Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.29%
2 UTRN 4.06%
3 EATZ 3.92%
4 STNC 3.19%
5 DVOL 2.96%
6 CGMM 2.94%
7 EMOT 2.34%
8 POWA 2.21%
9 WBIL 2.10%
10 RSPD 2.04%
11 RCD 2.03%
12 SAGP 1.87%
13 DVND 1.85%
14 JGLO 1.77%
15 WBIF 1.73%
16 MPAY 1.44%
17 JEPI 1.39%
18 HUSV 1.34%
19 SURE 1.32%
20 EQUL 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.63M (12.08%) 76.50K
Increased by +0.23%
Dec 31, 24
2 BlackRock Inc 26.72M (9.60%) 2.23M
Increased by +8.36%
Dec 31, 24
3 JPMorgan Chase & Co 22.99M (8.26%) -22.03M
Decreased by -95.80%
Dec 31, 24
4 Capital Research & Mgmt Co - Division 3 15.46M (5.55%) -163.78K
Decreased by -1.06%
Dec 31, 24
5 State Street Corp 13.08M (4.70%) 374.23K
Increased by +2.86%
Dec 31, 24
6 State Street Corporation 12.81M (4.60%) 1.01M
Increased by +7.90%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 10.37M (3.73%) -273.92K
Decreased by -2.64%
Dec 31, 24
8 Capital World Investors 9.77M (3.51%) -1.56M
Decreased by -15.93%
Dec 31, 24
9 Geode Capital Management, LLC 7.60M (2.73%) 163.46K
Increased by +2.15%
Dec 31, 24
10 Sustainable Growth Advisers, LP 5.58M (2.00%) -923.55K
Decreased by -16.55%
Dec 31, 24
11 Loomis, Sayles & Company LP 3.85M (1.38%) -129.08K
Decreased by -3.36%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 3.69M (1.33%) -151.79K
Decreased by -4.11%
Dec 31, 24
13 Northern Trust Corp 3.55M (1.27%) 601.36K
Increased by +16.96%
Dec 31, 24
14 Goldman Sachs Group Inc 3.52M (1.26%) 2.15M
Increased by +61.01%
Dec 31, 23
15 Bank of America Corp 3.36M (1.21%) -440.52K
Decreased by -13.13%
Dec 31, 24
16 NORGES BANK 3.12M (1.12%) 75.64K
Increased by +2.42%
Dec 31, 24
17 FMR Inc 2.52M (0.91%) 24.68K
Increased by +0.98%
Dec 31, 24
18 Bank of New York Mellon Corp 2.36M (0.85%) 94.03K
Increased by +3.99%
Dec 31, 24
19 T. Rowe Price Associates, Inc. 2.34M (0.84%) 383.42K
Increased by +16.39%
Jun 30, 24
20 Amvescap Plc. 2.28M (0.82%) 244.26K
Increased by +10.69%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 11.84M (4.25%) -219.14K
Decreased by -1.85%
Dec 31, 24
2 Capital Group Wash Mutual Invtrs Comp 11.84M (4.25%) -219.14K
Decreased by -1.85%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 8.80M (3.16%) 27.18K
Increased by +0.31%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 7.74M (2.78%) 54.30K
Increased by +0.70%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 6.03M (2.16%) 25.64K
Increased by +0.43%
Feb 28, 25
6 Fidelity 500 Index 3.48M (1.25%) 15.35K
Increased by +0.44%
Jan 31, 25
7 JPMorgan Equity Premium Income ETF 3.45M (1.24%) 5.89K
Increased by +0.17%
Feb 28, 25
8 SPDR® S&P 500® ETF Trust 3.45M (1.24%) -25.58K
Decreased by -0.74%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 3.39M (1.22%) -26.39K
Decreased by -0.78%
Mar 31, 24
10 iShares Core S&P 500 ETF 3.28M (1.18%) -165.00
Decreased by -0.01%
Feb 28, 25
11 Fidelity® 500 Index 3.27M (1.17%) 20.78K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 3.00M (1.08%) 1.75K
Increased by +0.06%
Feb 28, 25
13 T. Rowe Price Mid-Cap Growth 3.00M (1.08%) 79.60K
Increased by +2.65%
Jan 31, 25
14 T. Rowe Price US Mid-Cap Growth Equity 2.92M (1.05%) -12.70K
Decreased by -0.44%
Dec 31, 24
15 T. Rowe Price Capital Appreciation 2.74M (0.98%) 0.00
Increased by 0.00%
Jan 31, 25
16 American Funds New Perspective A 2.73M (0.98%) -146.50K
Decreased by -5.38%
Dec 31, 24
17 Capital Group New Perspective Comp 2.73M (0.98%) -146.50K
Decreased by -5.38%
Dec 31, 24
18 Bridge Builder Large Cap Growth 2.46M (0.88%) 0.00
Increased by 0.00%
Oct 31, 24
19 American Funds Capital Income Bldr A 2.34M (0.84%) 0.00
Increased by 0.00%
Dec 31, 24
20 American Funds Fundamental Invs A 2.17M (0.78%) -711.90K
Decreased by -32.75%
Dec 31, 24