Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 PQLC 39.91%
3 LGHT 17.18%
4 IHI 17.01%
5 BOTZ 11.51%
6 EKG 9.09%
7 IGPT 6.84%
8 GDOC 6.64%
9 NBDS 5.86%
10 BIBL 5.61%
11 BMED 5.46%
12 QQQA 5.28%
13 FMED 5.00%
14 PINK 4.94%
15 PTH 4.91%
16 SAMM 4.70%
17 BELT 4.61%
18 PSJ 4.36%
19 SXQG 4.29%
20 UTRN 4.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.85M (9.00%) 250.26K
Increased by +0.79%
Sep 30, 24
2 BlackRock Inc 30.19M (8.53%) 67.85K
Increased by +0.22%
Sep 30, 24
3 State Street Corporation 15.13M (4.27%) 171.58K
Increased by +1.13%
Mar 31, 24
4 State Street Corp 15.05M (4.25%) 210.36K
Increased by +1.40%
Sep 30, 24
5 T. Rowe Price Associates, Inc. 14.60M (4.12%) -1.25M
Decreased by -8.54%
Sep 30, 24
6 FMR Inc 10.97M (3.10%) 838.79K
Increased by +7.65%
Sep 30, 24
7 JPMorgan Chase & Co 10.00M (2.82%) 1.08M
Increased by +10.77%
Sep 30, 24
8 Geode Capital Management, LLC 7.51M (2.12%) 143.44K
Increased by +1.91%
Sep 30, 24
9 Capital World Investors 7.41M (2.09%) 63.91K
Increased by +0.86%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 5.58M (1.58%) -5.83M
Decreased by -104.40%
Sep 30, 24
11 Bank of New York Mellon Corp 5.39M (1.52%) -284.63K
Decreased by -5.28%
Sep 30, 24
12 Goldman Sachs Group Inc 5.24M (1.48%) 3.01M
Increased by +57.41%
Dec 31, 23
13 Fisher Asset Management, LLC 4.78M (1.35%) 86.21K
Increased by +1.80%
Sep 30, 24
14 Franklin Resources Inc 4.43M (1.25%) -83.70K
Decreased by -1.89%
Sep 30, 24
15 NORGES BANK 4.41M (1.25%) 521.71K
Increased by +11.82%
Jun 30, 24
16 AllianceBernstein L.P. 4.39M (1.24%) -2.41M
Decreased by -55.03%
Sep 30, 24
17 Edgewood Management LLC 3.97M (1.12%) -78.68K
Decreased by -1.98%
Jun 30, 24
18 Amvescap Plc. 3.85M (1.09%) 187.37K
Increased by +4.86%
Sep 30, 24
19 Baillie Gifford & Co Limited. 3.85M (1.09%) 24.18K
Increased by +0.63%
Sep 30, 24
20 Bank of America Corp 3.76M (1.06%) 249.52K
Increased by +6.64%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 64.03M (18.08%) 64.03M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 11.16M (3.15%) -7.21K
Decreased by -0.06%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 9.65M (2.72%) 108.78K
Increased by +1.13%
Dec 31, 24
4 Invesco QQQ Trust 7.22M (2.04%) 76.43K
Increased by +1.06%
Dec 31, 24
5 AF High Growth (AFRIS) 4.87M (1.37%) 4.87M
Increased by +100.00%
Feb 29, 24
6 American Funds Growth Fund of Amer A 4.77M (1.35%) 629.23K
Increased by +13.21%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 4.48M (1.26%) 51.62K
Increased by +1.15%
Dec 31, 24
8 Fidelity 500 Index 4.38M (1.24%) 29.78K
Increased by +0.68%
Nov 30, 24
9 iShares Core S&P 500 ETF 4.18M (1.18%) 2.94K
Increased by +0.07%
Dec 31, 24
10 SPDR® S&P 500 ETF Trust 4.16M (1.18%) 9.40K
Increased by +0.23%
Apr 30, 24
11 Capital Group Growth Fnd of Amer Comp 4.14M (1.17%) 435.19K
Increased by +10.52%
Sep 30, 24
12 Fidelity® 500 Index 4.09M (1.16%) 26.05K
Increased by +0.64%
Nov 30, 23
13 JPMorgan Large Cap Growth I 3.89M (1.10%) 0.00
Increased by 0.00%
Nov 30, 24
14 Vanguard Growth Index Investor 3.63M (1.03%) -5.36K
Decreased by -0.15%
Dec 31, 24
15 The Health Care Select Sector SPDR® ETF 2.57M (0.73%) 2.92K
Increased by +0.11%
Dec 31, 24
16 Health Care Select Sector SPDR® ETF 2.57M (0.73%) -3.33K
Decreased by -0.13%
Apr 30, 24
17 American Funds New Perspective A 2.31M (0.65%) 0.00
Increased by 0.00%
Dec 31, 24
18 Capital Group New Perspective Comp 2.31M (0.65%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Institutional Index I 2.25M (0.63%) 2.63K
Increased by +0.12%
Dec 31, 24
20 Global Balanced (AFRIS) 2.23M (0.63%) 2.23M
Increased by +100.00%
Feb 29, 24