Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTH 5.37%
2 USSE 4.28%
3 DIVO 4.20%
4 UTRN 3.94%
5 XLY 3.92%
6 SXQG 3.76%
7 NEWZ 3.62%
8 BRIF 3.39%
9 NBCC 3.24%
10 QGRO 3.10%
11 GBUY 3.01%
12 CAML 2.85%
13 BCUS 2.85%
14 DVOL 2.83%
15 EQRR 2.72%
16 BDIV 2.56%
17 UCC 2.51%
18 VCR 2.49%
19 IYC 2.45%
20 SIZE 2.45%

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 US Total Market Shares ETF 35.80M (3.21%) -89.52K
Decreased by -0.25%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 35.53M (3.19%) -47.41K
Decreased by -0.13%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 31.24M (2.80%) -36.59K
Decreased by -0.12%
Mar 31, 25
5 Fidelity 500 Index 14.10M (1.27%) -22.19K
Decreased by -0.16%
Mar 31, 25
6 SPDR® S&P 500 ETF 13.98M (1.25%) -247.96K
Decreased by -1.77%
Mar 31, 25
7 SPDR® S&P 500® ETF 13.63M (1.22%) 11.24K
Increased by +0.08%
Apr 30, 25
8 SPDR® S&P 500® ETF Trust 13.61M (1.22%) -71.39K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 13.53M (1.21%) 30.46K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 13.39M (1.20%) 85.22K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 13.32M (1.19%) -13.90K
Decreased by -0.10%
Apr 30, 25
12 Vanguard Growth Index Investor 11.84M (1.06%) 228.92K
Increased by +1.93%
Mar 31, 25
13 Vanguard Dividend Growth Inv 11.38M (1.02%) -207.43K
Decreased by -1.82%
Mar 31, 25
14 iShares MSCI USA Quality Factor ETF 9.43M (0.85%) 11.59K
Increased by +0.12%
Apr 30, 25
15 JPM US Equity Income-MA 8.44M (0.76%) 8.43M
Increased by +99.88%
Sep 30, 23
16 AF High Growth (AFRIS) 7.58M (0.68%) 7.58M
Increased by +100.00%
Feb 29, 24
17 Vanguard PRIMECAP Inv 7.40M (0.66%) -4.00K
Decreased by -0.05%
Mar 31, 25
18 Vanguard Institutional Index I 6.92M (0.62%) -72.91K
Decreased by -1.05%
Mar 31, 25
19 Vanguard Wellington™ Inv 6.71M (0.60%) -220.01K
Decreased by -3.28%
Mar 31, 25
20 The Consumer Discret Sel SectSPDR® ETF 6.21M (0.56%) 6.35K
Increased by +0.10%
Apr 30, 25