Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FINX 6.53%
2 JGRW 6.39%
3 FNTC 5.64%
4 SWAR 5.33%
5 CLOD 4.41%
6 UTRN 4.10%
7 BEEZ 4.06%
8 LRGG 4.05%
9 CWS 3.98%
10 WBIF 3.79%
11 BELT 3.74%
12 CZAR 3.43%
13 SXQG 3.39%
14 PWB 3.38%
15 QOWZ 3.29%
16 NEWZ 3.27%
17 HECO 3.24%
18 XPND 3.12%
19 MILN 3.09%
20 FINQ 3.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.04M (9.91%) 353.19K
Increased by +1.31%
Dec 31, 24
2 BlackRock Inc 24.23M (8.88%) 496.80K
Increased by +2.05%
Dec 31, 24
3 State Street Corp 12.61M (4.62%) 294.81K
Increased by +2.34%
Dec 31, 24
4 State Street Corporation 11.83M (4.34%) 257.19K
Increased by +2.17%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 8.37M (3.07%) -28.82K
Decreased by -0.34%
Dec 31, 24
6 JPMorgan Chase & Co 7.72M (2.83%) -12.52M
Decreased by -162.14%
Dec 31, 24
7 Geode Capital Management, LLC 6.11M (2.24%) 132.38K
Increased by +2.17%
Dec 31, 24
8 Wellington Management Company LLP 5.30M (1.94%) 620.56K
Increased by +11.72%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 4.63M (1.70%) 527.25K
Increased by +11.39%
Dec 31, 24
10 FMR Inc 4.05M (1.49%) -817.15K
Decreased by -20.16%
Dec 31, 24
11 NORGES BANK 3.64M (1.34%) 535.49K
Increased by +14.69%
Dec 31, 24
12 Fisher Asset Management, LLC 3.64M (1.34%) -184.89K
Decreased by -5.08%
Dec 31, 24
13 Northern Trust Corp 3.37M (1.24%) 498.03K
Increased by +14.77%
Dec 31, 24
14 Brown Advisory Holdings Inc 3.19M (1.17%) -211.12K
Decreased by -6.61%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 3.07M (1.13%) 771.23K
Increased by +25.11%
Dec 31, 24
16 State Farm Mutual Automobile Ins Co 3.06M (1.12%) 0.00
Increased by 0.00%
Dec 31, 24
17 Amvescap Plc. 3.04M (1.12%) -141.00K
Decreased by -4.63%
Dec 31, 24
18 T. Rowe Price Investment Management,Inc. 2.91M (1.07%) 1.09M
Increased by +37.57%
Jun 30, 24
19 GAMMA Investing LLC 2.83M (1.04%) 2.82M
Increased by +99.86%
Mar 31, 25
20 Goldman Sachs Group Inc 2.81M (1.03%) -397.79K
Decreased by -14.15%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.42M (3.09%) 8.51K
Increased by +0.10%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.39M (3.08%) 6.90K
Increased by +0.08%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 7.78M (2.85%) 5.97K
Increased by +0.08%
Mar 31, 25
4 Invesco QQQ Trust 5.71M (2.09%) -5.90K
Decreased by -0.10%
Apr 30, 25
5 Fidelity 500 Index 3.51M (1.29%) 1.36K
Increased by +0.04%
Mar 31, 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 3.40M (1.24%) 2.79K
Increased by +0.08%
Apr 30, 25
8 SPDR® S&P 500® ETF Trust 3.39M (1.24%) -17.71K
Decreased by -0.52%
Mar 31, 25
9 iShares Core S&P 500 ETF 3.32M (1.22%) -3.30K
Decreased by -0.10%
Apr 29, 25
10 SPDR® S&P 500 ETF Trust 3.31M (1.22%) 7.47K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 3.26M (1.20%) 20.77K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 2.78M (1.02%) 48.47K
Increased by +1.75%
Mar 31, 25
13 The Technology Select Sector SPDR® ETF 2.17M (0.80%) 1.06K
Increased by +0.05%
Apr 30, 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 1.75M (0.64%) 6.18K
Increased by +0.35%
Mar 31, 25
17 Vanguard Institutional Index I 1.72M (0.63%) -14.93K
Decreased by -0.87%
Mar 31, 25
18 Vanguard Wellington™ Inv 1.54M (0.57%) 27.59K
Increased by +1.79%
Mar 31, 25
19 Vanguard Dividend Appreciation ETF 1.48M (0.54%) -64.41K
Decreased by -4.35%
Mar 31, 25
20 State St S&P 500® Indx SL Cl III 1.44M (0.53%) 88.24K
Increased by +6.11%
Mar 31, 25