Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 7.34%
2 PSP 4.82%
3 JHAC 3.98%
4 UTRN 3.89%
5 GGRW 3.72%
6 NEWZ 3.69%
7 BAFE 3.66%
8 RPG 2.56%
9 SAEF 2.52%
10 EQOP 2.48%
11 BLCR 2.37%
12 GABF 2.35%
13 GVIP 2.34%
14 GURU 2.13%
15 AMOM 1.92%
16 WBIL 1.81%
17 KCE 1.67%
18 IWFG 1.64%
19 BGRO 1.59%
20 GFGF 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.69M (8.38%) 441.82K
Increased by +0.78%
Dec 31, 24
2 BlackRock Inc 46.95M (6.94%) 2.79M
Increased by +5.95%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 35.17M (5.20%) -4.60M
Decreased by -13.08%
Dec 31, 24
4 State Street Corp 27.49M (4.06%) 783.37K
Increased by +2.85%
Dec 31, 24
5 Wellington Management Company LLP 21.94M (3.24%) -1.49M
Decreased by -6.78%
Dec 31, 24
6 JPMorgan Chase & Co 20.52M (3.03%) -21.69M
Decreased by -105.73%
Dec 31, 24
7 Principal Financial Group Inc 18.93M (2.80%) -1.76M
Decreased by -9.29%
Dec 31, 24
8 Capital World Investors 18.86M (2.79%) -8.37K
Decreased by -0.04%
Dec 31, 24
9 Massachusetts Financial Services Company 16.69M (2.47%) -118.06K
Decreased by -0.71%
Dec 31, 24
10 Geode Capital Management, LLC 14.05M (2.08%) 458.05K
Increased by +3.26%
Dec 31, 24
11 State Street Corporation 13.52M (2.00%) 54.18K
Increased by +0.40%
Mar 31, 24
12 FMR Inc 12.00M (1.77%) 752.06K
Increased by +6.27%
Dec 31, 24
13 Amvescap Plc. 11.67M (1.73%) -1.36M
Decreased by -11.65%
Dec 31, 24
14 Valueact Holdings, L.p. 11.42M (1.69%) -9.11M
Decreased by -79.80%
Sep 30, 23
15 Brown Advisory Holdings Inc 10.83M (1.60%) -422.09K
Decreased by -3.90%
Dec 31, 24
16 Harris Associates L.P. 10.68M (1.58%) -10.07M
Decreased by -94.34%
Mar 31, 24
17 Akre Capital Management, LLC 10.28M (1.52%) -1.11M
Decreased by -10.80%
Dec 31, 24
18 NORGES BANK 9.70M (1.43%) 1.34M
Increased by +13.85%
Dec 31, 24
19 Bank of America Corp 9.66M (1.43%) -294.92K
Decreased by -3.05%
Dec 31, 24
20 Millennium Management LLC 9.16M (1.35%) -215.73K
Decreased by -2.35%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 21.01M (3.11%) 72.46K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 18.72M (2.77%) 126.83K
Increased by +0.68%
Feb 28, 25
3 American Funds Growth Fund of Amer A 18.17M (2.69%) -948.24K
Decreased by -5.22%
Dec 31, 24
4 Capital Group Growth Fnd of Amer Comp 18.17M (2.69%) -948.24K
Decreased by -5.22%
Dec 31, 24
5 American Funds Washington Mutual A 10.95M (1.62%) -1.58M
Decreased by -14.46%
Dec 31, 24
6 Capital Group Wash Mutual Invtrs Comp 10.95M (1.62%) -1.58M
Decreased by -14.46%
Dec 31, 24
7 Akre Focus Instl 9.92M (1.47%) -1.30M
Decreased by -13.08%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 9.90M (1.46%) -10.98K
Decreased by -0.11%
Apr 30, 24
9 Principal Aligned MidCap Equity 9.57M (1.41%) -704.00K
Decreased by -7.36%
Dec 31, 24
10 JPMorgan Large Cap Growth I 9.48M (1.40%) 264.41K
Increased by +2.79%
Jan 31, 25
11 Principal MidCap R5 9.02M (1.33%) -195.19K
Decreased by -2.16%
Feb 28, 25
12 Fidelity 500 Index 8.42M (1.24%) 37.14K
Increased by +0.44%
Jan 31, 25
13 SPDR® S&P 500® ETF Trust 8.34M (1.23%) -61.93K
Decreased by -0.74%
Feb 28, 25
14 iShares Core S&P 500 ETF 7.93M (1.17%) -398.00
Decreased by -0.01%
Feb 28, 25
15 Vanguard Wellington™ Inv 7.34M (1.08%) -154.90K
Decreased by -2.11%
Dec 31, 24
16 Capital Group Fundamental Invtrs Comp 7.00M (1.03%) -625.47K
Decreased by -8.94%
Mar 31, 24
17 American Funds Fundamental Invs A 7.00M (1.03%) -3.18K
Decreased by -0.05%
Jun 30, 24
18 Oakmark Investor 5.93M (0.88%) -1.75M
Decreased by -29.51%
Dec 31, 23
19 MFS Growth Equity 5.85M (0.86%) 265.63K
Increased by +4.54%
Dec 31, 24
20 Vanguard Value Index Inv 5.75M (0.85%) 38.70K
Increased by +0.67%
Feb 28, 25