Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JETD 9.62%
2 JETU 9.62%
3 GCAD 5.20%
4 DIVO 4.39%
5 PPA 4.32%
6 UAV 4.26%
7 NATO 4.23%
8 MADE 4.13%
9 UTRN 4.03%
10 ROKT 3.98%
11 XKII 3.96%
12 VSL 3.96%
13 FMK 3.90%
14 DJD 3.78%
15 DIVL 3.64%
16 ICAP 3.48%
17 EDOW 3.38%
18 NDJI 3.38%
19 DVAL 3.37%
20 XLI 3.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 61.76M (10.01%) 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 (5.03%) -4.76K
Decreased by -0.02%
Dec 31, 24
5 JPMorgan Chase & Co 23.50M (3.81%) -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 US Total Market Shares ETF 20.58M (3.33%) -40.63K
Decreased by -0.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 20.54M (3.33%) 30.52K
Increased by +0.15%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 18.07M (2.93%) 38.65K
Increased by +0.21%
Mar 31, 25
4 Invesco QQQ Trust 13.38M (2.17%) -11.62K
Decreased by -0.09%
Mar 31, 25
5 Fidelity 500 Index 8.14M (1.32%) 36.27K
Increased by +0.45%
Feb 28, 25
6 SPDR® S&P 500 ETF 8.09M (1.31%) -118.42K
Decreased by -1.46%
Mar 31, 25
7 iShares Core S&P 500 ETF 7.93M (1.29%) 22.98K
Increased by +0.29%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 7.87M (1.28%) -41.26K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 7.79M (1.26%) 17.59K
Increased by +0.23%
Apr 30, 24
10 SPDR® S&P 500® ETF 7.78M (1.26%) -130.64K
Decreased by -1.68%
Mar 31, 25
11 Fidelity® 500 Index 7.74M (1.25%) 49.23K
Increased by +0.64%
Nov 30, 23
12 Vanguard Dividend Growth Inv 6.68M (1.08%) -965.59K
Decreased by -14.46%
Dec 31, 24
13 Vanguard Value Index Inv 5.70M (0.92%) 87.48K
Increased by +1.53%
Mar 31, 25
14 SPDR® Dow Jones Industrial Avrg ETF Tr 5.38M (0.87%) -46.08K
Decreased by -0.86%
Mar 31, 25
15 MFS Large Cap Value Equity 4.40M (0.71%) -144.78K
Decreased by -3.29%
Dec 31, 24
16 MFS Value A 4.28M (0.69%) -71.38K
Decreased by -1.67%
Feb 28, 25
17 Vanguard Institutional Index I 4.00M (0.65%) -28.95K
Decreased by -0.72%
Mar 31, 25
18 American Funds Washington Mutual A 3.48M (0.56%) 343.04K
Increased by +9.87%
Mar 31, 25
19 Vanguard Dividend Appreciation ETF 3.44M (0.56%) -145.17K
Decreased by -4.22%
Mar 31, 25
20 State St S&P 500® Indx SL Cl III 3.35M (0.54%) 209.23K
Increased by +6.24%
Mar 31, 25