Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 SSG 9.72%
3 TDIV 7.23%
4 TDVI 7.17%
5 SOXX 5.90%
6 IWTR 4.99%
7 DURA 4.69%
8 PSI 4.41%
9 SOXL 4.30%
10 SCHD 4.23%
11 SOXY 4.16%
12 UTRN 4.02%
13 MBCC 3.95%
14 CVRD 3.92%
15 SMH 3.80%
16 CARZ 3.80%
17 SHOC 3.75%
18 TEXN 3.74%
19 GCIG 3.62%
20 SPDG 3.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 94.02M (10.37%) 453.68K
Increased by +0.48%
Mar 31, 25
2 BlackRock Inc 83.79M (9.24%) 991.66K
Increased by +1.18%
Mar 31, 25
3 State Street Corp 42.24M (4.66%) -105.49K
Decreased by -0.25%
Mar 31, 25
4 State Street Corporation 40.64M (4.48%) 2.31M
Increased by +5.67%
Mar 31, 24
5 JPMorgan Chase & Co 27.36M (3.02%) 3.60M
Increased by +13.15%
Mar 31, 25
6 Geode Capital Management, LLC 21.95M (2.42%) 390.87K
Increased by +1.78%
Mar 31, 25
7 Charles Schwab Investment Management Inc 21.92M (2.42%) 428.36K
Increased by +1.95%
Mar 31, 25
8 Wellington Management Company LLP 19.58M (2.16%) -1.30M
Decreased by -6.62%
Mar 31, 25
9 Capital Research Global Investors 18.64M (2.06%) -4.34M
Decreased by -23.29%
Mar 31, 25
10 Bank of America Corp 17.14M (1.89%) 2.06M
Increased by +12.03%
Mar 31, 25
11 Barclays PLC 14.20M (1.57%) 9.17M
Increased by +64.59%
Jun 30, 24
12 PRIMECAP Management Company 13.99M (1.54%) -378.98K
Decreased by -2.71%
Mar 31, 25
13 NORGES BANK 13.78M (1.52%) 4.16M
Increased by +30.19%
Dec 31, 24
14 Amvescap Plc. 13.62M (1.50%) 1.73M
Increased by +12.71%
Mar 31, 25
15 T. Rowe Price Associates, Inc. 13.20M (1.46%) 2.26M
Increased by +17.10%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 11.92M (1.31%) -534.40K
Decreased by -4.48%
Mar 31, 25
17 Bank of New York Mellon Corp 11.64M (1.28%) -418.28K
Decreased by -3.59%
Mar 31, 25
18 Franklin Resources Inc 10.82M (1.19%) -1.11M
Decreased by -10.26%
Mar 31, 24
19 AllianceBernstein L.P. 10.64M (1.17%) -2.07M
Decreased by -19.47%
Mar 31, 25
20 Northern Trust Corp 10.49M (1.16%) 95.98K
Increased by +0.91%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 29.25M (3.22%) 36.55K
Increased by +0.12%
May 31, 25
2 Vanguard US Total Market Shares ETF 28.92M (3.19%) 66.74K
Increased by +0.23%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 25.89M (2.85%) 180.22K
Increased by +0.70%
May 31, 25
4 Invesco QQQ Trust 18.74M (2.07%) -90.89K
Decreased by -0.48%
Jun 30, 25
5 Schwab US Dividend Equity ETF™ 14.21M (1.57%) 3.54K
Increased by +0.02%
Jun 28, 25
6 Fidelity 500 Index 11.49M (1.27%) 49.90K
Increased by +0.43%
May 31, 25
7 SPDR® S&P 500 ETF 11.32M (1.25%) -195.72K
Decreased by -1.73%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 11.04M (1.22%) 64.80K
Increased by +0.59%
Mar 28, 24
9 SPDR® S&P 500® ETF Trust 11.02M (1.22%) -57.78K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 10.96M (1.21%) -38.52K
Decreased by -0.35%
Jun 30, 25
11 iShares Core S&P 500 ETF 10.77M (1.19%) 17.15K
Increased by +0.16%
Jun 30, 25
12 Fidelity® 500 Index 10.58M (1.17%) 67.33K
Increased by +0.64%
Nov 30, 23
13 Vanguard PRIMECAP Inv 10.09M (1.11%) -218.64K
Decreased by -2.17%
Mar 31, 25
14 Vanguard Growth Index Investor 9.61M (1.06%) 18.90K
Increased by +0.20%
May 31, 25
15 American Funds Invmt Co of Amer A 8.41M (0.93%) 1.53M
Increased by +18.19%
Sep 30, 24
16 Capital Group Investment Co of Amer Comp 8.41M (0.93%) 1.53M
Increased by +18.19%
Sep 30, 24
17 Vanguard Dividend Growth Inv 7.78M (0.86%) 576.26K
Increased by +7.41%
Mar 31, 25
18 The Technology Select Sector SPDR® ETF 7.22M (0.80%) 16.06K
Increased by +0.22%
Jun 30, 25
19 Technology Select Sector SPDR® ETF 6.14M (0.68%) 5.87K
Increased by +0.10%
Mar 28, 24
20 American Funds Growth Fund of Amer A 5.99M (0.66%) 520.47K
Increased by +8.69%
Sep 30, 24