Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 6.29%
2 MAKX 5.45%
3 UTRN 4.52%
4 GAST 4.16%
5 BOTT 3.82%
6 ECOZ 3.70%
7 IBOT 3.26%
8 STNC 2.87%
9 PAVE 2.68%
10 OCEN 2.60%
11 DFRA 2.50%
12 MADE 2.48%
13 GHTA 2.26%
14 UPGD 2.25%
15 RYJ 2.20%
16 SPRX 2.16%
17 FTDS 1.89%
18 DIVL 1.78%
19 FBOT 1.78%
20 ROBO 1.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.85M (12.33%) -25.57K
Decreased by -0.18%
Mar 31, 25
2 BlackRock Inc 8.79M (7.83%) 163.14K
Increased by +1.86%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 5.87M (5.23%) -1.24M
Decreased by -21.21%
Mar 31, 25
4 State Street Corp 4.74M (4.22%) 20.88K
Increased by +0.44%
Mar 31, 25
5 State Street Corporation 4.61M (4.10%) 74.23K
Increased by +1.61%
Mar 31, 24
6 Geode Capital Management, LLC 2.83M (2.52%) 91.89K
Increased by +3.25%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 2.57M (2.29%) 283.86K
Increased by +11.04%
Mar 31, 25
8 UBS Group AG 2.40M (2.13%) 113.80K
Increased by +4.75%
Mar 31, 25
9 Capital World Investors 2.34M (2.08%) -2.92M
Decreased by -125.11%
Dec 31, 23
10 Lazard Asset Management LLC 2.18M (1.94%) -274.36K
Decreased by -12.59%
Mar 31, 25
11 Goldman Sachs Group Inc 1.82M (1.62%) 191.37K
Increased by +10.52%
Mar 31, 25
12 Charles Schwab Investment Management Inc 1.58M (1.41%) 9.92K
Increased by +0.63%
Mar 31, 25
13 Amundi 1.55M (1.38%) -524.18K
Decreased by -33.83%
Mar 31, 25
14 Massachusetts Financial Services Company 1.47M (1.31%) -435.62K
Decreased by -29.58%
Dec 31, 23
15 Bank of America Corp 1.47M (1.31%) 156.39K
Increased by +10.64%
Mar 31, 25
16 Amvescap Plc. 1.45M (1.29%) 30.84K
Increased by +2.13%
Mar 31, 25
17 Northern Trust Corp 1.40M (1.24%) 4.97K
Increased by +0.36%
Mar 31, 25
18 AllianceBernstein L.P. 1.17M (1.04%) -117.08K
Decreased by -10.00%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 1.17M (1.04%) 11.85K
Increased by +1.01%
Mar 31, 25
20 JPMorgan Chase & Co 1.14M (1.01%) -755.53K
Decreased by -66.36%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.63M (3.23%) 2.24K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 3.59M (3.20%) -16.36K
Decreased by -0.46%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.22M (2.86%) 22.42K
Increased by +0.70%
May 31, 25
4 Vanguard Mid Cap Index Institutional 2.48M (2.21%) 23.43K
Increased by +0.94%
May 31, 25
5 Fidelity 500 Index 1.42M (1.26%) 1.75K
Increased by +0.12%
Apr 30, 25
6 SPDR® S&P 500 ETF 1.40M (1.25%) -20.46K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 1.37M (1.22%) -7.13K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 1.35M (1.20%) -6.01K
Decreased by -0.44%
May 31, 25
9 SPDR® S&P 500 ETF Trust 1.35M (1.20%) -2.92K
Decreased by -0.22%
Apr 30, 24
10 Fidelity® 500 Index 1.34M (1.19%) 8.52K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 1.31M (1.17%) 0.00
Increased by 0.00%
May 31, 25
12 American Funds American Balanced A 1.22M (1.09%) 0.00
Increased by 0.00%
Sep 30, 23
13 JPM US Large Cap Growth-MA 1.11M (0.99%) 1.01M
Increased by +90.76%
Sep 30, 23
14 Vanguard Value Index Inv 993.65K (0.88%) 873.00
Increased by +0.09%
May 31, 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 (0.71%) 0.00
Increased by 0.00%
Dec 31, 23
17 Capital Group Fundamental Invtrs Comp 792.89K (0.71%) 0.00
Increased by 0.00%
Dec 31, 23
18 T. Rowe Price Growth Stock 780.12K (0.69%) -283.00
Decreased by -0.04%
Mar 31, 25
19 T. Rowe Price US Growth Stock Composite 780.12K (0.69%) -1.87K
Decreased by -0.24%
Mar 31, 25
20 Lazard Global Robotics & Automation 735.78K (0.65%) -12.40K
Decreased by -1.69%
Mar 31, 25