Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 GEX 10.60%
3 UTRN 3.95%
4 RNDV 3.64%
5 KNGZ 3.64%
6 SOXX 3.23%
7 RNLC 3.10%
8 RISN 3.07%
9 XSD 2.90%
10 FTXL 2.83%
11 GFGF 2.82%
12 ARVR 2.77%
13 WBIG 2.76%
14 PSI 2.73%
15 SOXQ 2.65%
16 CVRD 2.46%
17 BOTT 2.43%
18 FTDS 2.13%
19 QTEC 2.11%
20 SSG 2.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.34M (12.99%) 316.54K
Increased by +0.46%
Sep 30, 24
2 JPMorgan Chase & Co 58.03M (11.03%) 23.68M
Increased by +40.80%
Sep 30, 24
3 BlackRock Inc 47.70M (9.07%) 2.01M
Increased by +4.21%
Sep 30, 24
4 State Street Corp 25.85M (4.91%) 358.74K
Increased by +1.39%
Sep 30, 24
5 State Street Corporation 24.99M (4.75%) -399.53K
Decreased by -1.60%
Mar 31, 24
6 T. Rowe Price Investment Management,Inc. 18.50M (3.52%) -41.86K
Decreased by -0.23%
Sep 30, 24
7 Aristotle Capital Management LLC 14.50M (2.76%) 69.91K
Increased by +0.48%
Sep 30, 24
8 Geode Capital Management, LLC 14.28M (2.71%) 32.35K
Increased by +0.23%
Sep 30, 24
9 Van Eck Associates Corporation 11.09M (2.11%) 3.13M
Increased by +28.23%
Dec 31, 24
10 Bank of America Corp 10.77M (2.05%) 1.99M
Increased by +18.51%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 9.69M (1.84%) -7.52M
Decreased by -77.59%
Sep 30, 24
12 Boston Partners Global Investors, Inc 9.68M (1.84%) 2.16M
Increased by +22.33%
Sep 30, 24
13 Amvescap Plc. 9.36M (1.78%) -3.71M
Decreased by -39.60%
Sep 30, 24
14 Dodge & Cox 8.69M (1.65%) -7.76M
Decreased by -89.33%
Mar 31, 24
15 Principal Financial Group Inc 8.35M (1.59%) -893.70K
Decreased by -10.70%
Sep 30, 24
16 Amundi 7.97M (1.52%) 393.69K
Increased by +4.94%
Sep 30, 24
17 Ameriprise Financial Inc 7.78M (1.48%) -844.60K
Decreased by -10.85%
Jun 30, 24
18 Fidelity International Ltd 7.22M (1.37%) 7.18M
Increased by +99.34%
Sep 30, 24
19 NORGES BANK 6.80M (1.29%) -658.92K
Decreased by -9.70%
Jun 30, 24
20 Northern Trust Corp 6.65M (1.26%) -255.55K
Decreased by -3.84%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.82M (3.20%) -57.77K
Decreased by -0.34%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 14.55M (2.77%) 123.32K
Increased by +0.85%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 11.55M (2.20%) 105.30K
Increased by +0.91%
Dec 31, 24
4 Invesco QQQ Trust 10.94M (2.08%) -48.83K
Decreased by -0.45%
Jan 30, 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 Mid-Cap Growth 8.00M (1.52%) -471.20K
Decreased by -5.89%
Dec 31, 24
7 T. Rowe Price US Mid-Cap Growth Equity 8.00M (1.52%) -963.10K
Decreased by -12.04%
Dec 31, 24
8 iShares Semiconductor ETF 7.85M (1.49%) -31.68K
Decreased by -0.40%
Jan 29, 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 6.67M (1.27%) 36.71K
Increased by +0.55%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 6.61M (1.26%) -316.00
Decreased by -0.00%
Jan 30, 25
12 JPM US Equity Income-Composite 6.43M (1.22%) 596.30K
Increased by +9.28%
Dec 31, 24
13 JPMorgan Equity Income I 6.43M (1.22%) -82.06K
Decreased by -1.28%
Dec 31, 24
14 SPDR® S&P 500 ETF Trust 6.40M (1.22%) 14.45K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 6.34M (1.21%) 40.37K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 6.27M (1.19%) -10.78K
Decreased by -0.17%
Jan 29, 25
17 Dodge & Cox Stock I 6.10M (1.16%) -5.38M
Decreased by -88.22%
Mar 31, 24
18 VanEck Morningstar Wide Moat 5.69M (1.08%) 3.21M
Increased by +56.40%
Dec 31, 24
19 VanEck Morningstar Wide Moat ETF 5.59M (1.06%) 0.00
Increased by 0.00%
Jan 30, 25
20 Principal Aligned MidCap Equity 5.42M (1.03%) 972.01K
Increased by +17.92%
Dec 31, 24