Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKFF 5.87%
2 MISL 4.05%
3 PPA 4.04%
4 UTRN 4.01%
5 XAR 3.92%
6 ROKT 3.92%
7 NATO 3.80%
8 OCFS 3.62%
9 SHLD 3.20%
10 DFEN 2.99%
11 LBAY 2.94%
12 GCAD 2.55%
13 UFO 2.37%
14 SAMT 2.27%
15 BLCV 2.24%
16 XKFS 2.01%
17 QDIV 1.67%
18 FITE 1.64%
19 TEQI 1.56%
20 TVAL 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.28M (12.42%) 401.17K
Increased by +1.72%
Dec 31, 24
2 BlackRock Inc 17.63M (9.40%) 381.94K
Increased by +2.17%
Dec 31, 24
3 Capital World Investors 10.65M (5.68%) -547.91K
Decreased by -5.15%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 9.65M (5.15%) -149.77K
Decreased by -1.55%
Dec 31, 24
5 State Street Corp 8.87M (4.73%) 257.36K
Increased by +2.90%
Dec 31, 24
6 State Street Corporation 8.69M (4.64%) -531.42K
Decreased by -6.11%
Mar 31, 24
7 Wells Fargo & Co 5.11M (2.73%) -45.43K
Decreased by -0.89%
Dec 31, 24
8 Geode Capital Management, LLC 4.79M (2.55%) 53.79K
Increased by +1.12%
Dec 31, 24
9 Wellington Management Company LLP 4.57M (2.44%) -238.14K
Decreased by -5.21%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 3.57M (1.91%) -23.30K
Decreased by -0.65%
Dec 31, 24
11 Bank of New York Mellon Corp 3.21M (1.71%) -420.10K
Decreased by -13.07%
Dec 31, 24
12 FMR Inc 2.26M (1.21%) 233.97K
Increased by +10.34%
Dec 31, 24
13 Amvescap Plc. 2.24M (1.19%) 522.86K
Increased by +23.39%
Dec 31, 24
14 MIZUHO MARKETS AMERICAS LLC 2.20M (1.18%) 2.00M
Increased by +90.83%
Dec 31, 23
15 Ameriprise Financial Inc 2.14M (1.14%) 349.40K
Increased by +16.32%
Sep 30, 24
16 Allspring Global Investments Holdings, LLC 2.01M (1.07%) -30.39K
Decreased by -1.51%
Dec 31, 24
17 ClearBridge Advisors, LLC 1.98M (1.06%) -75.88K
Decreased by -3.82%
Dec 31, 24
18 Bank of America Corp 1.81M (0.96%) 72.09K
Increased by +3.99%
Dec 31, 24
19 HHG PLC 1.71M (0.91%) -273.71K
Decreased by -16.04%
Sep 30, 24
20 Northern Trust Corp 1.63M (0.87%) 116.27K
Increased by +7.13%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.98M (3.19%) 20.75K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 5.26M (2.81%) 34.32K
Increased by +0.65%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 4.10M (2.19%) 17.60K
Increased by +0.43%
Feb 28, 25
4 American Funds Washington Mutual A 3.83M (2.04%) -237.51K
Decreased by -6.20%
Dec 31, 24
5 Capital Group Wash Mutual Invtrs Comp 3.83M (2.04%) -237.51K
Decreased by -6.20%
Dec 31, 24
6 Vanguard Equity-Income Inv 2.44M (1.30%) 140.15K
Increased by +5.74%
Dec 31, 24
7 Fidelity 500 Index 2.36M (1.26%) 10.44K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 2.35M (1.25%) -17.32K
Decreased by -0.74%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 2.23M (1.19%) -4.86K
Decreased by -0.22%
Apr 30, 24
10 iShares Core S&P 500 ETF 2.23M (1.19%) -112.00
Decreased by -0.01%
Feb 28, 25
11 Fidelity® 500 Index 2.20M (1.18%) 14.03K
Increased by +0.64%
Nov 30, 23
12 American Funds American Balanced A 2.17M (1.16%) 0.00
Increased by 0.00%
Dec 31, 24
13 Allspring Special Mid Cap Value Inst 1.78M (0.95%) 211.40K
Increased by +11.88%
Feb 28, 25
14 BlackRock Equity Dividend Instl 1.77M (0.94%) -24.46K
Decreased by -1.38%
Feb 28, 25
15 Vanguard Value Index Inv 1.64M (0.87%) 11.63K
Increased by +0.71%
Feb 28, 25
16 Allspring Mid Value SMA 1.52M (0.81%) 1.52M
Increased by +99.99%
Dec 31, 24
17 Allspring Special US Mid Cap Value Eq 1.52M (0.81%) 0.00
Increased by 0.00%
Dec 31, 24
18 American Funds Income Fund of Amer A 1.39M (0.74%) 0.00
Increased by 0.00%
Dec 31, 24
19 Janus Inst Mid Cap Growth CF 1.37M (0.73%) 0.00
Increased by 0.00%
Jun 30, 24
20 American Funds IS® Asset Allocation 1 1.35M (0.72%) 0.00
Increased by 0.00%
Dec 31, 23