Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 8.87%
2 IYJ 8.10%
3 XLF 8.09%
4 FNCL 7.06%
5 FNTC 6.74%
6 USSE 6.60%
7 SEMG 6.56%
8 FINZ 5.88%
9 SEF 5.88%
10 SKF 5.88%
11 TOLL 5.77%
12 IPAY 5.51%
13 FAS 5.51%
14 OUSA 5.13%
15 QUSA 5.10%
16 FCTE 5.04%
17 DIVO 4.96%
18 LCOW 4.96%
19 DJIA 4.94%
20 DYLG 4.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 161.08M (9.15%) 1.68M
Increased by +1.04%
Mar 31, 25
2 BlackRock Inc 144.33M (8.20%) 6.99M
Increased by +4.84%
Mar 31, 25
3 State Street Corp 82.75M (4.70%) 1.50M
Increased by +1.81%
Mar 31, 25
4 State Street Corporation 73.54M (4.18%) 189.04K
Increased by +0.26%
Mar 31, 24
5 FMR Inc 57.17M (3.25%) 1.70M
Increased by +2.97%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 50.51M (2.87%) -113.36K
Decreased by -0.22%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 42.69M (2.42%) -266.89K
Decreased by -0.63%
Mar 31, 25
8 Geode Capital Management, LLC 42.03M (2.39%) 1.68M
Increased by +4.01%
Mar 31, 25
9 JPMorgan Chase & Co 26.63M (1.51%) 14.00M
Increased by +52.58%
Mar 31, 25
10 Bank of America Corp 24.79M (1.41%) 1.65M
Increased by +6.67%
Mar 31, 25
11 Capital World Investors 23.40M (1.33%) 125.33K
Increased by +0.54%
Mar 31, 25
12 Capital Research & Mgmt Co - Division 3 21.18M (1.20%) -2.64M
Decreased by -12.45%
Mar 31, 25
13 AllianceBernstein L.P. 21.14M (1.20%) -1.10M
Decreased by -5.22%
Mar 31, 25
14 Northern Trust Corp 18.99M (1.08%) 726.30K
Increased by +3.83%
Mar 31, 25
15 TCI Fund Management Limited 16.64M (0.95%) -159.63K
Decreased by -0.96%
Mar 31, 25
16 NORGES BANK 16.36M (0.93%) 1.56M
Increased by +9.51%
Dec 31, 24
17 Massachusetts Financial Services Company 15.39M (0.87%) -1.57M
Decreased by -10.21%
Sep 30, 24
18 Goldman Sachs Group Inc 15.22M (0.86%) -985.73K
Decreased by -6.48%
Mar 31, 25
19 GAMMA Investing LLC 14.76M (0.84%) 14.72M
Increased by +99.74%
Mar 31, 25
20 Wellington Management Company LLP 14.31M (0.81%) -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 (8.00%) 140.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 54.96M (3.12%) 75.09K
Increased by +0.14%
May 31, 25
3 Vanguard US Total Market Shares ETF 52.48M (2.98%) 3.04M
Increased by +5.78%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 48.76M (2.77%) 340.84K
Increased by +0.70%
May 31, 25
5 Fidelity 500 Index 21.74M (1.24%) 94.42K
Increased by +0.43%
May 31, 25
6 SPDR® S&P 500 ETF 21.44M (1.22%) -380.95K
Decreased by -1.78%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 20.87M (1.19%) -109.40K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 20.65M (1.17%) -72.50K
Decreased by -0.35%
Jun 30, 25
9 iShares Core S&P 500 ETF 20.29M (1.15%) 32.32K
Increased by +0.16%
Jun 30, 25
10 SPDR® S&P 500 ETF Trust 19.09M (1.08%) -148.36K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 18.72M (1.06%) 119.15K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 17.34M (0.98%) 35.19K
Increased by +0.20%
May 31, 25
13 The Financial Select Sector SPDR® ETF 11.54M (0.66%) -21.89K
Decreased by -0.19%
Jun 30, 25
14 AF High Growth (AFRIS) 10.71M (0.61%) 10.71M
Increased by +100.00%
Feb 29, 24
15 Vanguard Institutional Index I 10.58M (0.60%) -73.00
Decreased by -0.00%
May 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 9.13M (0.52%) -24.00K
Decreased by -0.26%
Jun 30, 25
18 Vanguard Dividend Appreciation ETF 8.81M (0.50%) 10.12K
Increased by +0.11%
May 31, 25
19 American Funds Growth Fund of Amer A 8.57M (0.49%) 51.43K
Increased by +0.60%
Jun 30, 25
20 Capital Group Growth Fnd of Amer Comp 8.57M (0.49%) 51.43K
Increased by +0.60%
Jun 30, 25