Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 13.13%
2 LCG 8.55%
3 BELT 5.44%
4 PRVS 4.79%
5 GCIG 4.35%
6 LOPP 4.21%
7 UTRN 3.88%
8 BLCR 3.75%
9 WBIE 3.56%
10 KONG 3.19%
11 BOUT 3.08%
12 AIEQ 3.01%
13 GRW 2.94%
14 LRGG 2.86%
15 FMCX 2.86%
16 LBAY 2.77%
17 IYF 2.74%
18 IYG 2.63%
19 GABF 2.46%
20 XLF 2.21%

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 US Total Market Shares ETF 10.14M (3.30%) -945.00
Decreased by -0.01%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.02M (3.26%) 33.85K
Increased by +0.34%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 8.81M (2.87%) 59.34K
Increased by +0.67%
Feb 28, 25
4 Fidelity 500 Index 3.98M (1.29%) 17.71K
Increased by +0.45%
Feb 28, 25
5 SPDR® S&P 500 ETF 3.92M (1.28%) -88.50K
Decreased by -2.26%
Mar 31, 25
6 iShares Core S&P 500 ETF 3.84M (1.25%) 11.16K
Increased by +0.29%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 3.81M (1.24%) -19.98K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 3.80M (1.24%) 8.60K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 3.79M (1.23%) 24.13K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500® ETF 3.77M (1.23%) -63.27K
Decreased by -1.68%
Mar 31, 25
11 Vanguard Growth Index Investor 3.26M (1.06%) 2.53K
Increased by +0.08%
Feb 28, 25
12 Vanguard Wellington™ Inv 2.40M (0.78%) -584.05K
Decreased by -24.34%
Dec 31, 24
13 The Financial Select Sector SPDR® ETF 2.35M (0.76%) 6.05K
Increased by +0.26%
Mar 31, 25
14 Financial Select Sector SPDR® ETF 2.17M (0.71%) -6.20K
Decreased by -0.29%
Apr 30, 24
15 Vanguard Institutional Index I 1.97M (0.64%) -23.31K
Decreased by -1.18%
Feb 28, 25
16 American Funds Washington Mutual A 1.93M (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
17 Capital Group Wash Mutual Invtrs Comp 1.93M (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
18 Edgewood Growth Instl 1.90M (0.62%) -213.99K
Decreased by -11.27%
Dec 31, 24
19 Vanguard Dividend Appreciation ETF 1.76M (0.57%) 8.38K
Increased by +0.48%
Feb 28, 25
20 State St S&P 500® Indx SL Cl III 1.62M (0.53%) 89.37K
Increased by +5.50%
Mar 31, 25