Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.13%
2 FCTE 5.01%
3 GK 4.87%
4 NETZ 4.73%
5 SULR 4.62%
6 SOLR 4.62%
7 GRNR 4.45%
8 BELT 4.41%
9 TEMP 4.31%
10 NEWZ 4.14%
11 UTRN 3.94%
12 BDIV 3.85%
13 PRN 3.63%
14 CIRC 3.45%
15 XHB 3.39%
16 MID 3.20%
17 KLDW 2.98%
18 BCUS 2.93%
19 MADE 2.80%
20 IWFG 2.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.18M (10.81%) 2.19M
Increased by +9.06%
Dec 31, 24
2 Vanguard Group Inc 19.24M (8.60%) 152.35K
Increased by +0.79%
Dec 31, 24
3 JPMorgan Chase & Co 14.31M (6.40%) -17.00M
Decreased by -118.77%
Dec 31, 24
4 FMR Inc 10.36M (4.63%) 20.25K
Increased by +0.20%
Dec 31, 24
5 State Street Corp 10.14M (4.53%) 366.25K
Increased by +3.61%
Dec 31, 24
6 State Street Corporation 9.74M (4.36%) -257.57K
Decreased by -2.64%
Mar 31, 24
7 Geode Capital Management, LLC 4.78M (2.14%) 136.35K
Increased by +2.86%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 4.09M (1.83%) 849.37K
Increased by +20.75%
Dec 31, 24
9 Ameriprise Financial Inc 3.34M (1.50%) 130.87K
Increased by +3.91%
Dec 31, 24
10 NORGES BANK 3.03M (1.35%) 98.99K
Increased by +3.27%
Dec 31, 24
11 Bank of New York Mellon Corp 2.91M (1.30%) -116.10K
Decreased by -3.99%
Dec 31, 24
12 Northern Trust Corp 2.57M (1.15%) 429.95K
Increased by +16.75%
Dec 31, 24
13 Franklin Resources Inc 2.42M (1.08%) -145.51K
Decreased by -6.01%
Dec 31, 24
14 Amvescap Plc. 2.41M (1.08%) 102.84K
Increased by +4.28%
Sep 30, 23
15 Nuveen Asset Management, LLC 2.33M (1.04%) 37.39K
Increased by +1.60%
Dec 31, 24
16 UBS Asset Mgmt Americas Inc 2.32M (1.04%) 177.21K
Increased by +7.64%
Dec 31, 24
17 Generation Investment Management LLP 2.29M (1.02%) -738.06K
Decreased by -32.24%
Mar 31, 24
18 Bank of America Corp 2.28M (1.02%) -469.48K
Decreased by -20.63%
Dec 31, 24
19 Ontario Teachers Pension Plan Board 2.17M (0.97%) -90.23K
Decreased by -4.16%
Sep 30, 23
20 Capital World Investors 2.15M (0.96%) -30.66K
Decreased by -1.43%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.10M (3.17%) 24.61K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.24M (2.79%) 42.31K
Increased by +0.68%
Feb 28, 25
3 Performer (AFRIS) 5.97M (2.67%) 5.97M
Increased by +100.00%
Feb 29, 24
4 Fidelity 500 Index 2.81M (1.25%) 12.38K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 2.78M (1.24%) -20.59K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 2.72M (1.22%) 20.39K
Increased by +0.75%
Jan 31, 24
7 Fidelity® 500 Index 2.66M (1.19%) 16.94K
Increased by +0.64%
Nov 30, 23
8 JPM US Large Cap Growth-MA 2.66M (1.19%) 2.43M
Increased by +91.42%
Sep 30, 23
9 iShares Core S&P 500 ETF 2.64M (1.18%) -133.00
Decreased by -0.01%
Feb 28, 25
10 Prévoir Gestion Actions C 2.38M (1.06%) 2.35M
Increased by +98.74%
Mar 31, 24
11 MFS Large Cap Value (SMA) 2.36M (1.05%) 2.36M
Increased by +100.00%
Jun 30, 23
12 Vanguard Value Index Inv 1.94M (0.87%) 14.19K
Increased by +0.73%
Feb 28, 25
13 JPMorgan Equity Premium Income ETF 1.64M (0.73%) 2.81K
Increased by +0.17%
Feb 28, 25
14 Fidelity Contrafund 1.43M (0.64%) -44.20K
Decreased by -3.09%
Jan 31, 25
15 Vanguard Institutional Index I 1.39M (0.62%) -17.29K
Decreased by -1.24%
Feb 28, 25
16 Fidelity Magellan 1.38M (0.62%) 144.70K
Increased by +10.49%
Jan 31, 25
17 Columbia Dividend Value 1.33M (0.59%) -9.25K
Decreased by -0.70%
Dec 31, 24
18 Columbia Dividend Income Inst 1.33M (0.59%) -3.08K
Decreased by -0.23%
Feb 28, 25
19 JPMorgan Large Cap Growth I 1.29M (0.58%) -825.64K
Decreased by -64.16%
Jan 31, 25
20 The Industrial Select Sector SPDR® ETF 1.14M (0.51%) -5.87K
Decreased by -0.51%
Feb 28, 25