Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYM 8.64%
2 SBM 8.28%
3 SMN 8.28%
4 GCIG 7.64%
5 IBAT 6.88%
6 XLB 5.69%
7 VAW 5.09%
8 FMAT 5.02%
9 HJEN 4.63%
10 HDRO 4.25%
11 UYM 4.23%
12 RSPM 4.02%
13 RTM 4.02%
14 UTRN 4.01%
15 PWER 3.91%
16 BEEZ 3.89%
17 PYZ 3.75%
18 FXZ 3.30%
19 MGNR 3.25%
20 DIVZ 3.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.28M (9.60%) 197.73K
Increased by +0.93%
Sep 30, 24
2 BlackRock Inc 16.77M (7.57%) 1.74M
Increased by +10.39%
Jun 30, 24
3 Capital Research Global Investors 14.30M (6.46%) -631.05K
Decreased by -4.41%
Sep 30, 24
4 State Farm Mutual Automobile Ins Co 12.30M (5.55%) 0.00
Increased by 0.00%
Sep 30, 24
5 State Street Corp 9.63M (4.35%) -349.38K
Decreased by -3.63%
Sep 30, 24
6 State Street Corporation 9.62M (4.34%) -25.20K
Decreased by -0.26%
Mar 31, 24
7 Dodge & Cox 6.60M (2.98%) 6.60M
Increased by +99.96%
Sep 30, 24
8 JPMorgan Chase & Co 6.05M (2.73%) -442.27K
Decreased by -7.31%
Sep 30, 24
9 Geode Capital Management, LLC 4.87M (2.20%) 88.81K
Increased by +1.82%
Sep 30, 24
10 Franklin Resources Inc 3.66M (1.65%) -741.32K
Decreased by -20.28%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 3.62M (1.64%) -3.74M
Decreased by -103.20%
Sep 30, 24
12 NORGES BANK 3.44M (1.55%) 331.00K
Increased by +9.61%
Jun 30, 24
13 Northern Trust Corp 3.43M (1.55%) -104.49K
Decreased by -3.05%
Sep 30, 24
14 Barrow Hanley Mewhinney & Strauss LLC 2.96M (1.33%) -107.81K
Decreased by -3.65%
Sep 30, 24
15 PUBLIC INVESTMENT FUND 2.75M (1.24%) 0.00
Increased by 0.00%
Dec 31, 23
16 Massachusetts Financial Services Company 2.74M (1.24%) -55.49K
Decreased by -2.03%
Sep 30, 24
17 Bank of America Corp 2.37M (1.07%) -3.25M
Decreased by -137.41%
Sep 30, 24
18 Royal Bank of Canada 2.36M (1.07%) 77.36K
Increased by +3.27%
Sep 30, 24
19 FMR Inc 2.22M (1.00%) -42.28K
Decreased by -1.91%
Sep 30, 24
20 Goldman Sachs Group Inc 2.17M (0.98%) 1.26M
Increased by +58.06%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.02M (3.17%) -25.06K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 5.89M (2.66%) 69.24K
Increased by +1.17%
Oct 31, 24
3 Dodge & Cox Stock I 4.35M (1.96%) 4.35M
Increased by +100.00%
Sep 30, 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 3.12M (1.41%) -740.00
Decreased by -0.02%
Sep 30, 24
6 Capital Group Investment Co of Amer Comp 3.12M (1.41%) -740.00
Decreased by -0.02%
Sep 30, 24
7 JPM US Equity Income-Composite 2.90M (1.31%) -307.29K
Decreased by -10.61%
Sep 30, 24
8 JPMorgan Equity Income I 2.76M (1.24%) -139.26K
Decreased by -5.05%
Oct 31, 24
9 SPDR® S&P 500® ETF Trust 2.74M (1.24%) 16.24K
Increased by +0.59%
Nov 30, 24
10 Fidelity 500 Index 2.73M (1.23%) -4.48K
Decreased by -0.16%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 2.68M (1.21%) -20.86K
Decreased by -0.78%
Mar 31, 24
12 Fidelity® 500 Index 2.59M (1.17%) 16.47K
Increased by +0.64%
Nov 30, 23
13 American Funds Capital World Gr&Inc A 2.53M (1.14%) -285.57K
Decreased by -11.27%
Sep 30, 24
14 Capital Group World Growth & Inc Cmp 2.53M (1.14%) -285.57K
Decreased by -11.27%
Sep 30, 24
15 iShares Core S&P 500 ETF 2.51M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
16 American Funds Capital Income Bldr A 2.05M (0.93%) 0.00
Increased by 0.00%
Sep 30, 24
17 Vanguard Value Index Inv 1.89M (0.85%) 5.79K
Increased by +0.31%
Oct 31, 24
18 American Funds IS® Growth-Income 1 1.62M (0.73%) 0.00
Increased by 0.00%
Sep 30, 24
19 Capital Group Core Equity Composite 1.62M (0.73%) 0.00
Increased by 0.00%
Sep 30, 24
20 American Funds American Mutual A 1.53M (0.69%) -891.00
Decreased by -0.06%
Sep 30, 24