Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 4.82%
2 UTRN 4.09%
3 WBIF 3.90%
4 STNC 3.42%
5 NEWZ 3.03%
6 CCOR 3.00%
7 DIVS 2.87%
8 GFGF 2.70%
9 LVHD 2.35%
10 SDOG 2.11%
11 EMOT 2.11%
12 FTGS 2.02%
13 SCHD 2.02%
14 SMRI 2.01%
15 QQQG 2.00%
16 FTCS 1.99%
17 JMID 1.99%
18 QDIV 1.99%
19 BGIG 1.99%
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 US Total Market Shares ETF 10.25M (3.19%) 7.33K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.25M (3.18%) 37.60K
Increased by +0.37%
Mar 31, 25
3 Schwab US Dividend Equity ETF™ 9.08M (2.82%) 1.57K
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 8.91M (2.77%) 21.91K
Increased by +0.25%
Mar 31, 25
5 American Funds Washington Mutual A 8.70M (2.70%) -17.41K
Decreased by -0.20%
Mar 31, 25
6 Capital Group Wash Mutual Invtrs Comp 8.70M (2.70%) -17.41K
Decreased by -0.20%
Mar 31, 25
7 Invesco QQQ Trust 7.35M (2.28%) -7.61K
Decreased by -0.10%
Apr 30, 25
8 American Funds American Mutual A 4.20M (1.30%) -1.59M
Decreased by -37.87%
Mar 31, 25
9 Capital Group American Mutual Comp 4.20M (1.30%) -1.59M
Decreased by -37.87%
Mar 31, 25
10 Fidelity 500 Index 4.02M (1.25%) 8.78K
Increased by +0.22%
Mar 31, 25
11 SPDR® S&P 500 ETF 3.99M (1.24%) -58.28K
Decreased by -1.46%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.89M (1.21%) 3.20K
Increased by +0.08%
Apr 30, 25
13 SPDR® S&P 500® ETF Trust 3.88M (1.21%) -20.30K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 3.80M (1.18%) -3.97K
Decreased by -0.10%
Apr 30, 25
15 SPDR® S&P 500 ETF Trust 3.77M (1.17%) 23.68K
Increased by +0.63%
Feb 29, 24
16 Fidelity® 500 Index 3.74M (1.16%) 23.80K
Increased by +0.64%
Nov 30, 23
17 Vanguard Growth Index Investor 3.64M (1.13%) 193.65K
Increased by +5.32%
Mar 31, 25
18 American Funds Capital Income Bldr A 2.90M (0.90%) -202.99K
Decreased by -7.01%
Mar 31, 25
19 American Funds American Balanced A 2.82M (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
20 American Funds Income Fund of Amer A 2.76M (0.86%) 0.00
Increased by 0.00%
Dec 31, 24