Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 7.34%
2 PSP 4.96%
3 JHAC 3.98%
4 BAFE 3.94%
5 UTRN 3.89%
6 GABF 3.87%
7 NEWZ 3.69%
8 GGRW 3.64%
9 TIME 2.94%
10 RPG 2.56%
11 EQOP 2.48%
12 BLCR 2.37%
13 GVIP 2.34%
14 SAEF 2.17%
15 GURU 2.13%
16 BGRO 1.83%
17 WBIL 1.81%
18 AMOM 1.71%
19 KCE 1.69%
20 IWFG 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.69M (8.35%) 441.82K
Increased by +0.78%
Dec 31, 24
2 BlackRock Inc 46.95M (6.91%) 2.79M
Increased by +5.95%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 35.17M (5.18%) -4.60M
Decreased by -13.08%
Dec 31, 24
4 State Street Corp 27.49M (4.05%) 783.37K
Increased by +2.85%
Dec 31, 24
5 Wellington Management Company LLP 21.94M (3.23%) -1.49M
Decreased by -6.78%
Dec 31, 24
6 JPMorgan Chase & Co 20.52M (3.02%) -21.69M
Decreased by -105.73%
Dec 31, 24
7 Massachusetts Financial Services Company 19.08M (2.81%) 2.39M
Increased by +12.53%
Mar 31, 25
8 Capital World Investors 18.86M (2.78%) -8.37K
Decreased by -0.04%
Dec 31, 24
9 Principal Financial Group Inc 18.38M (2.71%) -549.10K
Decreased by -2.99%
Mar 31, 25
10 Geode Capital Management, LLC 14.05M (2.07%) 458.05K
Increased by +3.26%
Dec 31, 24
11 State Street Corporation 13.52M (1.99%) 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 (1.72%) -1.36M
Decreased by -11.65%
Dec 31, 24
14 Valueact Holdings, L.p. 11.42M (1.68%) -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 (1.57%) -10.07M
Decreased by -94.34%
Mar 31, 24
17 Akre Capital Management, LLC 10.28M (1.51%) -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 (1.42%) -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 US Total Market Shares ETF 21.07M (3.10%) 17.30K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 21.05M (3.10%) 40.02K
Increased by +0.19%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 18.76M (2.76%) 38.20K
Increased by +0.20%
Mar 31, 25
4 American Funds Growth Fund of Amer A 15.17M (2.23%) -3.00M
Decreased by -19.76%
Mar 31, 25
5 Capital Group Growth Fnd of Amer Comp 15.17M (2.23%) -3.00M
Decreased by -19.76%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 9.90M (1.46%) -10.98K
Decreased by -0.11%
Apr 30, 24
7 Principal Aligned MidCap Equity 9.37M (1.38%) -192.11K
Decreased by -2.05%
Mar 31, 25
8 Principal MidCap R5 9.36M (1.38%) 343.43K
Increased by +3.67%
Mar 31, 25
9 Akre Focus Instl 8.54M (1.26%) -1.38M
Decreased by -16.18%
Jan 31, 25
10 Fidelity 500 Index 8.47M (1.25%) 14.61K
Increased by +0.17%
Mar 31, 25
11 SPDR® S&P 500 ETF 8.40M (1.24%) -123.07K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF 8.19M (1.21%) 6.75K
Increased by +0.08%
Apr 30, 25
13 SPDR® S&P 500® ETF Trust 8.17M (1.20%) -42.88K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 8.00M (1.18%) -7.96K
Decreased by -0.10%
Apr 29, 25
15 Vanguard Wellington™ Inv 7.34M (1.08%) -154.90K
Decreased by -2.11%
Dec 31, 24
16 JPMorgan Large Cap Growth I 7.08M (1.04%) 0.00
Increased by 0.00%
Mar 31, 25
17 Capital Group Fundamental Invtrs Comp 7.00M (1.03%) -625.47K
Decreased by -8.94%
Mar 31, 24
18 American Funds Fundamental Invs A 7.00M (1.03%) -3.18K
Decreased by -0.05%
Jun 30, 24
19 MFS Large Cap Value Equity 6.93M (1.02%) 1.55M
Increased by +22.33%
Mar 31, 25
20 MFS Value A 6.93M (1.02%) 1.24M
Increased by +17.84%
Mar 31, 25