Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.17%
2 PKB 4.78%
3 BEEZ 4.32%
4 UTRN 3.78%
5 ERNZ 3.62%
6 BCUS 3.42%
7 CSMD 3.23%
8 QQQN 3.07%
9 QQJG 2.86%
10 YALL 2.71%
11 PPIE 2.31%
12 DEF 2.16%
13 FTDS 2.10%
14 MBOX 2.10%
15 RSPD 2.06%
16 RCD 2.06%
17 TUSA 2.01%
18 DMDV 2.00%
19 POWA 1.97%
20 QQQJ 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.00M (2.45%) 92.93K
Increased by +0.71%
Sep 30, 24
2 BlackRock Inc 9.77M (1.84%) 350.67K
Increased by +3.59%
Sep 30, 24
3 Wellington Management Company LLP 4.74M (0.89%) 161.50K
Increased by +3.41%
Sep 30, 24
4 State Street Corp 4.52M (0.85%) 47.95K
Increased by +1.06%
Sep 30, 24
5 State Street Corporation 4.48M (0.85%) -149.12K
Decreased by -3.33%
Mar 31, 24
6 AllianceBernstein L.P. 4.42M (0.83%) 101.98K
Increased by +2.31%
Sep 30, 24
7 Capital World Investors 3.86M (0.73%) 21.45K
Increased by +0.56%
Sep 30, 24
8 Capital Research & Mgmt Co - Division 3 3.55M (0.67%) -1.35M
Decreased by -37.90%
Sep 30, 24
9 Geode Capital Management, LLC 2.89M (0.54%) 44.00K
Increased by +1.52%
Sep 30, 24
10 Citadel Advisors Llc 2.85M (0.54%) 2.64M
Increased by +92.50%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 2.69M (0.51%) -98.35K
Decreased by -3.66%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 2.62M (0.50%) -1.35M
Decreased by -51.44%
Sep 30, 24
13 JPMorgan Chase & Co 2.20M (0.42%) -25.24K
Decreased by -1.15%
Sep 30, 24
14 Amvescap Plc. 1.73M (0.33%) -143.39K
Decreased by -8.31%
Sep 30, 24
15 Stifel Financial Corp 1.65M (0.31%) 2.13K
Increased by +0.13%
Sep 30, 24
16 Capital Research Global Investors 1.52M (0.29%) 1.42M
Increased by +93.49%
Sep 30, 24
17 Select Equity Group LP 1.52M (0.29%) -43.20K
Decreased by -2.85%
Sep 30, 24
18 Goldman Sachs Group Inc 1.32M (0.25%) 816.03K
Increased by +61.62%
Dec 31, 23
19 NORGES BANK 1.30M (0.25%) 89.39K
Increased by +6.87%
Jun 30, 24
20 Wells Fargo & Co 1.22M (0.23%) -641.00
Decreased by -0.05%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.84M (3.18%) 57.31K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 14.81M (2.80%) 99.98K
Increased by +0.68%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 11.54M (2.18%) 49.58K
Increased by +0.43%
Feb 28, 25
4 American Funds Growth Fund of Amer A 9.97M (1.88%) -2.29M
Decreased by -23.00%
Dec 31, 24
5 Capital Group Growth Fnd of Amer Comp 9.97M (1.88%) -2.29M
Decreased by -23.00%
Dec 31, 24
6 AllianceBernstein US L/C Growth Eqty MF 7.88M (1.49%) 254.26K
Increased by +3.23%
Jan 31, 25
7 Vanguard Wellington™ Inv 7.67M (1.45%) -161.95K
Decreased by -2.11%
Dec 31, 24
8 Vanguard Equity-Income Inv 6.78M (1.28%) -169.72K
Decreased by -2.50%
Dec 31, 24
9 Fidelity 500 Index 6.66M (1.26%) 29.39K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 6.61M (1.25%) -48.98K
Decreased by -0.74%
Feb 28, 25
11 AB Large Cap Growth A 6.39M (1.21%) -123.67K
Decreased by -1.94%
Jan 31, 25
12 American Funds Invmt Co of Amer A 6.39M (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
13 Capital Group Investment Co of Amer Comp 6.39M (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
14 iShares Core S&P 500 ETF 6.34M (1.20%) -318.00
Decreased by -0.01%
Feb 28, 25
15 American Funds Washington Mutual A 5.86M (1.11%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group Wash Mutual Invtrs Comp 5.86M (1.11%) 0.00
Increased by 0.00%
Dec 31, 24
17 AF High Growth (AFRIS) 5.05M (0.95%) 5.05M
Increased by +100.00%
Feb 29, 24
18 American Funds American Balanced A 5.00M (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
19 Vanguard Value Index Inv 4.62M (0.87%) 36.78K
Increased by +0.80%
Feb 28, 25
20 iShares MSCI USA Quality Factor ETF 4.49M (0.85%) 25.17K
Increased by +0.56%
Feb 28, 25