Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BUL 4.84%
2 UTRN 4.03%
3 WBIG 3.99%
4 KMID 3.97%
5 MDCP 3.04%
6 RTH 2.65%
7 RSPD 2.14%
8 RCD 2.14%
9 WBIL 2.11%
10 QQXT 1.93%
11 CPAI 1.89%
12 SPGP 1.87%
13 FTCS 1.75%
14 JGLO 1.61%
15 THRO 1.59%
16 XRT 1.49%
17 RDVY 1.45%
18 CVRD 1.44%
19 BTHM 1.44%
20 QNXT 1.28%

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 (7.38%) -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 Massachusetts Financial Services Company 3.96M (1.23%) -63.68K
Decreased by -1.61%
Dec 31, 24
19 Marshfield Associates 3.91M (1.22%) 5.66K
Increased by +0.14%
Dec 31, 24
20 Wellington Management Company LLP 3.86M (1.20%) 1.51M
Increased by +39.04%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.46M (3.26%) 39.28K
Increased by +0.38%
Feb 28, 25
2 Performer (AFRIS) 10.32M (3.21%) 10.32M
Increased by +100.00%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 9.20M (2.86%) 63.33K
Increased by +0.69%
Feb 28, 25
4 Vanguard PRIMECAP Inv 7.57M (2.36%) -16.65K
Decreased by -0.22%
Dec 31, 24
5 Invesco QQQ Trust 6.86M (2.14%) -539.00
Decreased by -0.01%
Feb 28, 25
6 Fidelity 500 Index 4.14M (1.29%) 18.25K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 4.10M (1.28%) -30.42K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 4.00M (1.25%) 9.00K
Increased by +0.22%
Apr 30, 24
9 Fidelity® 500 Index 3.97M (1.24%) 25.26K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 3.90M (1.21%) -196.00
Decreased by -0.01%
Feb 28, 25
11 Vanguard Growth Index Investor 3.51M (1.09%) 2.68K
Increased by +0.08%
Feb 28, 25
12 JPMorgan Equity Premium Income ETF 3.38M (1.05%) 5.75K
Increased by +0.17%
Feb 28, 25
13 Franklin Rising Dividends A 3.37M (1.05%) 0.00
Increased by 0.00%
Oct 31, 24
14 T. Rowe Price US Mid-Cap Growth Equity 2.78M (0.86%) -12.10K
Decreased by -0.44%
Dec 31, 24
15 T. Rowe Price Mid-Cap Growth 2.78M (0.86%) -1.10K
Decreased by -0.04%
Jan 31, 25
16 Franklin Rising Dividends Fund A 2.68M (0.83%) 0.00
Increased by 0.00%
Feb 28, 25
17 First Eagle Global A 2.63M (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
18 T. Rowe Price Growth Stock 2.42M (0.75%) -578.52K
Decreased by -23.95%
Sep 30, 23
19 T. Rowe Price US Growth Stock Composite 2.42M (0.75%) -578.52K
Decreased by -23.95%
Sep 30, 23
20 EdgePoint Global 2.29M (0.71%) -66.26K
Decreased by -2.90%
Sep 30, 23