Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 9.85%
2 NETZ 8.29%
3 RNEW 5.97%
4 SGDJ 5.56%
5 FCTE 5.36%
6 LOPP 4.98%
7 CCSO 4.19%
8 USSE 3.96%
9 UTRN 3.89%
10 BCUS 3.78%
11 GAST 3.75%
12 KSEA 3.46%
13 IDU 3.44%
14 VSMV 3.11%
15 LCAP 2.90%
16 DVOL 2.88%
17 PRN 2.78%
18 HUSV 2.67%
19 MID 2.65%
20 GOAU 2.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.59M (5.96%) 144.72K
Increased by +0.78%
Dec 31, 24
2 BlackRock Inc 17.60M (5.64%) -51.63K
Decreased by -0.29%
Dec 31, 24
3 State Street Corp 9.75M (3.13%) 355.99K
Increased by +3.65%
Dec 31, 24
4 State Street Corporation 9.49M (3.04%) 806.09K
Increased by +8.49%
Mar 31, 24
5 Capital World Investors 7.86M (2.52%) 2.71K
Increased by +0.03%
Dec 31, 24
6 Pictet Asset Manangement SA 6.26M (2.01%) 218.73K
Increased by +3.49%
Dec 31, 24
7 Wellington Management Company LLP 5.90M (1.89%) -107.02K
Decreased by -1.81%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 5.32M (1.71%) 499.24K
Increased by +9.39%
Dec 31, 24
9 Geode Capital Management, LLC 4.57M (1.46%) 57.62K
Increased by +1.26%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 4.24M (1.36%) -157.83K
Decreased by -3.72%
Dec 31, 24
11 Nordea Investment Mgmt Bank Demark A/s 3.13M (1.00%) 509.12K
Increased by +16.27%
Dec 31, 24
12 Goldman Sachs Group Inc 3.12M (1.00%) 1.30M
Increased by +41.63%
Dec 31, 23
13 JPMorgan Chase & Co 2.75M (0.88%) -3.51M
Decreased by -127.46%
Dec 31, 24
14 NORGES BANK 2.75M (0.88%) 294.29K
Increased by +10.71%
Dec 31, 24
15 Allspring Global Investments Holdings, LLC 2.55M (0.82%) 25.35K
Increased by +1.00%
Dec 31, 24
16 Northern Trust Corp 2.43M (0.78%) 280.54K
Increased by +11.56%
Dec 31, 24
17 UBS Group AG 2.27M (0.73%) -38.83K
Decreased by -1.71%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 2.23M (0.72%) -452.00K
Decreased by -20.27%
Mar 31, 24
19 GAMMA Investing LLC 2.23M (0.71%) 2.22M
Increased by +99.74%
Mar 31, 25
20 Victory Capital Management Inc. 2.21M (0.71%) -237.84K
Decreased by -10.77%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.46M (2.07%) -60.28K
Decreased by -0.93%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.42M (2.06%) -5.85K
Decreased by -0.09%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 5.64M (1.81%) -3.22K
Decreased by -0.06%
Mar 31, 25
4 Vanguard Wellington™ Inv 4.65M (1.49%) 83.17K
Increased by +1.79%
Mar 31, 25
5 American Funds Growth Fund of Amer A 4.52M (1.45%) 548.19K
Increased by +12.13%
Mar 31, 25
6 Capital Group Growth Fnd of Amer Comp 4.52M (1.45%) 548.19K
Increased by +12.13%
Mar 31, 25
7 JPM US Equity Income-MA 3.23M (1.04%) 3.23M
Increased by +99.90%
Sep 30, 23
8 Fidelity 500 Index 2.55M (0.82%) -2.66K
Decreased by -0.10%
Mar 31, 25
9 SPDR® S&P 500 ETF 2.52M (0.81%) -45.96K
Decreased by -1.82%
Mar 31, 25
10 SPDR® S&P 500® ETF 2.46M (0.79%) 2.02K
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 2.46M (0.79%) -12.85K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 2.42M (0.78%) 5.45K
Increased by +0.23%
Apr 30, 24
13 iShares Core S&P 500 ETF 2.40M (0.77%) -2.52K
Decreased by -0.10%
Apr 30, 25
14 Fidelity® 500 Index 2.40M (0.77%) 15.25K
Increased by +0.64%
Nov 30, 23
15 Pictet Water Segregated Accounts 2.26M (0.72%) 2.26M
Increased by +100.00%
Mar 31, 24
16 Pictet-Water I EUR 1.95M (0.62%) -43.42K
Decreased by -2.23%
Mar 31, 25
17 Allspring Mid Value SMA 1.87M (0.60%) 1.87M
Increased by +99.99%
Dec 31, 24
18 Vanguard Value Index Inv 1.78M (0.57%) 20.39K
Increased by +1.15%
Mar 31, 25
19 iShares MSCI USA Min Vol Factor ETF 1.68M (0.54%) 5.67K
Increased by +0.34%
Apr 30, 25
20 Allspring Special Mid Cap Value Inst 1.48M (0.48%) -390.50K
Decreased by -26.35%
Mar 31, 25