Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHLD 8.34%
2 DFEN 8.30%
3 GCAD 8.26%
4 MISL 7.75%
5 PPA 5.95%
6 YALL 5.40%
7 ORFN 5.27%
8 LSGR 4.74%
9 HACK 4.49%
10 UTRN 3.97%
11 NDJI 3.51%
12 XAR 3.39%
13 FTWO 3.21%
14 BUZZ 3.10%
15 DJIA 3.08%
16 DIA 3.00%
17 EDOW 2.96%
18 ROKT 2.95%
19 JDVI 2.90%
20 XLI 2.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.50M (8.36%) 892.45K
Increased by +1.84%
Dec 31, 23
2 BlackRock Inc 36.65M (6.32%) -53.64K
Decreased by -0.15%
Dec 31, 23
3 Newport Trust Co. 32.40M (5.58%) -979.36K
Decreased by -3.02%
Dec 31, 23
4 State Street Corporation 26.60M (4.58%) 713.19K
Increased by +2.68%
Dec 31, 23
5 FMR Inc 20.61M (3.55%) 1.08M
Increased by +5.26%
Dec 31, 23
6 Capital World Investors 17.23M (2.97%) -263.01K
Decreased by -1.53%
Dec 31, 23
7 Capital Research Global Investors 16.88M (2.91%) 4.43M
Increased by +26.22%
Dec 31, 23
8 Geode Capital Management, LLC 10.68M (1.84%) 228.12K
Increased by +2.14%
Dec 31, 23
9 Loomis, Sayles & Company LP 10.56M (1.82%) -204.40K
Decreased by -1.94%
Dec 31, 23
10 Bank of America Corp 10.30M (1.78%) 58.60K
Increased by +0.57%
Dec 31, 23
11 T. Rowe Price Associates, Inc. 9.82M (1.69%) 1.88M
Increased by +19.19%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 9.02M (1.55%) 653.84K
Increased by +7.25%
Dec 31, 23
13 Nuveen Asset Management, LLC 7.42M (1.28%) 607.82K
Increased by +8.19%
Dec 31, 23
14 Northern Trust Corp 5.00M (0.86%) 52.08K
Increased by +1.04%
Dec 31, 23
15 Jennison Associates LLC 4.20M (0.72%) 518.95K
Increased by +12.35%
Mar 31, 24
16 Fisher Asset Management, LLC 4.12M (0.71%) -719.34K
Decreased by -17.47%
Dec 31, 23
17 Bank of New York Mellon Corp 3.99M (0.69%) -162.35K
Decreased by -4.07%
Dec 31, 23
18 Goldman Sachs Group Inc 3.86M (0.66%) 1.55M
Increased by +40.11%
Dec 31, 23
19 Wellington Management Company LLP 3.44M (0.59%) 2.92M
Increased by +84.94%
Dec 31, 23
20 Legal & General Group PLC 3.37M (0.58%) 746.86K
Increased by +22.16%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 19.19M (3.31%) 209.81K
Increased by +1.09%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 14.46M (2.49%) 256.92K
Increased by +1.78%
Mar 31, 24
3 American Funds Growth Fund of Amer A 10.61M (1.83%) 1.38M
Increased by +13.02%
Mar 31, 24
4 Capital Group Growth Fnd of Amer Comp 10.61M (1.83%) 1.38M
Increased by +13.02%
Mar 31, 24
5 Fidelity 500 Index 6.93M (1.19%) 111.05K
Increased by +1.60%
Mar 31, 24
6 SPDR® S&P 500 ETF Trust 6.79M (1.17%) 15.35K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 6.61M (1.14%) 42.05K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 5.91M (1.02%) 5.13K
Increased by +0.09%
Apr 30, 24
9 Vanguard Growth Index Investor 5.77M (0.99%) 149.49K
Increased by +2.59%
Mar 31, 24
10 SPDR® Dow Jones Industrial Avrg ETF Tr 5.46M (0.94%) -65.68K
Decreased by -1.20%
Apr 30, 24
11 American Funds Invmt Co of Amer A 5.35M (0.92%) -809.65K
Decreased by -15.13%
Mar 31, 24
12 Capital Group Investment Co of Amer Comp 5.35M (0.92%) -809.65K
Decreased by -15.13%
Mar 31, 24
13 American Funds Washington Mutual A 5.09M (0.88%) 91.20K
Increased by +1.79%
Dec 31, 23
14 Capital Group Wash Mutual Invtrs Comp 5.09M (0.88%) 91.20K
Increased by +1.79%
Dec 31, 23
15 MFS Large Cap Value Equity 4.89M (0.84%) 4.89M
Increased by +100.00%
Mar 31, 24
16 MFS Value A 4.89M (0.84%) 808.46K
Increased by +16.54%
Mar 31, 24
17 iShares US Aerospace & Defense ETF 4.83M (0.83%) 0.00
Increased by 0.00%
Apr 30, 24
18 Vanguard Wellington™ Inv 3.95M (0.68%) 1.10M
Increased by +27.78%
Mar 31, 24
19 Vanguard Institutional Index I 3.77M (0.65%) 25.98K
Increased by +0.69%
Mar 31, 24
20 Loomis Sayles Growth Y 3.40M (0.59%) 460.04K
Increased by +13.54%
Mar 31, 24