Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 5.37%
2 WBIF 4.67%
3 GK 4.43%
4 CARK 4.23%
5 WBIG 3.66%
6 TBG 3.43%
7 GABF 3.30%
8 CZAR 2.91%
9 SCHD 2.61%
10 AIEQ 2.59%
11 PJFV 2.50%
12 TWIO 2.30%
13 WBIL 2.27%
14 QDIV 2.15%
15 IYF 2.11%
16 IYG 2.10%
17 DDIV 2.07%
18 FTGS 1.96%
19 XLF 1.87%
20 KCE 1.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.14M (8.58%) 878.13K
Increased by +1.35%
Jun 30, 24
2 BlackRock Inc 47.26M (6.22%) 680.62K
Increased by +1.44%
Jun 30, 24
3 Capital World Investors 37.15M (4.89%) 868.81K
Increased by +2.34%
Jun 30, 24
4 State Street Corp 29.67M (3.91%) 1.10M
Increased by +3.70%
Jun 30, 24
5 State Street Corporation 28.58M (3.76%) 393.26K
Increased by +1.38%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 24.85M (3.27%) -26.49M
Decreased by -106.60%
Jun 30, 24
7 Capital Research & Mgmt Co - Division 3 16.26M (2.14%) -272.14K
Decreased by -1.67%
Jun 30, 24
8 JPMorgan Chase & Co 15.31M (2.02%) 1.49M
Increased by +9.75%
Jun 30, 24
9 Charles Schwab Investment Management Inc 14.85M (1.96%) 27.95K
Increased by +0.19%
Dec 31, 23
10 Geode Capital Management, LLC 14.56M (1.92%) 301.64K
Increased by +2.07%
Jun 30, 24
11 Edgewood Management LLC 11.82M (1.56%) -240.32K
Decreased by -2.03%
Jun 30, 24
12 Bank of America Corp 11.12M (1.46%) 188.11K
Increased by +1.69%
Jun 30, 24
13 Royal Bank of Canada 8.28M (1.09%) -1.25M
Decreased by -15.12%
Jun 30, 24
14 Aristotle Capital Management LLC 7.54M (0.99%) -920.17K
Decreased by -12.20%
Jun 30, 24
15 Northern Trust Corp 6.38M (0.84%) 31.19K
Increased by +0.49%
Jun 30, 24
16 Legal & General Group PLC 6.27M (0.83%) 141.62K
Increased by +2.26%
Jun 30, 24
17 NORGES BANK 5.92M (0.78%) 507.33K
Increased by +8.57%
Jun 30, 24
18 UBS Group AG 5.85M (0.77%) -16.78K
Decreased by -0.29%
Jun 30, 24
19 Atlantic Trust Group, LLC 5.37M (0.71%) -51.98K
Decreased by -0.97%
Jun 30, 24
20 Brown Advisory Holdings Inc 5.25M (0.69%) -563.20K
Decreased by -10.72%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.61M (2.98%) 71.35K
Increased by +0.32%
Aug 31, 24
2 Vanguard Institutional 500 Index Trust 18.69M (2.46%) 148.26K
Increased by +0.79%
Aug 31, 24
3 Schwab US Dividend Equity ETF™ 11.21M (1.48%) -6.54K
Decreased by -0.06%
Jan 31, 24
4 American Funds Washington Mutual A 10.69M (1.41%) 0.00
Increased by 0.00%
Sep 30, 24
5 Capital Group Wash Mutual Invtrs Comp 10.69M (1.41%) 0.00
Increased by 0.00%
Sep 30, 24
6 Fidelity 500 Index 8.80M (1.16%) 68.21K
Increased by +0.77%
Aug 31, 24
7 SPDR® S&P 500® ETF Trust 8.72M (1.15%) -35.19K
Decreased by -0.40%
Sep 30, 24
8 SPDR® S&P 500 ETF Trust 8.51M (1.12%) 19.21K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 8.27M (1.09%) 52.63K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 7.86M (1.04%) 25.93K
Increased by +0.33%
Sep 30, 24
11 Vanguard Growth Index Investor 7.34M (0.97%) 29.52K
Increased by +0.40%
Aug 31, 24
12 Edgewood Growth Instl 6.40M (0.84%) -145.80K
Decreased by -2.28%
Jun 30, 24
13 American Funds Fundamental Invs A 6.25M (0.82%) 347.74K
Increased by +5.56%
Sep 30, 24
14 Capital Group Fundamental Invtrs Comp 6.25M (0.82%) 347.74K
Increased by +5.56%
Sep 30, 24
15 American Funds Growth Fund of Amer A 5.85M (0.77%) -114.00K
Decreased by -1.95%
Sep 30, 24
16 Capital Group Growth Fnd of Amer Comp 5.85M (0.77%) -114.00K
Decreased by -1.95%
Sep 30, 24
17 American Funds American Balanced A 5.76M (0.76%) 0.00
Increased by 0.00%
Sep 30, 24
18 Financial Select Sector SPDR® ETF 4.85M (0.64%) -13.89K
Decreased by -0.29%
Apr 30, 24
19 The Financial Select Sector SPDR® ETF 4.83M (0.64%) 22.79K
Increased by +0.47%
Sep 30, 24
20 American Funds Capital World Gr&Inc A 4.73M (0.62%) -2.27K
Decreased by -0.05%
Sep 30, 24