Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 IAK 11.57%
3 KBWP 7.72%
4 UTRN 4.02%
5 PJFV 3.20%
6 FMCX 2.94%
7 CCOR 2.89%
8 USCF 2.80%
9 DVOL 2.61%
10 BDVG 2.47%
11 BRNY 2.44%
12 TVAL 2.23%
13 DVLU 2.23%
14 FAZZ 2.15%
15 TEQI 2.08%
16 RUFF 2.08%
17 TDVG 2.06%
18 PFI 2.06%
19 BMVP 1.96%
20 FTCS 1.95%

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%) 1.11M
Increased by +4.11%
Jun 30, 24
4 State Street Corporation 18.27M (4.89%) -248.85K
Decreased by -1.36%
Mar 31, 24
5 State Street Corp 18.21M (4.87%) -65.09K
Decreased by -0.36%
Jun 30, 24
6 T. Rowe Price Associates, Inc. 17.57M (4.70%) -1.03M
Decreased by -5.89%
Jun 30, 24
7 FMR Inc 15.58M (4.17%) 1.05M
Increased by +6.76%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 11.86M (3.17%) 723.47K
Increased by +6.10%
Jun 30, 24
9 Capital World Investors 11.27M (3.01%) 25.11K
Increased by +0.22%
Sep 30, 24
10 Wellington Management Company LLP 9.57M (2.56%) -822.36K
Decreased by -8.60%
Jun 30, 24
11 Geode Capital Management, LLC 8.91M (2.38%) 387.38K
Increased by +4.35%
Jun 30, 24
12 Capital Research Global Investors 8.76M (2.34%) 1.40M
Increased by +15.92%
Sep 30, 24
13 Massachusetts Financial Services Company 8.72M (2.33%) -198.83K
Decreased by -2.28%
Sep 30, 24
14 Capital Research & Mgmt Co - Division 3 7.20M (1.93%) 205.16K
Increased by +2.85%
Sep 30, 24
15 JPMorgan Chase & Co 7.03M (1.88%) -1.28M
Decreased by -18.22%
Jun 30, 24
16 Wells Fargo & Co 5.94M (1.59%) -42.00K
Decreased by -0.71%
Jun 30, 24
17 Ameriprise Financial Inc 4.93M (1.32%) 63.89K
Increased by +1.30%
Jun 30, 24
18 Bank of America Corp 4.55M (1.22%) 272.74K
Increased by +5.99%
Jun 30, 24
19 NORGES BANK 4.22M (1.13%) -14.91K
Decreased by -0.35%
Jun 30, 24
20 Legal & General Group PLC 3.68M (0.98%) 104.99K
Increased by +2.85%
Jun 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 Fidelity 500 Index 4.62M (1.24%) -384.61K
Decreased by -8.33%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 4.58M (1.23%) 23.87K
Increased by +0.52%
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 4.18M (1.12%) 6.44K
Increased by +0.15%
Oct 31, 24
11 MFS Large Cap Value Equity 4.05M (1.08%) -89.63K
Decreased by -2.21%
Sep 30, 24
12 MFS Value A 4.05M (1.08%) -29.02K
Decreased by -0.72%
Sep 30, 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