Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 SSG 9.72%
3 TDIV 7.19%
4 IWTR 6.09%
5 SOXX 5.67%
6 SMH 4.28%
7 PSI 4.26%
8 CHPS 4.24%
9 SOXL 4.09%
10 UTRN 4.02%
11 SHOC 4.02%
12 SCHD 3.92%
13 CAMX 3.69%
14 GCIG 3.62%
15 SOXQ 3.57%
16 DIVL 3.56%
17 BEEZ 3.55%
18 FTXL 3.55%
19 PWV 3.27%
20 QLTY 3.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 92.92M (10.21%) 1.01M
Increased by +1.09%
Sep 30, 24
2 BlackRock Inc 82.64M (9.08%) 3.89M
Increased by +4.71%
Sep 30, 24
3 State Street Corp 41.68M (4.58%) 391.31K
Increased by +0.94%
Sep 30, 24
4 State Street Corporation 40.64M (4.47%) 2.31M
Increased by +5.67%
Mar 31, 24
5 Capital Research Global Investors 36.10M (3.97%) 3.54M
Increased by +9.81%
Sep 30, 24
6 JPMorgan Chase & Co 27.65M (3.04%) -1.34M
Decreased by -4.85%
Sep 30, 24
7 Wellington Management Company LLP 22.05M (2.42%) -2.79M
Decreased by -12.64%
Sep 30, 24
8 Geode Capital Management, LLC 21.29M (2.34%) 487.89K
Increased by +2.29%
Sep 30, 24
9 Charles Schwab Investment Management Inc 19.25M (2.12%) 782.05K
Increased by +4.06%
Sep 30, 24
10 Bank of America Corp 17.89M (1.97%) 199.30K
Increased by +1.11%
Sep 30, 24
11 T. Rowe Price Associates, Inc. 14.96M (1.64%) 1.99M
Increased by +13.31%
Sep 30, 24
12 PRIMECAP Management Company 14.90M (1.64%) -438.14K
Decreased by -2.94%
Sep 30, 24
13 Barclays PLC 14.20M (1.56%) 9.17M
Increased by +64.59%
Jun 30, 24
14 Bank of New York Mellon Corp 13.64M (1.50%) -332.97K
Decreased by -2.44%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 12.33M (1.35%) -14.09M
Decreased by -114.33%
Sep 30, 24
16 Goldman Sachs Group Inc 11.89M (1.31%) -1.86M
Decreased by -15.64%
Sep 30, 24
17 AllianceBernstein L.P. 11.88M (1.31%) 1.45M
Increased by +12.21%
Sep 30, 24
18 Franklin Resources Inc 10.82M (1.19%) -1.11M
Decreased by -10.26%
Mar 31, 24
19 Amvescap Plc. 10.31M (1.13%) 702.52K
Increased by +6.82%
Sep 30, 24
20 NORGES BANK 9.62M (1.06%) -54.73K
Decreased by -0.57%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 28.60M (3.14%) -99.80K
Decreased by -0.35%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 24.70M (2.71%) 155.32K
Increased by +0.63%
Dec 31, 24
3 Invesco QQQ Trust 18.50M (2.03%) 195.76K
Increased by +1.06%
Dec 31, 24
4 Schwab US Dividend Equity ETF™ 13.94M (1.53%) 14.79K
Increased by +0.11%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 11.47M (1.26%) 132.39K
Increased by +1.15%
Dec 31, 24
6 Fidelity 500 Index 11.28M (1.24%) 76.66K
Increased by +0.68%
Nov 30, 24
7 SPDR® S&P 500 ETF Trust 11.04M (1.21%) 64.80K
Increased by +0.59%
Mar 28, 24
8 iShares Core S&P 500 ETF 10.71M (1.18%) 7.53K
Increased by +0.07%
Dec 31, 24
9 Fidelity® 500 Index 10.58M (1.16%) 67.33K
Increased by +0.64%
Nov 30, 23
10 Vanguard PRIMECAP Inv 10.53M (1.16%) -75.00K
Decreased by -0.71%
Sep 30, 24
11 Vanguard Growth Index Investor 9.32M (1.02%) -13.48K
Decreased by -0.14%
Dec 31, 24
12 American Funds Invmt Co of Amer A 8.41M (0.92%) 1.53M
Increased by +18.19%
Sep 30, 24
13 Capital Group Investment Co of Amer Comp 8.41M (0.92%) 1.53M
Increased by +18.19%
Sep 30, 24
14 Vanguard Dividend Growth Inv 7.67M (0.84%) -113.66K
Decreased by -1.48%
Sep 30, 24
15 The Technology Select Sector SPDR® ETF 7.11M (0.78%) -11.38K
Decreased by -0.16%
Dec 31, 24
16 Capital Group American Mutual Comp 7.06M (0.78%) -123.48K
Decreased by -1.75%
Sep 30, 24
17 Technology Select Sector SPDR® ETF 6.14M (0.67%) 5.87K
Increased by +0.10%
Mar 28, 24
18 American Funds Growth Fund of Amer A 5.99M (0.66%) 520.47K
Increased by +8.69%
Sep 30, 24
19 Capital Group Growth Fnd of Amer Comp 5.99M (0.66%) 520.47K
Increased by +8.69%
Sep 30, 24
20 American Funds American Mutual A 5.96M (0.65%) -1.10M
Decreased by -18.53%
Dec 31, 24