Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 5.75%
2 GK 5.10%
3 WBIF 4.67%
4 CARK 4.63%
5 TBG 3.69%
6 WBIG 3.66%
7 GABF 3.30%
8 CZAR 2.91%
9 WBIL 2.73%
10 PJFV 2.67%
11 SCHD 2.61%
12 AIEQ 2.59%
13 TWIO 2.51%
14 QDIV 2.32%
15 IYF 2.19%
16 IYG 2.16%
17 FTGS 2.11%
18 DDIV 2.07%
19 XLF 1.90%
20 KCE 1.74%

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 Morgan Stanley - Brokerage Accounts 49.70M (6.84%) -1.64M
Decreased by -3.30%
Jun 30, 24
3 BlackRock Inc 47.26M (6.50%) 680.62K
Increased by +1.44%
Jun 30, 24
4 Capital World Investors 37.77M (5.20%) 617.66K
Increased by +1.64%
Sep 30, 24
5 State Street Corp 29.67M (4.08%) 1.10M
Increased by +3.70%
Jun 30, 24
6 State Street Corporation 28.58M (3.93%) 393.26K
Increased by +1.38%
Mar 31, 24
7 Capital Research & Mgmt Co - Division 3 16.03M (2.20%) -234.22K
Decreased by -1.46%
Sep 30, 24
8 JPMorgan Chase & Co 15.31M (2.11%) 1.49M
Increased by +9.75%
Jun 30, 24
9 Charles Schwab Investment Management Inc 14.85M (2.04%) 27.95K
Increased by +0.19%
Dec 31, 23
10 Geode Capital Management, LLC 14.56M (2.00%) 301.64K
Increased by +2.07%
Jun 30, 24
11 Edgewood Management LLC 11.55M (1.59%) -269.79K
Decreased by -2.34%
Sep 30, 24
12 Bank of America Corp 11.12M (1.53%) 188.11K
Increased by +1.69%
Jun 30, 24
13 Royal Bank of Canada 8.16M (1.12%) -1.36M
Decreased by -16.72%
Jun 30, 24
14 Aristotle Capital Management LLC 7.54M (1.04%) -920.17K
Decreased by -12.20%
Jun 30, 24
15 Northern Trust Corp 6.33M (0.87%) -48.50K
Decreased by -0.77%
Sep 30, 24
16 Legal & General Group PLC 6.27M (0.86%) 141.62K
Increased by +2.26%
Jun 30, 24
17 NORGES BANK 5.92M (0.81%) 507.33K
Increased by +8.57%
Jun 30, 24
18 UBS Group AG 5.85M (0.80%) -16.78K
Decreased by -0.29%
Jun 30, 24
19 Atlantic Trust Group, LLC 5.37M (0.74%) -51.98K
Decreased by -0.97%
Jun 30, 24
20 Brown Advisory Holdings Inc 5.25M (0.72%) -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 22.74M (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 Fidelity 500 Index 8.85M (1.22%) 47.63K
Increased by +0.54%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 8.77M (1.21%) 34.39K
Increased by +0.39%
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 8.02M (1.10%) 12.32K
Increased by +0.15%
Oct 31, 24
11 Vanguard Growth Index Investor 7.47M (1.03%) 46.11K
Increased by +0.62%
Oct 31, 24
12 Edgewood Growth Instl 6.40M (0.88%) -145.80K
Decreased by -2.28%
Jun 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 American Funds Growth Fund of Amer A 5.85M (0.81%) -114.00K
Decreased by -1.95%
Sep 30, 24
16 Capital Group Growth Fnd of Amer Comp 5.85M (0.81%) -114.00K
Decreased by -1.95%
Sep 30, 24
17 American Funds American Balanced A 5.76M (0.79%) 0.00
Increased by 0.00%
Sep 30, 24
18 JPMorgan Large Cap Growth I 5.00M (0.69%) 1.29M
Increased by +25.71%
Sep 30, 24
19 The Financial Select Sector SPDR® ETF 4.94M (0.68%) -25.30K
Decreased by -0.51%
Oct 31, 24
20 Financial Select Sector SPDR® ETF 4.85M (0.67%) -13.89K
Decreased by -0.29%
Apr 30, 24