Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 SSG 9.72%
3 TDIV 7.01%
4 TDVI 7.00%
5 SOXX 6.67%
6 IWTR 5.49%
7 SOXL 5.32%
8 DURA 5.29%
9 PSI 5.06%
10 CARZ 4.68%
11 MBCC 4.49%
12 SHOC 4.42%
13 SMH 4.27%
14 SCHD 4.24%
15 SOXY 4.16%
16 CHPS 4.05%
17 UTRN 4.02%
18 SPDG 4.00%
19 DIVL 3.78%
20 SOXQ 3.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 94.02M (10.38%) 453.68K
Increased by +0.48%
Mar 31, 25
2 BlackRock Inc 83.79M (9.25%) 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 AllianceBernstein L.P. 12.71M (1.40%) 822.80K
Increased by +6.48%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 11.92M (1.32%) -534.40K
Decreased by -4.48%
Mar 31, 25
18 Bank of New York Mellon Corp 11.64M (1.28%) -418.28K
Decreased by -3.59%
Mar 31, 25
19 Franklin Resources Inc 10.82M (1.19%) -1.11M
Decreased by -10.26%
Mar 31, 24
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 29.21M (3.22%) 430.26K
Increased by +1.47%
Apr 30, 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 25.71M (2.84%) 410.69K
Increased by +1.60%
Apr 30, 25
4 Invesco QQQ Trust 18.85M (2.08%) -42.57K
Decreased by -0.23%
May 30, 25
5 Schwab US Dividend Equity ETF™ 14.76M (1.63%) 10.19K
Increased by +0.07%
May 31, 25
6 Fidelity 500 Index 11.44M (1.26%) 14.12K
Increased by +0.12%
Apr 30, 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 10.87M (1.20%) -48.59K
Decreased by -0.45%
May 31, 25
11 Fidelity® 500 Index 10.58M (1.17%) 67.33K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 10.54M (1.16%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard PRIMECAP Inv 10.09M (1.11%) -218.64K
Decreased by -2.17%
Mar 31, 25
14 Vanguard Growth Index Investor 9.59M (1.06%) 89.03K
Increased by +0.93%
Apr 30, 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 7.14M (0.79%) 0.00
Increased by 0.00%
May 31, 25
19 American Funds American Mutual A 6.96M (0.77%) 995.14K
Increased by +14.31%
Mar 31, 25
20 Capital Group American Mutual Comp 6.96M (0.77%) 995.14K
Increased by +14.31%
Mar 31, 25