Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLIA 4.35%
2 UTRN 3.89%
3 ICAP 3.14%
4 RYU 2.82%
5 PUI 2.35%
6 ECLN 2.32%
7 RSPU 2.30%
8 DIVZ 2.26%
9 RENW 2.17%
10 CNRG 2.17%
11 CVRD 2.14%
12 BOUT 2.02%
13 SCAP 1.93%
14 BOON 1.85%
15 XKCP 1.71%
16 VCLN 1.56%
17 SYV 1.49%
18 EMLP 1.46%
19 SDP 1.33%
20 HAPY 1.14%

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 54.30M (7.68%) 730.04K
Increased by +1.34%
Jun 30, 24
4 FMR Inc 41.15M (5.82%) -7.03M
Decreased by -17.10%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 40.17M (5.68%) 3.60M
Increased by +8.96%
Jun 30, 24
6 State Street Corp 32.69M (4.62%) 166.43K
Increased by +0.51%
Jun 30, 24
7 State Street Corporation 32.52M (4.60%) -1.53M
Decreased by -4.71%
Mar 31, 24
8 Capital World Investors 25.25M (3.57%) -61.99K
Decreased by -0.25%
Sep 30, 24
9 Orbis Allan Gray Ltd 23.40M (3.31%) 236.16K
Increased by +1.01%
Jun 30, 24
10 Ameriprise Financial Inc 21.35M (3.02%) 482.57K
Increased by +2.26%
Jun 30, 24
11 Barclays PLC 18.50M (2.62%) 15.63M
Increased by +84.48%
Jun 30, 24
12 Geode Capital Management, LLC 16.33M (2.31%) 1.14M
Increased by +6.95%
Jun 30, 24
13 Amvescap Plc. 10.10M (1.43%) -276.16K
Decreased by -2.74%
Jun 30, 24
14 Wellington Management Company LLP 8.39M (1.19%) -7.81M
Decreased by -93.10%
Dec 31, 23
15 Millennium Management LLC 8.24M (1.16%) 4.46M
Increased by +54.16%
Mar 31, 24
16 ClearBridge Advisors, LLC 7.69M (1.09%) 45.27K
Increased by +0.59%
Jun 30, 24
17 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 7.56M (1.07%) 7.45M
Increased by +98.48%
Jun 30, 24
18 Bank of America Corp 7.42M (1.05%) 2.03M
Increased by +27.37%
Jun 30, 24
19 Massachusetts Financial Services Company 7.42M (1.05%) -1.90M
Decreased by -25.61%
Sep 30, 24
20 Goldman Sachs Group Inc 7.32M (1.03%) 859.52K
Increased by +11.75%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.34M (3.16%) -82.26K
Decreased by -0.37%
Oct 31, 24
2 American Funds Income Fund of Amer A 20.30M (2.87%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 18.84M (2.66%) 217.86K
Increased by +1.16%
Oct 31, 24
4 Vanguard Small Cap Index 17.83M (2.52%) 34.90K
Increased by +0.20%
Oct 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 American Funds New Perspective A 12.66M (1.79%) 0.00
Increased by 0.00%
Sep 30, 24
8 Capital Group New Perspective Comp 12.66M (1.79%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Small Cap Value Index Inv 12.05M (1.70%) -4.16K
Decreased by -0.03%
Oct 31, 24
10 The Utilities Select Sector SPDR® ETF 10.64M (1.50%) 14.13K
Increased by +0.13%
Oct 31, 24
11 American Funds Growth Fund of Amer A 10.59M (1.50%) 0.00
Increased by 0.00%
Sep 30, 24
12 Capital Group Growth Fnd of Amer Comp 10.59M (1.50%) 0.00
Increased by 0.00%
Sep 30, 24
13 American Funds Invmt Co of Amer A 10.16M (1.44%) 342.59K
Increased by +3.37%
Mar 31, 24
14 Capital Group Investment Co of Amer Comp 10.16M (1.44%) 342.59K
Increased by +3.37%
Mar 31, 24
15 American Funds Capital Income Bldr A 9.95M (1.41%) -4.25M
Decreased by -42.68%
Sep 30, 24
16 American Funds New World A 9.80M (1.39%) 2.82M
Increased by +28.78%
Dec 31, 23
17 Fidelity 500 Index 8.74M (1.24%) -15.91K
Decreased by -0.18%
Sep 30, 24
18 SPDR® S&P 500® ETF Trust 8.67M (1.23%) 45.25K
Increased by +0.52%
Oct 31, 24
19 Utilities Select Sector SPDR® ETF 8.38M (1.18%) 251.31K
Increased by +3.00%
Apr 30, 24
20 SPDR® S&P 500 ETF Trust 7.93M (1.12%) 17.91K
Increased by +0.23%
Apr 30, 24