Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 IAK 11.67%
3 KBWP 7.58%
4 UTRN 4.02%
5 PJFV 3.08%
6 FMCX 2.94%
7 CCOR 2.89%
8 USCF 2.80%
9 ESN 2.67%
10 DVOL 2.56%
11 BDVG 2.47%
12 DVLU 2.25%
13 TVAL 2.21%
14 GABF 2.19%
15 FAZZ 2.15%
16 TDVG 2.12%
17 RUFF 2.08%
18 TEQI 2.06%
19 PFI 2.06%
20 BMVP 1.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.18M (9.68%) -2.50M
Decreased by -6.91%
Sep 30, 24
2 BlackRock Inc 28.92M (7.74%) -502.51K
Decreased by -1.74%
Jun 30, 24
3 Berkshire Hathaway Inc 27.03M (7.23%) 0.00
Increased by 0.00%
Sep 30, 24
4 State Street Corporation 18.27M (4.89%) -248.85K
Decreased by -1.36%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 17.34M (4.64%) -233.91K
Decreased by -1.35%
Sep 30, 24
6 State Street Corp 17.27M (4.62%) -934.80K
Decreased by -5.41%
Sep 30, 24
7 FMR Inc 15.58M (4.17%) 1.05M
Increased by +6.76%
Sep 30, 24
8 Capital World Investors 11.27M (3.01%) 25.11K
Increased by +0.22%
Sep 30, 24
9 Wellington Management Company LLP 8.92M (2.39%) -645.06K
Decreased by -7.23%
Sep 30, 24
10 Capital Research Global Investors 8.76M (2.34%) 1.40M
Increased by +15.92%
Sep 30, 24
11 Massachusetts Financial Services Company 8.72M (2.33%) -198.83K
Decreased by -2.28%
Sep 30, 24
12 Geode Capital Management, LLC 8.60M (2.30%) -311.66K
Decreased by -3.62%
Sep 30, 24
13 Capital Research & Mgmt Co - Division 3 7.20M (1.93%) 205.16K
Increased by +2.85%
Sep 30, 24
14 JPMorgan Chase & Co 6.85M (1.83%) -178.73K
Decreased by -2.61%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 6.08M (1.63%) -5.78M
Decreased by -95.06%
Sep 30, 24
16 Wells Fargo & Co 5.93M (1.59%) -5.86K
Decreased by -0.10%
Sep 30, 24
17 Ameriprise Financial Inc 4.79M (1.28%) -139.93K
Decreased by -2.92%
Sep 30, 24
18 Bank of America Corp 4.46M (1.19%) -95.11K
Decreased by -2.13%
Sep 30, 24
19 NORGES BANK 4.22M (1.13%) -14.91K
Decreased by -0.35%
Jun 30, 24
20 Legal & General Group PLC 3.41M (0.91%) -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 12.12M (3.24%) -42.42K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 9.96M (2.66%) 115.14K
Increased by +1.16%
Oct 31, 24
3 American Funds Washington Mutual A 5.98M (1.60%) 0.00
Increased by 0.00%
Sep 30, 24
4 Capital Group Wash Mutual Invtrs Comp 5.98M (1.60%) 0.00
Increased by 0.00%
Sep 30, 24
5 SPDR® S&P 500 ETF Trust 4.89M (1.31%) -38.08K
Decreased by -0.78%
Mar 31, 24
6 Fidelity® 500 Index 4.79M (1.28%) 30.46K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500® ETF Trust 4.63M (1.24%) 27.40K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 4.61M (1.23%) -7.57K
Decreased by -0.16%
Oct 31, 24
9 Vanguard Dividend Growth Inv 4.54M (1.22%) -67.29K
Decreased by -1.48%
Sep 30, 24
10 iShares Core S&P 500 ETF 4.25M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
11 MFS Large Cap Value Equity 4.05M (1.08%) -89.63K
Decreased by -2.21%
Sep 30, 24
12 MFS Value A 4.03M (1.08%) -26.92K
Decreased by -0.67%
Oct 31, 24
13 American Funds Invmt Co of Amer A 3.89M (1.04%) 631.58K
Increased by +16.25%
Sep 30, 24
14 Capital Group Investment Co of Amer Comp 3.89M (1.04%) 631.58K
Increased by +16.25%
Sep 30, 24
15 American Funds American Mutual A 3.57M (0.95%) -2.08K
Decreased by -0.06%
Sep 30, 24
16 Capital Group American Mutual Comp 3.57M (0.95%) -2.08K
Decreased by -0.06%
Sep 30, 24
17 American Funds Capital World Gr&Inc A 3.36M (0.90%) 547.55K
Increased by +16.30%
Sep 30, 24
18 Capital Group World Growth & Inc Cmp 3.36M (0.90%) 547.55K
Increased by +16.30%
Sep 30, 24
19 Vanguard Value Index Inv 3.26M (0.87%) 10.09K
Increased by +0.31%
Oct 31, 24
20 American Funds New Perspective A 3.17M (0.85%) 0.00
Increased by 0.00%
Sep 30, 24