Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 TRFK 10.06%
3 TDIV 9.39%
4 ILDR 6.23%
5 AIEQ 6.15%
6 SWAR 6.01%
7 XPND 5.51%
8 SIXG 5.26%
9 LSGR 5.03%
10 JTEK 4.88%
11 CLDL 4.88%
12 FIVG 4.77%
13 QLTY 4.71%
14 XOVR 4.67%
15 ENTR 4.67%
16 TECB 4.45%
17 XAIX 4.39%
18 CLOD 4.39%
19 SKYY 4.30%
20 UTRN 4.15%

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 68.59M (4.24%) 983.82K
Increased by +1.43%
Jun 30, 24
4 State Street Corporation 67.61M (4.18%) 1.65M
Increased by +2.43%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 43.12M (2.67%) 2.99M
Increased by +6.93%
Jun 30, 24
6 JPMorgan Chase & Co 39.99M (2.47%) 614.71K
Increased by +1.54%
Jun 30, 24
7 FMR Inc 37.85M (2.34%) -2.19M
Decreased by -5.79%
Sep 30, 24
8 Geode Capital Management, LLC 34.31M (2.12%) 1.05M
Increased by +3.05%
Jun 30, 24
9 Loomis, Sayles & Company LP 19.03M (1.18%) 107.44K
Increased by +0.56%
Jun 30, 24
10 Fisher Asset Management, LLC 17.90M (1.11%) 310.71K
Increased by +1.74%
Sep 30, 24
11 Northern Trust Corp 17.44M (1.08%) -2.24K
Decreased by -0.01%
Sep 30, 24
12 Franklin Resources Inc 16.07M (0.99%) -2.12M
Decreased by -13.17%
Jun 30, 24
13 Bank of America Corp 15.56M (0.96%) 351.65K
Increased by +2.26%
Jun 30, 24
14 Parnassus Investments LLC 14.60M (0.90%) 2.19M
Increased by +15.01%
Dec 31, 23
15 Parnassus Investments, LLC 14.60M (0.90%) 2.19M
Increased by +15.01%
Dec 31, 23
16 HHG PLC 14.55M (0.90%) 1.68M
Increased by +11.56%
Jun 30, 24
17 Goldman Sachs Group Inc 14.39M (0.89%) 1.43M
Increased by +9.96%
Jun 30, 24
18 Arnhold & S. Bleichroeder Advisers, LLC 14.08M (0.87%) -45.12K
Decreased by -0.32%
Sep 30, 24
19 Legal & General Group PLC 13.24M (0.82%) 296.87K
Increased by +2.24%
Jun 30, 24
20 Bank of New York Mellon Corp 12.86M (0.80%) -325.53K
Decreased by -2.53%
Jun 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 19.65M (1.22%) 9.70K
Increased by +0.05%
Sep 30, 24
4 SPDR® S&P 500® ETF Trust 19.47M (1.20%) 81.64K
Increased by +0.42%
Oct 31, 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 17.79M (1.10%) 27.38K
Increased by +0.15%
Oct 31, 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 12.40M (0.77%) -47.90K
Decreased by -0.39%
Oct 31, 24
11 JPMorgan Large Cap Growth I 12.19M (0.75%) 0.00
Increased by 0.00%
Sep 30, 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