Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 5.38%
2 QQQA 5.37%
3 UTRN 4.07%
4 FTXR 4.06%
5 TADS 4.06%
6 MADE 3.85%
7 STNC 3.27%
8 EQTY 3.15%
9 DIP 3.15%
10 RISN 2.73%
11 RYJ 2.29%
12 TUSA 2.21%
13 FTIF 2.04%
14 PWC 2.04%
15 BOUT 2.03%
16 DIV 1.94%
17 FTGS 1.93%
18 RDVY 1.89%
19 FTCS 1.88%
20 SMRI 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 61.88M (12.02%) -187.58K
Decreased by -0.30%
Dec 31, 24
2 BlackRock Inc 36.62M (7.11%) 817.79K
Increased by +2.23%
Dec 31, 24
3 State Street Corp 22.63M (4.40%) 418.70K
Increased by +1.85%
Dec 31, 24
4 State Street Corporation 21.89M (4.25%) 248.61K
Increased by +1.14%
Mar 31, 24
5 Wellington Management Company LLP 16.80M (3.26%) 3.36M
Increased by +20.03%
Dec 31, 24
6 Bank of America Corp 12.50M (2.43%) -1.23M
Decreased by -9.86%
Dec 31, 24
7 Geode Capital Management, LLC 12.24M (2.38%) 362.64K
Increased by +2.96%
Dec 31, 24
8 Massachusetts Financial Services Company 10.77M (2.09%) 572.23K
Increased by +5.31%
Dec 31, 24
9 FMR Inc 8.79M (1.71%) 167.16K
Increased by +1.90%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 7.57M (1.47%) 987.42K
Increased by +13.04%
Dec 31, 24
11 Northern Trust Corp 7.20M (1.40%) 565.97K
Increased by +7.86%
Dec 31, 24
12 Capital Research & Mgmt Co - Division 3 6.01M (1.17%) 1.69K
Increased by +0.03%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 6.01M (1.17%) 313.29K
Increased by +5.22%
Dec 31, 24
14 Kovitz Investment Group Partners, LLC 5.36M (1.04%) 4.22M
Increased by +78.74%
Dec 31, 24
15 Fisher Asset Management, LLC 5.19M (1.01%) 12.29K
Increased by +0.24%
Dec 31, 24
16 NORGES BANK 5.07M (0.98%) -614.42K
Decreased by -12.13%
Dec 31, 24
17 Amvescap Plc. 4.76M (0.92%) -80.38K
Decreased by -1.69%
Dec 31, 24
18 Legal & General Group PLC 4.32M (0.84%) -9.80K
Decreased by -0.23%
Sep 30, 24
19 First Trust Advisors L.P. 4.20M (0.82%) 12.29K
Increased by +0.29%
Jun 30, 24
20 AllianceBernstein L.P. 3.99M (0.78%) -627.00K
Decreased by -15.71%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.53M (3.21%) 58.78K
Increased by +0.36%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 14.54M (2.82%) 103.35K
Increased by +0.71%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 11.32M (2.20%) 48.60K
Increased by +0.43%
Feb 28, 25
4 Invesco QQQ Trust 10.84M (2.11%) -851.00
Decreased by -0.01%
Feb 28, 25
5 Fidelity 500 Index 6.54M (1.27%) 28.84K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 6.48M (1.26%) -48.05K
Decreased by -0.74%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 6.31M (1.23%) -49.14K
Decreased by -0.78%
Mar 31, 24
8 MFS Large Cap Value Equity 6.22M (1.21%) 486.48K
Increased by +7.83%
Dec 31, 24
9 iShares Core S&P 500 ETF 6.16M (1.20%) -309.00
Decreased by -0.01%
Feb 28, 25
10 Fidelity® 500 Index 6.09M (1.18%) 38.77K
Increased by +0.64%
Nov 30, 23
11 MFS Value A 6.04M (1.17%) -100.87K
Decreased by -1.67%
Feb 28, 25
12 Vanguard Equity-Income Inv 5.95M (1.16%) -795.05K
Decreased by -13.37%
Dec 31, 24
13 American Funds Washington Mutual A 5.07M (0.99%) 0.00
Increased by 0.00%
Dec 31, 24
14 Capital Group Wash Mutual Invtrs Comp 5.07M (0.99%) 0.00
Increased by 0.00%
Dec 31, 24
15 Vanguard Value Index Inv 4.53M (0.88%) 37.55K
Increased by +0.83%
Feb 28, 25
16 Fidelity® Contrafund® 4.08M (0.79%) 228.97K
Increased by +5.62%
Nov 30, 23
17 Vanguard Mid-Cap Value ETF 3.53M (0.69%) 6.65K
Increased by +0.19%
Feb 28, 25
18 Vanguard Wellington™ Inv 3.39M (0.66%) 3.39M
Increased by +100.00%
Dec 31, 24
19 Vanguard Institutional Index I 3.25M (0.63%) -40.60K
Decreased by -1.25%
Feb 28, 25
20 Fidelity Contrafund 2.85M (0.55%) 0.00
Increased by 0.00%
Jan 31, 25