Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UFO 4.73%
2 VSL 4.00%
3 UTRN 3.98%
4 KSEA 3.50%
5 XTH 3.47%
6 YUMY 3.31%
7 IVEG 3.31%
8 XKST 2.59%
9 SHFT 2.56%
10 PTF 2.49%
11 USRD 1.93%
12 QQJG 1.83%
13 FRTY 1.80%
14 RYT 1.51%
15 QQQN 1.47%
16 ANEW 1.44%
17 RSPT 1.42%
18 HAPY 1.36%
19 ROBO 1.33%
20 FXR 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.71M (12.14%) 183.15K
Increased by +0.62%
Dec 31, 24
2 BlackRock Inc 19.86M (8.11%) 539.89K
Increased by +2.72%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 12.72M (5.20%) -120.34K
Decreased by -0.95%
Mar 31, 24
4 Morgan Stanley - Brokerage Accounts 11.60M (4.74%) -117.95K
Decreased by -1.02%
Dec 31, 24
5 State Street Corporation 10.78M (4.40%) -58.14K
Decreased by -0.54%
Mar 31, 24
6 State Street Corp 10.58M (4.32%) 115.82K
Increased by +1.09%
Dec 31, 24
7 Select Equity Group LP 10.15M (4.15%) 1.86M
Increased by +18.29%
Dec 31, 24
8 Generation Investment Management LLP 9.37M (3.83%) -2.53M
Decreased by -26.98%
Dec 31, 24
9 Geode Capital Management, LLC 6.04M (2.47%) 138.14K
Increased by +2.29%
Dec 31, 24
10 Victory Capital Management Inc. 5.67M (2.31%) 222.68K
Increased by +3.93%
Dec 31, 24
11 UBS Asset Mgmt Americas Inc 5.53M (2.26%) 134.28K
Increased by +2.43%
Dec 31, 24
12 Sumitomo Mitsui Trust Holdings Inc 5.12M (2.09%) -198.58K
Decreased by -3.88%
Jun 30, 24
13 Contour Asset Management LLC 4.68M (1.91%) 197.91K
Increased by +4.23%
Dec 31, 24
14 Sumitomo Mitsui Trust Group Inc 4.64M (1.90%) -133.43K
Decreased by -2.87%
Dec 31, 24
15 PRIMECAP Management Company 4.43M (1.81%) -103.51K
Decreased by -2.34%
Dec 31, 24
16 Fidelity International Ltd 4.39M (1.79%) -52.00K
Decreased by -1.18%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 4.35M (1.78%) -5.65M
Decreased by -129.98%
Sep 30, 23
18 King Luther Capital Management Corp 4.25M (1.74%) -24.15K
Decreased by -0.57%
Dec 31, 24
19 Jana Partners Management LP 4.18M (1.71%) -702.86K
Decreased by -16.82%
Dec 31, 24
20 Citadel Advisors Llc 3.93M (1.60%) 3.43M
Increased by +87.22%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.70M (3.14%) 35.28K
Increased by +0.46%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.77M (2.77%) 47.86K
Increased by +0.71%
Feb 28, 25
3 Eaton Vance Atlanta Capital SMID-Cap I 6.68M (2.73%) 0.00
Increased by 0.00%
Jan 31, 25
4 Vanguard Mid Cap Index Institutional 5.27M (2.15%) 22.93K
Increased by +0.43%
Feb 28, 25
5 Victory Sycamore Established Value R 3.87M (1.58%) 161.00K
Increased by +4.16%
Dec 31, 24
6 American Funds New Perspective A 3.78M (1.54%) -236.44K
Decreased by -6.26%
Mar 31, 24
7 Capital Group New Perspective Comp 3.78M (1.54%) -236.44K
Decreased by -6.26%
Mar 31, 24
8 Vanguard Capital Opportunity Inv 3.13M (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
9 Impax Water Strategy Composite 3.05M (1.25%) -335.53K
Decreased by -10.99%
Nov 30, 23
10 Fidelity 500 Index 3.04M (1.24%) 13.44K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 3.01M (1.23%) -22.46K
Decreased by -0.75%
Feb 28, 25
12 SPDR® S&P 500 ETF Trust 2.94M (1.20%) 6.66K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 2.89M (1.18%) 18.41K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 2.87M (1.17%) -144.00
Decreased by -0.01%
Feb 28, 25
15 Fidelity Global Technology A-Dis-EUR 2.79M (1.14%) 729.00
Increased by +0.03%
Dec 31, 24
16 American Funds Growth Fund of Amer A 2.73M (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
17 Capital Group Growth Fnd of Amer Comp 2.73M (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
18 Lazard Global Robotics & Automation 2.61M (1.07%) 74.76K
Increased by +2.86%
Dec 31, 24
19 Loomis Sayles Strategic Alpha 2.58M (1.05%) 2.58M
Increased by +100.00%
Dec 31, 24
20 Vanguard Information Technology ETF 2.40M (0.98%) 6.60K
Increased by +0.28%
Feb 28, 25