Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BELT 9.13%
2 BRNY 4.58%
3 AGOX 4.46%
4 NATO 4.20%
5 GCAD 4.04%
6 MISL 4.02%
7 PPA 3.79%
8 XAR 3.69%
9 PRN 3.41%
10 BLCR 3.35%
11 CAML 3.04%
12 DFEN 2.65%
13 FCUS 2.36%
14 WBIL 2.05%
15 SPVM_old 1.78%
16 QGRO 1.76%
17 RPG 1.74%
18 AIVL 1.73%
19 MCDS 1.65%
20 EQRR 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 47.12M (11.78%) 352.26K
Increased by +0.75%
Dec 31, 24
2 BlackRock Inc 42.84M (10.71%) -213.25K
Decreased by -0.50%
Dec 31, 24
3 JPMorgan Chase & Co 20.20M (5.05%) -15.22M
Decreased by -75.38%
Dec 31, 24
4 State Street Corp 17.52M (4.38%) 78.69K
Increased by +0.45%
Dec 31, 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 (4.15%) -395.41K
Decreased by -2.38%
Mar 31, 24
7 FMR Inc 15.97M (3.99%) -330.86K
Decreased by -2.07%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 13.21M (3.30%) 80.97K
Increased by +0.61%
Dec 31, 24
9 HHG PLC 10.95M (2.74%) 1.03M
Increased by +9.37%
Dec 31, 24
10 Bank of America Corp 10.85M (2.71%) -835.95K
Decreased by -7.71%
Dec 31, 24
11 Geode Capital Management, LLC 9.81M (2.45%) 308.57K
Increased by +3.15%
Dec 31, 24
12 NORGES BANK 9.16M (2.29%) 251.96K
Increased by +2.75%
Dec 31, 24
13 Amvescap Plc. 6.75M (1.69%) -282.03K
Decreased by -4.18%
Dec 31, 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 (1.37%) 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 Morgan Stanley - Brokerage Accounts 4.73M (1.18%) 213.35K
Increased by +4.51%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.91M (3.23%) 9.69K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.81M (3.20%) 49.63K
Increased by +0.39%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 11.27M (2.82%) 76.55K
Increased by +0.68%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 8.77M (2.19%) 37.59K
Increased by +0.43%
Feb 28, 25
5 Vanguard Small Cap Index 5.31M (1.33%) 54.18K
Increased by +1.02%
Feb 29, 24
6 Fidelity 500 Index 5.09M (1.27%) 22.66K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 5.04M (1.26%) -92.45K
Decreased by -1.84%
Mar 31, 25
8 iShares Core S&P 500 ETF 4.94M (1.24%) 14.34K
Increased by +0.29%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 4.90M (1.23%) -25.70K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 4.85M (1.21%) -81.40K
Decreased by -1.68%
Mar 31, 25
11 Janus Concentrated Growth CF 4.71M (1.18%) -220.69K
Decreased by -4.69%
Dec 31, 24
12 Janus Henderson Forty S 4.71M (1.18%) 0.00
Increased by 0.00%
Jan 31, 25
13 SPDR® S&P 500 ETF Trust 4.63M (1.16%) 10.44K
Increased by +0.23%
Apr 30, 24
14 MFS Growth Equity 4.60M (1.15%) -167.39K
Decreased by -3.64%
Dec 31, 24
15 Fidelity® 500 Index 4.56M (1.14%) 29.04K
Increased by +0.64%
Nov 30, 23
16 MFS Growth B 4.50M (1.13%) -44.55K
Decreased by -0.99%
Feb 28, 25
17 MFS Mid Cap Growth Equity 4.35M (1.09%) -634.94K
Decreased by -14.60%
Dec 31, 24
18 Vanguard Growth Index Investor 4.32M (1.08%) 3.09K
Increased by +0.07%
Feb 28, 25
19 BlackRock Event Driven Equity Instl 4.08M (1.02%) 0.00
Increased by 0.00%
Nov 30, 23
20 MFS Mid Cap Growth A 4.06M (1.02%) -267.22K
Decreased by -6.58%
Feb 28, 25