Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLIA 4.35%
2 UTRN 3.96%
3 LSEQ 2.93%
4 RYU 2.82%
5 RSPU 2.81%
6 ICAP 2.80%
7 CNRG 2.71%
8 PUI 2.35%
9 DIVZ 2.26%
10 CVRD 2.25%
11 RENW 2.17%
12 BOUT 2.02%
13 BOON 1.85%
14 SCAP 1.84%
15 XKCP 1.71%
16 LQAI 1.54%
17 FXU 1.49%
18 SYV 1.49%
19 VCLN 1.42%
20 SDP 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 95.36M (13.48%) 2.50M
Increased by +2.63%
Sep 30, 24
2 Capital Research & Mgmt Co - Division 3 62.05M (8.77%) -7.41M
Decreased by -11.95%
Sep 30, 24
3 BlackRock Inc 50.50M (7.14%) -3.79M
Decreased by -7.51%
Sep 30, 24
4 FMR Inc 41.15M (5.82%) -7.03M
Decreased by -17.10%
Sep 30, 24
5 State Street Corp 38.65M (5.47%) 5.96M
Increased by +15.42%
Sep 30, 24
6 State Street Corporation 32.52M (4.60%) -1.53M
Decreased by -4.71%
Mar 31, 24
7 Capital World Investors 25.25M (3.57%) -61.99K
Decreased by -0.25%
Sep 30, 24
8 Orbis Allan Gray Ltd 23.59M (3.34%) 186.50K
Increased by +0.79%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 22.60M (3.20%) -17.57M
Decreased by -77.73%
Sep 30, 24
10 Barclays PLC 21.14M (2.99%) 2.65M
Increased by +12.52%
Sep 30, 24
11 Ameriprise Financial Inc 21.05M (2.98%) -297.49K
Decreased by -1.41%
Sep 30, 24
12 Geode Capital Management, LLC 16.51M (2.34%) 181.97K
Increased by +1.10%
Sep 30, 24
13 Goldman Sachs Group Inc 9.82M (1.39%) 2.51M
Increased by +25.51%
Sep 30, 24
14 Amvescap Plc. 9.71M (1.37%) -386.34K
Decreased by -3.98%
Sep 30, 24
15 Bank of America Corp 8.47M (1.20%) 1.05M
Increased by +12.40%
Sep 30, 24
16 Wellington Management Company LLP 8.39M (1.19%) -7.81M
Decreased by -93.10%
Dec 31, 23
17 Millennium Management LLC 8.24M (1.16%) 4.46M
Increased by +54.16%
Mar 31, 24
18 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 7.55M (1.07%) -14.80K
Decreased by -0.20%
Sep 30, 24
19 Massachusetts Financial Services Company 7.42M (1.05%) -1.90M
Decreased by -25.61%
Sep 30, 24
20 JPMorgan Chase & Co 7.18M (1.02%) 4.09M
Increased by +56.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.29M (3.15%) 20.04K
Increased by +0.09%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 19.26M (2.72%) 141.38K
Increased by +0.73%
Dec 31, 24
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 18.11M (2.56%) 170.69K
Increased by +0.94%
Dec 31, 24
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 Capital Group New Perspective Comp 12.66M (1.79%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Small Cap Value Index Inv 12.02M (1.70%) -105.12K
Decreased by -0.87%
Dec 31, 24
9 Invesco S&P 500® Equal Weight ETF 11.06M (1.56%) 12.11K
Increased by +0.11%
Dec 31, 24
10 American Funds Growth Fund of Amer A 10.59M (1.50%) 0.00
Increased by 0.00%
Sep 30, 24
11 Capital Group Growth Fnd of Amer Comp 10.59M (1.50%) 0.00
Increased by 0.00%
Sep 30, 24
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 The Utilities Select Sector SPDR® ETF 9.99M (1.41%) -41.80K
Decreased by -0.42%
Dec 31, 24
15 American Funds Capital Income Bldr A 9.95M (1.41%) 0.00
Increased by 0.00%
Dec 31, 24
16 American Funds New World A 9.80M (1.39%) 2.82M
Increased by +28.78%
Dec 31, 23
17 American Funds New Perspective A 9.53M (1.35%) -3.14M
Decreased by -32.91%
Dec 31, 24
18 SPDR® S&P 500® ETF Trust 8.96M (1.27%) 103.25K
Increased by +1.15%
Dec 31, 24
19 Fidelity 500 Index 8.78M (1.24%) 59.72K
Increased by +0.68%
Nov 30, 24
20 Utilities Select Sector SPDR® ETF 8.38M (1.18%) 251.31K
Increased by +3.00%
Apr 30, 24