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 3.68%
6 MADE 3.42%
7 STNC 3.27%
8 RISN 3.15%
9 DIP 3.15%
10 EQTY 3.04%
11 RYJ 2.29%
12 TUSA 2.21%
13 PWC 2.04%
14 BOUT 2.03%
15 DIV 1.94%
16 FTIF 1.88%
17 FTCS 1.88%
18 FTGS 1.87%
19 SMRI 1.86%
20 KVLE 1.84%

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 11.75M (2.28%) 987.80K
Increased by +8.40%
Mar 31, 25
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 US Total Market Shares ETF 16.61M (3.23%) 11.60K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 16.59M (3.22%) 59.99K
Increased by +0.36%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 14.57M (2.83%) 29.73K
Increased by +0.20%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 11.30M (2.20%) -22.39K
Decreased by -0.20%
Mar 31, 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 6.76M (1.31%) 719.88K
Increased by +10.64%
Mar 31, 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 6.36M (1.24%) 5.24K
Increased by +0.08%
Apr 30, 25
12 SPDR® S&P 500® ETF Trust 6.35M (1.23%) -33.26K
Decreased by -0.52%
Mar 31, 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 4.60M (0.89%) 71.64K
Increased by +1.56%
Mar 31, 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