Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 IAK 11.77%
3 KBWP 8.09%
4 BEEX 4.11%
5 UTRN 3.92%
6 DVLU 3.26%
7 DVOL 3.02%
8 CCOR 2.97%
9 FMCX 2.94%
10 ESN 2.80%
11 USCF 2.80%
12 PJFV 2.68%
13 AIEQ 2.54%
14 BDVG 2.42%
15 SPVU 2.25%
16 FTCS 2.23%
17 RDVY 2.18%
18 FAZZ 2.15%
19 IYF 2.10%
20 BOUT 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.18M (9.76%) -2.50M
Decreased by -6.91%
Sep 30, 24
2 BlackRock Inc 27.94M (7.53%) -980.68K
Decreased by -3.51%
Sep 30, 24
3 Berkshire Hathaway Inc 27.03M (7.29%) 0.00
Increased by 0.00%
Sep 30, 24
4 State Street Corporation 18.27M (4.93%) -248.85K
Decreased by -1.36%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 17.34M (4.67%) -233.91K
Decreased by -1.35%
Sep 30, 24
6 State Street Corp 17.27M (4.66%) -934.80K
Decreased by -5.41%
Sep 30, 24
7 FMR Inc 15.58M (4.20%) 1.05M
Increased by +6.76%
Sep 30, 24
8 Capital World Investors 11.27M (3.04%) 25.11K
Increased by +0.22%
Sep 30, 24
9 Wellington Management Company LLP 8.92M (2.41%) -645.06K
Decreased by -7.23%
Sep 30, 24
10 Capital Research Global Investors 8.76M (2.36%) 1.40M
Increased by +15.92%
Sep 30, 24
11 Massachusetts Financial Services Company 8.72M (2.35%) -198.83K
Decreased by -2.28%
Sep 30, 24
12 Geode Capital Management, LLC 8.60M (2.32%) -311.66K
Decreased by -3.62%
Sep 30, 24
13 Capital Research & Mgmt Co - Division 3 7.20M (1.94%) 205.16K
Increased by +2.85%
Sep 30, 24
14 JPMorgan Chase & Co 6.85M (1.85%) -178.73K
Decreased by -2.61%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 6.08M (1.64%) -5.78M
Decreased by -95.06%
Sep 30, 24
16 Wells Fargo & Co 5.93M (1.60%) -5.86K
Decreased by -0.10%
Sep 30, 24
17 Ameriprise Financial Inc 4.79M (1.29%) -139.93K
Decreased by -2.92%
Sep 30, 24
18 Bank of America Corp 4.46M (1.20%) -95.11K
Decreased by -2.13%
Sep 30, 24
19 NORGES BANK 4.22M (1.14%) -14.91K
Decreased by -0.35%
Jun 30, 24
20 Legal & General Group PLC 3.41M (0.92%) -268.11K
Decreased by -7.86%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.08M (3.26%) 42.30K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 10.40M (2.80%) 69.72K
Increased by +0.67%
Feb 28, 25
3 American Funds Washington Mutual A 5.98M (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
4 Capital Group Wash Mutual Invtrs Comp 5.98M (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
5 SPDR® S&P 500 ETF Trust 4.89M (1.32%) -38.08K
Decreased by -0.78%
Mar 31, 24
6 Fidelity® 500 Index 4.79M (1.29%) 30.46K
Increased by +0.64%
Nov 30, 23
7 Fidelity 500 Index 4.67M (1.26%) 20.62K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 4.64M (1.25%) -34.32K
Decreased by -0.74%
Feb 28, 25
9 iShares Core S&P 500 ETF 4.40M (1.19%) -221.00
Decreased by -0.01%
Feb 28, 25
10 Vanguard Dividend Growth Inv 4.25M (1.15%) -294.32K
Decreased by -6.93%
Dec 31, 24
11 MFS Large Cap Value Equity 3.60M (0.97%) -455.36K
Decreased by -12.65%
Dec 31, 24
12 American Funds Invmt Co of Amer A 3.58M (0.96%) -309.79K
Decreased by -8.66%
Dec 31, 24
13 Capital Group Investment Co of Amer Comp 3.58M (0.96%) -309.79K
Decreased by -8.66%
Dec 31, 24
14 American Funds American Mutual A 3.57M (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group American Mutual Comp 3.57M (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
16 MFS Value A 3.50M (0.94%) -58.39K
Decreased by -1.67%
Feb 28, 25
17 Goldman Sachs GQG Ptnrs Intl Opps Instl 3.39M (0.91%) 881.39K
Increased by +26.00%
Dec 31, 24
18 Vanguard Value Index Inv 3.30M (0.89%) 17.90K
Increased by +0.54%
Feb 28, 25
19 American Funds Capital World Gr&Inc A 3.21M (0.86%) -152.84K
Decreased by -4.77%
Dec 31, 24
20 Capital Group World Growth & Inc Cmp 3.21M (0.86%) -152.84K
Decreased by -4.77%
Dec 31, 24