Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCUS 4.09%
2 UTRN 4.04%
3 QLTY 3.73%
4 VNSE 3.53%
5 PXQ 3.52%
6 GFGF 3.33%
7 SXQG 3.29%
8 NACP 3.12%
9 KNCT 3.04%
10 CZAR 2.99%
11 CCOR 2.91%
12 VERS 2.90%
13 USMC 2.88%
14 AHOY 2.82%
15 BKUS 2.81%
16 SHE 2.75%
17 NDVG 2.75%
18 FTLS 2.68%
19 SPDG 2.60%
20 FDWM 2.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 59.08M (9.42%) 649.36K
Increased by +1.10%
Dec 31, 23
2 BlackRock Inc 47.93M (7.64%) 684.21K
Increased by +1.43%
Dec 31, 23
3 State Street Corporation 26.65M (4.25%) 525.24K
Increased by +1.97%
Dec 31, 23
4 Morgan Stanley - Brokerage Accounts 16.48M (2.63%) -553.98K
Decreased by -3.36%
Dec 31, 23
5 Goldman Sachs Group Inc 13.35M (2.13%) 7.31M
Increased by +54.79%
Dec 31, 23
6 Massachusetts Financial Services Company 12.90M (2.06%) -558.74K
Decreased by -4.33%
Dec 31, 23
7 FMR Inc 12.48M (1.99%) -838.90K
Decreased by -6.72%
Dec 31, 23
8 Geode Capital Management, LLC 12.33M (1.97%) 242.39K
Increased by +1.97%
Dec 31, 23
9 Wellington Management Company LLP 10.70M (1.71%) -331.09K
Decreased by -3.09%
Dec 31, 23
10 JPMorgan Chase & Co 10.60M (1.69%) 743.79K
Increased by +7.02%
Dec 31, 23
11 T. Rowe Price Associates, Inc. 8.49M (1.35%) -1.39M
Decreased by -16.34%
Dec 31, 23
12 Capital Research Global Investors 8.48M (1.35%) 159.70K
Increased by +1.88%
Dec 31, 23
13 Northern Trust Corp 7.97M (1.27%) -319.94K
Decreased by -4.02%
Dec 31, 23
14 Wells Fargo & Co 6.74M (1.07%) 122.71K
Increased by +1.82%
Dec 31, 23
15 Bank of America Corp 6.68M (1.06%) 767.19K
Increased by +11.49%
Dec 31, 23
16 Bank of New York Mellon Corp 6.02M (0.96%) -251.50K
Decreased by -4.18%
Dec 31, 23
17 Legal & General Group PLC 5.88M (0.94%) 989.16K
Increased by +16.82%
Dec 31, 23
18 NORGES BANK 5.87M (0.94%) -1.06M
Decreased by -18.06%
Dec 31, 23
19 Polen Capital 4.80M (0.77%) -189.33K
Decreased by -3.94%
Dec 31, 23
20 Charles Schwab Investment Management Inc 4.47M (0.71%) 68.64K
Increased by +1.54%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 19.68M (3.14%) -42.24K
Decreased by -0.21%
Feb 29, 24
2 Vanguard Institutional 500 Index Trust 15.67M (2.50%) 159.55K
Increased by +1.02%
Feb 29, 24
3 Fidelity 500 Index 7.45M (1.19%) 76.26K
Increased by +1.02%
Jan 31, 24
4 SPDR® S&P 500 ETF Trust 7.36M (1.17%) 46.13K
Increased by +0.63%
Feb 29, 24
5 Fidelity® 500 Index 7.35M (1.17%) 46.78K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 6.53M (1.04%) 19.82K
Increased by +0.30%
Feb 29, 24
7 Vanguard Growth Index Investor 5.83M (0.93%) 50.10K
Increased by +0.86%
Feb 29, 24
8 Vanguard Dividend Growth Inv 4.56M (0.73%) -193.05K
Decreased by -4.23%
Dec 31, 23
9 Vanguard Institutional Index I 4.13M (0.66%) -16.46K
Decreased by -0.40%
Feb 29, 24
10 Technology Select Sector SPDR® ETF 4.05M (0.65%) -1.32K
Decreased by -0.03%
Feb 29, 24
11 Morgan Stanley Glbl Franchise 3.81M (0.61%) -241.51K
Decreased by -6.33%
Dec 31, 23
12 MS INVF Global Brands A USD 3.76M (0.60%) -23.55K
Decreased by -0.63%
Feb 29, 24
13 Vanguard Dividend Appreciation ETF 3.62M (0.58%) 22.56K
Increased by +0.62%
Feb 29, 24
14 Vanguard Information Technology ETF 3.49M (0.56%) 18.06K
Increased by +0.52%
Feb 29, 24
15 MFS Large Cap Value Equity 3.40M (0.54%) -312.91K
Decreased by -9.20%
Dec 31, 23
16 MFS Value A 3.36M (0.54%) -39.77K
Decreased by -1.18%
Jan 31, 24
17 State St S&P 500® Indx SL Cl III 3.04M (0.48%) 11.60K
Increased by +0.38%
Feb 29, 24
18 Fidelity Contrafund 2.53M (0.40%) -4.91K
Decreased by -0.19%
Jan 31, 24
19 Fidelity® Contrafund® 2.52M (0.40%) 0.00
Increased by 0.00%
Nov 30, 23
20 American Funds American Mutual A 2.49M (0.40%) 394.32K
Increased by +15.84%
Dec 31, 23