Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYT 16.60%
2 TPOR 11.86%
3 SHPP 9.85%
4 SUPL 4.70%
5 NRSH 4.70%
6 LDRX 4.21%
7 HWAY 4.06%
8 UTRN 4.04%
9 FTXR 3.77%
10 PJFV 3.62%
11 BLLD 3.35%
12 XLI 3.05%
13 CAMX 3.04%
14 PWV 2.91%
15 PAVE 2.82%
16 RIFR 2.67%
17 DIVL 2.67%
18 XTN 2.66%
19 NETZ 2.43%
20 JHMI 2.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.83M (9.88%) -133.25K
Decreased by -0.23%
Mar 31, 25
2 BlackRock Inc 45.23M (7.59%) 268.74K
Increased by +0.59%
Mar 31, 25
3 State Street Corp 25.46M (4.27%) 170.35K
Increased by +0.67%
Mar 31, 25
4 State Street Corporation 24.67M (4.14%) -67.81K
Decreased by -0.27%
Mar 31, 24
5 JPMorgan Chase & Co 16.84M (2.83%) 6.11M
Increased by +36.32%
Mar 31, 25
6 Geode Capital Management, LLC 15.04M (2.53%) 614.06K
Increased by +4.08%
Mar 31, 25
7 Bank of America Corp 10.95M (1.84%) 720.84K
Increased by +6.58%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 10.28M (1.73%) 561.61K
Increased by +5.46%
Mar 31, 25
9 Capital Research Global Investors 8.85M (1.49%) -1.54M
Decreased by -17.43%
Mar 31, 25
10 NORGES BANK 8.45M (1.42%) 307.13K
Increased by +3.63%
Dec 31, 24
11 Capital Research & Mgmt Co - Division 3 8.38M (1.41%) -332.59K
Decreased by -3.97%
Mar 31, 25
12 Massachusetts Financial Services Company 8.36M (1.40%) -289.42K
Decreased by -3.46%
Mar 31, 25
13 Ameriprise Financial Inc 7.44M (1.25%) -432.33K
Decreased by -5.81%
Mar 31, 25
14 Northern Trust Corp 7.11M (1.19%) 142.73K
Increased by +2.01%
Mar 31, 25
15 Soroban Capital Partners LP 7.05M (1.18%) -1.21M
Decreased by -17.21%
Dec 31, 23
16 T. Rowe Price Associates, Inc. 6.95M (1.17%) 354.46K
Increased by +5.10%
Mar 31, 25
17 Franklin Resources Inc 6.52M (1.10%) -1.16M
Decreased by -17.82%
Mar 31, 25
18 Goldman Sachs Group Inc 6.39M (1.07%) 3.25M
Increased by +50.84%
Dec 31, 23
19 Fisher Asset Management, LLC 6.35M (1.07%) 46.59K
Increased by +0.73%
Mar 31, 25
20 Legal & General Group PLC 5.76M (0.97%) -212.85K
Decreased by -3.70%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 19.39M (3.26%) 293.67K
Increased by +1.51%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 19.29M (3.24%) -50.27K
Decreased by -0.26%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 17.07M (2.87%) 272.15K
Increased by +1.59%
Apr 30, 25
4 AF High Growth (AFRIS) 13.92M (2.34%) 13.92M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 7.59M (1.27%) 9.37K
Increased by +0.12%
Apr 30, 25
6 SPDR® S&P 500 ETF 7.52M (1.26%) -133.02K
Decreased by -1.77%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 7.32M (1.23%) -38.34K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 7.22M (1.21%) -32.30K
Decreased by -0.45%
May 31, 25
9 SPDR® S&P 500 ETF Trust 7.21M (1.21%) 16.29K
Increased by +0.23%
Apr 30, 24
10 UBS HV Tax-Opt Global Selections - Agg 7.19M (1.21%) 7.19M
Increased by +100.00%
Jun 30, 24
11 UBS Tax-Opt Digital Transformation theme 7.19M (1.21%) 7.19M
Increased by +100.00%
Jun 30, 24
12 UBS HV Global Selections - Agg 7.19M (1.21%) 7.19M
Increased by +99.98%
Jun 30, 24
13 Fidelity® 500 Index 7.10M (1.19%) 45.19K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 7.00M (1.17%) 0.00
Increased by 0.00%
May 31, 25
15 Global Balanced (AFRIS) 6.39M (1.07%) 6.39M
Increased by +100.00%
Feb 29, 24
16 American Funds American Mutual A 5.62M (0.94%) -203.70K
Decreased by -3.63%
Mar 31, 25
17 Capital Group American Mutual Comp 5.62M (0.94%) -203.70K
Decreased by -3.63%
Mar 31, 25
18 Vanguard Value Index Inv 5.30M (0.89%) 1.63K
Increased by +0.03%
Apr 30, 25
19 American Funds Washington Mutual A 4.99M (0.84%) 53.22K
Increased by +1.07%
Mar 31, 25
20 Capital Group Wash Mutual Invtrs Comp 4.99M (0.84%) 53.22K
Increased by +1.07%
Mar 31, 25