Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 9.93%
2 LMBO 9.47%
3 XLF 8.61%
4 FNCL 7.60%
5 USSE 7.23%
6 FNTC 6.74%
7 UYG 6.51%
8 IPAY 6.43%
9 FDFF 6.27%
10 FINZ 5.88%
11 SEF 5.88%
12 SKF 5.88%
13 SPHQ 5.79%
14 CEPI 5.63%
15 LRGE 5.56%
16 SIZE 5.53%
17 FAS 5.50%
18 BLCR 5.44%
19 PCGG 5.42%
20 DYLG 5.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 159.41M (8.93%) 7.08M
Increased by +4.44%
Dec 31, 24
2 BlackRock Inc 137.34M (7.69%) 5.67M
Increased by +4.13%
Dec 31, 24
3 State Street Corp 81.25M (4.55%) 4.64M
Increased by +5.71%
Dec 31, 24
4 State Street Corporation 73.54M (4.12%) 189.04K
Increased by +0.26%
Mar 31, 24
5 FMR Inc 55.48M (3.11%) -1.63M
Decreased by -2.95%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 50.63M (2.84%) 409.08K
Increased by +0.81%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 42.95M (2.41%) -979.51K
Decreased by -2.28%
Dec 31, 24
8 Geode Capital Management, LLC 40.35M (2.26%) 1.69M
Increased by +4.19%
Dec 31, 24
9 Capital Research & Mgmt Co - Division 3 23.82M (1.33%) 866.60K
Increased by +3.64%
Dec 31, 24
10 Capital World Investors 23.28M (1.30%) 241.06K
Increased by +1.04%
Dec 31, 24
11 Bank of America Corp 23.14M (1.30%) -1.03M
Decreased by -4.46%
Dec 31, 24
12 AllianceBernstein L.P. 22.24M (1.25%) -854.79K
Decreased by -3.84%
Dec 31, 24
13 Northern Trust Corp 18.26M (1.02%) 2.79M
Increased by +15.26%
Dec 31, 24
14 TCI Fund Management Limited 16.80M (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
15 NORGES BANK 16.36M (0.92%) 1.56M
Increased by +9.51%
Dec 31, 24
16 Goldman Sachs Group Inc 16.20M (0.91%) 202.64K
Increased by +1.25%
Dec 31, 24
17 Massachusetts Financial Services Company 15.39M (0.86%) -1.57M
Decreased by -10.21%
Sep 30, 24
18 GAMMA Investing LLC 14.76M (0.83%) 14.72M
Increased by +99.74%
Mar 31, 25
19 Wellington Management Company LLP 14.31M (0.80%) -3.13M
Decreased by -21.91%
Sep 30, 24
20 Legal & General Group PLC 13.91M (0.78%) -510.04K
Decreased by -3.67%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 140.88M (7.89%) 140.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 54.05M (3.03%) -30.73K
Decreased by -0.06%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 52.48M (2.94%) 3.04M
Increased by +5.78%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 47.65M (2.67%) -29.71K
Decreased by -0.06%
Mar 31, 25
5 Fidelity 500 Index 21.64M (1.21%) 96.38K
Increased by +0.45%
Feb 28, 25
6 SPDR® S&P 500 ETF 21.44M (1.20%) -380.95K
Decreased by -1.78%
Mar 31, 25
7 iShares Core S&P 500 ETF 21.02M (1.18%) 60.90K
Increased by +0.29%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 20.87M (1.17%) -109.40K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 20.63M (1.16%) -346.45K
Decreased by -1.68%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 19.09M (1.07%) -148.36K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 18.72M (1.05%) 119.15K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 17.14M (0.96%) 19.56K
Increased by +0.11%
Mar 31, 25
13 The Financial Select Sector SPDR® ETF 12.83M (0.72%) 33.21K
Increased by +0.26%
Mar 31, 25
14 AF High Growth (AFRIS) 10.71M (0.60%) 10.71M
Increased by +100.00%
Feb 29, 24
15 Vanguard Institutional Index I 10.61M (0.59%) -107.74K
Decreased by -1.02%
Mar 31, 25
16 Financial Select Sector SPDR® ETF 10.45M (0.59%) -13.20K
Decreased by -0.13%
Mar 31, 24
17 State St S&P 500® Indx SL Cl III 8.89M (0.50%) 531.64K
Increased by +5.98%
Mar 31, 25
18 Vanguard Dividend Appreciation ETF 8.69M (0.49%) -460.88K
Decreased by -5.30%
Mar 31, 25
19 Capital Group Growth Fnd of Amer Comp 8.53M (0.48%) 1.25M
Increased by +14.63%
Dec 31, 24
20 American Funds Growth Fund of Amer A 8.52M (0.48%) -14.24K
Decreased by -0.17%
Mar 31, 25