Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PPH 4.39%
2 UTRN 3.96%
3 CWS 3.78%
4 WBIF 3.60%
5 STNC 3.31%
6 ECOZ 2.86%
7 DVOL 2.62%
8 AHOY 2.54%
9 EQRR 2.50%
10 RTH 2.41%
11 PTH 2.37%
12 FXG 2.36%
13 BOUT 2.20%
14 DEF 2.17%
15 VSMV 2.11%
16 PWC 2.05%
17 FTCS 1.88%
18 XHS 1.87%
19 RYH 1.69%
20 SXQG 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.96M (12.37%) -121.07K
Decreased by -0.58%
Jun 30, 23
2 BlackRock Inc 17.05M (10.06%) -24.65K
Decreased by -0.14%
Jun 30, 23
3 T. Rowe Price Associates, Inc. 11.02M (6.50%) 763.32K
Increased by +6.93%
Jun 30, 23
4 State Street Corporation 7.74M (4.57%) 317.21K
Increased by +4.10%
Jun 30, 23
5 JPMorgan Chase & Co 6.99M (4.13%) -9.35K
Decreased by -0.13%
Jun 30, 23
6 Boston Partners Global Investors, Inc 4.97M (2.93%) -42.31K
Decreased by -0.85%
Jun 30, 23
7 Geode Capital Management, LLC 3.49M (2.06%) 98.88K
Increased by +2.83%
Jun 30, 23
8 FMR Inc 3.46M (2.04%) -5.37M
Decreased by -155.12%
Jun 30, 23
9 Bessemer Group Inc 3.16M (1.86%) 90.57K
Increased by +2.87%
Jun 30, 23
10 Morgan Stanley - Brokerage Accounts 2.67M (1.57%) 332.94K
Increased by +12.48%
Jun 30, 23
11 Amvescap Plc. 2.31M (1.36%) -115.73K
Decreased by -5.01%
Jun 30, 23
12 Northern Trust Corp 2.11M (1.25%) 19.60K
Increased by +0.93%
Jun 30, 23
13 Fidelity International Ltd 2.08M (1.23%) -226.14K
Decreased by -10.87%
Jun 30, 23
14 Wellington Management Company LLP 2.04M (1.20%) 179.68K
Increased by +8.83%
Jun 30, 23
15 Amundi 2.02M (1.19%) 468.17K
Increased by +23.18%
Jun 30, 23
16 Wells Fargo & Co 1.76M (1.04%) -19.44K
Decreased by -1.10%
Jun 30, 23
17 Capital Research Global Investors 1.47M (0.87%) 12.00
Increased by +0.00%
Jun 30, 23
18 Bank of New York Mellon Corp 1.37M (0.81%) -20.87K
Decreased by -1.53%
Sep 30, 23
19 Legal & General Group PLC 1.35M (0.80%) 76.36K
Increased by +5.65%
Jun 30, 23
20 Coho Partners Ltd 1.31M (0.78%) -137.23K
Decreased by -10.45%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 10.60M (6.26%) 10.60M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 5.35M (3.16%) 11.26K
Increased by +0.21%
May 31, 24
3 Vanguard Institutional 500 Index Trust 4.25M (2.51%) 37.34K
Increased by +0.88%
May 31, 24
4 Vanguard Mid Cap Index Institutional 3.68M (2.17%) -7.33K
Decreased by -0.20%
May 31, 24
5 Fidelity 500 Index 2.01M (1.18%) 4.30K
Increased by +0.21%
Apr 30, 24
6 SPDR® S&P 500® ETF Trust 2.00M (1.18%) 12.74K
Increased by +0.64%
May 31, 24
7 T. Rowe Price U.S. Value Equity Tr-Z 1.98M (1.17%) -456.11K
Decreased by -23.06%
Mar 31, 24
8 T. Rowe Price US Value Equity Composite 1.97M (1.17%) -629.35K
Decreased by -31.88%
Mar 31, 24
9 T. Rowe Price Value 1.97M (1.17%) -629.35K
Decreased by -31.88%
Mar 31, 24
10 Pacer US Cash Cows 100 ETF 1.91M (1.13%) 3.66K
Increased by +0.19%
May 31, 24
11 iShares Core S&P 500 ETF 1.72M (1.02%) -495.00
Decreased by -0.03%
May 31, 24
12 JPM US Equity Income-Composite 1.69M (1.00%) -121.48K
Decreased by -7.20%
Mar 31, 24
13 Vanguard Health Care Inv 1.64M (0.97%) 395.68K
Increased by +24.11%
Mar 31, 24
14 Fidelity Magellan 1.54M (0.91%) 0.00
Increased by 0.00%
Apr 30, 24
15 American Funds Invmt Co of Amer A 1.47M (0.87%) 567.66K
Increased by +38.73%
Mar 31, 24
16 Capital Group Investment Co of Amer Comp 1.47M (0.87%) 567.66K
Increased by +38.73%
Mar 31, 24
17 Vanguard Value Index Inv 1.41M (0.83%) 175.00
Increased by +0.01%
May 31, 24
18 BGF World Healthscience A2 1.30M (0.77%) 0.00
Increased by 0.00%
Mar 31, 24
19 JHancock Disciplined Value Mid Cap I 1.30M (0.77%) 0.00
Increased by 0.00%
Apr 30, 24
20 Vanguard Mid-Cap Value ETF 1.19M (0.70%) -519.00
Decreased by -0.04%
May 31, 24