Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 4.97%
2 WBIF 4.67%
3 GK 4.16%
4 CARK 3.91%
5 WBIG 3.66%
6 GABF 3.30%
7 TBG 3.17%
8 CZAR 2.91%
9 SCHD 2.61%
10 AIEQ 2.59%
11 PJFV 2.29%
12 FTGS 2.13%
13 TWIO 2.08%
14 DDIV 2.07%
15 WBIL 2.03%
16 QDIV 1.98%
17 IYF 1.97%
18 IYG 1.96%
19 XLF 1.72%
20 KCE 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.14M (9.67%) 878.13K
Increased by +1.35%
Jun 30, 24
2 BlackRock Inc 47.26M (7.02%) 680.62K
Increased by +1.44%
Jun 30, 24
3 Capital World Investors 37.15M (5.52%) 868.81K
Increased by +2.34%
Jun 30, 24
4 State Street Corp 29.67M (4.40%) 1.10M
Increased by +3.70%
Jun 30, 24
5 State Street Corporation 28.58M (4.24%) 393.26K
Increased by +1.38%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 24.85M (3.69%) -26.49M
Decreased by -106.60%
Jun 30, 24
7 Capital Research & Mgmt Co - Division 3 16.26M (2.41%) -272.14K
Decreased by -1.67%
Jun 30, 24
8 JPMorgan Chase & Co 15.31M (2.27%) 1.49M
Increased by +9.75%
Jun 30, 24
9 Charles Schwab Investment Management Inc 14.85M (2.20%) 27.95K
Increased by +0.19%
Dec 31, 23
10 Geode Capital Management, LLC 14.56M (2.16%) 301.64K
Increased by +2.07%
Jun 30, 24
11 Edgewood Management LLC 11.82M (1.75%) -240.32K
Decreased by -2.03%
Jun 30, 24
12 Bank of America Corp 11.12M (1.65%) 188.11K
Increased by +1.69%
Jun 30, 24
13 Royal Bank of Canada 8.28M (1.23%) -1.25M
Decreased by -15.12%
Jun 30, 24
14 Aristotle Capital Management LLC 7.54M (1.12%) -920.17K
Decreased by -12.20%
Jun 30, 24
15 Northern Trust Corp 6.38M (0.95%) 31.19K
Increased by +0.49%
Jun 30, 24
16 Legal & General Group PLC 6.27M (0.93%) 141.62K
Increased by +2.26%
Jun 30, 24
17 NORGES BANK 5.92M (0.88%) 507.33K
Increased by +8.57%
Jun 30, 24
18 UBS Group AG 5.85M (0.87%) -16.78K
Decreased by -0.29%
Jun 30, 24
19 Atlantic Trust Group, LLC 5.37M (0.80%) -51.98K
Decreased by -0.97%
Jun 30, 24
20 Brown Advisory Holdings Inc 5.25M (0.78%) -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 (3.36%) 71.35K
Increased by +0.32%
Aug 31, 24
2 Vanguard Institutional 500 Index Trust 18.69M (2.77%) 148.26K
Increased by +0.79%
Aug 31, 24
3 Schwab US Dividend Equity ETF™ 11.21M (1.66%) -6.54K
Decreased by -0.06%
Jan 31, 24
4 American Funds Washington Mutual A 10.69M (1.59%) 2.62M
Increased by +24.48%
Jun 30, 24
5 Capital Group Wash Mutual Invtrs Comp 10.69M (1.59%) 2.62M
Increased by +24.48%
Jun 30, 24
6 Fidelity 500 Index 8.80M (1.31%) 68.21K
Increased by +0.77%
Aug 31, 24
7 SPDR® S&P 500® ETF Trust 8.72M (1.29%) -35.19K
Decreased by -0.40%
Sep 30, 24
8 SPDR® S&P 500 ETF Trust 8.51M (1.26%) 19.21K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 8.27M (1.23%) 52.63K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 7.86M (1.17%) 25.93K
Increased by +0.33%
Sep 30, 24
11 Vanguard Growth Index Investor 7.34M (1.09%) 29.52K
Increased by +0.40%
Aug 31, 24
12 Edgewood Growth Instl 6.40M (0.95%) -145.80K
Decreased by -2.28%
Jun 30, 24
13 American Funds Growth Fund of Amer A 5.97M (0.89%) -248.69K
Decreased by -4.17%
Jun 30, 24
14 Capital Group Growth Fnd of Amer Comp 5.97M (0.89%) -248.69K
Decreased by -4.17%
Jun 30, 24
15 American Funds Fundamental Invs A 5.90M (0.88%) -2.69K
Decreased by -0.05%
Jun 30, 24
16 Capital Group Fundamental Invtrs Comp 5.90M (0.88%) -2.69K
Decreased by -0.05%
Jun 30, 24
17 American Funds American Balanced A 5.76M (0.86%) -2.97M
Decreased by -51.56%
Jun 30, 24
18 Financial Select Sector SPDR® ETF 4.85M (0.72%) -13.89K
Decreased by -0.29%
Apr 30, 24
19 The Financial Select Sector SPDR® ETF 4.83M (0.72%) 22.79K
Increased by +0.47%
Sep 30, 24
20 American Funds Capital World Gr&Inc A 4.74M (0.70%) 1.34M
Increased by +28.40%
Jun 30, 24