Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDFF 5.61%
2 UTRN 4.15%
3 WBIL 4.05%
4 CZAR 3.84%
5 GFGF 3.80%
6 GABF 3.74%
7 PFI 3.68%
8 YLDE 3.52%
9 TIME 2.95%
10 GVIP 2.71%
11 SXQG 2.43%
12 BOUT 2.26%
13 PVAL 2.25%
14 VNMC 2.17%
15 PWC 2.11%
16 TBG 2.09%
17 FRTY 2.06%
18 BMVP 2.04%
19 CARK 1.95%
20 IWP 1.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.25M (9.30%) 555.13K
Increased by +1.35%
Jun 30, 24
2 Capital World Investors 31.48M (7.10%) -211.92K
Decreased by -0.67%
Jun 30, 24
3 BlackRock Inc 23.78M (5.36%) -3.47M
Decreased by -14.60%
Jun 30, 24
4 FMR Inc 18.05M (4.07%) 3.03M
Increased by +16.81%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 13.34M (3.01%) -164.10K
Decreased by -1.23%
Jun 30, 24
6 Tiger Technology Management LLC 12.29M (2.77%) 0.00
Increased by 0.00%
Jun 30, 24
7 Capital Research & Mgmt Co - Division 3 10.89M (2.45%) 88.38K
Increased by +0.81%
Jun 30, 24
8 State Street Corp 10.48M (2.36%) 123.25K
Increased by +1.18%
Jun 30, 24
9 State Street Corporation 10.31M (2.32%) 514.33K
Increased by +4.99%
Dec 31, 23
10 NORGES BANK 7.45M (1.68%) 1.16M
Increased by +15.62%
Jun 30, 24
11 Capital Research Global Investors 7.37M (1.66%) 2.63M
Increased by +35.69%
Jun 30, 24
12 Franklin Resources Inc 7.05M (1.59%) 689.74K
Increased by +9.78%
Jun 30, 24
13 ClearBridge Advisors, LLC 6.53M (1.47%) -465.16K
Decreased by -7.12%
Jun 30, 24
14 T. Rowe Price Associates, Inc. 6.21M (1.40%) -189.56K
Decreased by -3.05%
Jun 30, 24
15 Putnam Investments LLC 5.94M (1.34%) 164.40K
Increased by +2.77%
Dec 31, 23
16 Putnam Investments, LLC., a Franklin Templeton company 5.94M (1.34%) 164.40K
Increased by +2.77%
Dec 31, 23
17 Millennium Management LLC 5.81M (1.31%) 1.99M
Increased by +34.24%
Jun 30, 24
18 Geode Capital Management, LLC 5.46M (1.23%) -2.43M
Decreased by -44.43%
Jun 30, 24
19 Goldman Sachs Group Inc 5.08M (1.14%) 2.64M
Increased by +52.07%
Dec 31, 23
20 Legal & General Group PLC 4.38M (0.99%) 126.86K
Increased by +2.89%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.65M (2.85%) 51.77K
Increased by +0.41%
Sep 30, 24
2 American Funds Fundamental Invs A 10.92M (2.46%) -3.96K
Decreased by -0.04%
Sep 30, 24
3 Capital Group Fundamental Invtrs Comp 10.92M (2.46%) -3.96K
Decreased by -0.04%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 8.44M (1.90%) -80.19K
Decreased by -0.95%
Sep 30, 24
5 American Funds Growth Fund of Amer A 7.14M (1.61%) 0.00
Increased by 0.00%
Sep 30, 24
6 Capital Group Growth Fnd of Amer Comp 7.14M (1.61%) 0.00
Increased by 0.00%
Sep 30, 24
7 American Funds Washington Mutual A 7.09M (1.60%) 0.00
Increased by 0.00%
Sep 30, 24
8 Capital Group Wash Mutual Invtrs Comp 7.09M (1.60%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 6.71M (1.51%) 22.13K
Increased by +0.33%
Sep 30, 24
10 American Funds Income Fund of Amer A 5.92M (1.33%) 0.00
Increased by 0.00%
Sep 30, 24
11 American Funds American Balanced A 4.94M (1.11%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Growth Index Investor 4.34M (0.98%) 133.12K
Increased by +3.07%
Sep 30, 24
13 Putnam Large Cap Value A 3.24M (0.73%) 70.54K
Increased by +2.18%
Sep 30, 24
14 Putnam US Large Cap Value Equity 3.24M (0.73%) 192.27K
Increased by +5.94%
Sep 30, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 3.23M (0.73%) -91.90K
Decreased by -2.85%
Oct 31, 24
16 Vanguard Mid-Cap Growth ETF 2.81M (0.63%) -54.96K
Decreased by -1.96%
Sep 30, 24
17 Fidelity Puritan 2.70M (0.61%) -73.31K
Decreased by -2.72%
Jul 31, 24
18 American Funds IS® Asset Allocation 1 2.63M (0.59%) 0.00
Increased by 0.00%
Sep 30, 24
19 Fidelity Extended Market Index 2.62M (0.59%) -12.36K
Decreased by -0.47%
Sep 30, 24
20 Capital Group AMCAP Composite 2.62M (0.59%) -1.53K
Decreased by -0.06%
Sep 30, 24