Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 USXF 1000.00%
3 KARS 4.17%
4 UTRN 3.96%
5 MID 2.89%
6 XKST 2.64%
7 SULR 2.54%
8 SOLR 2.54%
9 GRID 2.21%
10 FTXR 1.94%
11 IDRV 1.93%
12 MOTO 1.72%
13 BLCV 1.54%
14 RCD 1.52%
15 RSPD 1.52%
16 USRD 1.46%
17 CZA 1.46%
18 EVSTC_old 1.44%
19 HAIL 1.33%
20 SSPX 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.90M (13.24%) -266.08K
Decreased by -0.86%
Sep 30, 24
2 BlackRock Inc 23.32M (9.99%) 876.27K
Increased by +3.76%
Jun 30, 24
3 Massachusetts Financial Services Company 12.77M (5.47%) -89.11K
Decreased by -0.70%
Sep 30, 24
4 State Street Corporation 11.02M (4.72%) -38.11K
Decreased by -0.35%
Mar 31, 24
5 State Street Corp 10.61M (4.54%) -63.41K
Decreased by -0.60%
Sep 30, 24
6 FMR Inc 7.65M (3.28%) 1.29M
Increased by +16.93%
Sep 30, 24
7 Barrow Hanley Mewhinney & Strauss LLC 7.50M (3.21%) -18.83K
Decreased by -0.25%
Sep 30, 24
8 Geode Capital Management, LLC 6.43M (2.75%) -36.83K
Decreased by -0.57%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 6.39M (2.74%) 572.05K
Increased by +8.96%
Jun 30, 24
10 Impax Asset Management Group PLC 5.95M (2.55%) -276.72K
Decreased by -4.65%
Sep 30, 24
11 UBS Asset Mgmt Americas Inc 5.36M (2.30%) 5.00M
Increased by +93.29%
Sep 30, 24
12 Amvescap Plc. 4.82M (2.06%) 130.35K
Increased by +2.71%
Sep 30, 24
13 Franklin Resources Inc 4.74M (2.03%) 1.09M
Increased by +23.02%
Sep 30, 24
14 Capital World Investors 4.71M (2.02%) -1.27M
Decreased by -26.99%
Sep 30, 24
15 Capital Research Global Investors 4.37M (1.87%) -798.24K
Decreased by -18.27%
Dec 31, 23
16 Sands Capital Management, LLC 4.23M (1.81%) -110.07K
Decreased by -2.60%
Sep 30, 23
17 EdgePoint Investment Group, Inc. 4.09M (1.75%) -120.47K
Decreased by -2.94%
Jun 30, 24
18 ClearBridge Advisors, LLC 4.04M (1.73%) -276.24K
Decreased by -6.84%
Jun 30, 24
19 Nomura Holdings Inc 4.04M (1.73%) 4.03M
Increased by +99.85%
Mar 31, 24
20 AllianceBernstein L.P. 4.03M (1.73%) -3.75M
Decreased by -93.17%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.39M (3.59%) -29.28K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 7.04M (3.02%) 81.28K
Increased by +1.15%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 5.64M (2.42%) 10.26K
Increased by +0.18%
Oct 31, 24
4 UBS: Global Equity 5.05M (2.16%) 0.00
Increased by 0.00%
Jun 30, 24
5 AF High Growth (AFRIS) 4.89M (2.09%) 4.89M
Increased by +100.00%
Feb 29, 24
6 SPDR® S&P 500 ETF Trust 3.42M (1.46%) -26.23K
Decreased by -0.77%
Mar 31, 24
7 Fidelity® 500 Index 3.30M (1.41%) 20.97K
Increased by +0.64%
Nov 30, 23
8 Vanguard Growth Index Investor 3.29M (1.41%) 21.45K
Increased by +0.65%
Oct 31, 24
9 SPDR® S&P 500® ETF Trust 3.29M (1.41%) 19.34K
Increased by +0.59%
Nov 30, 24
10 Fidelity 500 Index 3.26M (1.40%) -5.35K
Decreased by -0.16%
Oct 31, 24
11 Sands Capital Global Growth Equity 3.10M (1.33%) -47.52K
Decreased by -1.53%
Sep 30, 23
12 iShares Core S&P 500 ETF 3.00M (1.29%) 0.00
Increased by 0.00%
Nov 30, 24
13 American Funds Growth Fund of Amer A 2.83M (1.21%) -640.14K
Decreased by -22.66%
Sep 30, 24
14 Capital Group Growth Fnd of Amer Comp 2.83M (1.21%) -640.14K
Decreased by -22.66%
Sep 30, 24
15 Vanguard Windsor™ II Inv 2.79M (1.19%) 337.80K
Increased by +12.12%
Sep 30, 24
16 Impax Global Opportunities Strategy Comp 2.73M (1.17%) -57.76K
Decreased by -2.11%
Oct 31, 24
17 Victory Sycamore Established Value R 2.58M (1.11%) -55.00K
Decreased by -2.13%
Sep 30, 24
18 EdgePoint Global Portfolio Series F 2.54M (1.09%) 0.00
Increased by 0.00%
Jun 30, 24
19 Franklin Mutual Global Discovery Z 2.39M (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
20 Allspring Special Mid Cap Value Inst 2.37M (1.01%) 392.60K
Increased by +16.58%
Oct 31, 24