Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 6.20%
2 MAKX 6.03%
3 UTRN 4.52%
4 GAST 4.13%
5 ECOZ 3.70%
6 OCEN 2.60%
7 MADE 2.50%
8 IBOT 2.20%
9 SPRX 2.16%
10 FTDS 1.89%
11 ROBO 1.68%
12 WBIL 1.68%
13 FLV 1.60%
14 DIVL 1.56%
15 SNSR 1.55%
16 FBOT 1.53%
17 JMID 1.35%
18 RGI 1.33%
19 RSPN 1.33%
20 NETZ 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.80M (12.24%) -208.16K
Decreased by -1.51%
Sep 30, 24
2 BlackRock Inc 9.06M (8.04%) -7.78K
Decreased by -0.09%
Sep 30, 24
3 T. Rowe Price Associates, Inc. 6.68M (5.93%) 696.63K
Increased by +10.42%
Sep 30, 24
4 State Street Corp 4.65M (4.12%) 11.95K
Increased by +0.26%
Sep 30, 24
5 State Street Corporation 4.61M (4.09%) 74.23K
Increased by +1.61%
Mar 31, 24
6 Geode Capital Management, LLC 2.68M (2.38%) 14.04K
Increased by +0.52%
Sep 30, 24
7 Lazard Asset Management LLC 2.55M (2.26%) 310.98K
Increased by +12.20%
Sep 30, 24
8 Capital World Investors 2.34M (2.07%) -2.92M
Decreased by -125.11%
Dec 31, 23
9 UBS Group AG 1.95M (1.73%) -86.12K
Decreased by -4.41%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 1.95M (1.73%) -2.10M
Decreased by -107.45%
Sep 30, 24
11 Amundi 1.64M (1.46%) -377.11K
Decreased by -22.95%
Sep 30, 24
12 Charles Schwab Investment Management Inc 1.57M (1.39%) 13.74K
Increased by +0.88%
Dec 31, 24
13 Massachusetts Financial Services Company 1.47M (1.31%) -435.62K
Decreased by -29.58%
Dec 31, 23
14 Bank of America Corp 1.42M (1.26%) -28.77K
Decreased by -2.02%
Sep 30, 24
15 ING Investment Management LLC 1.42M (1.26%) 1.17M
Increased by +82.70%
Mar 31, 24
16 Amvescap Plc. 1.36M (1.21%) 274.94K
Increased by +20.16%
Sep 30, 24
17 Northern Trust Corp 1.22M (1.08%) -94.72K
Decreased by -7.77%
Sep 30, 24
18 Goldman Sachs Group Inc 1.21M (1.07%) -236.87K
Decreased by -19.62%
Sep 30, 24
19 JPMorgan Chase & Co 1.14M (1.01%) -755.53K
Decreased by -66.36%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 1.13M (1.00%) 67.68K
Increased by +6.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.54M (3.14%) -24.07K
Decreased by -0.68%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 3.06M (2.71%) 7.35K
Increased by +0.24%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 2.43M (2.15%) 7.61K
Increased by +0.31%
Dec 31, 24
4 Fidelity 500 Index 1.40M (1.24%) -637.00
Decreased by -0.05%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 1.38M (1.23%) -6.14K
Decreased by -0.44%
Jan 31, 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 1.32M (1.17%) 2.00K
Increased by +0.15%
Jan 31, 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%) -17.07K
Decreased by -1.60%
Dec 31, 24
14 Vanguard Value Index Inv 963.40K (0.85%) -6.71K
Decreased by -0.70%
Dec 31, 24
15 JPMorgan Large Cap Growth I 879.08K (0.78%) -232.91K
Decreased by -26.49%
Nov 30, 23
16 Champlain Mid Cap Fund, LLC 840.43K (0.75%) -21.36K
Decreased by -2.54%
Dec 31, 24
17 American Funds Fundamental Invs A 792.89K (0.70%) 0.00
Increased by 0.00%
Dec 31, 23
18 Capital Group Fundamental Invtrs Comp 792.89K (0.70%) 0.00
Increased by 0.00%
Dec 31, 23
19 T. Rowe Price Growth Stock 781.99K (0.69%) 0.00
Increased by 0.00%
Dec 31, 24
20 T. Rowe Price US Growth Stock Composite 781.99K (0.69%) -12.97K
Decreased by -1.66%
Dec 31, 24