Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DJIA 5.63%
2 RUFF 5.61%
3 DYLG 5.51%
4 DIA 5.38%
5 PKW 5.34%
6 NDJI 5.21%
7 HWAY 5.21%
8 BIBL 5.01%
9 BUL 4.95%
10 DIVO 4.56%
11 DVAL 4.40%
12 FMDG 4.28%
13 TEXN 4.12%
14 XLI 4.06%
15 DDM 3.98%
16 UTRN 3.95%
17 PPI 3.78%
18 RVER 3.68%
19 BRIF 3.61%
20 FMK 3.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.53M (9.91%) 46.22K
Increased by +0.10%
Sep 30, 24
2 State Street Corporation 37.39M (7.96%) -330.14K
Decreased by -0.88%
Mar 31, 24
3 State Street Corp 36.38M (7.75%) -229.52K
Decreased by -0.63%
Sep 30, 24
4 BlackRock Inc 35.41M (7.54%) -801.87K
Decreased by -2.26%
Sep 30, 24
5 State Farm Mutual Automobile Ins Co 17.73M (3.78%) 0.00
Increased by 0.00%
Sep 30, 24
6 Capital World Investors 17.49M (3.72%) -1.80M
Decreased by -10.32%
Sep 30, 24
7 Geode Capital Management, LLC 10.21M (2.18%) 67.15K
Increased by +0.66%
Sep 30, 24
8 Fisher Asset Management, LLC 8.95M (1.91%) 205.01K
Increased by +2.29%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 7.61M (1.62%) -6.95M
Decreased by -91.43%
Sep 30, 24
10 Gates Bill & Melinda Foundation 7.35M (1.57%) 0.00
Increased by 0.00%
Sep 30, 24
11 Northern Trust Corp 6.12M (1.30%) -239.74K
Decreased by -3.92%
Sep 30, 24
12 Bank of America Corp 5.97M (1.27%) 1.19M
Increased by +19.97%
Sep 30, 24
13 NORGES BANK 5.92M (1.26%) 298.86K
Increased by +5.05%
Jun 30, 24
14 JPMorgan Chase & Co 5.63M (1.20%) 1.27M
Increased by +22.56%
Sep 30, 24
15 FMR Inc 4.85M (1.03%) -482.80K
Decreased by -9.95%
Sep 30, 24
16 UBS Asset Mgmt Americas Inc 3.63M (0.77%) 64.45K
Increased by +1.78%
Sep 30, 24
17 Legal & General Group PLC 3.49M (0.74%) -370.41K
Decreased by -10.61%
Sep 30, 24
18 Bank of New York Mellon Corp 3.28M (0.70%) -143.03K
Decreased by -4.36%
Sep 30, 24
19 Charles Schwab Investment Management Inc 3.23M (0.69%) 8.09K
Increased by +0.25%
Sep 30, 24
20 Amundi 3.20M (0.68%) 328.12K
Increased by +10.24%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers Shareholders First 44.17M (9.41%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard US Total Market Shares ETF 15.36M (3.27%) -131.75K
Decreased by -0.86%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 15.35M (3.27%) 13.30K
Increased by +0.09%
May 31, 25
4 Vanguard Institutional 500 Index Trust 13.59M (2.90%) 95.64K
Increased by +0.70%
May 31, 25
5 SPDR® S&P 500 ETF Trust 6.03M (1.28%) 13.59K
Increased by +0.23%
Apr 30, 24
6 Fidelity 500 Index 6.00M (1.28%) 7.41K
Increased by +0.12%
Apr 30, 25
7 SPDR® S&P 500 ETF 5.94M (1.27%) -147.53K
Decreased by -2.48%
Mar 31, 25
8 Fidelity® 500 Index 5.94M (1.27%) 37.83K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500® ETF Trust 5.79M (1.23%) -30.35K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 5.71M (1.22%) -25.48K
Decreased by -0.45%
May 31, 25
11 SPDR® Dow Jones Industrial Avrg ETF Tr 5.56M (1.18%) -15.36K
Decreased by -0.28%
May 31, 25
12 iShares Core S&P 500 ETF 5.54M (1.18%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Value Index Inv 4.20M (0.89%) 6.83K
Increased by +0.16%
May 31, 25
14 American Funds Growth Fund of Amer A 3.36M (0.72%) -2.43M
Decreased by -72.16%
Mar 31, 25
15 Capital Group Growth Fnd of Amer Comp 3.36M (0.72%) -2.43M
Decreased by -72.16%
Mar 31, 25
16 American Funds American Balanced A 3.20M (0.68%) 0.00
Increased by 0.00%
Mar 31, 24
17 American Funds Fundamental Invs A 3.00M (0.64%) -31.58K
Decreased by -1.05%
Mar 31, 24
18 Capital Group Fundamental Invtrs Comp 3.00M (0.64%) -31.58K
Decreased by -1.05%
Mar 31, 24
19 Vanguard Institutional Index I 2.93M (0.63%) 420.00
Increased by +0.01%
May 31, 25
20 American Funds New Perspective A 2.91M (0.62%) -300.00K
Decreased by -10.32%
Dec 31, 24