Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 SSG 20.47%
3 BERZ 6.28%
4 FEPI 6.03%
5 BULZ 6.00%
6 PP 5.77%
7 TINY 5.71%
8 IWTR 5.70%
9 CHPS 5.25%
10 WISE 4.96%
11 AIBU 4.66%
12 SMH 4.29%
13 SOXQ 4.28%
14 TRFK 4.22%
15 FTXL 4.17%
16 SOXX 4.11%
17 PXQ 3.98%
18 DIP 3.97%
19 UTRN 3.94%
20 SHOC 3.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 388.62M (8.99%) 3.89M
Increased by +1.00%
Dec 31, 24
2 Vanguard Group Inc 369.10M (8.54%) 6.14M
Increased by +1.66%
Dec 31, 24
3 State Street Corp 199.22M (4.61%) 1.27M
Increased by +0.64%
Dec 31, 24
4 State Street Corporation 190.40M (4.40%) 2.25M
Increased by +1.18%
Mar 31, 24
5 Capital Research & Mgmt Co - Division 3 112.09M (2.59%) 15.48M
Increased by +13.81%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 105.55M (2.44%) 59.28M
Increased by +56.16%
Dec 31, 24
7 Geode Capital Management, LLC 95.49M (2.21%) 2.98M
Increased by +3.12%
Dec 31, 24
8 PRIMECAP Management Company 77.05M (1.78%) -217.18K
Decreased by -0.28%
Dec 31, 24
9 UBS Asset Mgmt Americas Inc 63.26M (1.46%) 4.79M
Increased by +7.58%
Dec 31, 24
10 NORGES BANK 62.17M (1.44%) 2.80M
Increased by +4.50%
Dec 31, 24
11 Northern Trust Corp 45.81M (1.06%) 6.16M
Increased by +13.44%
Dec 31, 24
12 Bank of America Corp 44.43M (1.03%) 14.37M
Increased by +32.33%
Sep 30, 24
13 T. Rowe Price Associates, Inc. 43.58M (1.01%) 3.73M
Increased by +8.57%
Jun 30, 24
14 Amvescap Plc. 43.09M (1.00%) 3.70M
Increased by +8.58%
Dec 31, 24
15 Van Eck Associates Corporation 42.90M (0.99%) -1.11M
Decreased by -2.59%
Dec 31, 24
16 UBS Group AG 39.46M (0.91%) 11.71M
Increased by +29.69%
Dec 31, 24
17 Wellington Management Company LLP 39.35M (0.91%) 2.27M
Increased by +5.77%
Mar 31, 24
18 Goldman Sachs Group Inc 36.91M (0.85%) 15.77M
Increased by +42.73%
Dec 31, 23
19 Charles Schwab Investment Management Inc 33.94M (0.79%) 2.25M
Increased by +6.62%
Dec 31, 24
20 Barclays PLC 33.80M (0.78%) 5.92M
Increased by +17.51%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 122.43M (2.83%) 420.20K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 119.62M (2.77%) 820.04K
Increased by +0.69%
Feb 28, 25
3 Invesco QQQ Trust 89.20M (2.06%) -7.00K
Decreased by -0.01%
Feb 28, 25
4 Performer (AFRIS) 58.02M (1.34%) 58.02M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 53.78M (1.24%) 237.29K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 53.28M (1.23%) -395.46K
Decreased by -0.74%
Feb 28, 25
7 iShares Core S&P 500 ETF 50.66M (1.17%) -2.55K
Decreased by -0.01%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 50.02M (1.16%) 112.95K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 48.80M (1.13%) 310.56K
Increased by +0.64%
Nov 30, 23
10 Vanguard PRIMECAP Inv 47.37M (1.10%) 14.51K
Increased by +0.03%
Dec 31, 24
11 VanEck Semiconductor ETF 39.13M (0.91%) -402.46K
Decreased by -1.03%
Feb 28, 25
12 The Technology Select Sector SPDR® ETF 33.72M (0.78%) -226.42K
Decreased by -0.67%
Feb 28, 25
13 Vanguard Value Index Inv 33.50M (0.78%) 188.12K
Increased by +0.56%
Feb 28, 25
14 Capital Group Investment Co of Amer Comp 33.49M (0.77%) 614.00K
Increased by +1.83%
Dec 31, 23
15 Technology Select Sector SPDR® ETF 29.24M (0.68%) 32.60K
Increased by +0.11%
Apr 30, 24
16 Vanguard Information Technology ETF 27.91M (0.65%) 76.15K
Increased by +0.27%
Feb 28, 25
17 Vanguard Wellington™ Inv 27.52M (0.64%) 2.93M
Increased by +10.66%
Mar 31, 24
18 Vanguard Institutional Index I 26.74M (0.62%) -315.32K
Decreased by -1.18%
Feb 28, 25
19 American Funds American Balanced A 25.93M (0.60%) 0.00
Increased by 0.00%
Mar 31, 24
20 UBS: Global Equity 21.51M (0.50%) 11.76M
Increased by +54.66%
Sep 30, 24