Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FINX 6.47%
2 JGRW 5.80%
3 FNTC 5.64%
4 SWAR 5.33%
5 CLOD 4.79%
6 BEEZ 4.46%
7 UTRN 4.10%
8 WBIF 3.79%
9 LRGG 3.78%
10 CWS 3.78%
11 BELT 3.74%
12 NEWZ 3.73%
13 SXQG 3.39%
14 PWB 3.38%
15 HECO 3.24%
16 CZAR 3.21%
17 QOWZ 3.15%
18 XPND 3.12%
19 NBDS 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 Goldman Sachs Group Inc 2.81M (1.03%) -397.79K
Decreased by -14.15%
Sep 30, 24
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 8.39M (3.08%) 29.27K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 7.77M (2.85%) 52.45K
Increased by +0.67%
Feb 28, 25
3 Invesco QQQ Trust 5.79M (2.12%) -455.00
Decreased by -0.01%
Feb 28, 25
4 Fidelity 500 Index 3.49M (1.28%) 15.42K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 3.46M (1.27%) -25.74K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 3.31M (1.22%) 7.47K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 3.29M (1.21%) -165.00
Decreased by -0.01%
Feb 28, 25
8 Fidelity® 500 Index 3.26M (1.20%) 20.77K
Increased by +0.64%
Nov 30, 23
9 Vanguard Growth Index Investor 2.73M (1.00%) 2.04K
Increased by +0.07%
Feb 28, 25
10 The Technology Select Sector SPDR® ETF 2.19M (0.80%) -14.70K
Decreased by -0.67%
Feb 28, 25
11 Technology Select Sector SPDR® ETF 1.94M (0.71%) 2.16K
Increased by +0.11%
Apr 30, 24
12 Vanguard Information Technology ETF 1.74M (0.64%) 4.76K
Increased by +0.27%
Feb 28, 25
13 Vanguard Institutional Index I 1.74M (0.64%) -20.67K
Decreased by -1.19%
Feb 28, 25
14 Vanguard Dividend Appreciation ETF 1.55M (0.57%) 7.51K
Increased by +0.49%
Feb 28, 25
15 Vanguard Wellington™ Inv 1.51M (0.56%) 334.11K
Increased by +22.05%
Dec 31, 24
16 JPM US Large Cap Growth-MA 1.36M (0.50%) 1.24M
Increased by +90.71%
Sep 30, 23
17 JPMorgan Large Cap Growth I 1.36M (0.50%) 0.00
Increased by 0.00%
Jan 31, 25
18 State St S&P 500® Indx SL Cl III 1.36M (0.50%) 1.00K
Increased by +0.07%
Feb 28, 25
19 Vanguard Dividend Growth Inv 1.30M (0.48%) 36.01K
Increased by +2.77%
Dec 31, 24
20 Edgewood Growth Instl 1.24M (0.45%) -130.59K
Decreased by -10.54%
Dec 31, 24