Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 SSG 9.72%
3 SOXX 7.96%
4 TDIV 7.30%
5 SOXL 5.84%
6 PSI 5.07%
7 SHOC 4.94%
8 CHPS 4.73%
9 SMH 4.70%
10 IWTR 4.52%
11 CARZ 4.51%
12 UTRN 4.02%
13 SOXQ 3.99%
14 FTXL 3.91%
15 SPDG 3.64%
16 SCHD 3.64%
17 GCIG 3.62%
18 CAMX 3.51%
19 DIVL 3.39%
20 BEEZ 3.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 93.57M (10.30%) 649.62K
Increased by +0.69%
Dec 31, 24
2 BlackRock Inc 82.79M (9.12%) 155.79K
Increased by +0.19%
Dec 31, 24
3 State Street Corp 42.35M (4.66%) 666.91K
Increased by +1.57%
Dec 31, 24
4 State Street Corporation 40.64M (4.48%) 2.31M
Increased by +5.67%
Mar 31, 24
5 JPMorgan Chase & Co 23.76M (2.62%) -31.67M
Decreased by -133.27%
Dec 31, 24
6 Capital Research Global Investors 22.98M (2.53%) -13.12M
Decreased by -57.11%
Dec 31, 24
7 Geode Capital Management, LLC 21.55M (2.37%) 267.35K
Increased by +1.24%
Dec 31, 24
8 Charles Schwab Investment Management Inc 21.49M (2.37%) 2.24M
Increased by +10.41%
Dec 31, 24
9 Wellington Management Company LLP 20.88M (2.30%) -1.17M
Decreased by -5.59%
Dec 31, 24
10 Bank of America Corp 15.08M (1.66%) -2.81M
Decreased by -18.62%
Dec 31, 24
11 PRIMECAP Management Company 14.37M (1.58%) -533.24K
Decreased by -3.71%
Dec 31, 24
12 Barclays PLC 14.20M (1.56%) 9.17M
Increased by +64.59%
Jun 30, 24
13 NORGES BANK 13.78M (1.52%) 4.16M
Increased by +30.19%
Dec 31, 24
14 AllianceBernstein L.P. 12.71M (1.40%) 822.80K
Increased by +6.48%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 12.45M (1.37%) 126.07K
Increased by +1.01%
Dec 31, 24
16 Bank of New York Mellon Corp 12.06M (1.33%) -1.58M
Decreased by -13.13%
Dec 31, 24
17 Amvescap Plc. 11.89M (1.31%) 1.59M
Increased by +13.34%
Dec 31, 24
18 T. Rowe Price Associates, Inc. 10.94M (1.20%) -4.02M
Decreased by -36.70%
Dec 31, 24
19 Franklin Resources Inc 10.82M (1.19%) -1.11M
Decreased by -10.26%
Mar 31, 24
20 Northern Trust Corp 10.40M (1.15%) 1.13M
Increased by +10.89%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 28.78M (3.17%) 99.97K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 25.30M (2.79%) 169.88K
Increased by +0.67%
Feb 28, 25
3 Invesco QQQ Trust 18.87M (2.08%) -1.48K
Decreased by -0.01%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 14.42M (1.59%) 11.97K
Increased by +0.08%
Feb 28, 25
5 Fidelity 500 Index 11.37M (1.25%) 50.19K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 11.28M (1.24%) -75.12K
Decreased by -0.67%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 11.04M (1.22%) 64.80K
Increased by +0.59%
Mar 28, 24
8 iShares Core S&P 500 ETF 10.71M (1.18%) -538.00
Decreased by -0.01%
Feb 28, 25
9 Fidelity® 500 Index 10.58M (1.17%) 67.33K
Increased by +0.64%
Nov 30, 23
10 Vanguard PRIMECAP Inv 10.31M (1.14%) -220.61K
Decreased by -2.14%
Dec 31, 24
11 Vanguard Growth Index Investor 9.36M (1.03%) 6.90K
Increased by +0.07%
Feb 28, 25
12 American Funds Invmt Co of Amer A 8.41M (0.93%) 1.53M
Increased by +18.19%
Sep 30, 24
13 Capital Group Investment Co of Amer Comp 8.41M (0.93%) 1.53M
Increased by +18.19%
Sep 30, 24
14 Vanguard Dividend Growth Inv 7.21M (0.79%) -468.12K
Decreased by -6.50%
Dec 31, 24
15 The Technology Select Sector SPDR® ETF 7.13M (0.79%) -47.88K
Decreased by -0.67%
Feb 28, 25
16 Technology Select Sector SPDR® ETF 6.14M (0.68%) 5.87K
Increased by +0.10%
Mar 28, 24
17 American Funds Growth Fund of Amer A 5.99M (0.66%) 520.47K
Increased by +8.69%
Sep 30, 24
18 Capital Group Growth Fnd of Amer Comp 5.99M (0.66%) 520.47K
Increased by +8.69%
Sep 30, 24
19 American Funds American Mutual A 5.96M (0.66%) -1.10M
Decreased by -18.53%
Dec 31, 24
20 Capital Group American Mutual Comp 5.96M (0.66%) -1.10M
Decreased by -18.53%
Dec 31, 24