Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 GEX 10.60%
3 UTRN 3.95%
4 SOXX 3.65%
5 RNDV 3.22%
6 KNGZ 3.21%
7 FTXL 3.17%
8 RNLC 3.10%
9 SOXQ 2.95%
10 GFGF 2.82%
11 XSD 2.79%
12 WBIG 2.76%
13 PSI 2.73%
14 SOXL 2.70%
15 ARVR 2.65%
16 RISN 2.47%
17 BOTT 2.43%
18 CVRD 2.26%
19 QTEC 2.23%
20 FTDS 2.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.91M (13.10%) 569.70K
Increased by +0.83%
Dec 31, 24
2 BlackRock Inc 49.83M (9.47%) 2.13M
Increased by +4.27%
Dec 31, 24
3 State Street Corp 27.72M (5.27%) 1.87M
Increased by +6.74%
Dec 31, 24
4 State Street Corporation 24.99M (4.75%) -399.53K
Decreased by -1.60%
Mar 31, 24
5 JPMorgan Chase & Co 23.78M (4.52%) -34.25M
Decreased by -144.05%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 16.48M (3.13%) -2.02M
Decreased by -12.24%
Dec 31, 24
7 Aristotle Capital Management LLC 14.04M (2.67%) -455.96K
Decreased by -3.25%
Dec 31, 24
8 Geode Capital Management, LLC 13.34M (2.54%) -934.95K
Decreased by -7.01%
Dec 31, 24
9 Van Eck Associates Corporation 11.09M (2.11%) 3.13M
Increased by +28.23%
Dec 31, 24
10 Amvescap Plc. 10.25M (1.95%) 890.82K
Increased by +8.69%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 9.89M (1.88%) 198.86K
Increased by +2.01%
Dec 31, 24
12 Dodge & Cox 8.69M (1.65%) -7.76M
Decreased by -89.33%
Mar 31, 24
13 UBS Group AG 8.15M (1.55%) 4.88M
Increased by +59.88%
Dec 31, 24
14 Amundi 8.13M (1.54%) 155.31K
Increased by +1.91%
Dec 31, 24
15 Boston Partners Global Investors, Inc 7.93M (1.51%) -1.75M
Decreased by -22.11%
Dec 31, 24
16 NORGES BANK 7.89M (1.50%) 1.10M
Increased by +13.90%
Dec 31, 24
17 Fidelity International Ltd 7.88M (1.50%) 653.71K
Increased by +8.30%
Dec 31, 24
18 Ameriprise Financial Inc 7.78M (1.48%) -844.60K
Decreased by -10.85%
Jun 30, 24
19 Principal Financial Group Inc 7.64M (1.45%) -714.17K
Decreased by -9.35%
Dec 31, 24
20 Northern Trust Corp 6.96M (1.32%) 311.80K
Increased by +4.48%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.94M (3.22%) 61.62K
Increased by +0.36%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 14.90M (2.83%) 99.68K
Increased by +0.67%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 11.60M (2.20%) 50.44K
Increased by +0.43%
Feb 28, 25
4 Invesco QQQ Trust 11.11M (2.11%) -872.00
Decreased by -0.01%
Feb 28, 25
5 Nomura US Value Strategy Mother Fund 9.58M (1.82%) 9.58M
Increased by +100.00%
Apr 27, 23
6 T. Rowe Price US Mid-Cap Growth Equity 8.00M (1.52%) -963.10K
Decreased by -12.04%
Dec 31, 24
7 T. Rowe Price Mid-Cap Growth 7.50M (1.43%) -503.10K
Decreased by -6.71%
Jan 31, 25
8 iShares Semiconductor ETF 7.45M (1.42%) 44.36K
Increased by +0.60%
Feb 28, 25
9 Fidelity Global Technology A-Dis-EUR 6.91M (1.31%) -356.54K
Decreased by -5.16%
Dec 31, 24
10 Fidelity 500 Index 6.70M (1.27%) 29.55K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 6.64M (1.26%) -49.30K
Decreased by -0.74%
Feb 28, 25
12 JPM US Equity Income-Composite 6.43M (1.22%) 596.30K
Increased by +9.28%
Dec 31, 24
13 SPDR® S&P 500 ETF Trust 6.40M (1.22%) 14.45K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 6.34M (1.21%) 40.37K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 6.31M (1.20%) -317.00
Decreased by -0.01%
Feb 28, 25
16 Dodge & Cox Stock I 6.10M (1.16%) -5.38M
Decreased by -88.22%
Mar 31, 24
17 VanEck Morningstar Wide Moat 5.69M (1.08%) 3.21M
Increased by +56.40%
Dec 31, 24
18 JPMorgan Equity Income I 5.64M (1.07%) -785.58K
Decreased by -13.92%
Jan 31, 25
19 VanEck Morningstar Wide Moat ETF 5.48M (1.04%) -10.42K
Decreased by -0.19%
Feb 28, 25
20 Principal Aligned MidCap Equity 5.42M (1.03%) 972.01K
Increased by +17.92%
Dec 31, 24