Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQQA 4.46%
2 DIP 4.32%
3 UTRN 3.90%
4 DIVZ 3.72%
5 ULTY 3.16%
6 AQGX 2.88%
7 TOGA 2.79%
8 STNC 2.73%
9 CGDV 2.70%
10 MILN 2.53%
11 XLY 2.51%
12 ACSI 2.50%
13 QNXT 2.35%
14 EATZ 2.34%
15 CBSE 2.33%
16 RUFF 2.33%
17 TGLR 2.33%
18 CGVV 2.33%
19 PCGG 1.99%
20 GDVD 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 112.86M (9.95%) 802.05K
Increased by +0.71%
Jun 30, 25
2 BlackRock Inc 78.24M (6.90%) 1.05M
Increased by +1.34%
Mar 31, 25
3 Capital Research Global Investors 76.69M (6.76%) 41.26M
Increased by +53.81%
Jun 30, 25
4 Capital World Investors 76.26M (6.72%) 1.79M
Increased by +2.35%
Jun 30, 25
5 State Street Corp 46.97M (4.14%) -591.27K
Decreased by -1.26%
Mar 31, 25
6 State Street Corporation 45.84M (4.04%) -474.93K
Decreased by -1.04%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 27.02M (2.38%) 259.92K
Increased by +0.96%
Mar 31, 25
8 FMR Inc 26.19M (2.31%) 1.07M
Increased by +4.07%
Mar 31, 25
9 Geode Capital Management, LLC 25.75M (2.27%) 920.65K
Increased by +3.58%
Mar 31, 25
10 JPMorgan Chase & Co 24.31M (2.14%) 8.90M
Increased by +36.62%
Mar 31, 25
11 Barclays PLC 23.66M (2.09%) 14.75M
Increased by +62.34%
Jun 30, 24
12 Wells Fargo & Co 18.38M (1.62%) -1.37M
Decreased by -7.44%
Mar 31, 25
13 Bank of America Corp 16.59M (1.46%) 229.65K
Increased by +1.38%
Mar 31, 25
14 Wellington Management Company LLP 16.07M (1.42%) -3.35M
Decreased by -20.82%
Jun 30, 25
15 Nuveen, LLC 14.06M (1.24%) 14.06M
Increased by +100.00%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 13.90M (1.23%) -326.74K
Decreased by -2.35%
Mar 31, 25
17 Nuveen Asset Management, LLC 13.73M (1.21%) -631.33K
Decreased by -4.60%
Dec 31, 24
18 NORGES BANK 13.60M (1.20%) -40.16K
Decreased by -0.30%
Jun 30, 25
19 Northern Trust Corp 13.58M (1.20%) 5.62K
Increased by +0.04%
Mar 31, 25
20 Royal Bank of Canada 12.91M (1.14%) -1.43M
Decreased by -11.07%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 36.53M (3.22%) 53.71K
Increased by +0.15%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 35.89M (3.16%) 42.18K
Increased by +0.12%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 32.31M (2.85%) 224.31K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 32.25M (2.84%) -55.64K
Decreased by -0.17%
Jun 30, 25
5 Invesco QQQ Trust 23.32M (2.06%) -14.62K
Decreased by -0.06%
Jul 31, 25
6 American Funds Invmt Co of Amer A 22.17M (1.95%) 8.38M
Increased by +37.80%
Jun 30, 25
7 Capital Group Investment Co of Amer Comp 22.17M (1.95%) 8.38M
Increased by +37.80%
Jun 30, 25
8 American Funds Growth Fund of Amer A 17.56M (1.55%) -60.32K
Decreased by -0.34%
Jun 30, 25
9 Capital Group Growth Fnd of Amer Comp 17.56M (1.55%) -60.32K
Decreased by -0.34%
Jun 30, 25
10 American Funds Washington Mutual A 16.22M (1.43%) 1.14M
Increased by +7.04%
Jun 30, 25
11 Capital Group Wash Mutual Invtrs Comp 16.22M (1.43%) 1.14M
Increased by +7.04%
Jun 30, 25
12 American Funds Income Fund of Amer A 15.65M (1.38%) 10.54M
Increased by +67.34%
Jun 30, 25
13 Performer (AFRIS) 14.64M (1.29%) 14.64M
Increased by +100.00%
Feb 29, 24
14 American Funds American Mutual A 14.45M (1.27%) 6.77M
Increased by +46.84%
Jun 30, 25
15 Capital Group American Mutual Comp 14.45M (1.27%) 6.77M
Increased by +46.84%
Jun 30, 25
16 Fidelity 500 Index 14.40M (1.27%) 67.97K
Increased by +0.47%
Jun 30, 25
17 SPDR® S&P 500 ETF 14.13M (1.25%) -172.13K
Decreased by -1.22%
Mar 31, 25
18 SPDR® S&P 500® ETF 13.90M (1.23%) 59.45K
Increased by +0.43%
Jul 31, 25
19 SPDR® S&P 500® ETF Trust 13.75M (1.21%) -72.14K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500 ETF Trust 13.66M (1.20%) -106.18K
Decreased by -0.78%
Mar 31, 24