Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 5.38%
2 QQQA 5.37%
3 UTRN 4.07%
4 TADS 4.06%
5 FTXR 3.60%
6 MADE 3.55%
7 STNC 3.27%
8 DIP 3.15%
9 RISN 3.12%
10 EQTY 2.96%
11 RYJ 2.29%
12 TUSA 2.21%
13 PWC 2.04%
14 BOUT 2.03%
15 DIV 1.94%
16 FTCS 1.88%
17 SMRI 1.86%
18 FTIF 1.84%
19 KVLE 1.84%
20 FTGS 1.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 63.00M (12.24%) 1.11M
Increased by +1.77%
Mar 31, 25
2 BlackRock Inc 35.50M (6.90%) -1.13M
Decreased by -3.17%
Mar 31, 25
3 State Street Corp 22.32M (4.34%) -314.06K
Decreased by -1.41%
Mar 31, 25
4 State Street Corporation 21.89M (4.25%) 248.61K
Increased by +1.14%
Mar 31, 24
5 Wellington Management Company LLP 20.18M (3.92%) 3.38M
Increased by +16.75%
Mar 31, 25
6 Bank of America Corp 13.86M (2.69%) 1.36M
Increased by +9.79%
Mar 31, 25
7 Geode Capital Management, LLC 12.30M (2.39%) 53.53K
Increased by +0.44%
Mar 31, 25
8 Massachusetts Financial Services Company 11.75M (2.28%) 987.80K
Increased by +8.40%
Mar 31, 25
9 FMR Inc 7.91M (1.54%) -885.97K
Decreased by -11.21%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 7.37M (1.43%) -202.42K
Decreased by -2.75%
Mar 31, 25
11 Northern Trust Corp 7.20M (1.40%) 565.97K
Increased by +7.86%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 6.10M (1.19%) 97.20K
Increased by +1.59%
Mar 31, 25
13 Capital Research & Mgmt Co - Division 3 6.02M (1.17%) 10.61K
Increased by +0.18%
Mar 31, 25
14 Kovitz Investment Group Partners, LLC 5.36M (1.04%) 4.22M
Increased by +78.74%
Dec 31, 24
15 Fisher Asset Management, LLC 5.20M (1.01%) 2.30K
Increased by +0.04%
Mar 31, 25
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 JPMorgan Chase & Co 4.63M (0.90%) 691.50K
Increased by +14.93%
Mar 31, 25
19 Legal & General Group PLC 4.32M (0.84%) -9.80K
Decreased by -0.23%
Sep 30, 24
20 First Trust Advisors L.P. 4.20M (0.82%) 12.29K
Increased by +0.29%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.84M (3.27%) 243.75K
Increased by +1.45%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 16.61M (3.23%) 11.60K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 14.81M (2.88%) 237.03K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 11.41M (2.22%) 109.50K
Increased by +0.96%
Apr 30, 25
5 Invesco QQQ Trust 10.71M (2.08%) -11.09K
Decreased by -0.10%
Apr 30, 25
6 Vanguard Equity-Income Inv 7.92M (1.54%) 1.97M
Increased by +24.90%
Mar 31, 25
7 MFS Large Cap Value Equity 6.76M (1.31%) 546.22K
Increased by +8.08%
Mar 31, 25
8 MFS Value A 6.65M (1.29%) -108.60K
Decreased by -1.63%
Apr 30, 25
9 Fidelity 500 Index 6.58M (1.28%) 12.59K
Increased by +0.19%
Mar 31, 25
10 SPDR® S&P 500 ETF 6.52M (1.27%) -95.48K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 6.35M (1.23%) -33.26K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 6.31M (1.23%) -37.88K
Decreased by -0.60%
Apr 30, 25
13 SPDR® S&P 500 ETF Trust 6.31M (1.23%) -49.14K
Decreased by -0.78%
Mar 31, 24
14 iShares Core S&P 500 ETF 6.21M (1.21%) -6.49K
Decreased by -0.10%
Apr 30, 25
15 Fidelity® 500 Index 6.09M (1.18%) 38.77K
Increased by +0.64%
Nov 30, 23
16 American Funds Washington Mutual A 5.06M (0.98%) -10.13K
Decreased by -0.20%
Mar 31, 25
17 Capital Group Wash Mutual Invtrs Comp 5.06M (0.98%) -10.13K
Decreased by -0.20%
Mar 31, 25
18 Vanguard Value Index Inv 4.61M (0.90%) 4.67K
Increased by +0.10%
Apr 30, 25
19 Fidelity® Contrafund® 4.08M (0.79%) 228.97K
Increased by +5.62%
Nov 30, 23
20 Vanguard Wellington™ Inv 3.45M (0.67%) 61.77K
Increased by +1.79%
Mar 31, 25