Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.17%
2 PKB 4.78%
3 BEEZ 4.25%
4 UTRN 3.78%
5 ERNZ 3.63%
6 BCUS 3.42%
7 QQQN 3.07%
8 CSMD 2.96%
9 YALL 2.66%
10 QQJG 2.58%
11 PPIE 2.25%
12 DEF 2.16%
13 FTDS 2.16%
14 POWA 2.14%
15 MBOX 2.09%
16 RCD 2.04%
17 RSPD 2.04%
18 TUSA 2.01%
19 DMDV 2.00%
20 ILOW 1.97%

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 (0.84%) -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 T. Rowe Price Associates, Inc. 2.69M (0.51%) -98.35K
Decreased by -3.66%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 2.62M (0.49%) -1.35M
Decreased by -51.44%
Sep 30, 24
12 JPMorgan Chase & Co 2.20M (0.41%) -25.24K
Decreased by -1.15%
Sep 30, 24
13 Amvescap Plc. 1.73M (0.32%) -143.39K
Decreased by -8.31%
Sep 30, 24
14 Stifel Financial Corp 1.65M (0.31%) 2.13K
Increased by +0.13%
Sep 30, 24
15 Capital Research Global Investors 1.52M (0.29%) 1.42M
Increased by +93.49%
Sep 30, 24
16 Select Equity Group LP 1.52M (0.29%) -43.20K
Decreased by -2.85%
Sep 30, 24
17 Goldman Sachs Group Inc 1.32M (0.25%) 816.03K
Increased by +61.62%
Dec 31, 23
18 NORGES BANK 1.30M (0.24%) 89.39K
Increased by +6.87%
Jun 30, 24
19 Wells Fargo & Co 1.22M (0.23%) -641.00
Decreased by -0.05%
Sep 30, 24
20 Amundi 1.15M (0.22%) 9.26K
Increased by +0.80%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.75M (3.15%) -221.98K
Decreased by -1.33%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 14.47M (2.72%) -33.19K
Decreased by -0.23%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 11.49M (2.16%) -16.10K
Decreased by -0.14%
Dec 31, 24
4 American Funds Growth Fund of Amer A 9.97M (1.87%) -2.29M
Decreased by -23.00%
Dec 31, 24
5 Capital Group Growth Fnd of Amer Comp 9.97M (1.87%) -2.29M
Decreased by -23.00%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 6.72M (1.26%) 77.56K
Increased by +1.15%
Dec 31, 24
7 American Funds Invmt Co of Amer A 6.39M (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
8 Capital Group Investment Co of Amer Comp 6.39M (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
9 iShares Core S&P 500 ETF 6.34M (1.19%) 4.45K
Increased by +0.07%
Dec 31, 24
10 American Funds Washington Mutual A 5.86M (1.10%) 0.00
Increased by 0.00%
Dec 31, 24
11 Capital Group Wash Mutual Invtrs Comp 5.86M (1.10%) 0.00
Increased by 0.00%
Dec 31, 24
12 AF High Growth (AFRIS) 5.05M (0.95%) 5.05M
Increased by +100.00%
Feb 29, 24
13 American Funds American Balanced A 5.00M (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Value Index Inv 4.55M (0.86%) 2.25M
Increased by +49.36%
Dec 31, 24
15 iShares MSCI USA Quality Factor ETF 4.39M (0.83%) 32.19K
Increased by +0.73%
Dec 31, 24
16 Vanguard Mid-Cap Growth ETF 3.96M (0.74%) 129.08K
Increased by +3.26%
Dec 31, 24
17 American Funds Capital Income Bldr A 3.88M (0.73%) 0.00
Increased by 0.00%
Dec 31, 24
18 The Consumer Discret Sel SectSPDR® ETF 3.38M (0.64%) 18.16K
Increased by +0.54%
Dec 31, 24
19 Vanguard Institutional Index I 3.37M (0.63%) -41.19K
Decreased by -1.22%
Dec 31, 24
20 American Funds IS® Growth 1 3.33M (0.63%) 0.00
Increased by 0.00%
Dec 31, 24