Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 ACWI 1000.00%
3 URTH 1000.00%
4 TOK 1000.00%
5 TMET 1000.00%
6 PFF 1000.00%
7 OEF 1000.00%
8 LRGF 1000.00%
9 JKF 1000.00%
10 JKD 1000.00%
11 COMT 1000.00%
12 CRBN 1000.00%
13 IYY 1000.00%
14 IYG 1000.00%
15 IYF 1000.00%
16 IXG 1000.00%
17 IWX 1000.00%
18 IWV 1000.00%
19 IWL 1000.00%
20 IWD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 166.75M (9.03%) 241.13K
Increased by +0.14%
Mar 31, 24
2 BlackRock Inc 160.26M (8.68%) -5.60M
Decreased by -3.49%
Mar 31, 24
3 State Street Corporation 82.08M (4.45%) -852.02K
Decreased by -1.04%
Mar 31, 24
4 Berkshire Hathaway Inc 55.24M (2.99%) 0.00
Increased by 0.00%
Mar 31, 24
5 Geode Capital Management, LLC 38.07M (2.06%) 819.17K
Increased by +2.15%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 31.72M (1.72%) 17.53M
Increased by +55.26%
Mar 31, 24
7 Bank of New York Mellon Corp 29.76M (1.61%) 4.62M
Increased by +15.53%
Mar 31, 24
8 Fisher Asset Management, LLC 26.33M (1.43%) 1.57M
Increased by +5.97%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 25.71M (1.39%) -2.73M
Decreased by -10.64%
Mar 31, 24
10 FMR Inc 23.62M (1.28%) 15.64M
Increased by +66.23%
Mar 31, 24
11 Franklin Resources Inc 23.00M (1.25%) 18.64M
Increased by +81.05%
Mar 31, 24
12 Massachusetts Financial Services Company 21.44M (1.16%) -329.99K
Decreased by -1.54%
Mar 31, 24
13 Bank of America Corp 19.31M (1.05%) 2.62M
Increased by +13.58%
Mar 31, 24
14 Northern Trust Corp 18.49M (1.00%) -790.28K
Decreased by -4.27%
Mar 31, 24
15 Putnam Investments LLC 17.78M (0.96%) 1.30M
Increased by +7.32%
Dec 31, 23
16 Putnam Investments, LLC., a Franklin Templeton company 17.78M (0.96%) 1.30M
Increased by +7.32%
Dec 31, 23
17 Hotchkis & Wiley Capital Management LLC 17.67M (0.96%) -611.54K
Decreased by -3.46%
Dec 31, 23
18 Royal Bank of Canada 16.88M (0.91%) 3.50M
Increased by +20.72%
Mar 31, 24
19 NORGES BANK 16.87M (0.91%) 2.89M
Increased by +17.16%
Dec 31, 23
20 Arrowstreet Capital Limited Partnership 16.85M (0.91%) 2.42M
Increased by +14.36%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 57.06M (3.09%) 172.89K
Increased by +0.30%
May 31, 24
2 Vanguard Institutional 500 Index Trust 48.84M (2.65%) 428.60K
Increased by +0.88%
May 31, 24
3 Performer (AFRIS) 25.19M (1.36%) 25.19M
Increased by +100.00%
Feb 29, 24
4 Fidelity 500 Index 23.17M (1.25%) 117.51K
Increased by +0.51%
May 31, 24
5 SPDR® S&P 500® ETF Trust 22.68M (1.23%) 213.76K
Increased by +0.94%
Jun 30, 24
6 SPDR® S&P 500 ETF Trust 22.52M (1.22%) 50.85K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 22.44M (1.22%) 142.80K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 20.36M (1.10%) 103.28K
Increased by +0.51%
Jun 28, 24
9 Vanguard Value Index Inv 15.04M (0.81%) 13.94K
Increased by +0.09%
May 31, 24
10 MFS Large Cap Value Equity 14.18M (0.77%) -339.58K
Decreased by -2.39%
Mar 31, 24
11 MFS Value A 13.95M (0.76%) -99.56K
Decreased by -0.71%
May 31, 24
12 The Financial Select Sector SPDR® ETF 13.01M (0.70%) 28.25K
Increased by +0.22%
Jun 30, 24
13 Financial Select Sector SPDR® ETF 12.84M (0.70%) -36.68K
Decreased by -0.29%
Apr 30, 24
14 Vanguard Institutional Index I 12.41M (0.67%) -27.80K
Decreased by -0.22%
May 31, 24
15 Putnam Large Cap Value A 12.19M (0.66%) 341.99K
Increased by +2.81%
May 31, 24
16 Putnam US Large Cap Value Equity 11.85M (0.64%) 2.66M
Increased by +22.49%
Mar 31, 24
17 Vanguard Windsor™ II Inv 10.89M (0.59%) -1.19M
Decreased by -10.96%
Mar 31, 24
18 Oakmark Investor 9.32M (0.50%) 2.48M
Increased by +26.56%
Mar 31, 24
19 State St S&P 500® Indx SL Cl III 9.30M (0.50%) 66.74K
Increased by +0.72%
Jun 30, 24
20 BlackRock Equity Dividend Instl 9.30M (0.50%) -133.88K
Decreased by -1.44%
May 31, 24