Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTRI 7.66%
2 FTXG 7.60%
3 PAGG 7.36%
4 VEGI 5.83%
5 MOO 5.00%
6 FXG 3.71%
7 JHMS 3.59%
8 KNGS 3.48%
9 KONG 2.98%
10 GUNR 2.69%
11 KROP 2.53%
12 RHS 2.41%
13 RSPS 2.41%
14 PBJ 2.38%
15 INFL 2.31%
16 YUMY 2.21%
17 STNC 2.14%
18 FOVL 2.11%
19 EQRR 2.07%
20 GRES 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 61.65M (13.02%) -1.77M
Decreased by -2.88%
Sep 30, 24
2 State Farm Mutual Automobile Ins Co 46.80M (9.88%) 0.00
Increased by 0.00%
Sep 30, 24
3 BlackRock Inc 37.81M (7.98%) -1.12M
Decreased by -2.97%
Jun 30, 24
4 State Street Corporation 31.33M (6.62%) 420.26K
Increased by +1.34%
Mar 31, 24
5 State Street Corp 31.03M (6.55%) -304.56K
Decreased by -0.98%
Jun 30, 24
6 Capital World Investors 14.96M (3.16%) 20.96K
Increased by +0.14%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 14.11M (2.98%) -916.00
Decreased by -0.01%
Jun 30, 24
8 Wellington Management Company LLP 13.73M (2.90%) 277.67K
Increased by +2.02%
Jun 30, 24
9 Geode Capital Management, LLC 11.72M (2.47%) 1.14M
Increased by +9.70%
Jun 30, 24
10 Northern Trust Corp 10.76M (2.27%) -756.32K
Decreased by -7.03%
Sep 30, 24
11 Pacer Advisors, INC. 7.60M (1.60%) 7.55M
Increased by +99.45%
Jun 30, 24
12 Capital Research & Mgmt Co - Division 3 7.37M (1.56%) -9.73M
Decreased by -131.99%
Sep 30, 23
13 Amvescap Plc. 6.13M (1.30%) 991.55K
Increased by +16.16%
Jun 30, 24
14 NORGES BANK 6.02M (1.27%) 202.57K
Increased by +3.36%
Jun 30, 24
15 Ameriprise Financial Inc 4.79M (1.01%) 4.34M
Increased by +90.49%
Jun 30, 24
16 Macquarie Group Ltd 4.74M (1.00%) -615.36K
Decreased by -12.99%
Dec 31, 23
17 Massachusetts Financial Services Company 4.52M (0.95%) -216.54K
Decreased by -4.79%
Dec 31, 23
18 Legal & General Group PLC 4.39M (0.93%) -53.33K
Decreased by -1.22%
Jun 30, 24
19 D. E. Shaw & Co LP 4.13M (0.87%) 3.34M
Increased by +80.79%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 4.04M (0.85%) 244.76K
Increased by +6.05%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.09M (3.19%) -53.31K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 12.67M (2.68%) 146.74K
Increased by +1.16%
Oct 31, 24
3 Vanguard Equity-Income Inv 11.65M (2.46%) 2.87M
Increased by +24.67%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 10.14M (2.14%) 18.34K
Increased by +0.18%
Oct 31, 24
5 Pacer US Cash Cows 100 ETF 8.08M (1.71%) -4.61K
Decreased by -0.06%
Oct 31, 24
6 American Funds Washington Mutual A 7.91M (1.67%) -3.07M
Decreased by -38.76%
Dec 31, 23
7 Capital Group Wash Mutual Invtrs Comp 7.91M (1.67%) -3.07M
Decreased by -38.76%
Dec 31, 23
8 SPDR® S&P 500 ETF Trust 6.31M (1.33%) 14.27K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 6.25M (1.32%) 39.76K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P Dividend ETF 6.10M (1.29%) 1.00M
Increased by +16.41%
Oct 31, 24
11 Fidelity 500 Index 5.88M (1.24%) -213.55K
Decreased by -3.63%
Sep 30, 24
12 SPDR® S&P 500® ETF Trust 5.83M (1.23%) 30.46K
Increased by +0.52%
Oct 31, 24
13 iShares Core S&P 500 ETF 5.32M (1.12%) 8.21K
Increased by +0.15%
Oct 31, 24
14 Vanguard Wellesley® Income Inv 4.80M (1.01%) 1.42M
Increased by +29.58%
Sep 30, 24
15 The Consumer Staples Sel SectSPDR® ETF 4.70M (0.99%) -11.24K
Decreased by -0.24%
Oct 31, 24
16 Vanguard Value Index Inv 4.06M (0.86%) 10.26K
Increased by +0.25%
Oct 31, 24
17 Consumer Staples Select Sector SPDR® ETF 3.36M (0.71%) 47.57K
Increased by +1.42%
Apr 30, 24
18 Vanguard Mid-Cap Value ETF 3.29M (0.70%) 13.42K
Increased by +0.41%
Oct 31, 24
19 Vanguard Institutional Index I 3.04M (0.64%) 222.00
Increased by +0.01%
Oct 31, 24
20 American Funds American Balanced A 3.00M (0.63%) -1.83M
Decreased by -61.16%
Dec 31, 23