Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SBM 8.28%
2 SMN 8.28%
3 IYM 7.90%
4 GCIG 7.64%
5 IBAT 6.21%
6 XLB 5.44%
7 VAW 5.19%
8 FMAT 5.01%
9 FCTE 5.00%
10 HJEN 4.63%
11 HDRO 4.45%
12 UYM 4.07%
13 UTRN 4.01%
14 FXZ 3.97%
15 BEEZ 3.96%
16 PWER 3.91%
17 BLCR 3.79%
18 RSPM 3.78%
19 RTM 3.78%
20 MGNR 3.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.49M (9.71%) 207.40K
Increased by +0.97%
Dec 31, 24
2 BlackRock Inc 18.37M (8.30%) 580.37K
Increased by +3.16%
Dec 31, 24
3 Capital Research Global Investors 13.31M (6.01%) -988.73K
Decreased by -7.43%
Dec 31, 24
4 State Farm Mutual Automobile Ins Co 12.24M (5.53%) -64.66K
Decreased by -0.53%
Dec 31, 24
5 State Street Corp 9.79M (4.42%) 165.52K
Increased by +1.69%
Dec 31, 24
6 State Street Corporation 9.62M (4.34%) -25.20K
Decreased by -0.26%
Mar 31, 24
7 JPMorgan Chase & Co 7.20M (3.25%) -4.89M
Decreased by -67.97%
Dec 31, 24
8 Dodge & Cox 6.66M (3.01%) 64.96K
Increased by +0.97%
Dec 31, 24
9 Bank of America Corp 5.43M (2.45%) -255.45K
Decreased by -4.71%
Dec 31, 24
10 Geode Capital Management, LLC 4.93M (2.23%) 57.31K
Increased by +1.16%
Dec 31, 24
11 Mantle Ridge LP 4.11M (1.86%) 4.11M
Increased by +100.00%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 3.83M (1.73%) 202.23K
Increased by +5.28%
Dec 31, 24
13 Northern Trust Corp 3.58M (1.62%) 156.42K
Increased by +4.37%
Dec 31, 24
14 Franklin Resources Inc 3.53M (1.59%) -126.20K
Decreased by -3.58%
Dec 31, 24
15 NORGES BANK 3.17M (1.43%) -272.79K
Decreased by -8.60%
Dec 31, 24
16 PUBLIC INVESTMENT FUND 2.75M (1.24%) 0.00
Increased by 0.00%
Dec 31, 23
17 Massachusetts Financial Services Company 2.74M (1.24%) -55.49K
Decreased by -2.03%
Sep 30, 24
18 Barrow Hanley Mewhinney & Strauss LLC 2.64M (1.19%) -316.80K
Decreased by -12.01%
Dec 31, 24
19 Royal Bank of Canada 2.40M (1.08%) 34.68K
Increased by +1.45%
Dec 31, 24
20 FMR Inc 2.32M (1.05%) 98.35K
Increased by +4.25%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.02M (3.17%) 24.89K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.17M (2.79%) 42.52K
Increased by +0.69%
Feb 28, 25
3 Dodge & Cox Stock I 4.35M (1.96%) -4.30K
Decreased by -0.10%
Dec 31, 24
4 JPM US Equity Income-MA 3.60M (1.63%) 3.60M
Increased by +99.90%
Sep 30, 23
5 American Funds Invmt Co of Amer A 3.44M (1.55%) 317.18K
Increased by +9.21%
Dec 31, 24
6 Capital Group Investment Co of Amer Comp 3.44M (1.55%) 317.18K
Increased by +9.21%
Dec 31, 24
7 JPM US Equity Income-Composite 2.88M (1.30%) -21.28K
Decreased by -0.74%
Dec 31, 24
8 JPMorgan Equity Income I 2.88M (1.30%) 0.00
Increased by 0.00%
Jan 31, 25
9 Fidelity 500 Index 2.77M (1.25%) 12.23K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 2.75M (1.24%) -20.44K
Decreased by -0.74%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 2.68M (1.21%) -20.86K
Decreased by -0.78%
Mar 31, 24
12 iShares Core S&P 500 ETF 2.61M (1.18%) -131.00
Decreased by -0.01%
Feb 28, 25
13 Fidelity® 500 Index 2.59M (1.17%) 16.47K
Increased by +0.64%
Nov 30, 23
14 American Funds Capital Income Bldr A 2.14M (0.97%) 89.50K
Increased by +4.18%
Dec 31, 24
15 American Funds American Mutual A 2.02M (0.91%) 496.23K
Increased by +24.53%
Dec 31, 24
16 Capital Group American Mutual Comp 2.02M (0.91%) 496.23K
Increased by +24.53%
Dec 31, 24
17 American Funds Capital World Gr&Inc A 2.00M (0.90%) -531.04K
Decreased by -26.52%
Dec 31, 24
18 Capital Group World Growth & Inc Cmp 2.00M (0.90%) -531.04K
Decreased by -26.52%
Dec 31, 24
19 Vanguard Value Index Inv 1.92M (0.87%) 13.96K
Increased by +0.73%
Feb 28, 25
20 American Funds IS® Growth-Income 1 1.43M (0.65%) -187.23K
Decreased by -13.11%
Dec 31, 24