Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NATO 5.06%
2 XAR 5.04%
3 MISL 4.91%
4 PPA 4.77%
5 BELT 4.67%
6 GCAD 4.06%
7 PRN 3.51%
8 DFEN 3.41%
9 CAML 3.38%
10 AIVL 2.86%
11 AGOX 2.69%
12 FCUS 2.51%
13 WBIL 2.31%
14 BLCR 2.09%
15 GURU 1.86%
16 SPVM_old 1.78%
17 RPG 1.61%
18 PWB 1.59%
19 MCDS 1.59%
20 EQRR 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 47.12M (11.77%) 352.26K
Increased by +0.75%
Dec 31, 24
2 BlackRock Inc 43.06M (10.76%) 666.19K
Increased by +1.55%
Sep 30, 24
3 JPMorgan Chase & Co 35.42M (8.85%) 2.67M
Increased by +7.55%
Sep 30, 24
4 State Street Corp 17.44M (4.36%) 384.17K
Increased by +2.20%
Sep 30, 24
5 Massachusetts Financial Services Company 16.76M (4.19%) -2.03M
Decreased by -12.13%
Dec 31, 24
6 State Street Corporation 16.58M (4.14%) -395.41K
Decreased by -2.38%
Mar 31, 24
7 FMR Inc 16.30M (4.07%) -71.10K
Decreased by -0.44%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 13.13M (3.28%) -617.87K
Decreased by -4.70%
Sep 30, 24
9 Bank of America Corp 11.68M (2.92%) -196.38K
Decreased by -1.68%
Sep 30, 24
10 HHG PLC 9.92M (2.48%) -943.58K
Decreased by -9.51%
Sep 30, 24
11 Geode Capital Management, LLC 9.50M (2.37%) 453.27K
Increased by +4.77%
Sep 30, 24
12 NORGES BANK 9.16M (2.29%) 251.96K
Increased by +2.75%
Dec 31, 24
13 Amvescap Plc. 7.03M (1.76%) -88.77K
Decreased by -1.26%
Sep 30, 24
14 Bank of New York Mellon Corp 6.03M (1.51%) -39.16K
Decreased by -0.65%
Dec 31, 24
15 Boston Partners Global Investors, Inc 5.46M (1.36%) 326.72K
Increased by +5.98%
Dec 31, 24
16 Elliott Investment Management L.P. 5.44M (1.36%) -11.65M
Decreased by -214.25%
Sep 30, 23
17 Kensico Capital Management Corp 5.38M (1.34%) -83.00K
Decreased by -1.54%
Dec 31, 24
18 Orbis Allan Gray Ltd 4.97M (1.24%) -1.47M
Decreased by -29.54%
Mar 31, 24
19 Capital World Investors 4.86M (1.21%) 570.57K
Increased by +11.75%
Dec 31, 24
20 Farallon Capital Management, L.L.C. 4.72M (1.18%) -31.60K
Decreased by -0.67%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.73M (3.18%) -93.21K
Decreased by -0.73%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 11.00M (2.75%) 31.12K
Increased by +0.28%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 8.74M (2.18%) 30.96K
Increased by +0.35%
Dec 31, 24
4 Vanguard Small Cap Index 5.31M (1.33%) 54.18K
Increased by +1.02%
Feb 29, 24
5 Fidelity 500 Index 5.04M (1.26%) -258.00
Decreased by -0.01%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 4.95M (1.24%) -48.76K
Decreased by -0.98%
Jan 31, 25
7 iShares Core S&P 500 ETF 4.76M (1.19%) 6.81K
Increased by +0.14%
Jan 31, 25
8 Janus Concentrated Growth CF 4.71M (1.18%) -220.69K
Decreased by -4.69%
Dec 31, 24
9 Janus Henderson Forty S 4.71M (1.18%) -220.69K
Decreased by -4.69%
Nov 30, 24
10 SPDR® S&P 500 ETF Trust 4.63M (1.16%) 10.44K
Increased by +0.23%
Apr 30, 24
11 MFS Growth B 4.60M (1.15%) -105.70K
Decreased by -2.30%
Dec 31, 24
12 MFS Growth Equity 4.60M (1.15%) -167.39K
Decreased by -3.64%
Dec 31, 24
13 Fidelity® 500 Index 4.56M (1.14%) 29.04K
Increased by +0.64%
Nov 30, 23
14 MFS Mid Cap Growth A 4.35M (1.09%) -417.10K
Decreased by -9.59%
Dec 31, 24
15 MFS Mid Cap Growth Equity 4.35M (1.09%) -634.94K
Decreased by -14.60%
Dec 31, 24
16 Vanguard Growth Index Investor 4.30M (1.07%) -262.83K
Decreased by -6.11%
Dec 31, 24
17 BlackRock Event Driven Equity Instl 4.08M (1.02%) 0.00
Increased by 0.00%
Nov 30, 23
18 JHancock Disciplined Value Mid Cap I 3.93M (0.98%) -118.06K
Decreased by -3.00%
Dec 31, 24
19 Janus Henderson Contrarian D 3.86M (0.97%) -1.57M
Decreased by -40.66%
Dec 31, 23
20 Janus Henderson US Opportunistic Alpha 3.86M (0.97%) -1.57M
Decreased by -40.66%
Dec 31, 23