Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 ALTL 0.88%
2 AVUS 0.1%
3 ACWI 0.06%
4 ACVF 0.03%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.8M (9.29%) 57.32K
Increased by +0.12%
Sep 30, 23
2 BlackRock Inc 42.89M (8.17%) 1.89M
Increased by +4.41%
Sep 30, 23
3 Wellington Management Company LLP 28.43M (5.41%) -160.02K
Decreased by -0.56%
Dec 31, 23
4 State Street Corporation 27.19M (5.18%) 41.89K
Increased by +0.15%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 14.89M (2.84%) 587.14K
Increased by +3.94%
Sep 30, 23
6 Geode Capital Management, LLC 10.57M (2.01%) 209.43K
Increased by +1.98%
Sep 30, 23
7 Amvescap Plc. 9.8M (1.87%) 1.18M
Increased by +12.06%
Sep 30, 23
8 Royal Bank of Canada 7.71M (1.47%) 374.3K
Increased by +4.85%
Sep 30, 23
9 Ameriprise Financial Inc 7.45M (1.42%) -2.08M
Decreased by -27.86%
Sep 30, 23
10 Nuveen Asset Management, LLC 6.77M (1.29%) 564.76K
Increased by +8.34%
Sep 30, 23
11 Bank of America Corp 6.68M (1.27%) 293.76K
Increased by +4.39%
Sep 30, 23
12 Massachusetts Financial Services Company 6.03M (1.15%) -183.26K
Decreased by -3.04%
Dec 31, 23
13 Franklin Resources Inc 5.6M (1.07%) -852.43K
Decreased by -15.21%
Dec 31, 23
14 Neuberger Berman Group LLC 5.16M (0.98%) 708.56K
Increased by +13.74%
Sep 30, 23
15 Northern Trust Corp 5M (0.95%) 2.53K
Increased by +0.05%
Sep 30, 23
16 Wells Fargo & Co 4.84M (0.92%) -197.9K
Decreased by -4.09%
Sep 30, 23
17 Legal & General Group PLC 4.82M (0.92%) -127.58K
Decreased by -2.65%
Sep 30, 23
18 Federated Hermes Inc 4.67M (0.89%) -160.98K
Decreased by -3.44%
Dec 31, 23
19 Allspring Global Investments Holdings, LLC 4.44M (0.84%) 9.77K
Increased by +0.22%
Dec 31, 23
20 UBS Group AG 4.36M (0.83%) -11.29K
Decreased by -0.26%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.21M (3.09%) 21.7K
Increased by +0.13%
Jan 31, 24
2 Vanguard Institutional 500 Index Trust 12.99M (2.47%) 154.06K
Increased by +1.19%
Jan 31, 24
3 Invesco QQQ Trust 9.84M (1.87%) 9.42K
Increased by +0.1%
Jan 31, 24
4 Vanguard Equity-Income Inv 8.4M (1.6%) -165.15K
Decreased by -1.97%
Dec 31, 23
5 Utilities Select Sector SPDR® ETF 7.3M (1.39%) -243.64K
Decreased by -3.34%
Jan 31, 24
6 SPDR® S&P 500 ETF Trust 6.27M (1.19%) 47.11K
Increased by +0.75%
Jan 31, 24
7 Fidelity 500 Index 6.18M (1.18%) 176.45K
Increased by +2.86%
Dec 31, 23
8 Fidelity® 500 Index 6M (1.14%) 38.2K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 5.4M (1.03%) 4.38K
Increased by +0.08%
Jan 31, 24
10 Lazard Glbl Listed Infrastruct USD Hedge 4.71M (0.9%) 2.24M
Increased by +47.51%
Dec 31, 23
11 Lazard Global Listed Infrastructure Inst 4.71M (0.9%) 2.24M
Increased by +47.51%
Dec 31, 23
12 Vanguard Value Index Inv 4.29M (0.82%) -1.84K
Decreased by -0.04%
Jan 31, 24
13 Vanguard Wellesley® Income Inv 4.02M (0.77%) 238.52K
Increased by +5.93%
Dec 31, 23
14 Vanguard Wellington™ Inv 3.91M (0.75%) 0
Increased by 0%
Dec 31, 23
15 MFS Large Cap Value (SMA) 3.6M (0.69%) 3.6M
Increased by +100%
Jun 30, 23
16 Neuberger Berman Large Cap Value Inv 3.57M (0.68%) 504.38K
Increased by +14.12%
Sep 30, 23
17 Vanguard Institutional Index I 3.48M (0.66%) -4.09K
Decreased by -0.12%
Jan 31, 24
18 Allspring Special Mid Cap Value Inst 3.39M (0.64%) 0
Increased by 0%
Jan 31, 24
19 Allspring Special US Mid Cap Value Eq 3.39M (0.64%) 67.2K
Increased by +1.98%
Dec 31, 23
20 MFS Large Cap Value Equity 3.37M (0.64%) -143.6K
Decreased by -4.27%
Dec 31, 23