Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 LITP 11.92%
2 LIT 9.87%
3 ILIT 8.39%
4 REMX 7.65%
5 QCLN 7.35%
6 SETM 4.83%
7 ACES 4.83%
8 FXZ 4.73%
9 KARS 4.19%
10 ION 4.19%
11 GMET 4.17%
12 RSPM 3.78%
13 DMAT 3.72%
14 RTM 3.72%
15 GRZZ 3.66%
16 SPRX 2.93%
17 CRIT 2.48%
18 IYM 2.05%
19 ZSB 1.68%
20 PBW 1.62%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.08M (12.05%) 82.87K
Increased by +0.59%
Dec 31, 23
2 BlackRock Inc 10.19M (8.71%) -75.23K
Decreased by -0.74%
Dec 31, 23
3 Capital Research Global Investors 7.08M (6.05%) 3.98M
Increased by +56.24%
Dec 31, 23
4 Capital Research & Mgmt Co - Division 3 5.8M (4.96%) 1.4M
Increased by +24.08%
Dec 31, 23
5 State Street Corporation 5.6M (4.79%) 528.66K
Increased by +9.44%
Dec 31, 23
6 Franklin Resources Inc 5.19M (4.44%) 1.67M
Increased by +32.15%
Dec 31, 23
7 PRIMECAP Management Company 3.48M (2.97%) 1.25M
Increased by +35.83%
Dec 31, 23
8 Geode Capital Management, LLC 2.63M (2.25%) 84.38K
Increased by +3.21%
Dec 31, 23
9 NORGES BANK 2.61M (2.23%) 2.26M
Increased by +86.62%
Dec 31, 23
10 Baillie Gifford & Co Limited. 2.36M (2.02%) -83.3K
Decreased by -3.54%
Dec 31, 23
11 Amvescap Plc. 1.84M (1.58%) 622.57K
Increased by +33.76%
Dec 31, 23
12 Bank of America Corp 1.69M (1.45%) -2.12M
Decreased by -125.56%
Dec 31, 23
13 Bank of New York Mellon Corp 1.56M (1.34%) -326.79K
Decreased by -20.92%
Dec 31, 23
14 Mirae Asset Global Investments (Korea) Co Ltd 1.56M (1.33%) 174.39K
Increased by +11.21%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 1.53M (1.31%) -40.16K
Decreased by -2.62%
Dec 31, 23
16 ING Investment Management LLC 1.51M (1.29%) 163.77K
Increased by +10.88%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 1.34M (1.15%) 116.24K
Increased by +8.68%
Dec 31, 23
18 Northern Trust Corp 1.2M (1.03%) 10.16K
Increased by +0.85%
Dec 31, 23
19 Goldman Sachs Group Inc 1.17M (1%) 698.02K
Increased by +59.47%
Dec 31, 23
20 ProShare Advisors LLC 1.16M (0.99%) 277K
Increased by +23.91%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.69M (3.16%) 12.88K
Increased by +0.35%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 2.96M (2.53%) 28.61K
Increased by +0.97%
Mar 31, 24
3 Capital Group AMCAP Composite 2.91M (2.49%) 1.63M
Increased by +56.09%
Dec 31, 23
4 VA CollegeAmerica Amcap 529A 2.9M (2.48%) -3.79K
Decreased by -0.13%
Mar 31, 24
5 Templeton Growth Inc A 2.57M (2.2%) 226.57K
Increased by +8.81%
Mar 31, 24
6 Vanguard Mid Cap Index Institutional 2.55M (2.18%) -72.4K
Decreased by -2.84%
Mar 31, 24
7 Templeton Growth A 2.28M (1.95%) 145.06K
Increased by +6.37%
Jan 31, 24
8 Vanguard PRIMECAP Inv 1.96M (1.67%) 872.36K
Increased by +44.55%
Dec 31, 23
9 Capital Group Investment Co of Amer Comp 1.57M (1.34%) 1.54M
Increased by +98.25%
Dec 31, 23
10 American Funds Invmt Co of Amer A 1.53M (1.31%) -41.37K
Decreased by -2.71%
Mar 31, 24
11 Capital Group World Growth & Inc Cmp 1.49M (1.27%) 216.26K
Increased by +14.53%
Dec 31, 23
12 American Funds Capital World Gr&Inc A 1.49M (1.27%) -1.76K
Decreased by -0.12%
Mar 31, 24
13 American Funds New Perspective A 1.42M (1.22%) 0
Increased by 0%
Dec 31, 23
14 Capital Group New Perspective Comp 1.42M (1.22%) 0
Increased by 0%
Dec 31, 23
15 Franklin Rising Dividends A 1.42M (1.22%) 0
Increased by 0%
Nov 30, 23
16 Franklin Rising Dividends Fund A 1.42M (1.22%) 0
Increased by 0%
Nov 30, 23
17 SPDR® S&P 500 ETF Trust 1.42M (1.21%) -11.06K
Decreased by -0.78%
Mar 31, 24
18 Fidelity 500 Index 1.41M (1.2%) 14.16K
Increased by +1.01%
Feb 29, 24
19 ProShares S&P 500 Dividend Aristocrats 1.4M (1.19%) 0
Increased by 0%
Mar 28, 24
20 Fidelity® 500 Index 1.37M (1.17%) 8.7K
Increased by +0.64%
Nov 30, 23