Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MAKX 6.64%
2 RSHO 5.24%
3 UTRN 4.52%
4 GAST 4.32%
5 ECOZ 3.70%
6 OCEN 2.60%
7 MADE 2.36%
8 SPRX 2.16%
9 IBOT 2.12%
10 FTDS 1.89%
11 ROBO 1.76%
12 UPGD 1.71%
13 RYJ 1.71%
14 WBIL 1.68%
15 FLV 1.60%
16 FBOT 1.42%
17 DIVL 1.31%
18 JMID 1.29%
19 NETZ 1.25%
20 RSPN 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.88M (12.31%) 81.08K
Increased by +0.58%
Dec 31, 24
2 BlackRock Inc 8.63M (7.66%) -427.98K
Decreased by -4.96%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 7.12M (6.31%) 432.93K
Increased by +6.08%
Dec 31, 24
4 State Street Corp 4.72M (4.19%) 75.91K
Increased by +1.61%
Dec 31, 24
5 State Street Corporation 4.61M (4.09%) 74.23K
Increased by +1.61%
Mar 31, 24
6 Geode Capital Management, LLC 2.73M (2.43%) 51.23K
Increased by +1.87%
Dec 31, 24
7 Lazard Asset Management LLC 2.45M (2.18%) -96.13K
Decreased by -3.92%
Dec 31, 24
8 Capital World Investors 2.34M (2.07%) -2.92M
Decreased by -125.11%
Dec 31, 23
9 Morgan Stanley - Brokerage Accounts 2.29M (2.03%) 336.09K
Increased by +14.70%
Dec 31, 24
10 UBS Group AG 2.28M (2.02%) 328.59K
Increased by +14.40%
Dec 31, 24
11 Amundi 2.07M (1.84%) 430.50K
Increased by +20.76%
Dec 31, 24
12 Goldman Sachs Group Inc 1.63M (1.44%) 420.52K
Increased by +25.83%
Dec 31, 24
13 Charles Schwab Investment Management Inc 1.57M (1.39%) 13.74K
Increased by +0.88%
Dec 31, 24
14 Massachusetts Financial Services Company 1.47M (1.31%) -435.62K
Decreased by -29.58%
Dec 31, 23
15 ING Investment Management LLC 1.42M (1.26%) 1.17M
Increased by +82.70%
Mar 31, 24
16 Amvescap Plc. 1.42M (1.26%) 53.29K
Increased by +3.76%
Dec 31, 24
17 Northern Trust Corp 1.39M (1.23%) 171.60K
Increased by +12.33%
Dec 31, 24
18 Bank of America Corp 1.31M (1.16%) -111.65K
Decreased by -8.50%
Dec 31, 24
19 AllianceBernstein L.P. 1.29M (1.14%) 651.12K
Increased by +50.56%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 1.16M (1.03%) 29.35K
Increased by +2.53%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.56M (3.16%) 8.99K
Increased by +0.25%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 3.13M (2.78%) 21.02K
Increased by +0.67%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 2.44M (2.16%) 10.47K
Increased by +0.43%
Feb 28, 25
4 Fidelity 500 Index 1.41M (1.25%) 6.21K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 1.40M (1.24%) -10.30K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 1.35M (1.20%) -2.92K
Decreased by -0.22%
Apr 30, 24
7 Fidelity® 500 Index 1.34M (1.19%) 8.52K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 1.33M (1.18%) -67.00
Decreased by -0.01%
Feb 28, 25
9 American Funds American Balanced A 1.22M (1.08%) 0.00
Increased by 0.00%
Sep 30, 23
10 T. Rowe Price U.S. Value Equity Tr-Z 1.17M (1.04%) -35.28K
Decreased by -3.01%
Dec 31, 24
11 JPM US Large Cap Growth-MA 1.11M (0.99%) 1.01M
Increased by +90.76%
Sep 30, 23
12 T. Rowe Price US Value Equity Composite 1.07M (0.95%) -80.20K
Decreased by -7.50%
Dec 31, 24
13 T. Rowe Price Value 1.07M (0.95%) -1.98K
Decreased by -0.19%
Jan 31, 25
14 Vanguard Value Index Inv 973.52K (0.86%) 4.14K
Increased by +0.42%
Feb 28, 25
15 JPMorgan Large Cap Growth I 879.08K (0.78%) -232.91K
Decreased by -26.49%
Nov 30, 23
16 American Funds Fundamental Invs A 792.89K (0.70%) 0.00
Increased by 0.00%
Dec 31, 23
17 Capital Group Fundamental Invtrs Comp 792.89K (0.70%) 0.00
Increased by 0.00%
Dec 31, 23
18 T. Rowe Price US Growth Stock Composite 781.99K (0.69%) -12.97K
Decreased by -1.66%
Dec 31, 24
19 T. Rowe Price Growth Stock 780.67K (0.69%) -1.31K
Decreased by -0.17%
Jan 31, 25
20 Lazard Global Robotics & Automation 748.18K (0.66%) 21.41K
Increased by +2.86%
Dec 31, 24