Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 IAK 11.22%
3 KBWP 8.14%
4 UTRN 3.95%
5 FMCX 2.94%
6 CCOR 2.83%
7 USCF 2.80%
8 DVOL 2.64%
9 DVLU 2.57%
10 BDVG 2.42%
11 ESN 2.39%
12 PJFV 2.20%
13 AIEQ 2.19%
14 GABF 2.19%
15 TDVG 2.17%
16 FAZZ 2.15%
17 RUFF 2.08%
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 (9.74%) -2.50M
Decreased by -6.91%
Sep 30, 24
2 BlackRock Inc 27.94M (7.52%) -980.68K
Decreased by -3.51%
Sep 30, 24
3 Berkshire Hathaway Inc 27.03M (7.28%) 0.00
Increased by 0.00%
Sep 30, 24
4 State Street Corporation 18.27M (4.92%) -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 (4.65%) -934.80K
Decreased by -5.41%
Sep 30, 24
7 FMR Inc 15.58M (4.19%) 1.05M
Increased by +6.76%
Sep 30, 24
8 Capital World Investors 11.27M (3.03%) 25.11K
Increased by +0.22%
Sep 30, 24
9 Wellington Management Company LLP 8.92M (2.40%) -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 12.01M (3.23%) -52.43K
Decreased by -0.44%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 10.15M (2.73%) 51.49K
Increased by +0.51%
Dec 31, 24
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 SPDR® S&P 500® ETF Trust 4.71M (1.27%) 54.34K
Increased by +1.15%
Dec 31, 24
8 Fidelity 500 Index 4.64M (1.25%) 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 (1.19%) 3.09K
Increased by +0.07%
Dec 31, 24
11 MFS Large Cap Value Equity 3.60M (0.97%) -455.36K
Decreased by -12.65%
Dec 31, 24
12 MFS Value A 3.60M (0.97%) -44.59K
Decreased by -1.24%
Dec 31, 24
13 American Funds Invmt Co of Amer A 3.58M (0.96%) -309.79K
Decreased by -8.66%
Dec 31, 24
14 Capital Group Investment Co of Amer Comp 3.58M (0.96%) -309.79K
Decreased by -8.66%
Dec 31, 24
15 American Funds American Mutual A 3.57M (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group American Mutual Comp 3.57M (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
17 Vanguard Value Index Inv 3.26M (0.88%) -18.57K
Decreased by -0.57%
Dec 31, 24
18 American Funds Capital World Gr&Inc A 3.21M (0.86%) -152.84K
Decreased by -4.77%
Dec 31, 24
19 Capital Group World Growth & Inc Cmp 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