Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 IAK 12.04%
3 KBWP 8.13%
4 BEEX 4.00%
5 UTRN 3.92%
6 FMCX 2.94%
7 CCOR 2.93%
8 ESN 2.84%
9 USCF 2.80%
10 PJFV 2.73%
11 BDVG 2.58%
12 DVOL 2.57%
13 AIEQ 2.54%
14 SPVU 2.28%
15 RDVY 2.21%
16 FTCS 2.19%
17 IYF 2.17%
18 FAZZ 2.15%
19 TDVG 2.14%
20 TVAL 2.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.18M (9.66%) -2.50M
Decreased by -6.91%
Sep 30, 24
2 BlackRock Inc 27.94M (7.46%) -980.68K
Decreased by -3.51%
Sep 30, 24
3 Berkshire Hathaway Inc 27.03M (7.22%) 0.00
Increased by 0.00%
Sep 30, 24
4 State Street Corporation 18.27M (4.88%) -248.85K
Decreased by -1.36%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 17.34M (4.63%) -233.91K
Decreased by -1.35%
Sep 30, 24
6 State Street Corp 17.27M (4.61%) -934.80K
Decreased by -5.41%
Sep 30, 24
7 FMR Inc 15.58M (4.16%) 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 (2.38%) -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 (1.92%) 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 (1.62%) -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 US Total Market Shares ETF 12.16M (3.25%) -698.70K
Decreased by -5.75%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.11M (3.23%) 25.57K
Increased by +0.21%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 10.36M (2.77%) -39.90K
Decreased by -0.39%
Mar 31, 25
4 American Funds Washington Mutual A 6.72M (1.80%) 744.40K
Increased by +11.08%
Mar 31, 25
5 Capital Group Wash Mutual Invtrs Comp 5.98M (1.60%) 0.00
Increased by 0.00%
Dec 31, 24
6 SPDR® S&P 500 ETF Trust 4.89M (1.31%) -38.08K
Decreased by -0.78%
Mar 31, 24
7 Fidelity® 500 Index 4.79M (1.28%) 30.46K
Increased by +0.64%
Nov 30, 23
8 Fidelity 500 Index 4.70M (1.25%) 20.91K
Increased by +0.45%
Feb 28, 25
9 SPDR® S&P 500 ETF 4.64M (1.24%) -98.06K
Decreased by -2.12%
Mar 31, 25
10 iShares Core S&P 500 ETF 4.55M (1.21%) 13.20K
Increased by +0.29%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 4.51M (1.21%) -23.65K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 4.46M (1.19%) -74.90K
Decreased by -1.68%
Mar 31, 25
13 Vanguard Dividend Growth Inv 4.25M (1.13%) -294.32K
Decreased by -6.93%
Dec 31, 24
14 American Funds American Mutual A 3.61M (0.96%) 42.50K
Increased by +1.18%
Mar 31, 25
15 MFS Large Cap Value Equity 3.60M (0.96%) -455.36K
Decreased by -12.65%
Dec 31, 24
16 Capital Group Investment Co of Amer Comp 3.58M (0.96%) -309.79K
Decreased by -8.66%
Dec 31, 24
17 Capital Group American Mutual Comp 3.57M (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
18 MFS Value A 3.50M (0.93%) -58.39K
Decreased by -1.67%
Feb 28, 25
19 Goldman Sachs GQG Ptnrs Intl Opps Instl 3.39M (0.91%) 881.39K
Increased by +26.00%
Dec 31, 24
20 Vanguard Value Index Inv 3.36M (0.90%) 54.67K
Increased by +1.63%
Mar 31, 25