Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 4.90%
2 UTRN 4.09%
3 WBIF 3.96%
4 STNC 3.42%
5 NEWZ 3.40%
6 CCOR 3.14%
7 DIVS 2.98%
8 GFGF 2.82%
9 QQQG 2.26%
10 EMOT 2.24%
11 LVHD 2.13%
12 DEMZ 2.10%
13 FTCS 2.10%
14 SDOG 2.09%
15 FDV 2.08%
16 FTGS 2.02%
17 BGIG 2.01%
18 SMRI 2.01%
19 QOWZ 2.00%
20 SPDV 1.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.52M (9.79%) 174.82K
Increased by +0.55%
Dec 31, 24
2 Capital Research & Mgmt Co - Division 3 26.91M (8.36%) 166.16K
Increased by +0.62%
Dec 31, 24
3 BlackRock Inc 26.80M (8.33%) -143.47K
Decreased by -0.54%
Dec 31, 24
4 State Street Corp 13.61M (4.23%) 382.03K
Increased by +2.81%
Dec 31, 24
5 State Street Corporation 13.04M (4.05%) -42.71K
Decreased by -0.33%
Mar 31, 24
6 Charles Schwab Investment Management Inc 10.04M (3.12%) 519.76K
Increased by +5.17%
Dec 31, 24
7 Geode Capital Management, LLC 9.54M (2.96%) 126.96K
Increased by +1.33%
Dec 31, 24
8 Bank of New York Mellon Corp 9.47M (2.94%) -1.12M
Decreased by -11.80%
Dec 31, 24
9 Wells Fargo & Co 9.38M (2.91%) -195.72K
Decreased by -2.09%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 7.51M (2.33%) 2.51M
Increased by +33.48%
Dec 31, 24
11 Bank of America Corp 5.37M (1.67%) -318.44K
Decreased by -5.93%
Dec 31, 24
12 Northern Trust Corp 4.81M (1.49%) 694.65K
Increased by +14.45%
Dec 31, 24
13 Fidelity Management and Research Company 4.44M (1.38%) 4.44M
Increased by +100.00%
Dec 31, 23
14 FMR Inc 4.32M (1.34%) -150.44K
Decreased by -3.48%
Sep 30, 23
15 Amvescap Plc. 4.10M (1.28%) 208.13K
Increased by +5.07%
Dec 31, 24
16 JPMorgan Chase & Co 3.73M (1.16%) 1.45M
Increased by +38.85%
Sep 30, 24
17 UBS Group AG 3.17M (0.98%) 1.24M
Increased by +39.22%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 3.13M (0.97%) 401.55K
Increased by +12.83%
Dec 31, 24
19 Capital World Investors 2.76M (0.86%) 0.00
Increased by 0.00%
Dec 31, 24
20 Goldman Sachs Group Inc 2.71M (0.84%) -213.92K
Decreased by -7.89%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.21M (3.17%) 33.63K
Increased by +0.33%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 8.88M (2.76%) 61.15K
Increased by +0.69%
Feb 28, 25
3 American Funds Washington Mutual A 8.72M (2.71%) 0.00
Increased by 0.00%
Dec 31, 24
4 Capital Group Wash Mutual Invtrs Comp 8.72M (2.71%) 0.00
Increased by 0.00%
Dec 31, 24
5 Schwab US Dividend Equity ETF™ 8.42M (2.62%) 7.01K
Increased by +0.08%
Feb 28, 25
6 Invesco QQQ Trust 7.44M (2.31%) -584.00
Decreased by -0.01%
Feb 28, 25
7 American Funds American Mutual A 5.79M (1.80%) 0.00
Increased by 0.00%
Dec 31, 24
8 Capital Group American Mutual Comp 5.79M (1.80%) 0.00
Increased by 0.00%
Dec 31, 24
9 Fidelity 500 Index 3.99M (1.24%) 17.62K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 3.96M (1.23%) -29.33K
Decreased by -0.74%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 3.77M (1.17%) 23.68K
Increased by +0.63%
Feb 29, 24
12 iShares Core S&P 500 ETF 3.76M (1.17%) -189.00
Decreased by -0.01%
Feb 28, 25
13 Fidelity® 500 Index 3.74M (1.16%) 23.80K
Increased by +0.64%
Nov 30, 23
14 Vanguard Growth Index Investor 3.45M (1.07%) 2.50K
Increased by +0.07%
Feb 28, 25
15 American Funds Capital Income Bldr A 3.10M (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
16 American Funds American Balanced A 2.82M (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
17 American Funds Income Fund of Amer A 2.76M (0.86%) 0.00
Increased by 0.00%
Dec 31, 24
18 American Funds Invmt Co of Amer A 2.72M (0.85%) 415.00K
Increased by +15.26%
Dec 31, 24
19 Capital Group Investment Co of Amer Comp 2.72M (0.85%) 415.00K
Increased by +15.26%
Dec 31, 24
20 Fidelity Magellan 2.69M (0.84%) 84.60K
Increased by +3.14%
Dec 31, 23