Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 SSG 9.72%
3 TDIV 7.44%
4 SOXX 6.30%
5 IWTR 6.19%
6 PSI 5.19%
7 CHPS 4.95%
8 SHOC 4.81%
9 SOXL 4.47%
10 SMH 4.45%
11 FTXL 4.10%
12 SOXQ 4.08%
13 UTRN 3.96%
14 CAMX 3.95%
15 SCHD 3.92%
16 BEEZ 3.86%
17 DIVL 3.85%
18 GCIG 3.62%
19 QLTY 3.53%
20 JGRW 3.35%

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 78.75M (8.65%) 208.21K
Increased by +0.26%
Jun 30, 24
3 State Street Corp 41.29M (4.54%) 644.59K
Increased by +1.56%
Jun 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 28.99M (3.19%) 281.30K
Increased by +0.97%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 26.42M (2.90%) 562.78K
Increased by +2.13%
Jun 30, 24
8 Wellington Management Company LLP 24.83M (2.73%) 69.80K
Increased by +0.28%
Jun 30, 24
9 Geode Capital Management, LLC 20.80M (2.29%) 520.76K
Increased by +2.50%
Jun 30, 24
10 Charles Schwab Investment Management Inc 19.25M (2.12%) 782.05K
Increased by +4.06%
Sep 30, 24
11 Bank of America Corp 17.69M (1.94%) -648.53K
Decreased by -3.67%
Jun 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 13.98M (1.54%) -283.78K
Decreased by -2.03%
Jun 30, 24
15 Goldman Sachs Group Inc 13.75M (1.51%) 2.19M
Increased by +15.91%
Jun 30, 24
16 T. Rowe Price Associates, Inc. 12.97M (1.42%) 1.61M
Increased by +12.42%
Jun 30, 24
17 Franklin Resources Inc 10.82M (1.19%) -1.11M
Decreased by -10.26%
Mar 31, 24
18 AllianceBernstein L.P. 10.43M (1.15%) 4.07M
Increased by +39.02%
Jun 30, 24
19 NORGES BANK 9.62M (1.06%) -54.73K
Decreased by -0.57%
Jun 30, 24
20 Amvescap Plc. 9.60M (1.06%) -128.51K
Decreased by -1.34%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 28.82M (3.17%) -100.66K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 24.20M (2.66%) 284.50K
Increased by +1.18%
Oct 31, 24
3 Invesco QQQ Trust 17.68M (1.94%) -82.10K
Decreased by -0.46%
Oct 31, 24
4 Schwab US Dividend Equity ETF™ 12.17M (1.34%) 10.84K
Increased by +0.09%
Oct 31, 24
5 Fidelity 500 Index 11.22M (1.23%) 7.15K
Increased by +0.06%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 11.12M (1.22%) 47.60K
Increased by +0.43%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 11.04M (1.21%) 64.80K
Increased by +0.59%
Mar 28, 24
8 Fidelity® 500 Index 10.58M (1.16%) 67.33K
Increased by +0.64%
Nov 30, 23
9 Vanguard PRIMECAP Inv 10.53M (1.16%) -75.00K
Decreased by -0.71%
Sep 30, 24
10 iShares Core S&P 500 ETF 10.17M (1.12%) 15.66K
Increased by +0.15%
Oct 31, 24
11 Vanguard Growth Index Investor 9.28M (1.02%) 58.12K
Increased by +0.63%
Oct 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 7.08M (0.78%) -27.36K
Decreased by -0.39%
Oct 31, 24
16 American Funds American Mutual A 7.06M (0.78%) -123.48K
Decreased by -1.75%
Sep 30, 24
17 Capital Group American Mutual Comp 7.06M (0.78%) -123.48K
Decreased by -1.75%
Sep 30, 24
18 Technology Select Sector SPDR® ETF 6.14M (0.67%) 5.87K
Increased by +0.10%
Mar 28, 24
19 American Funds Growth Fund of Amer A 5.99M (0.66%) 520.47K
Increased by +8.69%
Sep 30, 24
20 Capital Group Growth Fnd of Amer Comp 5.99M (0.66%) 520.47K
Increased by +8.69%
Sep 30, 24