Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 5.78%
2 WBIL 5.32%
3 LSGR 4.46%
4 FTXG 4.03%
5 UTRN 3.88%
6 LSAT 3.53%
7 PSL 3.25%
8 RHS 2.81%
9 RSPS 2.79%
10 LIVR 2.59%
11 XLP 2.52%
12 FTCS 2.44%
13 DVOL 2.42%
14 SMRI 2.36%
15 KONG 2.27%
16 GFGF 2.26%
17 PKW 2.09%
18 QQQG 2.02%
19 CGMM 1.95%
20 IYK 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 63.64M (9.21%) -202.04K
Decreased by -0.32%
Dec 31, 24
2 BlackRock Inc 51.65M (7.48%) 999.76K
Increased by +1.94%
Dec 31, 24
3 AllianceBernstein L.P. 40.33M (5.84%) -8.74M
Decreased by -21.67%
Dec 31, 24
4 State Street Corp 33.79M (4.89%) 46.53K
Increased by +0.14%
Dec 31, 24
5 State Street Corporation 33.47M (4.84%) -21.63K
Decreased by -0.06%
Mar 31, 24
6 Loomis, Sayles & Company LP 26.41M (3.82%) -729.36K
Decreased by -2.76%
Dec 31, 24
7 JPMorgan Chase & Co 22.62M (3.27%) -46.20M
Decreased by -204.28%
Dec 31, 24
8 HHG PLC 22.39M (3.24%) -168.97K
Decreased by -0.75%
Dec 31, 24
9 Capital World Investors 20.16M (2.92%) -2.46M
Decreased by -12.22%
Dec 31, 24
10 Wellington Management Company LLP 19.13M (2.77%) 1.03M
Increased by +5.40%
Mar 31, 24
11 FMR Inc 18.60M (2.69%) -3.58M
Decreased by -19.26%
Dec 31, 24
12 Geode Capital Management, LLC 17.11M (2.48%) 1.38M
Increased by +8.09%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 16.42M (2.38%) 1.07M
Increased by +6.52%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 15.72M (2.27%) -1.52M
Decreased by -9.70%
Dec 31, 23
15 Bank of America Corp 11.15M (1.61%) -1.87M
Decreased by -16.73%
Dec 31, 24
16 ClearBridge Advisors, LLC 10.94M (1.58%) -647.82K
Decreased by -5.92%
Dec 31, 24
17 Goldman Sachs Group Inc 10.55M (1.53%) 5.32M
Increased by +50.44%
Dec 31, 23
18 Capital Research Global Investors 9.81M (1.42%) -688.40K
Decreased by -7.02%
Jun 30, 24
19 Amvescap Plc. 8.59M (1.24%) 734.41K
Increased by +8.55%
Dec 31, 24
20 Ninety One UK Limited 8.56M (1.24%) -14.69K
Decreased by -0.17%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 21.44M (3.10%) 31.79K
Increased by +0.15%
Feb 28, 25
2 Invesco QQQ Trust 20.04M (2.90%) -17.39K
Decreased by -0.09%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 19.42M (2.81%) 139.69K
Increased by +0.72%
Feb 28, 25
4 AllianceBernstein US L/C Growth Eqty MF 14.90M (2.16%) -225.91K
Decreased by -1.52%
Jan 31, 25
5 JPM US Large Cap Growth-MA 14.46M (2.09%) 13.19M
Increased by +91.26%
Sep 30, 23
6 AB Large Cap Growth A 10.21M (1.48%) -119.21K
Decreased by -1.17%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 8.91M (1.29%) -69.36K
Decreased by -0.78%
Mar 31, 24
8 Fidelity 500 Index 8.77M (1.27%) 39.05K
Increased by +0.45%
Feb 28, 25
9 Fidelity® 500 Index 8.67M (1.25%) 55.15K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 8.54M (1.24%) 24.72K
Increased by +0.29%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 8.48M (1.23%) -44.39K
Decreased by -0.52%
Mar 31, 25
12 Janus Concentrated Growth CF 7.99M (1.16%) 0.00
Increased by 0.00%
Dec 31, 24
13 Janus Henderson Forty S 7.99M (1.16%) 0.00
Increased by 0.00%
Jan 31, 25
14 Vanguard Growth Index Investor 7.35M (1.06%) 6.60K
Increased by +0.09%
Feb 28, 25
15 American Funds New Perspective A 7.21M (1.04%) 503.52K
Increased by +6.98%
Dec 31, 24
16 Capital Group New Perspective Comp 7.21M (1.04%) 503.52K
Increased by +6.98%
Dec 31, 24
17 The Consumer Staples Sel SectSPDR® ETF 7.11M (1.03%) 8.70K
Increased by +0.12%
Mar 31, 25
18 Loomis Sayles Growth Y 6.52M (0.94%) 13.44K
Increased by +0.21%
Feb 28, 25
19 CREF Growth R1 6.01M (0.87%) 0.00
Increased by 0.00%
Jun 30, 24
20 Fidelity® Magellan® 5.64M (0.82%) 242.37K
Increased by +4.30%
Nov 30, 23