Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 10.19%
2 LCG 7.24%
3 PRVS 4.88%
4 GCIG 4.35%
5 UTRN 3.88%
6 LOPP 3.61%
7 WBIE 3.56%
8 LBAY 3.27%
9 RW 3.21%
10 KONG 3.10%
11 BOUT 3.08%
12 AIEQ 3.01%
13 FMCX 2.86%
14 TOLL 2.79%
15 BLCR 2.78%
16 NEWZ 2.78%
17 LRGG 2.66%
18 BELT 2.58%
19 IYF 2.38%
20 FLAG 2.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.09M (9.88%) 315.92K
Increased by +1.05%
Jun 30, 25
2 BlackRock Inc 26.49M (8.70%) -800.15K
Decreased by -3.02%
Jun 30, 25
3 State Street Corp 14.10M (4.63%) -160.80K
Decreased by -1.14%
Jun 30, 25
4 State Street Corporation 14.09M (4.62%) -133.04K
Decreased by -0.94%
Mar 31, 24
5 TCI Fund Management Limited 11.09M (3.64%) 730.35K
Increased by +6.58%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 8.00M (2.62%) 132.97K
Increased by +1.66%
Jun 30, 25
7 Geode Capital Management, LLC 6.79M (2.23%) 42.72K
Increased by +0.63%
Jun 30, 25
8 Wellington Management Company LLP 5.96M (1.96%) -489.43K
Decreased by -8.22%
Jun 30, 25
9 FMR Inc 5.79M (1.90%) -169.11K
Decreased by -2.92%
Jun 30, 25
10 Bank of America Corp 5.52M (1.81%) 182.28K
Increased by +3.30%
Jun 30, 25
11 NORGES BANK 4.15M (1.36%) 687.50K
Increased by +16.56%
Jun 30, 25
12 JPMorgan Chase & Co 3.60M (1.18%) 405.72K
Increased by +11.27%
Sep 30, 24
13 UBS Asset Mgmt Americas Inc 3.44M (1.13%) 254.34K
Increased by +7.39%
Jun 30, 25
14 Northern Trust Corp 3.17M (1.04%) -81.41K
Decreased by -2.57%
Jun 30, 25
15 Valeo Financial Advisors, LLC 3.17M (1.04%) 3.16M
Increased by +99.86%
Jun 30, 25
16 T. Rowe Price Associates, Inc. 3.09M (1.02%) 146.57K
Increased by +4.74%
Jun 30, 25
17 Capital World Investors 2.82M (0.93%) 12.64K
Increased by +0.45%
Dec 31, 23
18 Wells Fargo & Co 2.78M (0.91%) 5.68K
Increased by +0.20%
Jun 30, 25
19 Capital Research & Mgmt Co - Division 3 2.61M (0.86%) -416.39K
Decreased by -15.96%
Jun 30, 25
20 Goldman Sachs Group Inc 2.58M (0.85%) -135.34K
Decreased by -5.25%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.14M (3.33%) -945.00
Decreased by -0.01%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.86M (3.24%) -228.73K
Decreased by -2.32%
Jul 31, 25
3 Vanguard 500 Index Investor 7.77M (2.55%) -1.14M
Decreased by -14.65%
Jul 31, 25
4 Fidelity 500 Index 3.98M (1.31%) 1.71K
Increased by +0.04%
Jul 31, 25
5 SPDR® S&P 500 ETF 3.92M (1.29%) -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 (1.25%) 8.60K
Increased by +0.23%
Apr 30, 24
8 SPDR® S&P 500® ETF 3.79M (1.25%) 46.55K
Increased by +1.23%
Aug 31, 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 3.78M (1.24%) 0.00
Increased by 0.00%
Aug 31, 25
11 Vanguard Growth Index Investor 3.31M (1.09%) 12.18K
Increased by +0.37%
Jul 31, 25
12 The Financial Select Sector SPDR® ETF 2.24M (0.73%) -7.10K
Decreased by -0.32%
Aug 31, 25
13 Financial Select Sector SPDR® ETF 2.17M (0.71%) -6.20K
Decreased by -0.29%
Apr 30, 24
14 Vanguard Institutional Index I 1.90M (0.62%) -21.27K
Decreased by -1.12%
Jul 31, 25
15 Vanguard Wellington™ Inv 1.89M (0.62%) -69.84K
Decreased by -3.69%
Jun 30, 25
16 Vanguard Dividend Appreciation ETF 1.70M (0.56%) 3.30K
Increased by +0.19%
Jul 31, 25
17 State St S&P 500® Indx SL Cl III 1.68M (0.55%) -2.56K
Decreased by -0.15%
Aug 31, 25
18 Vanguard Dividend Growth Inv 1.44M (0.47%) 145.90K
Increased by +10.16%
Jun 30, 25
19 Parnassus Core Equity Investor 1.35M (0.44%) -29.87K
Decreased by -2.22%
Jul 31, 25
20 Edgewood Growth Instl 1.34M (0.44%) -65.59K
Decreased by -4.91%
Jun 30, 25