Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYM 8.70%
2 SBM 8.28%
3 SMN 8.28%
4 GCIG 7.64%
5 IBAT 7.26%
6 XLB 5.85%
7 FMAT 5.11%
8 VAW 4.84%
9 HDRO 4.82%
10 HJEN 4.63%
11 BEEZ 4.22%
12 RSPM 4.11%
13 RTM 4.11%
14 UYM 4.06%
15 UTRN 4.01%
16 PWER 3.93%
17 PYZ 3.84%
18 DIVZ 3.35%
19 FXZ 3.32%
20 MGNR 3.25%

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 9.98M (4.50%) 363.56K
Increased by +3.64%
Jun 30, 24
6 State Street Corporation 9.62M (4.34%) -25.20K
Decreased by -0.26%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 7.37M (3.32%) -312.73K
Decreased by -4.25%
Jun 30, 24
8 Dodge & Cox 6.60M (2.98%) 6.60M
Increased by +99.96%
Sep 30, 24
9 JPMorgan Chase & Co 6.49M (2.93%) -382.99K
Decreased by -5.90%
Jun 30, 24
10 Bank of America Corp 5.62M (2.54%) 3.48M
Increased by +61.98%
Jun 30, 24
11 Geode Capital Management, LLC 4.79M (2.16%) 145.85K
Increased by +3.05%
Jun 30, 24
12 Franklin Resources Inc 4.40M (1.98%) -331.94K
Decreased by -7.55%
Jun 30, 24
13 NORGES BANK 3.44M (1.55%) 331.00K
Increased by +9.61%
Jun 30, 24
14 Northern Trust Corp 3.43M (1.55%) -104.49K
Decreased by -3.05%
Sep 30, 24
15 Barrow Hanley Mewhinney & Strauss LLC 2.96M (1.33%) -107.81K
Decreased by -3.65%
Sep 30, 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 Wells Fargo & Co 2.48M (1.12%) -1.68M
Decreased by -67.61%
Jun 30, 24
19 Royal Bank of Canada 2.29M (1.03%) 82.31K
Increased by +3.60%
Jun 30, 24
20 FMR Inc 2.22M (1.00%) -42.28K
Decreased by -1.91%
Sep 30, 24

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 2.90M (1.31%) -16.44K
Decreased by -0.57%
Sep 30, 24
9 Fidelity 500 Index 2.73M (1.23%) -5.84K
Decreased by -0.21%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 2.71M (1.22%) 14.15K
Increased by +0.52%
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 2.47M (1.12%) 3.80K
Increased by +0.15%
Oct 31, 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