Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 TRFK 8.71%
3 TDIV 8.29%
4 SWAR 6.01%
5 ILDR 5.44%
6 QLTY 5.01%
7 FIVG 4.77%
8 XAIX 4.34%
9 SIXG 4.33%
10 LSGR 4.31%
11 CLDL 4.27%
12 UTRN 4.15%
13 FMCX 4.12%
14 XPND 4.00%
15 TECB 3.92%
16 JTEK 3.81%
17 TADS 3.81%
18 CLOD 3.79%
19 EQOP 3.78%
20 SKYY 3.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 155.12M (9.59%) 1.96M
Increased by +1.27%
Sep 30, 24
2 BlackRock Inc 128.60M (7.95%) 4.52M
Increased by +3.51%
Jun 30, 24
3 State Street Corp 70.44M (4.36%) 1.85M
Increased by +2.62%
Sep 30, 24
4 State Street Corporation 67.61M (4.18%) 1.65M
Increased by +2.43%
Mar 31, 24
5 JPMorgan Chase & Co 41.83M (2.59%) 1.84M
Increased by +4.39%
Sep 30, 24
6 FMR Inc 37.85M (2.34%) -2.19M
Decreased by -5.79%
Sep 30, 24
7 Geode Capital Management, LLC 35.19M (2.18%) 885.04K
Increased by +2.51%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 22.42M (1.39%) -20.70M
Decreased by -92.32%
Sep 30, 24
9 Franklin Resources Inc 18.48M (1.14%) 2.41M
Increased by +13.03%
Sep 30, 24
10 Loomis, Sayles & Company LP 18.24M (1.13%) -788.06K
Decreased by -4.32%
Sep 30, 24
11 Fisher Asset Management, LLC 17.90M (1.11%) 310.71K
Increased by +1.74%
Sep 30, 24
12 Northern Trust Corp 17.44M (1.08%) -2.24K
Decreased by -0.01%
Sep 30, 24
13 Goldman Sachs Group Inc 16.09M (1.00%) 1.70M
Increased by +10.55%
Sep 30, 24
14 Bank of America Corp 16.05M (0.99%) 487.52K
Increased by +3.04%
Sep 30, 24
15 HHG PLC 14.61M (0.90%) 54.87K
Increased by +0.38%
Sep 30, 24
16 Parnassus Investments LLC 14.60M (0.90%) 2.19M
Increased by +15.01%
Dec 31, 23
17 Parnassus Investments, LLC 14.60M (0.90%) 2.19M
Increased by +15.01%
Dec 31, 23
18 Legal & General Group PLC 14.32M (0.89%) 1.07M
Increased by +7.51%
Sep 30, 24
19 Arnhold & S. Bleichroeder Advisers, LLC 14.08M (0.87%) -45.12K
Decreased by -0.32%
Sep 30, 24
20 Bank of New York Mellon Corp 12.71M (0.79%) -151.51K
Decreased by -1.19%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 52.20M (3.23%) -184.61K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 42.36M (2.62%) 497.20K
Increased by +1.17%
Oct 31, 24
3 Fidelity 500 Index 19.62M (1.21%) -32.23K
Decreased by -0.16%
Oct 31, 24
4 SPDR® S&P 500® ETF Trust 19.61M (1.21%) -8.47K
Decreased by -0.04%
Nov 29, 24
5 SPDR® S&P 500 ETF Trust 18.86M (1.17%) 42.62K
Increased by +0.23%
Apr 30, 24
6 Fidelity® 500 Index 18.34M (1.13%) 116.74K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 18.07M (1.12%) 0.00
Increased by 0.00%
Nov 30, 24
8 Performer (AFRIS) 15.63M (0.97%) 15.63M
Increased by +100.00%
Feb 29, 24
9 Vanguard Value Index Inv 14.03M (0.87%) 42.97K
Increased by +0.31%
Oct 31, 24
10 The Technology Select Sector SPDR® ETF 12.43M (0.77%) 19.98K
Increased by +0.16%
Nov 29, 24
11 JPMorgan Large Cap Growth I 12.19M (0.75%) 0.00
Increased by 0.00%
Oct 31, 24
12 Technology Select Sector SPDR® ETF 11.03M (0.68%) 12.29K
Increased by +0.11%
Apr 30, 24
13 JPM US Large Cap Growth-MA 10.53M (0.65%) 9.60M
Increased by +91.21%
Sep 30, 23
14 Vanguard Institutional Index I 10.16M (0.63%) -4.13K
Decreased by -0.04%
Oct 31, 24
15 First Eagle Global A 9.82M (0.61%) -342.53K
Decreased by -3.49%
Oct 31, 24
16 Vanguard Information Technology ETF 9.78M (0.60%) 44.74K
Increased by +0.46%
Oct 31, 24
17 Vanguard PRIMECAP Inv 8.81M (0.54%) -4.00K
Decreased by -0.05%
Sep 30, 24
18 Vanguard Dividend Appreciation ETF 8.62M (0.53%) 21.15K
Increased by +0.25%
Oct 31, 24
19 State St S&P 500® Indx SL Cl III 7.75M (0.48%) 22.50K
Increased by +0.29%
Oct 31, 24
20 American Funds American Balanced A 6.09M (0.38%) 19.80K
Increased by +0.32%
Mar 31, 24