Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 4.54%
2 XKII 3.71%
3 XSD 3.07%
4 BOUT 2.84%
5 AZTD 2.72%
6 IDAT 2.53%
7 INVN 2.35%
8 UPGD 2.24%
9 PSI 2.09%
10 RYJ 2.07%
11 SIXG 1.74%
12 FTXL 1.74%
13 FCFY 1.65%
14 RYT 1.53%
15 SOVF 1.50%
16 FIVG 1.46%
17 NXTG 1.35%
18 LQAI 1.34%
19 SPYB 1.19%
20 SPHB 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.94M (18.90%) 5.96M
Increased by +37.39%
Dec 31, 24
2 Vanguard Group Inc 11.40M (13.52%) -717.42K
Decreased by -6.29%
Dec 31, 24
3 Pacer Advisors, INC. 5.10M (6.05%) 3.57M
Increased by +70.05%
Dec 31, 24
4 State Street Corporation 4.49M (5.33%) -11.70K
Decreased by -0.26%
Mar 31, 24
5 State Street Corp 4.46M (5.29%) -112.35K
Decreased by -2.52%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 4.20M (4.98%) 2.89M
Increased by +68.97%
Dec 31, 24
7 Ameriprise Financial Inc 3.60M (4.27%) 1.82M
Increased by +50.50%
Dec 31, 24
8 Fidelity International Ltd 3.32M (3.94%) 166.46K
Increased by +5.01%
Dec 31, 24
9 Capital Research Global Investors 2.61M (3.09%) -1.59M
Decreased by -60.78%
Sep 30, 24
10 Vulcan Value Partners, LLC 2.58M (3.06%) 902.35K
Increased by +34.96%
Dec 31, 24
11 Amundi 2.14M (2.54%) 981.52K
Increased by +45.78%
Dec 31, 24
12 Amvescap Plc. 2.09M (2.48%) 87.61K
Increased by +4.19%
Sep 30, 24
13 Geode Capital Management, LLC 1.64M (1.94%) -662.25K
Decreased by -40.48%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.42M (1.68%) 264.17K
Increased by +18.61%
Dec 31, 24
15 FMR Inc 1.33M (1.58%) 434.85K
Increased by +32.60%
Jun 30, 24
16 UBS Group AG 1.27M (1.50%) 1.05M
Increased by +83.10%
Sep 30, 23
17 Millennium Management LLC 1.18M (1.40%) 381.29K
Increased by +32.29%
Jun 30, 24
18 Boston Partners Global Investors, Inc 1.17M (1.39%) -262.52K
Decreased by -22.36%
Mar 31, 24
19 JPMorgan Chase & Co 1.09M (1.30%) -652.00
Decreased by -0.06%
Jun 30, 24
20 Kbc Group NV 1.08M (1.28%) 637.09K
Increased by +59.14%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.02M (7.14%) -1.27K
Decreased by -0.02%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 2.98M (3.54%) 16.94K
Increased by +0.57%
Feb 28, 25
3 Fidelity Global Technology A-Dis-EUR 2.88M (3.42%) 753.00
Increased by +0.03%
Dec 31, 24
4 Pacer US Cash Cows 100 ETF 2.65M (3.14%) 3.91K
Increased by +0.15%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 2.55M (3.02%) 32.64K
Increased by +1.28%
Nov 30, 24
6 Vanguard Small Cap Index 2.41M (2.86%) 2.00K
Increased by +0.08%
Feb 28, 25
7 Capital Group AMCAP Composite 2.23M (2.65%) -1.42M
Decreased by -63.56%
Sep 30, 24
8 VA CollegeAmerica Amcap 529A 2.23M (2.65%) -1.42M
Decreased by -63.56%
Sep 30, 24
9 Pacer US Small Cap Cash Cows 100 ETF 2.12M (2.51%) -15.39K
Decreased by -0.73%
Feb 28, 25
10 Vanguard Small Cap Value Index Inv 1.59M (1.88%) -5.71K
Decreased by -0.36%
Feb 28, 25
11 iShares Semiconductor ETF 1.47M (1.74%) 8.75K
Increased by +0.60%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.70%) -606.00
Decreased by -0.04%
Feb 28, 25
13 Invesco S&P 500® Equal Weight ETF 1.28M (1.51%) 1.76K
Increased by +0.14%
Nov 29, 24
14 SPDR® S&P 500 ETF Trust 1.18M (1.40%) -9.01K
Decreased by -0.77%
Mar 31, 24
15 SPDR® S&P 500® ETF Trust 1.17M (1.39%) 6.94K
Increased by +0.59%
Nov 30, 24
16 Fidelity 500 Index 1.17M (1.39%) 7.97K
Increased by +0.68%
Nov 30, 24
17 Fidelity® 500 Index 1.14M (1.35%) 7.26K
Increased by +0.64%
Nov 30, 23
18 Vanguard Information Technology ETF 1.11M (1.32%) 2.90K
Increased by +0.26%
Feb 28, 25
19 Vanguard Mid Cap Index Institutional 1.09M (1.29%) -769.00
Decreased by -0.07%
Jan 31, 24
20 iShares Core S&P 500 ETF 1.07M (1.27%) 0.00
Increased by 0.00%
Nov 30, 24