Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XDNA 9.93%
2 MJJ 9.90%
3 MJO 9.90%
4 SYNB 8.48%
5 ACT_old 8.00%
6 THNR 4.77%
7 AILG 4.51%
8 UTRN 4.10%
9 BEEZ 3.74%
10 CWS 3.61%
11 IYH 3.47%
12 XLV 3.42%
13 IBLN 3.37%
14 PINK 3.27%
15 VHT 3.25%
16 BELT 3.20%
17 QOWZ 3.00%
18 FHLC 2.99%
19 NEWZ 2.97%
20 PVAL 2.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.25M (8.83%) 196.86K
Increased by +0.59%
Dec 31, 24
2 BlackRock Inc 28.84M (7.66%) -321.22K
Decreased by -1.11%
Dec 31, 24
3 State Street Corporation 16.58M (4.41%) 107.06K
Increased by +0.65%
Mar 31, 24
4 State Street Corp 16.45M (4.37%) 129.07K
Increased by +0.78%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 11.49M (3.05%) 348.74K
Increased by +3.04%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 10.92M (2.90%) -56.43K
Decreased by -0.52%
Dec 31, 24
7 Capital World Investors 9.43M (2.51%) 104.34K
Increased by +1.11%
Dec 31, 24
8 JPMorgan Chase & Co 8.92M (2.37%) -4.30M
Decreased by -48.17%
Dec 31, 24
9 Capital Research Global Investors 7.92M (2.10%) -266.96K
Decreased by -3.37%
Dec 31, 24
10 Geode Capital Management, LLC 7.86M (2.09%) 197.44K
Increased by +2.51%
Dec 31, 24
11 FMR Inc 6.34M (1.68%) -1.54M
Decreased by -24.30%
Dec 31, 24
12 NORGES BANK 6.05M (1.61%) 483.36K
Increased by +7.98%
Dec 31, 24
13 Bank of America Corp 4.05M (1.07%) -1.65M
Decreased by -40.85%
Dec 31, 24
14 Franklin Resources Inc 3.92M (1.04%) -936.56K
Decreased by -23.91%
Dec 31, 24
15 Northern Trust Corp 3.91M (1.04%) 455.00K
Increased by +11.64%
Dec 31, 24
16 Goldman Sachs Group Inc 3.89M (1.03%) 1.71M
Increased by +44.04%
Dec 31, 23
17 Massachusetts Financial Services Company 3.39M (0.90%) -438.84K
Decreased by -12.93%
Sep 30, 24
18 Royal Bank of Canada 3.27M (0.87%) 26.29K
Increased by +0.80%
Dec 31, 24
19 TCI Fund Management Limited 3.15M (0.84%) -46.80K
Decreased by -1.49%
Dec 31, 23
20 T. Rowe Price Investment Management,Inc. 3.08M (0.82%) 1.43M
Increased by +46.48%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.07M (3.21%) 44.17K
Increased by +0.37%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 10.61M (2.82%) 71.00K
Increased by +0.67%
Feb 28, 25
3 Fidelity 500 Index 4.77M (1.27%) 21.04K
Increased by +0.44%
Jan 31, 25
4 SPDR® S&P 500® ETF Trust 4.73M (1.26%) -35.10K
Decreased by -0.74%
Feb 28, 25
5 SPDR® S&P 500 ETF Trust 4.57M (1.21%) 10.30K
Increased by +0.23%
Apr 30, 24
6 Fidelity® 500 Index 4.50M (1.19%) 28.62K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 4.49M (1.19%) -226.00
Decreased by -0.01%
Feb 28, 25
8 American Funds Growth Fund of Amer A 3.53M (0.94%) -93.90K
Decreased by -2.66%
Dec 31, 24
9 Capital Group Growth Fnd of Amer Comp 3.53M (0.94%) -93.90K
Decreased by -2.66%
Dec 31, 24
10 Vanguard Value Index Inv 3.30M (0.88%) 18.97K
Increased by +0.57%
Feb 28, 25
11 Health Care Select Sector SPDR® ETF 2.82M (0.75%) -3.65K
Decreased by -0.13%
Apr 30, 24
12 The Health Care Select Sector SPDR® ETF 2.80M (0.74%) 36.75K
Increased by +1.31%
Feb 28, 25
13 UBS HV Global Selections - Agg 2.76M (0.73%) 2.76M
Increased by +99.96%
Jun 30, 24
14 UBS HV Tax-Opt Global Selections - Agg 2.76M (0.73%) 2.76M
Increased by +100.00%
Jun 30, 24
15 UBS Tax-Opt Digital Transformation theme 2.76M (0.73%) 2.76M
Increased by +99.90%
Jun 30, 24
16 American Funds AMCAP A 2.38M (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
17 Capital Group AMCAP Composite 2.38M (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
18 VA CollegeAmerica Amcap 529A 2.38M (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
19 Vanguard Institutional Index I 2.37M (0.63%) -28.07K
Decreased by -1.18%
Feb 28, 25
20 American Funds American Balanced A 2.03M (0.54%) 32.80K
Increased by +1.61%
Mar 31, 24