Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 5.58%
2 RTH 5.39%
3 DIVO 4.31%
4 XLY 4.18%
5 SXQG 4.03%
6 UTRN 3.94%
7 NEWZ 3.62%
8 QGRO 3.43%
9 NBCC 3.38%
10 UCC 3.34%
11 STNC 3.34%
12 GBUY 3.33%
13 BRIF 3.22%
14 CAML 3.07%
15 DVOL 3.02%
16 BCUS 2.88%
17 WANT 2.84%
18 EQRR 2.78%
19 IYC 2.72%
20 BTHM 2.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 99.66M (8.94%) 4.60M
Increased by +4.61%
Dec 31, 24
2 Vanguard Group Inc 99.31M (8.91%) 578.95K
Increased by +0.58%
Dec 31, 24
3 State Street Corp 49.27M (4.42%) 1.71M
Increased by +3.47%
Dec 31, 24
4 State Street Corporation 47.40M (4.25%) -41.31K
Decreased by -0.09%
Mar 31, 24
5 FMR Inc 35.76M (3.21%) -4.58M
Decreased by -12.82%
Dec 31, 24
6 Wellington Management Company LLP 34.84M (3.13%) -2.87M
Decreased by -8.24%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 26.67M (2.39%) 355.77K
Increased by +1.33%
Dec 31, 24
8 Geode Capital Management, LLC 24.32M (2.18%) 465.00K
Increased by +1.91%
Dec 31, 24
9 JPMorgan Chase & Co 21.76M (1.95%) -34.34M
Decreased by -157.82%
Dec 31, 24
10 Bank of New York Mellon Corp 19.14M (1.72%) -934.62K
Decreased by -4.88%
Dec 31, 24
11 Bank of America Corp 18.88M (1.69%) -305.81K
Decreased by -1.62%
Dec 31, 24
12 Capital Research & Mgmt Co - Division 3 14.65M (1.31%) 626.74K
Increased by +4.28%
Dec 31, 24
13 Northern Trust Corp 13.99M (1.25%) 1.85M
Increased by +13.19%
Dec 31, 24
14 NORGES BANK 13.83M (1.24%) 886.31K
Increased by +6.41%
Dec 31, 24
15 HHG PLC 13.23M (1.19%) 346.94K
Increased by +2.62%
Mar 31, 24
16 Ameriprise Financial Inc 13.03M (1.17%) -273.10K
Decreased by -2.10%
Dec 31, 24
17 Royal Bank of Canada 12.30M (1.10%) 1.40M
Increased by +11.41%
Dec 31, 24
18 T. Rowe Price Associates, Inc. 12.13M (1.09%) -1.02M
Decreased by -8.44%
Dec 31, 24
19 PRIMECAP Management Company 12.00M (1.08%) -303.30K
Decreased by -2.53%
Dec 31, 24
20 Alecta Pensionsforsakring, Omsesidigt 11.77M (1.06%) -330.00K
Decreased by -2.80%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 99.75M (8.95%) 99.75M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 35.57M (3.19%) 125.48K
Increased by +0.35%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 31.28M (2.81%) 212.68K
Increased by +0.68%
Feb 28, 25
4 Fidelity 500 Index 14.06M (1.26%) 62.05K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 13.94M (1.25%) -103.43K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 13.53M (1.21%) 30.46K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 13.39M (1.20%) 85.22K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 13.25M (1.19%) -666.00
Decreased by -0.01%
Feb 28, 25
9 Vanguard Growth Index Investor 11.61M (1.04%) 9.16K
Increased by +0.08%
Feb 28, 25
10 Vanguard Dividend Growth Inv 11.59M (1.04%) -421.15K
Decreased by -3.63%
Dec 31, 24
11 iShares MSCI USA Quality Factor ETF 9.44M (0.85%) 52.96K
Increased by +0.56%
Feb 28, 25
12 JPM US Equity Income-MA 8.44M (0.76%) 8.43M
Increased by +99.88%
Sep 30, 23
13 AF High Growth (AFRIS) 7.58M (0.68%) 7.58M
Increased by +100.00%
Feb 29, 24
14 Vanguard PRIMECAP Inv 7.40M (0.66%) -150.80K
Decreased by -2.04%
Dec 31, 24
15 The Consumer Discret Sel SectSPDR® ETF 7.24M (0.65%) -13.97K
Decreased by -0.19%
Feb 28, 25
16 Vanguard Institutional Index I 6.99M (0.63%) -82.99K
Decreased by -1.19%
Feb 28, 25
17 Vanguard Wellington™ Inv 6.93M (0.62%) -146.30K
Decreased by -2.11%
Dec 31, 24
18 Consumer Discret Sel Sect SPDR® ETF 6.16M (0.55%) -31.25K
Decreased by -0.51%
Apr 30, 24
19 American Funds Washington Mutual A 5.78M (0.52%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group Wash Mutual Invtrs Comp 5.78M (0.52%) 0.00
Increased by 0.00%
Dec 31, 24