Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 17.32%
2 PJP 5.50%
3 HART 5.42%
4 GDOC 5.36%
5 ACT_old 5.00%
6 CWS 4.44%
7 PCGG 4.41%
8 XLV 4.28%
9 IYH 4.12%
10 QLTY 4.05%
11 UTRN 3.97%
12 BRIF 3.77%
13 CVRD 3.74%
14 FHLC 3.70%
15 HRTS 3.68%
16 VHT 3.58%
17 DIP 3.34%
18 CURE 3.30%
19 PWV 3.24%
20 RXL 3.13%

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 (4.33%) 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 (2.02%) 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 (0.98%) 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 54.38M (3.15%) -301.92K
Decreased by -0.56%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 46.97M (2.72%) 191.86K
Increased by +0.41%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 21.81M (1.26%) 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 Washington Mutual A 17.96M (1.04%) 1.39M
Increased by +7.72%
Dec 31, 24
10 American Funds Invmt Co of Amer A 17.51M (1.02%) 139.94K
Increased by +0.80%
Dec 31, 24
11 Capital Group Investment Co of Amer Comp 17.37M (1.01%) -3.46M
Decreased by -19.90%
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 14.78M (0.86%) -104.72K
Decreased by -0.71%
Dec 31, 24
14 American Funds American Mutual A 14.73M (0.85%) 585.74K
Increased by +3.98%
Dec 31, 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