Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGV 5.73%
2 SEMG 5.66%
3 FNTC 5.64%
4 FINX 5.37%
5 SWAR 5.33%
6 JGRW 4.96%
7 LOGO 4.61%
8 LRGG 4.45%
9 TOLL 4.40%
10 UTRN 4.10%
11 NEWZ 4.01%
12 CWS 4.01%
13 SXQG 3.86%
14 CLOD 3.85%
15 WBIF 3.79%
16 BKCG 3.78%
17 BASG 3.77%
18 BELT 3.74%
19 BEEZ 3.48%
20 HECO 3.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.71M (10.19%) 377.66K
Increased by +1.36%
Jun 30, 25
2 BlackRock Inc 25.83M (9.50%) 1.49M
Increased by +5.77%
Jun 30, 25
3 State Street Corp 12.72M (4.68%) 125.99K
Increased by +0.99%
Jun 30, 25
4 State Street Corporation 11.83M (4.35%) 257.19K
Increased by +2.17%
Mar 31, 24
5 JPMorgan Chase & Co 8.82M (3.24%) -33.78K
Decreased by -0.38%
Jun 30, 25
6 T. Rowe Price Associates, Inc. 8.24M (3.03%) -778.76K
Decreased by -9.45%
Jun 30, 25
7 Geode Capital Management, LLC 6.42M (2.36%) 115.72K
Increased by +1.80%
Jun 30, 25
8 Wellington Management Company LLP 5.86M (2.15%) 201.39K
Increased by +3.44%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 4.49M (1.65%) 119.95K
Increased by +2.67%
Jun 30, 25
10 NORGES BANK 4.15M (1.53%) 505.95K
Increased by +12.19%
Jun 30, 25
11 Amvescap Plc. 3.49M (1.28%) 407.08K
Increased by +11.68%
Jun 30, 25
12 UBS Asset Mgmt Americas Inc 3.34M (1.23%) 364.89K
Increased by +10.94%
Jun 30, 25
13 Northern Trust Corp 3.29M (1.21%) 1.10K
Increased by +0.03%
Jun 30, 25
14 State Farm Mutual Automobile Ins Co 3.06M (1.12%) 0.00
Increased by 0.00%
Jun 30, 25
15 Brown Advisory Holdings Inc 3.04M (1.12%) -406.09K
Decreased by -13.36%
Jun 30, 25
16 FMR Inc 3.01M (1.10%) 309.96K
Increased by +10.31%
Jun 30, 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 Fisher Asset Management, LLC 2.77M (1.02%) -451.32K
Decreased by -16.28%
Jun 30, 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 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 8.33M (3.06%) -192.95K
Decreased by -2.32%
Jul 31, 25
3 Vanguard 500 Index Investor 6.92M (2.54%) -1.01M
Decreased by -14.65%
Jul 31, 25
4 Invesco QQQ Trust 5.75M (2.11%) 39.87K
Increased by +0.69%
Aug 29, 25
5 Fidelity 500 Index 3.54M (1.30%) 1.52K
Increased by +0.04%
Jul 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 Trust 3.39M (1.25%) -17.71K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 3.38M (1.24%) 41.49K
Increased by +1.23%
Aug 31, 25
9 iShares Core S&P 500 ETF 3.36M (1.24%) 0.00
Increased by 0.00%
Aug 31, 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%) 10.30K
Increased by +0.37%
Jul 31, 25
13 The Technology Select Sector SPDR® ETF 2.26M (0.83%) 1.06K
Increased by +0.05%
Aug 31, 25
14 Vanguard Dividend Growth Inv 2.14M (0.79%) 131.24K
Increased by +6.13%
Jun 30, 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 1.80M (0.66%) 18.31K
Increased by +1.02%
Jul 31, 25
17 Vanguard Institutional Index I 1.69M (0.62%) -18.86K
Decreased by -1.12%
Jul 31, 25
18 Vanguard Dividend Appreciation ETF 1.50M (0.55%) 2.93K
Increased by +0.19%
Jul 31, 25
19 State St S&P 500® Indx SL Cl III 1.49M (0.55%) -2.36K
Decreased by -0.16%
Aug 31, 25
20 Vanguard Wellington™ Inv 1.40M (0.51%) -143.81K
Decreased by -10.28%
Jun 30, 25