Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQQA 5.63%
2 DIP 4.32%
3 UTRN 3.90%
4 DIVZ 3.72%
5 XLY 3.17%
6 ULTY 3.16%
7 MILN 3.06%
8 AQGX 2.88%
9 QNXT 2.82%
10 STNC 2.71%
11 UCC 2.35%
12 EATZ 2.34%
13 CBSE 2.33%
14 RUFF 2.33%
15 SHRY 2.31%
16 WANT 2.23%
17 VCR 2.17%
18 LSGR 2.13%
19 EMOT 2.04%
20 FDIS 2.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 111.11M (9.80%) 784.43K
Increased by +0.71%
Dec 31, 24
2 BlackRock Inc 77.19M (6.81%) -164.63K
Decreased by -0.21%
Dec 31, 24
3 Capital World Investors 54.92M (4.84%) 9.17M
Increased by +16.70%
Dec 31, 24
4 State Street Corp 47.56M (4.19%) 1.59M
Increased by +3.33%
Dec 31, 24
5 State Street Corporation 45.84M (4.04%) -474.93K
Decreased by -1.04%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 26.76M (2.36%) 765.30K
Increased by +2.86%
Dec 31, 24
7 Capital Research Global Investors 25.37M (2.24%) -2.00M
Decreased by -7.89%
Sep 30, 23
8 FMR Inc 25.13M (2.22%) 5.35M
Increased by +21.29%
Dec 31, 24
9 Geode Capital Management, LLC 24.83M (2.19%) 548.25K
Increased by +2.21%
Dec 31, 24
10 Barclays PLC 23.66M (2.09%) 14.75M
Increased by +62.34%
Jun 30, 24
11 Wells Fargo & Co 19.74M (1.74%) -527.74K
Decreased by -2.67%
Dec 31, 24
12 Bank of America Corp 16.36M (1.44%) -4.27M
Decreased by -26.13%
Dec 31, 24
13 Wellington Management Company LLP 15.87M (1.40%) 718.88K
Increased by +4.53%
Dec 31, 24
14 JPMorgan Chase & Co 15.41M (1.36%) -21.71M
Decreased by -140.89%
Dec 31, 24
15 Goldman Sachs Group Inc 14.74M (1.30%) 8.81M
Increased by +59.79%
Dec 31, 23
16 T. Rowe Price Associates, Inc. 14.23M (1.25%) -3.94M
Decreased by -27.66%
Dec 31, 24
17 Nuveen Asset Management, LLC 13.73M (1.21%) -631.33K
Decreased by -4.60%
Dec 31, 24
18 NORGES BANK 13.64M (1.20%) -1.00M
Decreased by -7.35%
Dec 31, 24
19 Northern Trust Corp 13.57M (1.20%) 600.15K
Increased by +4.42%
Dec 31, 24
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 35.76M (3.15%) 122.96K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 31.44M (2.77%) 215.67K
Increased by +0.69%
Feb 28, 25
3 Invesco QQQ Trust 23.45M (2.07%) -1.84K
Decreased by -0.01%
Feb 28, 25
4 Performer (AFRIS) 14.64M (1.29%) 14.64M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 14.13M (1.25%) 62.36K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 14.00M (1.24%) -103.90K
Decreased by -0.74%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 13.66M (1.20%) -106.18K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 13.35M (1.18%) 84.94K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 13.31M (1.17%) -669.00
Decreased by -0.01%
Feb 28, 25
10 American Funds Washington Mutual A 13.10M (1.16%) 2.46M
Increased by +18.81%
Dec 31, 24
11 Capital Group Wash Mutual Invtrs Comp 13.10M (1.16%) 2.46M
Increased by +18.81%
Dec 31, 24
12 Vanguard Growth Index Investor 11.72M (1.03%) 8.22K
Increased by +0.07%
Feb 28, 25
13 American Funds American Balanced A 9.28M (0.82%) 1.25M
Increased by +13.49%
Dec 31, 24
14 American Funds Fundamental Invs A 7.30M (0.64%) 499.31K
Increased by +6.84%
Dec 31, 24
15 Capital Group Fundamental Invtrs Comp 7.30M (0.64%) 499.31K
Increased by +6.84%
Dec 31, 24
16 JPMorgan Large Cap Growth I 7.30M (0.64%) 1.28M
Increased by +17.53%
Jan 31, 25
17 The Consumer Discret Sel SectSPDR® ETF 7.27M (0.64%) -14.04K
Decreased by -0.19%
Feb 28, 25
18 Vanguard Institutional Index I 7.03M (0.62%) -82.88K
Decreased by -1.18%
Feb 28, 25
19 American Funds New Perspective A 6.61M (0.58%) 1.18M
Increased by +17.84%
Dec 31, 24
20 Capital Group New Perspective Comp 6.61M (0.58%) 1.18M
Increased by +17.84%
Dec 31, 24