Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXR 4.26%
2 GRBIC 4.17%
3 UTRN 3.90%
4 HWAY 3.44%
5 JHAC 2.72%
6 INNO 2.71%
7 PPI 2.65%
8 PRN 2.64%
9 LCLG 2.09%
10 BAFE 2.03%
11 AMID 2.00%
12 VETS 1.92%
13 AVMV 1.89%
14 UPGD 1.84%
15 RYJ 1.84%
16 LST 1.83%
17 VTRN 1.82%
18 NSCR 1.80%
19 AIEQ 1.79%
20 AMOM 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.39M (11.38%) -17.14K
Decreased by -0.23%
Dec 31, 24
2 BlackRock Inc 5.13M (7.89%) 145.26K
Increased by +2.83%
Dec 31, 24
3 State Street Corp 3.11M (4.79%) 6.31K
Increased by +0.20%
Dec 31, 24
4 State Street Corporation 3.08M (4.74%) -101.21K
Decreased by -3.29%
Mar 31, 24
5 Capital Research Global Investors 2.88M (4.43%) -3.24M
Decreased by -112.75%
Dec 31, 24
6 FMR Inc 2.31M (3.55%) -107.69K
Decreased by -4.66%
Dec 31, 24
7 Capital World Investors 2.22M (3.42%) 323.64K
Increased by +14.57%
Dec 31, 24
8 Bank of America Corp 1.64M (2.53%) -146.06K
Decreased by -8.89%
Dec 31, 24
9 International Assets Investment Management, LLC 1.61M (2.47%) 1.60M
Increased by +99.88%
Sep 30, 24
10 Geode Capital Management, LLC 1.59M (2.44%) 20.40K
Increased by +1.29%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 1.49M (2.30%) -193.44K
Decreased by -12.97%
Dec 31, 24
12 Putnam Investments LLC 1.38M (2.12%) -10.61K
Decreased by -0.77%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 1.38M (2.12%) -10.61K
Decreased by -0.77%
Dec 31, 23
14 AllianceBernstein L.P. 1.25M (1.92%) 172.34K
Increased by +13.78%
Dec 31, 24
15 Goldman Sachs Group Inc 1.18M (1.81%) 596.51K
Increased by +50.74%
Dec 31, 23
16 Franklin Resources Inc 1.09M (1.68%) 97.34K
Increased by +8.90%
Dec 31, 24
17 Capital Research & Mgmt Co - Division 3 1.05M (1.62%) 305.49K
Increased by +29.06%
Dec 31, 24
18 NORGES BANK 987.62K (1.52%) -377.19K
Decreased by -38.19%
Dec 31, 24
19 Amvescap Plc. 922.45K (1.42%) 63.66K
Increased by +6.90%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 914.01K (1.41%) 11.53K
Increased by +1.26%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.07M (3.19%) 9.13K
Increased by +0.44%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 1.82M (2.80%) 11.92K
Increased by +0.65%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 1.42M (2.18%) 6.10K
Increased by +0.43%
Feb 28, 25
4 American Funds Growth Fund of Amer A 1.27M (1.96%) -1.48M
Decreased by -116.34%
Dec 31, 24
5 Capital Group Growth Fnd of Amer Comp 1.27M (1.96%) -1.48M
Decreased by -116.34%
Dec 31, 24
6 American Funds Invmt Co of Amer A 1.09M (1.68%) -1.01M
Decreased by -92.22%
Dec 31, 24
7 Capital Group Investment Co of Amer Comp 1.09M (1.68%) -1.01M
Decreased by -92.22%
Dec 31, 24
8 American Funds Fundamental Invs A 957.03K (1.47%) 100.72K
Increased by +10.52%
Dec 31, 24
9 Capital Group Fundamental Invtrs Comp 957.03K (1.47%) 100.72K
Increased by +10.52%
Dec 31, 24
10 Fidelity 500 Index 818.22K (1.26%) 3.61K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 811.71K (1.25%) -6.08K
Decreased by -0.75%
Feb 28, 25
12 SPDR® S&P 500 ETF Trust 797.79K (1.23%) -1.72K
Decreased by -0.22%
Apr 30, 24
13 Fidelity® 500 Index 795.69K (1.23%) 5.06K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 770.81K (1.19%) -39.00
Decreased by -0.01%
Feb 28, 25
15 American Funds AMCAP A 768.09K (1.18%) -124.35K
Decreased by -16.19%
Dec 31, 24
16 Capital Group AMCAP Composite 768.09K (1.18%) -124.35K
Decreased by -16.19%
Dec 31, 24
17 VA CollegeAmerica Amcap 529A 768.09K (1.18%) -124.35K
Decreased by -16.19%
Dec 31, 24
18 Fidelity® Magellan® 673.10K (1.04%) -400.00
Decreased by -0.06%
Nov 30, 23
19 Fidelity Magellan 641.50K (0.99%) 75.80K
Increased by +11.82%
Jan 31, 25
20 American Funds American Balanced A 596.56K (0.92%) 38.56K
Increased by +6.46%
Dec 31, 24