Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 4.60%
2 CLIA 4.35%
3 UTRN 4.12%
4 CNRG 3.51%
5 RSPU 3.26%
6 PEY 2.87%
7 RYU 2.82%
8 ICAP 2.80%
9 CVRD 2.77%
10 PUI 2.35%
11 DIVZ 2.26%
12 AIEQ 2.18%
13 RENW 2.17%
14 BOUT 2.02%
15 RDIV 1.95%
16 LSEQ 1.94%
17 BOON 1.85%
18 SCAP 1.84%
19 HAPY 1.83%
20 XKCP 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 94.93M (13.41%) -430.11K
Decreased by -0.45%
Dec 31, 24
2 BlackRock Inc 50.48M (7.13%) -25.57K
Decreased by -0.05%
Dec 31, 24
3 FMR Inc 49.17M (6.95%) 8.03M
Increased by +16.32%
Dec 31, 24
4 State Street Corp 38.57M (5.45%) -80.36K
Decreased by -0.21%
Dec 31, 24
5 State Street Corporation 32.52M (4.60%) -1.53M
Decreased by -4.71%
Mar 31, 24
6 Ameriprise Financial Inc 28.57M (4.04%) 7.52M
Increased by +26.32%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 26.96M (3.81%) -35.09M
Decreased by -130.18%
Dec 31, 24
8 Capital World Investors 22.75M (3.21%) -2.50M
Decreased by -11.00%
Dec 31, 24
9 Orbis Allan Gray Ltd 22.59M (3.19%) -997.79K
Decreased by -4.42%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 22.56M (3.19%) -44.41K
Decreased by -0.20%
Dec 31, 24
11 Barclays PLC 21.14M (2.99%) 2.65M
Increased by +12.52%
Sep 30, 24
12 Geode Capital Management, LLC 16.90M (2.39%) 381.76K
Increased by +2.26%
Dec 31, 24
13 Amvescap Plc. 15.95M (2.25%) 6.24M
Increased by +39.11%
Dec 31, 24
14 JPMorgan Chase & Co 14.36M (2.03%) 8.02M
Increased by +55.81%
Sep 30, 24
15 Goldman Sachs Group Inc 9.82M (1.39%) 2.51M
Increased by +25.51%
Sep 30, 24
16 Point72 Asset Management, L.P. 9.45M (1.34%) 9.45M
Increased by +100.00%
Dec 31, 24
17 M&G PLC 8.75M (1.24%) 2.24M
Increased by +25.61%
Dec 31, 24
18 Bank of America Corp 8.47M (1.20%) 1.05M
Increased by +12.40%
Sep 30, 24
19 Wellington Management Company LLP 8.39M (1.19%) -7.81M
Decreased by -93.10%
Dec 31, 23
20 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 7.55M (1.07%) -14.80K
Decreased by -0.20%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.42M (3.17%) 83.62K
Increased by +0.37%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 19.73M (2.79%) 166.48K
Increased by +0.84%
Feb 28, 25
3 American Funds Income Fund of Amer A 18.19M (2.57%) -2.11M
Decreased by -11.60%
Dec 31, 24
4 Vanguard Small Cap Index 18.15M (2.56%) 14.84K
Increased by +0.08%
Feb 28, 25
5 American Funds Fundamental Invs A 16.47M (2.33%) -2.62M
Decreased by -15.91%
Sep 30, 24
6 Capital Group Fundamental Invtrs Comp 16.47M (2.33%) -2.62M
Decreased by -15.91%
Sep 30, 24
7 Vanguard Small Cap Value Index Inv 11.96M (1.69%) -43.05K
Decreased by -0.36%
Feb 28, 25
8 Invesco S&P 500® Equal Weight ETF 11.23M (1.59%) 12.69K
Increased by +0.11%
Feb 28, 25
9 American Funds Growth Fund of Amer A 10.59M (1.50%) 0.00
Increased by 0.00%
Sep 30, 24
10 Capital Group Growth Fnd of Amer Comp 10.59M (1.50%) 0.00
Increased by 0.00%
Sep 30, 24
11 The Utilities Select Sector SPDR® ETF 10.53M (1.49%) 27.98K
Increased by +0.27%
Feb 28, 25
12 American Funds Invmt Co of Amer A 10.16M (1.44%) 342.59K
Increased by +3.37%
Mar 31, 24
13 Capital Group Investment Co of Amer Comp 10.16M (1.44%) 342.59K
Increased by +3.37%
Mar 31, 24
14 American Funds Capital Income Bldr A 9.95M (1.41%) 0.00
Increased by 0.00%
Dec 31, 24
15 American Funds New World A 9.80M (1.38%) 2.82M
Increased by +28.78%
Dec 31, 23
16 American Funds New Perspective A 9.53M (1.35%) -3.14M
Decreased by -32.91%
Dec 31, 24
17 Capital Group New Perspective Comp 9.53M (1.35%) -3.14M
Decreased by -32.91%
Dec 31, 24
18 Fidelity 500 Index 8.87M (1.25%) 39.12K
Increased by +0.44%
Jan 31, 25
19 SPDR® S&P 500® ETF Trust 8.81M (1.25%) -65.21K
Decreased by -0.74%
Feb 28, 25
20 Utilities Select Sector SPDR® ETF 8.38M (1.18%) 251.31K
Increased by +3.00%
Apr 30, 24