Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 9.91%
2 XLF 8.74%
3 FNCL 7.70%
4 USSE 7.15%
5 FNTC 6.74%
6 IPAY 6.46%
7 UYG 6.40%
8 FDFF 6.27%
9 FAS 6.06%
10 SEF 5.88%
11 SKF 5.88%
12 FINZ 5.88%
13 SPHQ 5.79%
14 CEPI 5.63%
15 PCGG 5.42%
16 DJIA 5.33%
17 DYLG 5.30%
18 DIA 5.30%
19 LRGE 5.29%
20 DIVO 5.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 161.08M (9.43%) 1.68M
Increased by +1.04%
Mar 31, 25
2 BlackRock Inc 144.33M (8.45%) 6.99M
Increased by +4.84%
Mar 31, 25
3 State Street Corp 82.75M (4.84%) 1.50M
Increased by +1.81%
Mar 31, 25
4 State Street Corporation 73.54M (4.30%) 189.04K
Increased by +0.26%
Mar 31, 24
5 FMR Inc 57.17M (3.35%) 1.70M
Increased by +2.97%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 50.51M (2.96%) -113.36K
Decreased by -0.22%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 42.69M (2.50%) -266.89K
Decreased by -0.63%
Mar 31, 25
8 Geode Capital Management, LLC 42.03M (2.46%) 1.68M
Increased by +4.01%
Mar 31, 25
9 JPMorgan Chase & Co 26.63M (1.56%) 14.00M
Increased by +52.58%
Mar 31, 25
10 Bank of America Corp 24.79M (1.45%) 1.65M
Increased by +6.67%
Mar 31, 25
11 Capital World Investors 23.40M (1.37%) 125.33K
Increased by +0.54%
Mar 31, 25
12 AllianceBernstein L.P. 22.24M (1.30%) -854.79K
Decreased by -3.84%
Dec 31, 24
13 Capital Research & Mgmt Co - Division 3 21.18M (1.24%) -2.64M
Decreased by -12.45%
Mar 31, 25
14 Northern Trust Corp 18.26M (1.07%) 2.79M
Increased by +15.26%
Dec 31, 24
15 TCI Fund Management Limited 16.64M (0.97%) -159.63K
Decreased by -0.96%
Mar 31, 25
16 NORGES BANK 16.36M (0.96%) 1.56M
Increased by +9.51%
Dec 31, 24
17 Massachusetts Financial Services Company 15.39M (0.90%) -1.57M
Decreased by -10.21%
Sep 30, 24
18 Goldman Sachs Group Inc 15.22M (0.89%) -985.73K
Decreased by -6.48%
Mar 31, 25
19 GAMMA Investing LLC 14.76M (0.86%) 14.72M
Increased by +99.74%
Mar 31, 25
20 Wellington Management Company LLP 14.31M (0.84%) -3.13M
Decreased by -21.91%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 140.88M (8.25%) 140.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 54.88M (3.21%) 829.05K
Increased by +1.51%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 52.48M (3.07%) 3.04M
Increased by +5.78%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 48.42M (2.83%) 776.79K
Increased by +1.60%
Apr 30, 25
5 Fidelity 500 Index 21.62M (1.27%) -22.09K
Decreased by -0.10%
Mar 31, 25
6 SPDR® S&P 500 ETF 21.44M (1.25%) -380.95K
Decreased by -1.78%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 20.87M (1.22%) -109.40K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 20.76M (1.22%) -124.60K
Decreased by -0.60%
Apr 30, 25
9 iShares Core S&P 500 ETF 20.41M (1.19%) -21.32K
Decreased by -0.10%
Apr 30, 25
10 SPDR® S&P 500 ETF Trust 19.09M (1.12%) -148.36K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 18.72M (1.10%) 119.15K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 17.30M (1.01%) 164.59K
Increased by +0.95%
Apr 30, 25
13 The Financial Select Sector SPDR® ETF 12.37M (0.72%) -92.25K
Decreased by -0.75%
Apr 30, 25
14 AF High Growth (AFRIS) 10.71M (0.63%) 10.71M
Increased by +100.00%
Feb 29, 24
15 Vanguard Institutional Index I 10.58M (0.62%) -27.10K
Decreased by -0.26%
Apr 30, 25
16 Financial Select Sector SPDR® ETF 10.45M (0.61%) -13.20K
Decreased by -0.13%
Mar 31, 24
17 State St S&P 500® Indx SL Cl III 9.00M (0.53%) 111.22K
Increased by +1.24%
Apr 30, 25
18 Vanguard Dividend Appreciation ETF 8.80M (0.51%) 103.76K
Increased by +1.18%
Apr 30, 25
19 American Funds Growth Fund of Amer A 8.52M (0.50%) -14.24K
Decreased by -0.17%
Mar 31, 25
20 Capital Group Growth Fnd of Amer Comp 8.52M (0.50%) -14.24K
Decreased by -0.17%
Mar 31, 25