Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JHCS 6.11%
2 BYTE 5.91%
3 PKW 4.88%
4 RSPC 4.55%
5 EWCO 4.48%
6 LBAY 4.44%
7 XLC 4.42%
8 DVAL 4.34%
9 CAMX 4.24%
10 VOX 4.23%
11 FCOM 4.15%
12 UTRN 4.00%
13 AIEQ 3.97%
14 IXP 3.77%
15 ABEQ 3.69%
16 UDI 3.41%
17 SPQQ 3.35%
18 SPVU 3.34%
19 LSAT 3.32%
20 BVNSC 3.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 370.92M (9.80%) -1.45M
Decreased by -0.39%
Sep 30, 24
2 BlackRock Inc 321.14M (8.48%) 18.30M
Increased by +5.70%
Jun 30, 24
3 State Street Corp 166.56M (4.40%) 3.42M
Increased by +2.05%
Jun 30, 24
4 State Street Corporation 163.14M (4.31%) 1.57M
Increased by +0.96%
Mar 31, 24
5 Capital World Investors 130.42M (3.45%) 2.28M
Increased by +1.75%
Sep 30, 24
6 FMR Inc 117.42M (3.10%) 6.06M
Increased by +5.16%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 112.50M (2.97%) -648.82K
Decreased by -0.58%
Jun 30, 24
8 JPMorgan Chase & Co 86.41M (2.28%) -10.99M
Decreased by -12.71%
Jun 30, 24
9 Geode Capital Management, LLC 85.79M (2.27%) 2.11M
Increased by +2.46%
Jun 30, 24
10 Dodge & Cox 74.06M (1.96%) 1.32M
Increased by +1.79%
Sep 30, 24
11 NORGES BANK 61.27M (1.62%) 3.27M
Increased by +5.34%
Jun 30, 24
12 Bank of America Corp 55.61M (1.47%) -17.24M
Decreased by -31.00%
Jun 30, 24
13 Goldman Sachs Group Inc 49.00M (1.29%) 28.03M
Increased by +57.20%
Dec 31, 23
14 Ameriprise Financial Inc 48.71M (1.29%) -1.68M
Decreased by -3.46%
Jun 30, 24
15 Capital Research & Mgmt Co - Division 3 45.64M (1.21%) -34.12M
Decreased by -74.76%
Sep 30, 24
16 Massachusetts Financial Services Company 43.42M (1.15%) -11.87M
Decreased by -27.34%
Sep 30, 24
17 Wells Fargo & Co 40.86M (1.08%) -607.08K
Decreased by -1.49%
Jun 30, 24
18 Capital Research Global Investors 38.77M (1.02%) 1.96M
Increased by +5.06%
Sep 30, 24
19 Northern Trust Corp 37.66M (0.99%) -2.46M
Decreased by -6.53%
Sep 30, 24
20 T. Rowe Price Associates, Inc. 36.35M (0.96%) 8.34M
Increased by +22.93%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 121.95M (3.22%) -429.28K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 102.39M (2.70%) 1.20M
Increased by +1.17%
Oct 31, 24
3 Performer (AFRIS) 76.23M (2.01%) 76.23M
Increased by +100.00%
Feb 29, 24
4 Invesco QQQ Trust 74.79M (1.98%) -347.37K
Decreased by -0.46%
Oct 31, 24
5 American Funds Washington Mutual A 63.88M (1.69%) -18.16M
Decreased by -28.43%
Sep 30, 24
6 Capital Group Wash Mutual Invtrs Comp 63.88M (1.69%) -18.16M
Decreased by -28.43%
Sep 30, 24
7 Fidelity® 500 Index 47.96M (1.27%) 305.19K
Increased by +0.64%
Nov 30, 23
8 Fidelity 500 Index 47.49M (1.25%) -733.26K
Decreased by -1.54%
Sep 30, 24
9 Dodge & Cox Stock I 47.05M (1.24%) 1.32M
Increased by +2.81%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 47.05M (1.24%) 196.22K
Increased by +0.42%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 46.88M (1.24%) 105.89K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 43.01M (1.14%) 66.21K
Increased by +0.15%
Oct 31, 24
13 American Funds Income Fund of Amer A 37.61M (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Value Index Inv 32.77M (0.87%) 103.40K
Increased by +0.32%
Oct 31, 24
15 MFS Large Cap Value Equity 32.40M (0.86%) -775.79K
Decreased by -2.39%
Mar 31, 24
16 MFS Value A 32.40M (0.86%) -152.01K
Decreased by -0.47%
Mar 31, 24
17 American Funds Invmt Co of Amer A 26.04M (0.69%) -11.90M
Decreased by -45.69%
Dec 31, 23
18 Capital Group Investment Co of Amer Comp 26.04M (0.69%) -11.90M
Decreased by -45.69%
Dec 31, 23
19 American Funds American Balanced A 24.92M (0.66%) -10.72M
Decreased by -43.03%
Sep 30, 24
20 Vanguard Institutional Index I 24.55M (0.65%) -6.26K
Decreased by -0.03%
Oct 31, 24