Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 6.14%
2 MAKX 5.95%
3 UTRN 4.52%
4 GAST 4.16%
5 BOTT 3.82%
6 ECOZ 3.70%
7 STNC 2.77%
8 MADE 2.68%
9 OCEN 2.60%
10 IBOT 2.46%
11 RYJ 2.16%
12 UPGD 2.16%
13 SPRX 2.16%
14 ROBO 2.05%
15 FTDS 1.89%
16 FBOT 1.73%
17 DIVL 1.70%
18 SHRT 1.48%
19 RSPN 1.45%
20 RGI 1.45%

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 (5.22%) -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 Capital World Investors 2.34M (2.08%) -2.92M
Decreased by -125.11%
Dec 31, 23
9 UBS Group AG 2.28M (2.03%) 328.59K
Increased by +14.40%
Dec 31, 24
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. 1.42M (1.26%) 53.29K
Increased by +3.76%
Dec 31, 24
17 Northern Trust Corp 1.39M (1.24%) 171.60K
Increased by +12.33%
Dec 31, 24
18 AllianceBernstein L.P. 1.29M (1.15%) 651.12K
Increased by +50.56%
Dec 31, 24
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%) 54.33K
Increased by +1.50%
Apr 30, 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 3.19M (2.84%) 51.71K
Increased by +1.62%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 2.46M (2.19%) 23.57K
Increased by +0.96%
Apr 30, 25
5 Fidelity 500 Index 1.42M (1.26%) 4.65K
Increased by +0.33%
Mar 31, 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 1.36M (1.21%) -8.12K
Decreased by -0.60%
Apr 30, 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 1.34M (1.19%) -1.41K
Decreased by -0.11%
Apr 30, 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 992.78K (0.88%) 1.55K
Increased by +0.16%
Apr 30, 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