Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYT 16.31%
2 TPOR 10.80%
3 SHPP 10.21%
4 FTXR 8.15%
5 NRSH 4.70%
6 SUPL 4.62%
7 BILT 4.08%
8 UTRN 4.04%
9 HWAY 3.68%
10 CAMX 3.64%
11 BLLD 3.35%
12 RIFR 3.23%
13 PWV 2.91%
14 XLI 2.90%
15 NETZ 2.89%
16 PWRD 2.89%
17 PJFV 2.83%
18 XTN 2.80%
19 DVAL 2.69%
20 CGVV 2.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.84M (9.95%) 9.58K
Increased by +0.02%
Jun 30, 25
2 BlackRock Inc 45.12M (7.63%) -107.00K
Decreased by -0.24%
Jun 30, 25
3 State Street Corp 25.23M (4.27%) -226.41K
Decreased by -0.90%
Jun 30, 25
4 State Street Corporation 24.67M (4.17%) -67.81K
Decreased by -0.27%
Mar 31, 24
5 Geode Capital Management, LLC 14.99M (2.54%) -53.53K
Decreased by -0.36%
Jun 30, 25
6 Bank of America Corp 11.82M (2.00%) 868.15K
Increased by +7.34%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 9.82M (1.66%) -458.54K
Decreased by -4.67%
Jun 30, 25
8 Capital Research Global Investors 8.85M (1.50%) -1.54M
Decreased by -17.43%
Mar 31, 25
9 JPMorgan Chase & Co 8.43M (1.43%) -8.41M
Decreased by -99.75%
Jun 30, 25
10 Capital Research & Mgmt Co - Division 3 8.42M (1.42%) 42.29K
Increased by +0.50%
Jun 30, 25
11 Massachusetts Financial Services Company 8.12M (1.37%) -240.09K
Decreased by -2.96%
Jun 30, 25
12 NORGES BANK 8.07M (1.36%) -383.69K
Decreased by -4.76%
Jun 30, 25
13 Ameriprise Financial Inc 7.10M (1.20%) -335.76K
Decreased by -4.73%
Jun 30, 25
14 Soroban Capital Partners LP 7.05M (1.19%) -1.21M
Decreased by -17.21%
Dec 31, 23
15 Northern Trust Corp 6.67M (1.13%) -433.94K
Decreased by -6.50%
Jun 30, 25
16 Fisher Asset Management, LLC 6.40M (1.08%) 46.44K
Increased by +0.73%
Jun 30, 25
17 Goldman Sachs Group Inc 6.39M (1.08%) 3.25M
Increased by +50.84%
Dec 31, 23
18 T. Rowe Price Associates, Inc. 6.30M (1.07%) -652.38K
Decreased by -10.36%
Jun 30, 25
19 Royal Bank of Canada 6.04M (1.02%) 934.21K
Increased by +15.47%
Jun 30, 25
20 Franklin Resources Inc 6.02M (1.02%) -499.34K
Decreased by -8.29%
Jun 30, 25

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 18.77M (3.17%) -435.33K
Decreased by -2.32%
Jul 31, 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 14.79M (2.50%) -2.17M
Decreased by -14.65%
Jul 31, 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%) 3.26K
Increased by +0.04%
Jul 31, 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 7.22M (1.22%) 88.80K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 7.21M (1.22%) 16.29K
Increased by +0.23%
Apr 30, 24
11 iShares Core S&P 500 ETF 7.19M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
12 UBS HV Tax-Opt Global Selections - Agg 7.19M (1.22%) 7.19M
Increased by +100.00%
Jun 30, 24
13 UBS Tax-Opt Digital Transformation theme 7.19M (1.22%) 7.19M
Increased by +100.00%
Jun 30, 24
14 UBS HV Global Selections - Agg 7.19M (1.22%) 7.19M
Increased by +99.98%
Jun 30, 24
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%) -6.53K
Decreased by -0.12%
Jul 31, 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