Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMN 8.28%
2 SBM 8.28%
3 IYM 7.97%
4 GCIG 7.64%
5 XLB 6.90%
6 IBAT 6.25%
7 FCTE 5.49%
8 VAW 5.46%
9 FMAT 5.09%
10 UYM 5.00%
11 HJEN 4.63%
12 HDRO 4.51%
13 UTRN 4.01%
14 BEEZ 3.96%
15 PWER 3.91%
16 FXZ 3.90%
17 RSPM 3.74%
18 RTM 3.74%
19 BLCR 3.62%
20 LBAY 3.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.28M (9.61%) 197.73K
Increased by +0.93%
Sep 30, 24
2 BlackRock Inc 17.79M (8.04%) 1.02M
Increased by +5.72%
Sep 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 (5.56%) 0.00
Increased by 0.00%
Sep 30, 24
5 JPMorgan Chase & Co 12.09M (5.46%) -884.54K
Decreased by -7.31%
Sep 30, 24
6 State Street Corp 9.63M (4.35%) -349.38K
Decreased by -3.63%
Sep 30, 24
7 State Street Corporation 9.62M (4.34%) -25.20K
Decreased by -0.26%
Mar 31, 24
8 Dodge & Cox 6.60M (2.98%) 6.60M
Increased by +99.96%
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 (1.56%) 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 6.97M (3.15%) -18.34K
Decreased by -0.26%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 6.02M (2.72%) 42.84K
Increased by +0.71%
Dec 31, 24
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%) 117.98K
Increased by +4.10%
Dec 31, 24
9 Fidelity 500 Index 2.76M (1.25%) 12.61K
Increased by +0.46%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 2.72M (1.23%) -12.18K
Decreased by -0.45%
Jan 31, 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%) 3.77K
Increased by +0.14%
Jan 31, 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 1.89M (0.86%) -8.03K
Decreased by -0.42%
Dec 31, 24
20 American Funds IS® Growth-Income 1 1.43M (0.65%) -187.23K
Decreased by -13.11%
Dec 31, 24