Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SEMG 6.77%
2 FINX 6.62%
3 IGV 6.52%
4 JGRW 6.05%
5 FNTC 5.64%
6 SWAR 5.33%
7 TOLL 5.01%
8 CLOD 4.83%
9 BEEZ 4.64%
10 CWS 4.57%
11 LRGG 4.48%
12 UTRN 4.10%
13 BAMG 4.03%
14 CZAR 3.90%
15 WBIF 3.79%
16 NEWZ 3.76%
17 BELT 3.74%
18 KONG 3.51%
19 XPND 3.51%
20 MILN 3.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.33M (10.04%) 294.99K
Increased by +1.08%
Mar 31, 25
2 BlackRock Inc 24.34M (8.94%) 116.23K
Increased by +0.48%
Mar 31, 25
3 State Street Corp 12.60M (4.63%) -13.56K
Decreased by -0.11%
Mar 31, 25
4 State Street Corporation 11.83M (4.35%) 257.19K
Increased by +2.17%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 9.02M (3.31%) 649.21K
Increased by +7.20%
Mar 31, 25
6 JPMorgan Chase & Co 8.86M (3.25%) 1.13M
Increased by +12.81%
Mar 31, 25
7 Geode Capital Management, LLC 6.31M (2.32%) 196.82K
Increased by +3.12%
Mar 31, 25
8 Wellington Management Company LLP 5.66M (2.08%) 358.33K
Increased by +6.34%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 4.37M (1.61%) -253.56K
Decreased by -5.80%
Mar 31, 25
10 NORGES BANK 3.64M (1.34%) 535.49K
Increased by +14.69%
Dec 31, 24
11 Brown Advisory Holdings Inc 3.44M (1.27%) 252.26K
Increased by +7.32%
Mar 31, 25
12 Northern Trust Corp 3.29M (1.21%) -80.95K
Decreased by -2.46%
Mar 31, 25
13 Fisher Asset Management, LLC 3.22M (1.18%) -419.01K
Decreased by -13.00%
Mar 31, 25
14 Amvescap Plc. 3.08M (1.13%) 36.51K
Increased by +1.19%
Mar 31, 25
15 State Farm Mutual Automobile Ins Co 3.06M (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 2.97M (1.09%) -100.95K
Decreased by -3.40%
Mar 31, 25
17 T. Rowe Price Investment Management,Inc. 2.91M (1.07%) 1.09M
Increased by +37.57%
Jun 30, 24
18 GAMMA Investing LLC 2.83M (1.04%) 2.82M
Increased by +99.86%
Mar 31, 25
19 FMR Inc 2.70M (0.99%) -1.36M
Decreased by -50.40%
Mar 31, 25
20 Bank of America Corp 2.58M (0.95%) 212.68K
Increased by +8.25%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.53M (3.13%) 9.37K
Increased by +0.11%
May 31, 25
2 Vanguard US Total Market Shares ETF 8.42M (3.09%) 8.51K
Increased by +0.10%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 7.96M (2.92%) 54.92K
Increased by +0.69%
May 31, 25
4 Invesco QQQ Trust 5.79M (2.13%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity 500 Index 3.52M (1.29%) 4.34K
Increased by +0.12%
Apr 30, 25
6 SPDR® S&P 500 ETF 3.48M (1.28%) -54.88K
Decreased by -1.58%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 3.39M (1.24%) -17.71K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 3.34M (1.23%) -14.92K
Decreased by -0.45%
May 31, 25
9 SPDR® S&P 500 ETF Trust 3.31M (1.22%) 7.47K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 3.26M (1.20%) 20.77K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 3.24M (1.19%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Growth Index Investor 2.81M (1.03%) 5.54K
Increased by +0.20%
May 31, 25
13 The Technology Select Sector SPDR® ETF 2.20M (0.81%) 0.00
Increased by 0.00%
May 31, 25
14 Vanguard Dividend Growth Inv 2.01M (0.74%) 707.56K
Increased by +35.21%
Mar 31, 25
15 Technology Select Sector SPDR® ETF 1.94M (0.71%) 2.16K
Increased by +0.11%
Apr 30, 24
16 Vanguard Information Technology ETF 1.77M (0.65%) 5.19K
Increased by +0.29%
May 31, 25
17 Vanguard Institutional Index I 1.72M (0.63%) 102.00
Increased by +0.01%
May 31, 25
18 Vanguard Wellington™ Inv 1.54M (0.57%) 27.59K
Increased by +1.79%
Mar 31, 25
19 Vanguard Dividend Appreciation ETF 1.50M (0.55%) 1.71K
Increased by +0.11%
May 31, 25
20 State St S&P 500® Indx SL Cl III 1.49M (0.55%) 25.10K
Increased by +1.69%
May 31, 25