Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNTC 5.64%
2 SWAR 5.33%
3 JGRW 5.24%
4 FINX 4.38%
5 UTRN 4.10%
6 BEEZ 3.97%
7 CLOD 3.87%
8 WBIF 3.79%
9 BELT 3.74%
10 NEWZ 3.73%
11 CWS 3.54%
12 LRGG 3.42%
13 SXQG 3.39%
14 PWB 3.38%
15 HECO 3.24%
16 XPND 3.12%
17 FINQ 3.07%
18 CZAR 3.06%
19 SHE 3.00%
20 BKUS 2.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.04M (9.90%) 353.19K
Increased by +1.31%
Dec 31, 24
2 BlackRock Inc 23.73M (8.69%) -660.20K
Decreased by -2.78%
Sep 30, 24
3 JPMorgan Chase & Co 20.24M (7.41%) 398.88K
Increased by +1.97%
Sep 30, 24
4 State Street Corp 12.32M (4.51%) 221.88K
Increased by +1.80%
Sep 30, 24
5 State Street Corporation 11.83M (4.33%) 257.19K
Increased by +2.17%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 8.40M (3.08%) -188.77K
Decreased by -2.25%
Sep 30, 24
7 Geode Capital Management, LLC 5.98M (2.19%) 80.46K
Increased by +1.35%
Sep 30, 24
8 Wellington Management Company LLP 5.30M (1.94%) 620.56K
Increased by +11.72%
Dec 31, 24
9 FMR Inc 4.87M (1.78%) -739.48K
Decreased by -15.18%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 4.10M (1.50%) -3.84M
Decreased by -93.78%
Sep 30, 24
11 NORGES BANK 3.64M (1.33%) 535.49K
Increased by +14.69%
Dec 31, 24
12 Fisher Asset Management, LLC 3.64M (1.33%) -184.89K
Decreased by -5.08%
Dec 31, 24
13 Brown Advisory Holdings Inc 3.40M (1.25%) 28.55K
Increased by +0.84%
Sep 30, 24
14 Amvescap Plc. 3.18M (1.17%) -79.75K
Decreased by -2.51%
Sep 30, 24
15 State Farm Mutual Automobile Ins Co 3.06M (1.12%) 0.00
Increased by 0.00%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 2.91M (1.07%) 1.09M
Increased by +37.57%
Jun 30, 24
17 Northern Trust Corp 2.87M (1.05%) -100.77K
Decreased by -3.51%
Sep 30, 24
18 Goldman Sachs Group Inc 2.81M (1.03%) -397.79K
Decreased by -14.15%
Sep 30, 24
19 Bank of America Corp 2.58M (0.94%) 212.68K
Increased by +8.25%
Mar 31, 24
20 Edgewood Management LLC 2.54M (0.93%) -266.21K
Decreased by -10.47%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.33M (3.05%) -13.89K
Decreased by -0.17%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 7.59M (2.78%) 74.73K
Increased by +0.98%
Dec 31, 24
3 Invesco QQQ Trust 5.71M (2.09%) 7.74K
Increased by +0.14%
Jan 31, 25
4 Fidelity 500 Index 3.48M (1.27%) 25.11K
Increased by +0.72%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 3.42M (1.25%) -33.66K
Decreased by -0.98%
Jan 31, 25
6 SPDR® S&P 500 ETF Trust 3.31M (1.21%) 7.47K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 3.29M (1.20%) 4.73K
Increased by +0.14%
Jan 31, 25
8 Fidelity® 500 Index 3.26M (1.20%) 20.77K
Increased by +0.64%
Nov 30, 23
9 Vanguard Growth Index Investor 2.72M (1.00%) -4.00K
Decreased by -0.15%
Dec 31, 24
10 The Technology Select Sector SPDR® ETF 2.20M (0.81%) -9.45K
Decreased by -0.43%
Jan 31, 25
11 Technology Select Sector SPDR® ETF 1.94M (0.71%) 2.16K
Increased by +0.11%
Apr 30, 24
12 Vanguard Institutional Index I 1.77M (0.65%) -650.00
Decreased by -0.04%
Dec 31, 24
13 Vanguard Information Technology ETF 1.71M (0.63%) 24.93K
Increased by +1.45%
Dec 31, 24
14 Vanguard Dividend Appreciation ETF 1.55M (0.57%) 25.95K
Increased by +1.68%
Dec 31, 24
15 Vanguard Wellington™ Inv 1.51M (0.55%) 334.11K
Increased by +22.05%
Dec 31, 24
16 Edgewood Growth Instl 1.37M (0.50%) -122.80K
Decreased by -8.96%
Sep 30, 24
17 JPM US Large Cap Growth-MA 1.36M (0.50%) 1.24M
Increased by +90.71%
Sep 30, 23
18 JPMorgan Large Cap Growth I 1.36M (0.50%) 0.00
Increased by 0.00%
Dec 31, 24
19 State St S&P 500® Indx SL Cl III 1.35M (0.50%) 8.30K
Increased by +0.61%
Jan 31, 25
20 Vanguard Dividend Growth Inv 1.30M (0.48%) 36.01K
Increased by +2.77%
Dec 31, 24