Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.93%
2 JGRW 4.34%
3 UTRN 4.00%
4 DIVL 3.92%
5 NEWZ 3.43%
6 SCHD 2.94%
7 VSMV 2.86%
8 XLI 2.85%
9 DEMZ 2.58%
10 QOWZ 2.56%
11 QQQG 2.55%
12 BGIG 2.48%
13 MTK 2.43%
14 KONG 2.32%
15 EMOT 2.27%
16 IGF 2.24%
17 FIDU 2.20%
18 VIS 2.18%
19 RYJ 2.12%
20 FTCS 2.07%

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 Morgan Stanley - Brokerage Accounts 23.04M (5.67%) -9.58K
Decreased by -0.04%
Jun 30, 24
4 State Street Corp 17.91M (4.40%) 83.65K
Increased by +0.47%
Jun 30, 24
5 State Street Corporation 17.83M (4.38%) 228.92K
Increased by +1.28%
Mar 31, 24
6 Geode Capital Management, LLC 10.23M (2.52%) 259.12K
Increased by +2.53%
Jun 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 8.35M (2.05%) -229.03K
Decreased by -2.74%
Jun 30, 24
9 Wells Fargo & Co 8.03M (1.97%) 17.02K
Increased by +0.21%
Jun 30, 24
10 AllianceBernstein L.P. 7.58M (1.86%) -297.93K
Decreased by -3.93%
Jun 30, 24
11 Bank of America Corp 6.21M (1.53%) 1.44M
Increased by +23.26%
Jun 30, 24
12 Wellington Management Company LLP 6.05M (1.49%) -66.41K
Decreased by -1.10%
Jun 30, 24
13 Fundsmith LLP 5.57M (1.37%) -13.94K
Decreased by -0.25%
Sep 30, 24
14 Northern Trust Corp 5.27M (1.30%) -110.18K
Decreased by -2.09%
Sep 30, 24
15 Capital Research Global Investors 4.84M (1.19%) 235.94K
Increased by +4.88%
Sep 30, 24
16 Goldman Sachs Group Inc 4.76M (1.17%) 2.10M
Increased by +44.01%
Dec 31, 23
17 Ameriprise Financial Inc 4.07M (1.00%) 435.09K
Increased by +10.70%
Jun 30, 24
18 Amvescap Plc. 4.02M (0.99%) 361.69K
Increased by +8.99%
Jun 30, 24
19 State Farm Mutual Automobile Ins Co 3.74M (0.92%) 0.00
Increased by 0.00%
Sep 30, 24
20 Legal & General Group PLC 3.55M (0.87%) 139.56K
Increased by +3.93%
Jun 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 7.90M (1.94%) -36.68K
Decreased by -0.46%
Oct 31, 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 Fidelity 500 Index 5.01M (1.23%) -29.35K
Decreased by -0.59%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 4.96M (1.22%) 19.42K
Increased by +0.39%
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 4.54M (1.12%) 6.99K
Increased by +0.15%
Oct 31, 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 2.94M (0.72%) 10.54K
Increased by +0.36%
Oct 31, 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 2.31M (0.57%) -45.28K
Decreased by -1.96%
Jun 30, 24
18 MS INVF Global Brands A USD 2.31M (0.57%) -45.28K
Decreased by -1.96%
Jun 30, 24
19 Morgan Stanley Glbl Franchise 2.31M (0.57%) -113.47K
Decreased by -4.91%
Jun 30, 24
20 Vanguard Dividend Appreciation ETF 2.21M (0.54%) 5.36K
Increased by +0.24%
Oct 31, 24