Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 13.16%
2 LCG 9.02%
3 BELT 5.51%
4 GCIG 4.35%
5 LOPP 4.21%
6 UTRN 3.88%
7 BLCR 3.83%
8 WBIE 3.56%
9 KONG 3.47%
10 BOUT 3.08%
11 GRW 3.06%
12 AIEQ 3.01%
13 LBAY 3.00%
14 LRGG 2.97%
15 FMCX 2.86%
16 IYF 2.75%
17 IYG 2.65%
18 GABF 2.46%
19 XLF 2.30%
20 GFGF 2.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.67M (9.66%) 60.15K
Increased by +0.20%
Dec 31, 24
2 BlackRock Inc 26.53M (8.64%) 1.30M
Increased by +4.89%
Dec 31, 24
3 State Street Corp 14.26M (4.64%) 279.82K
Increased by +1.96%
Dec 31, 24
4 State Street Corporation 14.09M (4.59%) -133.04K
Decreased by -0.94%
Mar 31, 24
5 TCI Fund Management Limited 10.40M (3.39%) 0.00
Increased by 0.00%
Dec 31, 24
6 Wellington Management Company LLP 7.79M (2.54%) -1.08M
Decreased by -13.83%
Dec 31, 24
7 Geode Capital Management, LLC 6.59M (2.15%) 116.21K
Increased by +1.76%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 6.23M (2.03%) -41.63K
Decreased by -0.67%
Dec 31, 24
9 Capital Research & Mgmt Co - Division 3 6.01M (1.96%) -829.10K
Decreased by -13.79%
Dec 31, 24
10 FMR Inc 5.89M (1.92%) -71.26K
Decreased by -1.21%
Dec 31, 24
11 Bank of America Corp 4.93M (1.61%) -64.53K
Decreased by -1.31%
Dec 31, 24
12 JPMorgan Chase & Co 3.60M (1.17%) 405.72K
Increased by +11.27%
Sep 30, 24
13 Edgewood Management LLC 3.58M (1.17%) -339.58K
Decreased by -9.48%
Dec 31, 24
14 NORGES BANK 3.46M (1.13%) -571.62K
Decreased by -16.50%
Dec 31, 24
15 Northern Trust Corp 3.28M (1.07%) 525.35K
Increased by +16.04%
Dec 31, 24
16 UBS Asset Mgmt Americas Inc 3.07M (1.00%) 357.79K
Increased by +11.65%
Dec 31, 24
17 Amvescap Plc. 2.89M (0.94%) -381.16K
Decreased by -13.18%
Dec 31, 24
18 Capital World Investors 2.82M (0.92%) 12.64K
Increased by +0.45%
Dec 31, 23
19 Legal & General Group PLC 2.77M (0.90%) -60.70K
Decreased by -2.19%
Sep 30, 24
20 Wells Fargo & Co 2.67M (0.87%) -4.70K
Decreased by -0.18%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.02M (3.26%) 33.85K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 8.81M (2.87%) 59.34K
Increased by +0.67%
Feb 28, 25
3 Fidelity 500 Index 3.96M (1.29%) 17.47K
Increased by +0.44%
Jan 31, 25
4 SPDR® S&P 500® ETF Trust 3.92M (1.28%) -29.17K
Decreased by -0.74%
Feb 28, 25
5 SPDR® S&P 500 ETF Trust 3.80M (1.24%) 8.60K
Increased by +0.23%
Apr 30, 24
6 Fidelity® 500 Index 3.79M (1.23%) 24.13K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 3.73M (1.21%) -187.00
Decreased by -0.01%
Feb 28, 25
8 Vanguard Growth Index Investor 3.26M (1.06%) 2.53K
Increased by +0.08%
Feb 28, 25
9 Vanguard Wellington™ Inv 2.40M (0.78%) -584.05K
Decreased by -24.34%
Dec 31, 24
10 The Financial Select Sector SPDR® ETF 2.37M (0.77%) 2.83K
Increased by +0.12%
Feb 28, 25
11 Financial Select Sector SPDR® ETF 2.17M (0.71%) -6.20K
Decreased by -0.29%
Apr 30, 24
12 Vanguard Institutional Index I 1.97M (0.64%) -23.31K
Decreased by -1.18%
Feb 28, 25
13 American Funds Washington Mutual A 1.93M (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
14 Capital Group Wash Mutual Invtrs Comp 1.93M (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
15 Edgewood Growth Instl 1.90M (0.62%) -213.99K
Decreased by -11.27%
Dec 31, 24
16 Vanguard Dividend Appreciation ETF 1.76M (0.57%) 8.38K
Increased by +0.48%
Feb 28, 25
17 State St S&P 500® Indx SL Cl III 1.54M (0.50%) 1.10K
Increased by +0.07%
Feb 28, 25
18 Parnassus Core Equity Investor 1.43M (0.46%) -26.76K
Decreased by -1.87%
Feb 28, 25
19 American Funds New Perspective A 1.33M (0.43%) -42.70K
Decreased by -3.20%
Dec 31, 24
20 Capital Group New Perspective Comp 1.33M (0.43%) -42.70K
Decreased by -3.20%
Dec 31, 24