Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.83%
2 FINX 3.39%
3 NEWZ 3.35%
4 KONG 3.34%
5 VSDA 2.72%
6 GFGF 2.38%
7 IPAY 2.03%
8 SMCO 2.01%
9 RSPF 1.47%
10 QMID 1.39%
11 RYF 1.36%
12 HUSV 1.36%
13 SMAP 1.26%
14 TPHD 1.11%
15 TPHE 1.11%
16 QQJG 1.10%
17 SPLV 1.06%
18 ALTL 1.06%
19 IGTR 1.06%
20 DTEC 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.81M (12.18%) 157.36K
Increased by +1.79%
Dec 31, 24
2 BlackRock Inc 6.13M (8.47%) -25.57K
Decreased by -0.42%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 4.69M (6.48%) 1.34M
Increased by +28.53%
Dec 31, 24
4 State Street Corp 4.02M (5.56%) 47.33K
Increased by +1.18%
Dec 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 4.01M (5.55%) -12.19K
Decreased by -0.30%
Dec 31, 24
6 State Street Corporation 3.83M (5.30%) 674.70K
Increased by +17.60%
Mar 31, 24
7 Apg All Pensions Group 2.29M (3.16%) -1.48M
Decreased by -64.86%
Dec 31, 24
8 Amvescap Plc. 2.05M (2.83%) 471.51K
Increased by +22.99%
Dec 31, 24
9 Geode Capital Management, LLC 1.99M (2.75%) 24.71K
Increased by +1.24%
Dec 31, 24
10 Atlantic Trust Group, LLC 1.94M (2.68%) 664.00
Increased by +0.03%
Dec 31, 24
11 Mackenzie Investments 1.67M (2.31%) 991.08K
Increased by +59.33%
Dec 31, 24
12 JPMorgan Chase & Co 1.52M (2.11%) -2.06M
Decreased by -135.19%
Dec 31, 24
13 Goldman Sachs Group Inc 1.41M (1.95%) 877.06K
Increased by +62.15%
Dec 31, 23
14 Wells Fargo & Co 1.34M (1.85%) -16.51K
Decreased by -1.24%
Dec 31, 24
15 Mitsubishi UFJ Asset Management Co.,Ltd 1.32M (1.82%) 643.70K
Increased by +48.81%
Dec 31, 24
16 Amundi 1.05M (1.46%) -141.06K
Decreased by -13.38%
Dec 31, 23
17 Handelsbanken Fonder AB 925.40K (1.28%) 61.60K
Increased by +6.66%
Dec 31, 24
18 Northern Trust Corp 788.86K (1.09%) 71.30K
Increased by +9.04%
Dec 31, 24
19 Nordea Investment Mgmt Bank Demark A/s 780.32K (1.08%) 263.02K
Increased by +33.71%
Dec 31, 24
20 Bank of New York Mellon Corp 706.05K (0.98%) 70.54K
Increased by +9.99%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.30M (3.17%) 3.28K
Increased by +0.14%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 2.02M (2.80%) 15.37K
Increased by +0.76%
Feb 28, 25
3 Vanguard Small Cap Index 1.86M (2.57%) 1.51K
Increased by +0.08%
Feb 28, 25
4 MS INVF Global Brands A 1.17M (1.62%) 601.80K
Increased by +51.49%
Dec 31, 24
5 Morgan Stanley Glbl Franchise 1.17M (1.62%) 569.04K
Increased by +48.68%
Dec 31, 24
6 Eaton Vance Atlanta Capital SMID-Cap I 1.08M (1.49%) 239.80K
Increased by +22.27%
Jan 31, 25
7 Vanguard Small Cap Growth Index Inv 1.05M (1.45%) -4.76K
Decreased by -0.45%
Feb 28, 25
8 Fidelity 500 Index 909.70K (1.26%) 4.01K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 903.71K (1.25%) -6.71K
Decreased by -0.74%
Feb 28, 25
10 JPMorgan Equity Premium Income ETF 898.76K (1.24%) 1.52K
Increased by +0.17%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 859.55K (1.19%) -1.85K
Decreased by -0.22%
Apr 30, 24
12 iShares Core S&P 500 ETF 856.06K (1.18%) -43.00
Decreased by -0.01%
Feb 28, 25
13 Invesco S&P 500® Equal Weight ETF 853.13K (1.18%) 940.00
Increased by +0.11%
Feb 28, 25
14 Fidelity® 500 Index 849.20K (1.17%) 5.40K
Increased by +0.64%
Nov 30, 23
15 Vanguard Mid Cap Index Institutional 791.54K (1.09%) -22.24K
Decreased by -2.81%
Mar 31, 24
16 MS INVF Global Brands A USD 628.69K (0.87%) -12.32K
Decreased by -1.96%
Jun 30, 24
17 SPDR® S&P Dividend ETF 593.73K (0.82%) -597.00
Decreased by -0.10%
Feb 28, 25
18 Handelsbanken Global Tema (A1 SEK) 583.00K (0.81%) 50.00K
Increased by +8.58%
Feb 28, 25
19 The Financial Select Sector SPDR® ETF 547.30K (0.76%) 650.00
Increased by +0.12%
Feb 28, 25
20 Invesco Global Multi Cap Growth 523.79K (0.72%) 0.00
Increased by 0.00%
Jun 30, 24