Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 15.86%
2 PJP 5.02%
3 ACT_old 5.00%
4 HART 4.90%
5 PCGG 4.41%
6 QLTY 4.13%
7 GDOC 4.00%
8 UTRN 3.97%
9 CWS 3.88%
10 XLV 3.83%
11 IYH 3.68%
12 VHT 3.38%
13 DIP 3.34%
14 FHLC 3.30%
15 PWV 3.24%
16 HRTS 3.08%
17 CVRD 2.99%
18 CURE 2.91%
19 RXL 2.87%
20 AIVL 2.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 167.91M (9.74%) 1.55M
Increased by +0.92%
Sep 30, 24
2 BlackRock Inc 131.03M (7.60%) -101.90K
Decreased by -0.08%
Sep 30, 24
3 State Street Corp 76.72M (4.45%) 2.32M
Increased by +3.03%
Sep 30, 24
4 State Street Corporation 74.74M (4.34%) 51.46K
Increased by +0.07%
Mar 31, 24
5 Capital Research & Mgmt Co - Division 3 65.74M (3.81%) -6.06M
Decreased by -9.21%
Sep 30, 24
6 Capital Research Global Investors 53.30M (3.09%) -3.94M
Decreased by -7.38%
Sep 30, 24
7 Geode Capital Management, LLC 34.90M (2.03%) 488.76K
Increased by +1.40%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 34.51M (2.00%) -36.72M
Decreased by -106.39%
Sep 30, 24
9 JPMorgan Chase & Co 28.92M (1.68%) 14.14M
Increased by +48.90%
Sep 30, 24
10 Wellington Management Company LLP 25.81M (1.50%) 280.44K
Increased by +1.09%
Sep 30, 24
11 Goldman Sachs Group Inc 22.82M (1.32%) 14.02M
Increased by +61.45%
Dec 31, 23
12 NORGES BANK 20.36M (1.18%) 1.13M
Increased by +5.57%
Jun 30, 24
13 Northern Trust Corp 20.00M (1.16%) -682.14K
Decreased by -3.41%
Sep 30, 24
14 Bank of America Corp 18.73M (1.09%) 8.00M
Increased by +42.71%
Jun 30, 24
15 Wells Fargo & Co 16.98M (0.99%) 135.13K
Increased by +0.80%
Sep 30, 24
16 Legal & General Group PLC 14.26M (0.83%) -88.64K
Decreased by -0.62%
Sep 30, 24
17 Polen Capital 13.94M (0.81%) -1.37M
Decreased by -9.82%
Sep 30, 24
18 State Farm Mutual Automobile Ins Co 13.59M (0.79%) 0.00
Increased by 0.00%
Sep 30, 24
19 Bank of New York Mellon Corp 13.56M (0.79%) -593.12K
Decreased by -4.37%
Sep 30, 24
20 Massachusetts Financial Services Company 13.32M (0.77%) 2.71M
Increased by +20.36%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 87.24M (5.06%) 87.24M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 54.69M (3.17%) -237.73K
Decreased by -0.43%
Nov 30, 24
3 Vanguard Institutional 500 Index Trust 46.78M (2.71%) 664.58K
Increased by +1.42%
Nov 30, 24
4 SPDR® S&P 500® ETF Trust 21.81M (1.27%) 251.94K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 21.50M (1.25%) 146.09K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500 ETF Trust 20.93M (1.21%) -162.90K
Decreased by -0.78%
Mar 31, 24
7 iShares Core S&P 500 ETF 20.37M (1.18%) 14.31K
Increased by +0.07%
Dec 31, 24
8 Fidelity® 500 Index 20.22M (1.17%) 128.69K
Increased by +0.64%
Nov 30, 23
9 American Funds Invmt Co of Amer A 17.37M (1.01%) -3.46M
Decreased by -19.90%
Sep 30, 24
10 Capital Group Investment Co of Amer Comp 17.37M (1.01%) -3.46M
Decreased by -19.90%
Sep 30, 24
11 American Funds Washington Mutual A 16.58M (0.96%) 2.25M
Increased by +13.56%
Sep 30, 24
12 Capital Group Wash Mutual Invtrs Comp 16.58M (0.96%) 2.25M
Increased by +13.56%
Sep 30, 24
13 Vanguard Value Index Inv 14.88M (0.86%) 119.70K
Increased by +0.80%
Nov 30, 24
14 American Funds American Mutual A 14.14M (0.82%) -174.05K
Decreased by -1.23%
Sep 30, 24
15 Capital Group American Mutual Comp 14.14M (0.82%) -174.05K
Decreased by -1.23%
Sep 30, 24
16 Health Care Select Sector SPDR® ETF 13.03M (0.76%) -65.63K
Decreased by -0.50%
Mar 31, 24
17 Capital Group AMCAP Composite 12.99M (0.75%) -16.98K
Decreased by -0.13%
Mar 31, 24
18 VA CollegeAmerica Amcap 529A 12.99M (0.75%) -16.98K
Decreased by -0.13%
Mar 31, 24
19 Capital Group Growth Fnd of Amer Comp 12.94M (0.75%) 240.95K
Increased by +1.86%
Mar 31, 24
20 Vanguard Dividend Growth Inv 12.88M (0.75%) 1.09M
Increased by +8.43%
Sep 30, 24