Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 11.92%
2 LCG 8.27%
3 BELT 5.11%
4 PRVS 4.87%
5 GCIG 4.35%
6 LOPP 3.91%
7 UTRN 3.88%
8 WBIE 3.56%
9 BLCR 3.46%
10 KONG 3.43%
11 LBAY 3.16%
12 BOUT 3.08%
13 AIEQ 3.01%
14 LRGG 2.87%
15 FMCX 2.86%
16 IYF 2.73%
17 IYG 2.54%
18 GABF 2.26%
19 XLF 2.25%
20 NTZO 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.78M (9.73%) 108.73K
Increased by +0.37%
Mar 31, 25
2 BlackRock Inc 27.29M (8.92%) 759.20K
Increased by +2.78%
Mar 31, 25
3 State Street Corp 14.26M (4.66%) -771.00
Decreased by -0.01%
Mar 31, 25
4 State Street Corporation 14.09M (4.60%) -133.04K
Decreased by -0.94%
Mar 31, 24
5 TCI Fund Management Limited 10.36M (3.39%) -38.81K
Decreased by -0.37%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 7.86M (2.57%) 1.63M
Increased by +20.71%
Mar 31, 25
7 Geode Capital Management, LLC 6.75M (2.21%) 160.58K
Increased by +2.38%
Mar 31, 25
8 Wellington Management Company LLP 6.45M (2.11%) -1.34M
Decreased by -20.85%
Mar 31, 25
9 FMR Inc 5.96M (1.95%) 63.64K
Increased by +1.07%
Mar 31, 25
10 Bank of America Corp 5.34M (1.74%) 405.39K
Increased by +7.59%
Mar 31, 25
11 JPMorgan Chase & Co 3.60M (1.18%) 405.72K
Increased by +11.27%
Sep 30, 24
12 NORGES BANK 3.46M (1.13%) -571.62K
Decreased by -16.50%
Dec 31, 24
13 Northern Trust Corp 3.28M (1.07%) 525.35K
Increased by +16.04%
Dec 31, 24
14 UBS Asset Mgmt Americas Inc 3.19M (1.04%) 114.84K
Increased by +3.60%
Mar 31, 25
15 Capital Research & Mgmt Co - Division 3 3.03M (0.99%) -2.99M
Decreased by -98.66%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 2.95M (0.96%) 614.81K
Increased by +20.86%
Mar 31, 25
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 Goldman Sachs Group Inc 2.71M (0.89%) 48.82K
Increased by +1.80%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.14M (3.32%) -945.00
Decreased by -0.01%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.11M (3.30%) 149.71K
Increased by +1.48%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 8.90M (2.91%) 141.91K
Increased by +1.60%
Apr 30, 25
4 Fidelity 500 Index 3.95M (1.29%) -24.49K
Decreased by -0.62%
Mar 31, 25
5 SPDR® S&P 500 ETF 3.92M (1.28%) -88.50K
Decreased by -2.26%
Mar 31, 25
6 SPDR® S&P 500® ETF Trust 3.81M (1.25%) -19.98K
Decreased by -0.52%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 3.80M (1.24%) 8.60K
Increased by +0.23%
Apr 30, 24
8 SPDR® S&P 500® ETF 3.79M (1.24%) -22.75K
Decreased by -0.60%
Apr 30, 25
9 Fidelity® 500 Index 3.79M (1.24%) 24.13K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 3.73M (1.22%) -3.91K
Decreased by -0.10%
Apr 30, 25
11 Vanguard Growth Index Investor 3.33M (1.09%) 30.94K
Increased by +0.93%
Apr 30, 25
12 The Financial Select Sector SPDR® ETF 2.26M (0.74%) -16.95K
Decreased by -0.75%
Apr 30, 25
13 Financial Select Sector SPDR® ETF 2.17M (0.71%) -6.20K
Decreased by -0.29%
Apr 30, 24
14 Vanguard Wellington™ Inv 1.96M (0.64%) -438.79K
Decreased by -22.38%
Mar 31, 25
15 Vanguard Institutional Index I 1.93M (0.63%) -5.01K
Decreased by -0.26%
Apr 30, 25
16 Edgewood Growth Instl 1.90M (0.62%) -213.99K
Decreased by -11.27%
Dec 31, 24
17 Vanguard Dividend Appreciation ETF 1.70M (0.55%) 19.07K
Increased by +1.12%
Apr 30, 25
18 State St S&P 500® Indx SL Cl III 1.65M (0.54%) 20.25K
Increased by +1.23%
Apr 30, 25
19 Parnassus Core Equity Investor 1.38M (0.45%) -7.10K
Decreased by -0.51%
Apr 30, 25
20 American Funds New Perspective A 1.33M (0.44%) -42.70K
Decreased by -3.20%
Dec 31, 24