Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BUL 4.84%
2 UTRN 4.03%
3 WBIG 3.99%
4 MDCP 3.04%
5 KMID 3.03%
6 RTH 2.80%
7 RSPD 2.22%
8 RCD 2.20%
9 WBIL 2.11%
10 QQXT 2.03%
11 FTCS 1.98%
12 SPGP 1.93%
13 CPAI 1.89%
14 JGLO 1.78%
15 CVRD 1.63%
16 XRT 1.51%
17 RDVY 1.50%
18 XLY 1.32%
19 JEPI 1.30%
20 AIEQ 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.18M (9.08%) -225.25K
Decreased by -0.77%
Dec 31, 24
2 BlackRock Inc 23.72M (7.39%) -1.54M
Decreased by -6.48%
Dec 31, 24
3 JPMorgan Chase & Co 19.64M (6.11%) -8.58M
Decreased by -43.69%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 19.52M (6.08%) 4.00M
Increased by +20.47%
Dec 31, 24
5 State Street Corp 14.58M (4.54%) 446.24K
Increased by +3.06%
Dec 31, 24
6 State Street Corporation 14.04M (4.37%) -570.31K
Decreased by -4.06%
Mar 31, 24
7 PRIMECAP Management Company 10.36M (3.23%) -171.14K
Decreased by -1.65%
Dec 31, 24
8 Geode Capital Management, LLC 8.29M (2.58%) 135.12K
Increased by +1.63%
Dec 31, 24
9 FMR Inc 7.62M (2.37%) 807.85K
Increased by +10.60%
Dec 31, 24
10 Bank of America Corp 7.49M (2.33%) 374.11K
Increased by +4.99%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 5.74M (1.79%) -13.72K
Decreased by -0.24%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 4.95M (1.54%) 120.01K
Increased by +2.43%
Dec 31, 24
13 Amundi 4.45M (1.39%) -709.70K
Decreased by -15.94%
Dec 31, 24
14 Goldman Sachs Group Inc 4.39M (1.37%) -222.44K
Decreased by -5.07%
Sep 30, 24
15 NORGES BANK 4.29M (1.34%) 200.38K
Increased by +4.67%
Dec 31, 24
16 Franklin Resources Inc 4.26M (1.33%) -162.59K
Decreased by -3.82%
Dec 31, 24
17 EdgePoint Investment Group, Inc. 4.11M (1.28%) -91.12K
Decreased by -2.22%
Sep 30, 23
18 Marshfield Associates 3.91M (1.22%) 5.66K
Increased by +0.14%
Dec 31, 24
19 Wellington Management Company LLP 3.86M (1.20%) 1.51M
Increased by +39.04%
Sep 30, 24
20 Massachusetts Financial Services Company 3.85M (1.20%) -109.07K
Decreased by -2.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.58M (3.29%) -25.49K
Decreased by -0.24%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.42M (3.24%) -38.19K
Decreased by -0.37%
Mar 31, 25
3 Performer (AFRIS) 10.32M (3.21%) 10.32M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 9.17M (2.86%) -31.38K
Decreased by -0.34%
Mar 31, 25
5 Vanguard PRIMECAP Inv 7.55M (2.35%) -21.50K
Decreased by -0.28%
Mar 31, 25
6 Invesco QQQ Trust 6.74M (2.10%) -6.97K
Decreased by -0.10%
Apr 30, 25
7 Fidelity 500 Index 4.14M (1.29%) -15.83K
Decreased by -0.38%
Mar 31, 25
8 SPDR® S&P 500 ETF 4.10M (1.28%) -85.51K
Decreased by -2.08%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 4.00M (1.25%) 9.00K
Increased by +0.22%
Apr 30, 24
10 SPDR® S&P 500® ETF 4.00M (1.25%) 3.30K
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 4.00M (1.24%) -20.95K
Decreased by -0.52%
Mar 31, 25
12 Fidelity® 500 Index 3.97M (1.24%) 25.26K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 3.91M (1.22%) -4.07K
Decreased by -0.10%
Apr 30, 25
14 Vanguard Growth Index Investor 3.75M (1.17%) 235.41K
Increased by +6.28%
Mar 31, 25
15 JPMorgan Equity Premium Income ETF 3.57M (1.11%) 25.09K
Increased by +0.70%
Apr 30, 25
16 Vanguard Mid Cap Index Institutional 3.55M (1.11%) 3.55M
Increased by +100.00%
Mar 31, 25
17 Franklin Rising Dividends A 3.37M (1.05%) 0.00
Increased by 0.00%
Oct 31, 24
18 T. Rowe Price U.S. Value Equity Tr-Z 2.76M (0.86%) 1.22M
Increased by +44.12%
Mar 31, 25
19 Franklin Rising Dividends Fund A 2.68M (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
20 First Eagle Global A 2.63M (0.82%) 0.00
Increased by 0.00%
Nov 30, 23