Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LITP 9.41%
2 LIT 9.02%
3 ILIT 7.90%
4 REMX 7.28%
5 QCLN 6.19%
6 ACES 4.70%
7 SETM 4.68%
8 UTRN 4.20%
9 DMAT 3.99%
10 GRZZ 3.91%
11 IDRV 3.79%
12 KARS 3.57%
13 ION 3.46%
14 GMET 3.35%
15 RSPM 3.33%
16 RTM 3.33%
17 CRIT 3.23%
18 GNRX 2.99%
19 IYM 1.89%
20 PYZ 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.24M (12.16%) -76.61K
Decreased by -0.54%
Sep 30, 24
2 BlackRock Inc 10.75M (9.19%) 790.51K
Increased by +7.35%
Sep 30, 24
3 State Street Corp 6.56M (5.60%) 558.47K
Increased by +8.52%
Sep 30, 24
4 Capital World Investors 6.40M (5.47%) 6.02M
Increased by +94.14%
Sep 30, 24
5 State Street Corporation 5.93M (5.07%) 332.65K
Increased by +5.61%
Mar 31, 24
6 PRIMECAP Management Company 3.83M (3.28%) 20.93K
Increased by +0.55%
Sep 30, 24
7 Capital Research Global Investors 2.94M (2.51%) -4.23M
Decreased by -143.54%
Sep 30, 24
8 Geode Capital Management, LLC 2.74M (2.34%) 14.87K
Increased by +0.54%
Sep 30, 24
9 Franklin Resources Inc 2.55M (2.18%) -2.80M
Decreased by -109.48%
Sep 30, 24
10 Baillie Gifford & Co Limited. 2.40M (2.05%) -71.58K
Decreased by -2.98%
Sep 30, 24
11 Amvescap Plc. 2.16M (1.84%) 144.99K
Increased by +6.72%
Sep 30, 24
12 NORGES BANK 2.04M (1.74%) -575.59K
Decreased by -28.27%
Jun 30, 24
13 ProShare Advisors LLC 1.97M (1.68%) 396.95K
Increased by +20.20%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 1.95M (1.66%) -2.17M
Decreased by -111.24%
Sep 30, 24
15 Capital Research & Mgmt Co - Division 3 1.94M (1.65%) -3.86M
Decreased by -199.62%
Mar 31, 24
16 ING Investment Management LLC 1.51M (1.29%) 163.77K
Increased by +10.88%
Sep 30, 23
17 Mirae Asset Global Investments (Korea) Co Ltd 1.50M (1.28%) -55.16K
Decreased by -3.68%
Mar 31, 24
18 Bank of America Corp 1.49M (1.28%) -517.20K
Decreased by -34.61%
Sep 30, 24
19 Earnest Partners LLC 1.42M (1.22%) 225.18K
Increased by +15.81%
Sep 30, 24
20 Bank of New York Mellon Corp 1.39M (1.19%) -18.74K
Decreased by -1.35%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 4.45M (3.80%) 1.45M
Increased by +32.53%
Dec 31, 24
2 American Funds Growth Fund of Amer A 4.00M (3.42%) 2.00M
Increased by +50.00%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 3.69M (3.16%) 3.47K
Increased by +0.09%
Dec 31, 24
4 American Funds Invmt Co of Amer A 3.50M (2.99%) 3.50M
Increased by +100.00%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 3.18M (2.72%) 23.29K
Increased by +0.73%
Dec 31, 24
6 Vanguard Small Cap Index 2.99M (2.56%) 1.51M
Increased by +50.45%
Dec 31, 24
7 Capital Group AMCAP Composite 2.90M (2.48%) -3.79K
Decreased by -0.13%
Mar 31, 24
8 VA CollegeAmerica Amcap 529A 2.46M (2.10%) -443.06K
Decreased by -18.01%
Jun 30, 24
9 Templeton Growth A 2.28M (1.95%) 145.06K
Increased by +6.37%
Jan 31, 24
10 Vanguard PRIMECAP Inv 2.17M (1.86%) 24.50K
Increased by +1.13%
Sep 30, 24
11 Capital Group Growth Fnd of Amer Comp 2.00M (1.71%) 2.00M
Increased by +100.00%
Sep 30, 24
12 Vanguard Small Cap Value Index Inv 1.99M (1.70%) 983.38K
Increased by +49.51%
Dec 31, 24
13 ProShares S&P 500 Dividend Aristocrats 1.97M (1.68%) -1.68K
Decreased by -0.09%
Dec 31, 24
14 Capital Group Investment Co of Amer Comp 1.53M (1.30%) -41.37K
Decreased by -2.71%
Mar 31, 24
15 Capital Group World Growth & Inc Cmp 1.49M (1.27%) -713.00
Decreased by -0.05%
Sep 30, 24
16 SPDR® S&P 500® ETF Trust 1.48M (1.27%) 17.04K
Increased by +1.15%
Dec 31, 24
17 Fidelity 500 Index 1.45M (1.24%) 9.87K
Increased by +0.68%
Nov 30, 24
18 Invesco S&P 500® Equal Weight ETF 1.45M (1.24%) 1.57K
Increased by +0.11%
Dec 31, 24
19 American Funds New Perspective A 1.42M (1.22%) 0.00
Increased by 0.00%
Dec 31, 23
20 Capital Group New Perspective Comp 1.42M (1.22%) 0.00
Increased by 0.00%
Dec 31, 23