Mar 31, 25