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 2.97%
6 RTH 2.71%
7 STNC 2.41%
8 CVRD 2.34%
9 RSPD 2.14%
10 RCD 2.14%
11 WBIL 2.11%
12 QQXT 1.96%
13 FTCS 1.94%
14 SPGP 1.89%
15 CPAI 1.89%
16 JGLO 1.71%
17 RDVY 1.46%
18 XRT 1.41%
19 JEPI 1.32%
20 AIEQ 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.12M (10.75%) 4.95M
Increased by +14.50%
Mar 31, 25
2 BlackRock Inc 23.54M (7.42%) -177.55K
Decreased by -0.75%
Mar 31, 25
3 JPMorgan Chase & Co 19.84M (6.25%) 206.71K
Increased by +1.04%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 17.85M (5.62%) -1.67M
Decreased by -9.36%
Mar 31, 25
5 State Street Corporation 14.04M (4.43%) -570.31K
Decreased by -4.06%
Mar 31, 24
6 State Street Corp 13.91M (4.38%) -670.13K
Decreased by -4.82%
Mar 31, 25
7 PRIMECAP Management Company 10.22M (3.22%) -147.89K
Decreased by -1.45%
Mar 31, 25
8 Geode Capital Management, LLC 8.54M (2.69%) 253.66K
Increased by +2.97%
Mar 31, 25
9 Bank of America Corp 8.14M (2.57%) 651.99K
Increased by +8.00%
Mar 31, 25
10 FMR Inc 7.49M (2.36%) -128.54K
Decreased by -1.72%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 5.00M (1.58%) -734.87K
Decreased by -14.70%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 4.65M (1.46%) -299.26K
Decreased by -6.44%
Mar 31, 25
13 Goldman Sachs Group Inc 4.39M (1.38%) -222.44K
Decreased by -5.07%
Sep 30, 24
14 Viking Global Investors LP 4.32M (1.36%) 2.61M
Increased by +60.50%
Mar 31, 25
15 NORGES BANK 4.29M (1.35%) 200.38K
Increased by +4.67%
Dec 31, 24
16 EdgePoint Investment Group, Inc. 4.06M (1.28%) 1.51M
Increased by +37.23%
Mar 31, 25
17 Amundi 3.95M (1.24%) -503.45K
Decreased by -12.75%
Mar 31, 25
18 Marshfield Associates 3.91M (1.23%) -8.43K
Decreased by -0.22%
Mar 31, 25
19 Wellington Management Company LLP 3.86M (1.22%) 1.51M
Increased by +39.04%
Sep 30, 24
20 Massachusetts Financial Services Company 3.85M (1.21%) -109.07K
Decreased by -2.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.59M (3.34%) 164.05K
Increased by +1.55%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 10.58M (3.33%) -25.49K
Decreased by -0.24%
Sep 30, 24
3 Performer (AFRIS) 10.32M (3.25%) 10.32M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 9.32M (2.94%) 148.60K
Increased by +1.59%
Apr 30, 25
5 Vanguard PRIMECAP Inv 7.55M (2.38%) -21.50K
Decreased by -0.28%
Mar 31, 25
6 Invesco QQQ Trust 6.74M (2.12%) -6.97K
Decreased by -0.10%
Apr 30, 25
7 Fidelity 500 Index 4.14M (1.30%) -15.83K
Decreased by -0.38%
Mar 31, 25
8 SPDR® S&P 500 ETF 4.10M (1.29%) -85.51K
Decreased by -2.08%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 4.00M (1.26%) 9.00K
Increased by +0.22%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 4.00M (1.26%) -20.95K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 3.97M (1.25%) -23.86K
Decreased by -0.60%
Apr 30, 25
12 Fidelity® 500 Index 3.97M (1.25%) 25.26K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 3.91M (1.23%) -4.07K
Decreased by -0.10%
Apr 30, 25
14 Vanguard Growth Index Investor 3.78M (1.19%) 35.23K
Increased by +0.93%
Apr 30, 25
15 Vanguard Mid Cap Index Institutional 3.59M (1.13%) 38.08K
Increased by +1.06%
Apr 30, 25
16 JPMorgan Equity Premium Income ETF 3.57M (1.13%) 25.09K
Increased by +0.70%
Apr 30, 25
17 T. Rowe Price U.S. Value Equity Tr-D 2.76M (0.87%) 1.22M
Increased by +44.12%
Mar 31, 25
18 T. Rowe Price U.S. Value Equity Tr-Z 2.76M (0.87%) 1.22M
Increased by +44.12%
Mar 31, 25
19 Franklin Rising Dividends A 2.68M (0.84%) 0.00
Increased by 0.00%
Apr 30, 25
20 Franklin Rising Dividends Fund A 2.68M (0.84%) 0.00
Increased by 0.00%
Mar 31, 25