Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JGRW 4.33%
2 DIVL 4.00%
3 UTRN 4.00%
4 NEWZ 3.43%
5 SCHD 2.94%
6 XLI 2.87%
7 VSMV 2.84%
8 ESN 2.74%
9 DEMZ 2.48%
10 QOWZ 2.46%
11 BGIG 2.44%
12 MTK 2.43%
13 QQQG 2.41%
14 KONG 2.39%
15 IGF 2.24%
16 EMOT 2.21%
17 FIDU 2.20%
18 VIS 2.14%
19 FTCS 2.08%
20 UPGD 2.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 40.45M (9.95%) 230.66K
Increased by +0.57%
Sep 30, 24
2 BlackRock Inc 34.09M (8.38%) 311.61K
Increased by +0.91%
Jun 30, 24
3 State Street Corp 18.33M (4.51%) 424.33K
Increased by +2.31%
Sep 30, 24
4 State Street Corporation 17.83M (4.38%) 228.92K
Increased by +1.28%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 11.31M (2.78%) -11.73M
Decreased by -103.72%
Sep 30, 24
6 Geode Capital Management, LLC 10.52M (2.59%) 286.08K
Increased by +2.72%
Sep 30, 24
7 Charles Schwab Investment Management Inc 8.63M (2.12%) -43.63K
Decreased by -0.51%
Dec 31, 23
8 Bank of New York Mellon Corp 8.13M (2.00%) -216.03K
Decreased by -2.66%
Sep 30, 24
9 Wells Fargo & Co 7.90M (1.94%) -127.45K
Decreased by -1.61%
Sep 30, 24
10 AllianceBernstein L.P. 7.56M (1.86%) -16.12K
Decreased by -0.21%
Sep 30, 24
11 Wellington Management Company LLP 6.01M (1.48%) -40.38K
Decreased by -0.67%
Sep 30, 24
12 Fundsmith LLP 5.57M (1.37%) -13.94K
Decreased by -0.25%
Sep 30, 24
13 Northern Trust Corp 5.27M (1.30%) -110.18K
Decreased by -2.09%
Sep 30, 24
14 Capital Research Global Investors 4.84M (1.19%) 235.94K
Increased by +4.88%
Sep 30, 24
15 Bank of America Corp 4.46M (1.10%) -1.74M
Decreased by -39.08%
Sep 30, 24
16 State Farm Mutual Automobile Ins Co 3.74M (0.92%) 0.00
Increased by 0.00%
Sep 30, 24
17 Amvescap Plc. 3.67M (0.90%) -356.76K
Decreased by -9.73%
Sep 30, 24
18 Legal & General Group PLC 3.47M (0.85%) -76.34K
Decreased by -2.20%
Sep 30, 24
19 Goldman Sachs Group Inc 3.40M (0.84%) 1.10M
Increased by +32.32%
Sep 30, 24
20 Ameriprise Financial Inc 3.28M (0.81%) -784.36K
Decreased by -23.91%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.87M (3.16%) -44.63K
Decreased by -0.35%
Oct 31, 24
2 AF High Growth (AFRIS) 11.06M (2.72%) 11.06M
Increased by +100.00%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 10.81M (2.66%) 126.92K
Increased by +1.17%
Oct 31, 24
4 Invesco QQQ Trust 8.10M (1.99%) 7.17K
Increased by +0.09%
Nov 29, 24
5 Schwab US Dividend Equity ETF™ 6.50M (1.60%) -3.80K
Decreased by -0.06%
Jan 31, 24
6 Fundsmith Equity I Acc 5.18M (1.27%) 0.00
Increased by 0.00%
Jun 30, 24
7 Global Balanced (AFRIS) 5.08M (1.25%) 5.08M
Increased by +100.00%
Feb 29, 24
8 SPDR® S&P 500® ETF Trust 5.03M (1.24%) 29.76K
Increased by +0.59%
Nov 30, 24
9 Fidelity 500 Index 5.00M (1.23%) -8.22K
Decreased by -0.16%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 4.91M (1.21%) 34.16K
Increased by +0.70%
May 30, 24
11 Fidelity® 500 Index 4.80M (1.18%) 30.55K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 4.61M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
13 Vanguard Dividend Growth Inv 4.34M (1.07%) -64.33K
Decreased by -1.48%
Sep 30, 24
14 Vanguard Growth Index Investor 4.21M (1.04%) 26.17K
Increased by +0.62%
Oct 31, 24
15 iShares MSCI USA Quality Factor ETF 2.81M (0.69%) 0.00
Increased by 0.00%
Nov 30, 24
16 Vanguard Institutional Index I 2.59M (0.64%) -670.00
Decreased by -0.03%
Oct 31, 24
17 MS INVF Global Brands A USD 2.31M (0.57%) -45.28K
Decreased by -1.96%
Jun 30, 24
18 Vanguard Dividend Appreciation ETF 2.21M (0.54%) 5.36K
Increased by +0.24%
Oct 31, 24
19 MS INVF Global Brands A 2.20M (0.54%) -33.10K
Decreased by -1.50%
Sep 30, 24
20 Morgan Stanley Glbl Franchise 2.20M (0.54%) -106.16K
Decreased by -4.82%
Sep 30, 24