Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 5.74%
2 GK 5.03%
3 WBIF 4.67%
4 CARK 4.41%
5 TBG 3.79%
6 WBIG 3.66%
7 GABF 3.42%
8 WBIL 3.02%
9 CZAR 2.91%
10 PJFV 2.69%
11 AMOM 2.65%
12 SCHD 2.61%
13 AIEQ 2.59%
14 TWIO 2.40%
15 QDIV 2.39%
16 IYF 2.21%
17 IYG 2.15%
18 FTGS 2.10%
19 DDIV 2.07%
20 XLF 1.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 66.01M (9.08%) 864.25K
Increased by +1.31%
Sep 30, 24
2 BlackRock Inc 47.26M (6.50%) 680.62K
Increased by +1.44%
Jun 30, 24
3 Capital World Investors 37.77M (5.20%) 617.66K
Increased by +1.64%
Sep 30, 24
4 State Street Corp 30.02M (4.13%) 348.75K
Increased by +1.16%
Sep 30, 24
5 State Street Corporation 28.58M (3.93%) 393.26K
Increased by +1.38%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 27.52M (3.78%) -22.18M
Decreased by -80.62%
Sep 30, 24
7 JPMorgan Chase & Co 21.11M (2.90%) 5.80M
Increased by +27.47%
Sep 30, 24
8 Capital Research & Mgmt Co - Division 3 16.03M (2.20%) -234.22K
Decreased by -1.46%
Sep 30, 24
9 Geode Capital Management, LLC 14.90M (2.05%) 336.31K
Increased by +2.26%
Sep 30, 24
10 Charles Schwab Investment Management Inc 14.85M (2.04%) 27.95K
Increased by +0.19%
Dec 31, 23
11 Edgewood Management LLC 11.55M (1.59%) -269.79K
Decreased by -2.34%
Sep 30, 24
12 Bank of America Corp 11.17M (1.54%) 46.46K
Increased by +0.42%
Sep 30, 24
13 Royal Bank of Canada 9.49M (1.30%) 1.33M
Increased by +13.98%
Sep 30, 24
14 Aristotle Capital Management LLC 6.37M (0.88%) -1.18M
Decreased by -18.46%
Sep 30, 24
15 Northern Trust Corp 6.33M (0.87%) -48.50K
Decreased by -0.77%
Sep 30, 24
16 Legal & General Group PLC 6.00M (0.83%) -261.62K
Decreased by -4.36%
Sep 30, 24
17 NORGES BANK 5.92M (0.81%) 507.33K
Increased by +8.57%
Jun 30, 24
18 UBS Group AG 5.80M (0.80%) -42.57K
Decreased by -0.73%
Sep 30, 24
19 Amvescap Plc. 5.62M (0.77%) 1.58M
Increased by +28.12%
Sep 30, 24
20 Atlantic Trust Group, LLC 5.37M (0.74%) -51.98K
Decreased by -0.97%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.74M (3.13%) -81.19K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 19.09M (2.63%) 226.43K
Increased by +1.19%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 11.21M (1.54%) -6.54K
Decreased by -0.06%
Jan 31, 24
4 American Funds Washington Mutual A 10.69M (1.47%) 0.00
Increased by 0.00%
Sep 30, 24
5 Capital Group Wash Mutual Invtrs Comp 10.69M (1.47%) 0.00
Increased by 0.00%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 8.89M (1.22%) 52.58K
Increased by +0.59%
Nov 30, 24
7 Fidelity 500 Index 8.84M (1.22%) -14.52K
Decreased by -0.16%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 8.51M (1.17%) 19.21K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 8.27M (1.14%) 52.63K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 8.14M (1.12%) 0.00
Increased by 0.00%
Nov 30, 24
11 Vanguard Growth Index Investor 7.47M (1.03%) 46.11K
Increased by +0.62%
Oct 31, 24
12 Edgewood Growth Instl 6.37M (0.88%) -36.49K
Decreased by -0.57%
Sep 30, 24
13 American Funds Fundamental Invs A 6.25M (0.86%) 347.74K
Increased by +5.56%
Sep 30, 24
14 Capital Group Fundamental Invtrs Comp 6.25M (0.86%) 347.74K
Increased by +5.56%
Sep 30, 24
15 JPMorgan Large Cap Growth I 6.24M (0.86%) 1.25M
Increased by +19.95%
Oct 31, 24
16 American Funds Growth Fund of Amer A 5.85M (0.81%) -114.00K
Decreased by -1.95%
Sep 30, 24
17 Capital Group Growth Fnd of Amer Comp 5.85M (0.81%) -114.00K
Decreased by -1.95%
Sep 30, 24
18 American Funds American Balanced A 5.76M (0.79%) 0.00
Increased by 0.00%
Sep 30, 24
19 The Financial Select Sector SPDR® ETF 5.37M (0.74%) 23.66K
Increased by +0.44%
Nov 30, 24
20 Financial Select Sector SPDR® ETF 4.85M (0.67%) -13.89K
Decreased by -0.29%
Apr 30, 24