Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYT 16.19%
2 TPOR 11.92%
3 SHPP 9.36%
4 NRSH 4.70%
5 SUPL 4.44%
6 UTRN 4.04%
7 LDRX 3.91%
8 HWAY 3.71%
9 CAMX 3.57%
10 FTXR 3.57%
11 BLLD 3.35%
12 BILT 3.18%
13 PJFV 3.17%
14 PWRD 2.99%
15 NETZ 2.99%
16 PWV 2.91%
17 XLI 2.89%
18 RIFR 2.67%
19 PAVE 2.60%
20 XTN 2.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.83M (9.95%) -133.25K
Decreased by -0.23%
Mar 31, 25
2 BlackRock Inc 45.23M (7.65%) 268.74K
Increased by +0.59%
Mar 31, 25
3 State Street Corp 25.46M (4.31%) 170.35K
Increased by +0.67%
Mar 31, 25
4 State Street Corporation 24.67M (4.17%) -67.81K
Decreased by -0.27%
Mar 31, 24
5 JPMorgan Chase & Co 16.84M (2.85%) 6.11M
Increased by +36.32%
Mar 31, 25
6 Geode Capital Management, LLC 15.04M (2.54%) 614.06K
Increased by +4.08%
Mar 31, 25
7 Bank of America Corp 10.95M (1.85%) 720.84K
Increased by +6.58%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 10.28M (1.74%) 561.61K
Increased by +5.46%
Mar 31, 25
9 Capital Research Global Investors 8.85M (1.50%) -1.54M
Decreased by -17.43%
Mar 31, 25
10 NORGES BANK 8.45M (1.43%) 307.13K
Increased by +3.63%
Dec 31, 24
11 Capital Research & Mgmt Co - Division 3 8.38M (1.42%) -332.59K
Decreased by -3.97%
Mar 31, 25
12 Massachusetts Financial Services Company 8.36M (1.41%) -289.42K
Decreased by -3.46%
Mar 31, 25
13 Ameriprise Financial Inc 7.44M (1.26%) -432.33K
Decreased by -5.81%
Mar 31, 25
14 Northern Trust Corp 7.11M (1.20%) 142.73K
Increased by +2.01%
Mar 31, 25
15 Soroban Capital Partners LP 7.05M (1.19%) -1.21M
Decreased by -17.21%
Dec 31, 23
16 T. Rowe Price Associates, Inc. 6.95M (1.18%) 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 (1.08%) 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 US Total Market Shares ETF 19.29M (3.26%) -50.27K
Decreased by -0.26%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 19.20M (3.25%) -210.06K
Decreased by -1.09%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 17.19M (2.91%) 120.06K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 16.96M (2.87%) -229.54K
Decreased by -1.35%
Jun 30, 25
5 AF High Growth (AFRIS) 13.92M (2.35%) 13.92M
Increased by +100.00%
Feb 29, 24
6 Fidelity 500 Index 7.57M (1.28%) -53.54K
Decreased by -0.71%
Jun 30, 25
7 SPDR® S&P 500 ETF 7.52M (1.27%) -133.02K
Decreased by -1.77%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 7.32M (1.24%) -38.34K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 7.25M (1.23%) -30.19K
Decreased by -0.42%
Jul 31, 25
10 SPDR® S&P 500 ETF Trust 7.21M (1.22%) 16.29K
Increased by +0.23%
Apr 30, 24
11 UBS HV Tax-Opt Global Selections - Agg 7.19M (1.22%) 7.19M
Increased by +100.00%
Jun 30, 24
12 UBS Tax-Opt Digital Transformation theme 7.19M (1.22%) 7.19M
Increased by +100.00%
Jun 30, 24
13 UBS HV Global Selections - Agg 7.19M (1.22%) 7.19M
Increased by +99.98%
Jun 30, 24
14 iShares Core S&P 500 ETF 7.10M (1.20%) -706.00
Decreased by -0.01%
Jul 30, 25
15 Fidelity® 500 Index 7.10M (1.20%) 45.19K
Increased by +0.64%
Nov 30, 23
16 Global Balanced (AFRIS) 6.39M (1.08%) 6.39M
Increased by +100.00%
Feb 29, 24
17 Vanguard Value Index Inv 5.30M (0.90%) -9.88K
Decreased by -0.19%
Jun 30, 25
18 American Funds Washington Mutual A 4.99M (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
19 Capital Group Wash Mutual Invtrs Comp 4.99M (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
20 JPMorgan Large Cap Growth I 4.59M (0.78%) 0.00
Increased by 0.00%
Apr 30, 25