Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.27%
2 MTK 2.93%
3 VPN 2.89%
4 PTF 2.24%
5 QQQN 2.23%
6 AIEQ 2.19%
7 MRND 2.14%
8 DECO 1.94%
9 HECO 1.90%
10 GVIP 1.89%
11 RYT 1.79%
12 FXL 1.69%
13 DVYL 1.67%
14 AIVC 1.62%
15 IVES 1.62%
16 IDAT 1.62%
17 TEKX 1.57%
18 QQJG 1.55%
19 RSPT 1.35%
20 ALTL 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.46M (12.31%) 1.44M
Increased by +3.39%
Dec 31, 24
2 BlackRock Inc 28.31M (8.21%) -83.00K
Decreased by -0.29%
Dec 31, 24
3 FMR Inc 23.57M (6.83%) 4.61M
Increased by +19.58%
Dec 31, 24
4 JPMorgan Chase & Co 23.39M (6.78%) -13.12M
Decreased by -56.11%
Dec 31, 24
5 Bank of America Corp 16.21M (4.70%) 1.31M
Increased by +8.08%
Dec 31, 24
6 State Street Corp 14.78M (4.29%) 1.21M
Increased by +8.20%
Dec 31, 24
7 State Street Corporation 12.74M (3.69%) 216.93K
Increased by +1.70%
Dec 31, 23
8 T. Rowe Price Associates, Inc. 9.03M (2.62%) -2.91M
Decreased by -32.19%
Dec 31, 24
9 Nomura Holdings Inc 8.77M (2.54%) -4.59M
Decreased by -52.33%
Dec 31, 23
10 Geode Capital Management, LLC 8.75M (2.54%) 823.66K
Increased by +9.42%
Dec 31, 24
11 Victory Capital Management Inc. 8.36M (2.42%) 70.98K
Increased by +0.85%
Dec 31, 23
12 UBS Group AG 8.09M (2.35%) 1.78M
Increased by +21.96%
Dec 31, 24
13 DnB NOR Asset Management (Asia) 7.73M (2.24%) -2.88M
Decreased by -37.20%
Dec 31, 24
14 Slate Path Capital LP 6.69M (1.94%) 281.70K
Increased by +4.21%
Dec 31, 24
15 Ameriprise Financial Inc 6.55M (1.90%) 7.08K
Increased by +0.11%
Dec 31, 24
16 Barclays PLC 6.34M (1.84%) 5.49M
Increased by +86.69%
Jun 30, 24
17 NORGES BANK 5.91M (1.71%) 40.60K
Increased by +0.69%
Dec 31, 24
18 Millennium Management LLC 5.01M (1.45%) 239.11K
Increased by +4.77%
Jun 30, 24
19 Balyasny Asset Management LLC 4.94M (1.43%) 1.33M
Increased by +26.87%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 4.89M (1.42%) 592.45K
Increased by +12.12%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.97M (3.18%) 124.33K
Increased by +1.13%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 10.91M (3.16%) 590.49K
Increased by +5.41%
Sep 30, 24
3 Fidelity Select Semiconductors 10.00M (2.90%) -305.60K
Decreased by -3.06%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 9.58M (2.78%) 58.70K
Increased by +0.61%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 7.51M (2.18%) 77.19K
Increased by +1.03%
Feb 28, 25
6 Columbia Seligman Tech & Info A 4.63M (1.34%) 716.80K
Increased by +15.48%
Feb 28, 25
7 Fidelity 500 Index 4.33M (1.26%) 19.28K
Increased by +0.45%
Feb 28, 25
8 SPDR® S&P 500 ETF 4.30M (1.25%) -62.47K
Decreased by -1.45%
Mar 31, 25
9 iShares Core S&P 500 ETF 4.24M (1.23%) 12.30K
Increased by +0.29%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 4.19M (1.21%) -22.03K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500® ETF 4.14M (1.20%) -69.77K
Decreased by -1.68%
Mar 31, 25
12 Columbia Seligman Technology Growth 3.91M (1.13%) 267.60K
Increased by +6.84%
Dec 31, 24
13 SPDR® S&P 500 ETF Trust 3.79M (1.10%) 8.69K
Increased by +0.23%
Apr 30, 24
14 Fidelity Select Technology 3.79M (1.10%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity® 500 Index 3.73M (1.08%) 23.73K
Increased by +0.64%
Nov 30, 23
16 Invesco S&P 500® Equal Weight ETF 3.31M (0.96%) 7.03K
Increased by +0.21%
Mar 31, 25
17 T. Rowe Price Mid-Cap Value 3.21M (0.93%) 3.21M
Increased by +100.00%
Feb 28, 25
18 T. Rowe Price US Mid-Cap Value Equity 3.10M (0.90%) -891.09K
Decreased by -28.78%
Dec 31, 24
19 Vanguard Value Index Inv 3.00M (0.87%) 32.71K
Increased by +1.09%
Feb 28, 25
20 Vanguard Information Technology ETF 2.88M (0.83%) 8.04K
Increased by +0.28%
Feb 28, 25