Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.19%
2 PKB 5.14%
3 GK 4.86%
4 NETZ 4.85%
5 BELT 4.76%
6 SULR 4.62%
7 SOLR 4.61%
8 GRNR 4.45%
9 TEMP 4.23%
10 NEWZ 4.14%
11 UTRN 3.94%
12 PRN 3.90%
13 BDIV 3.89%
14 XHB 3.50%
15 CIRC 3.45%
16 MID 3.20%
17 BCUS 2.98%
18 KLDW 2.97%
19 MADE 2.92%
20 GSFP 2.57%

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 US Total Market Shares ETF 7.14M (3.19%) -26.56K
Decreased by -0.37%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.10M (3.17%) 24.61K
Increased by +0.35%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 6.24M (2.79%) 42.31K
Increased by +0.68%
Feb 28, 25
4 Performer (AFRIS) 5.97M (2.67%) 5.97M
Increased by +100.00%
Feb 29, 24
5 Prévoir Gestion Actions C 5.30M (2.37%) 5.27M
Increased by +99.40%
Dec 31, 24
6 Fidelity 500 Index 2.82M (1.26%) 12.55K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 2.79M (1.25%) -51.42K
Decreased by -1.84%
Mar 31, 25
8 iShares Core S&P 500 ETF 2.74M (1.22%) 7.92K
Increased by +0.29%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 2.72M (1.22%) 20.39K
Increased by +0.75%
Jan 31, 24
10 SPDR® S&P 500® ETF Trust 2.72M (1.21%) -14.26K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 2.69M (1.20%) -45.14K
Decreased by -1.68%
Mar 31, 25
12 Fidelity® 500 Index 2.66M (1.19%) 16.94K
Increased by +0.64%
Nov 30, 23
13 JPM US Large Cap Growth-MA 2.66M (1.19%) 2.43M
Increased by +91.42%
Sep 30, 23
14 MFS Large Cap Value (SMA) 2.36M (1.05%) 2.36M
Increased by +100.00%
Jun 30, 23
15 Vanguard Value Index Inv 1.94M (0.87%) 14.19K
Increased by +0.73%
Feb 28, 25
16 JPMorgan Equity Premium Income ETF 1.66M (0.74%) 1.20K
Increased by +0.07%
Mar 31, 25
17 Vanguard Institutional Index I 1.39M (0.62%) -17.29K
Decreased by -1.24%
Feb 28, 25
18 Fidelity Magellan 1.38M (0.62%) 0.00
Increased by 0.00%
Feb 28, 25
19 Columbia Dividend Value 1.33M (0.59%) -9.25K
Decreased by -0.70%
Dec 31, 24
20 Columbia Dividend Income Inst 1.33M (0.59%) -3.08K
Decreased by -0.23%
Feb 28, 25