Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.34%
2 XLP 4.49%
3 UTRN 3.88%
4 WBIL 3.82%
5 IYK 3.41%
6 HECO 2.98%
7 RJMG 2.91%
8 UGE 2.88%
9 GINX 2.88%
10 NEWZ 2.79%
11 SIXA 2.73%
12 AHOY 2.69%
13 RSPS 2.63%
14 RHS 2.63%
15 SIXH 2.63%
16 FSTA 2.45%
17 VDC 2.35%
18 FXG 2.31%
19 FTCS 2.10%
20 CARK 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 81.30M (10.69%) 588.23K
Increased by +0.72%
Dec 31, 24
2 BlackRock Inc 71.96M (9.46%) 6.43M
Increased by +8.94%
Dec 31, 24
3 State Street Corp 49.16M (6.46%) 724.32K
Increased by +1.47%
Dec 31, 24
4 State Street Corporation 46.14M (6.07%) -1.43M
Decreased by -3.10%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 28.74M (3.78%) -2.15M
Decreased by -7.49%
Dec 31, 24
6 Geode Capital Management, LLC 20.52M (2.70%) 324.68K
Increased by +1.58%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 18.55M (2.44%) 280.69K
Increased by +1.51%
Dec 31, 24
8 Wellington Management Company LLP 14.81M (1.95%) -406.09K
Decreased by -2.74%
Dec 31, 24
9 NORGES BANK 10.04M (1.32%) 184.46K
Increased by +1.84%
Dec 31, 24
10 Northern Trust Corp 9.50M (1.25%) 993.33K
Increased by +10.46%
Dec 31, 24
11 GQG Partners LLC 9.34M (1.23%) 878.68K
Increased by +9.41%
Sep 30, 24
12 Amundi 9.20M (1.21%) 1.04M
Increased by +11.31%
Dec 31, 24
13 Arnhold & S. Bleichroeder Advisers, LLC 8.72M (1.15%) -173.14K
Decreased by -1.99%
Dec 31, 24
14 Goldman Sachs Group Inc 8.61M (1.13%) 1.73M
Increased by +20.11%
Sep 30, 24
15 JPMorgan Chase & Co 8.19M (1.08%) -2.92M
Decreased by -35.64%
Sep 30, 23
16 Wells Fargo & Co 7.68M (1.01%) -176.08K
Decreased by -2.29%
Dec 31, 24
17 Mackenzie Investments 7.67M (1.01%) 3.99M
Increased by +51.97%
Dec 31, 24
18 Barclays PLC 7.64M (1.01%) 2.13M
Increased by +27.90%
Sep 30, 24
19 Massachusetts Financial Services Company 7.50M (0.99%) -2.03M
Decreased by -27.09%
Dec 31, 24
20 Legal & General Group PLC 7.25M (0.95%) -538.17K
Decreased by -7.43%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 25.77M (3.39%) 96.76K
Increased by +0.38%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 22.66M (2.98%) 151.36K
Increased by +0.67%
Feb 28, 25
3 Fidelity 500 Index 10.19M (1.34%) 44.95K
Increased by +0.44%
Jan 31, 25
4 SPDR® S&P 500® ETF Trust 10.10M (1.33%) -74.88K
Decreased by -0.74%
Feb 28, 25
5 Vanguard Dividend Growth Inv 10.08M (1.32%) -424.78K
Decreased by -4.22%
Dec 31, 24
6 SPDR® S&P 500 ETF Trust 9.74M (1.28%) 22.00K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 9.63M (1.27%) 61.30K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 9.60M (1.26%) -482.00
Decreased by -0.01%
Feb 28, 25
9 The Consumer Staples Sel SectSPDR® ETF 7.97M (1.05%) -5.91K
Decreased by -0.07%
Feb 28, 25
10 First Eagle Global A 5.90M (0.78%) 0.00
Increased by 0.00%
Feb 28, 25
11 Consumer Staples Select Sector SPDR® ETF 5.18M (0.68%) 73.44K
Increased by +1.42%
Apr 30, 24
12 Vanguard Institutional Index I 5.06M (0.67%) -63.11K
Decreased by -1.25%
Feb 28, 25
13 GQG Partners Emerging Markets Equity R6 5.02M (0.66%) 581.34K
Increased by +11.58%
Sep 30, 24
14 Diamond Hill Large Cap Equity 4.66M (0.61%) 281.55K
Increased by +6.04%
Feb 28, 25
15 Vanguard Dividend Appreciation ETF 4.50M (0.59%) 22.83K
Increased by +0.51%
Feb 28, 25
16 Vanguard Growth Index Investor 4.39M (0.58%) 3.21K
Increased by +0.07%
Feb 28, 25
17 T. Rowe Price U.S. Value Equity Tr-Z 4.01M (0.53%) 233.49K
Increased by +5.82%
Dec 31, 24
18 State St S&P 500® Indx SL Cl III 3.95M (0.52%) 3.00K
Increased by +0.08%
Feb 28, 25
19 Fidelity Global Dividend I-Acc-EUR 3.86M (0.51%) -362.74K
Decreased by -9.41%
May 31, 24
20 T. Rowe Price Value 3.85M (0.51%) 193.57K
Increased by +5.03%
Jan 31, 25