Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNGD 9.95%
2 FNGO 9.95%
3 FNGU 9.95%
4 FNGS 9.89%
5 FNGA 8.58%
6 FNGB 8.58%
7 KNGS 5.43%
8 FNGG 4.71%
9 USSE 4.57%
10 UTRN 4.23%
11 AIFD 4.12%
12 TSEL 4.10%
13 TGN 4.06%
14 BIBL 4.03%
15 FNG 3.96%
16 NBDS 3.91%
17 SWAR 3.85%
18 SXQG 3.83%
19 RILA 3.79%
20 INNO 3.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.20M (9.34%) 190.43K
Increased by +0.99%
Dec 31, 24
2 BlackRock Inc 18.25M (8.88%) 1.16M
Increased by +6.36%
Dec 31, 24
3 State Street Corp 9.14M (4.45%) 63.22K
Increased by +0.69%
Dec 31, 24
4 State Street Corporation 8.72M (4.24%) 281.85K
Increased by +3.23%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 7.96M (3.87%) 509.47K
Increased by +6.40%
Dec 31, 24
6 JPMorgan Chase & Co 6.40M (3.12%) -6.49M
Decreased by -101.30%
Dec 31, 24
7 FMR Inc 5.88M (2.86%) 272.51K
Increased by +4.64%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 5.42M (2.64%) -350.74K
Decreased by -6.47%
Dec 31, 24
9 Pensionmark Financial Group, LLC 4.77M (2.32%) 4.77M
Increased by +99.98%
Sep 30, 24
10 Geode Capital Management, LLC 4.31M (2.10%) 100.67K
Increased by +2.33%
Dec 31, 24
11 Bank of America Corp 3.02M (1.47%) -24.17K
Decreased by -0.80%
Dec 31, 24
12 Wellington Management Company LLP 2.96M (1.44%) -213.91K
Decreased by -7.24%
Dec 31, 24
13 Franklin Resources Inc 2.85M (1.39%) -133.40K
Decreased by -4.68%
Dec 31, 24
14 UBS Asset Mgmt Americas Inc 2.65M (1.29%) 87.88K
Increased by +3.31%
Dec 31, 24
15 NORGES BANK 2.46M (1.20%) 153.39K
Increased by +6.25%
Dec 31, 24
16 Capital Research & Mgmt Co - Division 3 2.45M (1.19%) -895.64K
Decreased by -36.61%
Dec 31, 24
17 Edgewood Management LLC 2.37M (1.15%) -214.37K
Decreased by -9.04%
Sep 30, 24
18 Jennison Associates LLC 2.35M (1.14%) 348.19K
Increased by +14.80%
Dec 31, 24
19 Nuveen Asset Management, LLC 2.34M (1.14%) 109.29K
Increased by +4.66%
Dec 31, 24
20 Northern Trust Corp 2.26M (1.10%) 309.27K
Increased by +13.69%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.50M (3.16%) 22.72K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 5.71M (2.78%) 38.57K
Increased by +0.68%
Feb 28, 25
3 2ndVote Advisers Shareholders First 5.39M (2.62%) 0.00
Increased by 0.00%
Mar 31, 23
4 Fidelity 500 Index 2.57M (1.25%) 11.33K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 2.55M (1.24%) -17.08K
Decreased by -0.67%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 2.47M (1.20%) -19.28K
Decreased by -0.78%
Mar 31, 24
7 iShares Core S&P 500 ETF 2.42M (1.18%) -122.00
Decreased by -0.01%
Feb 28, 25
8 Fidelity® 500 Index 2.38M (1.16%) 15.13K
Increased by +0.64%
Nov 30, 23
9 Vanguard Growth Index Investor 2.11M (1.03%) 1.61K
Increased by +0.08%
Feb 28, 25
10 JPMorgan Large Cap Growth I 2.04M (0.99%) 0.00
Increased by 0.00%
Jan 31, 25
11 American Funds Growth Fund of Amer A 1.86M (0.91%) -216.84K
Decreased by -11.66%
Sep 30, 24
12 Capital Group Growth Fnd of Amer Comp 1.86M (0.91%) -216.84K
Decreased by -11.66%
Sep 30, 24
13 UBS HV Global Selections - Agg 1.81M (0.88%) 1.81M
Increased by +99.98%
Jun 30, 24
14 UBS HV Tax-Opt Global Selections - Agg 1.81M (0.88%) 1.81M
Increased by +100.00%
Jun 30, 24
15 UBS Tax-Opt Digital Transformation theme 1.81M (0.88%) 1.81M
Increased by +99.87%
Jun 30, 24
16 The Technology Select Sector SPDR® ETF 1.61M (0.78%) -10.79K
Decreased by -0.67%
Feb 28, 25
17 Technology Select Sector SPDR® ETF 1.41M (0.69%) 29.45K
Increased by +2.08%
Mar 31, 24
18 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 1.41M (0.69%) -76.21K
Decreased by -5.41%
Dec 31, 24
19 T. Rowe Price Blue Chip Growth 1.37M (0.67%) -39.30K
Decreased by -2.87%
Jan 31, 25
20 UBS: Global Equity 1.33M (0.65%) 71.95K
Increased by +5.40%
Sep 30, 24