Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 IAK 11.41%
3 KBWP 8.22%
4 UTRN 4.02%
5 FMCX 2.94%
6 CCOR 2.83%
7 USCF 2.80%
8 DVOL 2.73%
9 PJFV 2.67%
10 DVLU 2.62%
11 ESN 2.52%
12 BDVG 2.42%
13 GABF 2.19%
14 TDVG 2.17%
15 FAZZ 2.15%
16 RUFF 2.08%
17 SPVU 2.06%
18 TEQI 2.06%
19 PFI 2.06%
20 TVAL 2.04%

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 27.94M (7.48%) -980.68K
Decreased by -3.51%
Sep 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 12.01M (3.21%) -52.43K
Decreased by -0.44%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 10.15M (2.72%) 51.49K
Increased by +0.51%
Dec 31, 24
3 American Funds Washington Mutual A 5.98M (1.60%) 0.00
Increased by 0.00%
Dec 31, 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 4.71M (1.26%) 54.34K
Increased by +1.15%
Dec 31, 24
8 Fidelity 500 Index 4.64M (1.24%) 31.54K
Increased by +0.68%
Nov 30, 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 4.40M (1.18%) 3.09K
Increased by +0.07%
Dec 31, 24
11 MFS Large Cap Value Equity 4.05M (1.08%) -89.63K
Decreased by -2.21%
Sep 30, 24
12 Capital Group Investment Co of Amer Comp 3.89M (1.04%) 631.58K
Increased by +16.25%
Sep 30, 24
13 MFS Value A 3.64M (0.97%) -383.84K
Decreased by -10.54%
Nov 30, 24
14 American Funds Invmt Co of Amer A 3.58M (0.96%) -309.79K
Decreased by -8.66%
Dec 31, 24
15 American Funds American Mutual A 3.57M (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group American Mutual Comp 3.57M (0.95%) -2.08K
Decreased by -0.06%
Sep 30, 24
17 Capital Group World Growth & Inc Cmp 3.36M (0.90%) 547.55K
Increased by +16.30%
Sep 30, 24
18 Vanguard Value Index Inv 3.26M (0.87%) -18.57K
Decreased by -0.57%
Dec 31, 24
19 American Funds Capital World Gr&Inc A 3.21M (0.86%) -152.84K
Decreased by -4.77%
Dec 31, 24
20 American Funds New Perspective A 3.17M (0.85%) 0.00
Increased by 0.00%
Dec 31, 24