Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JHCS 6.11%
2 BYTE 5.91%
3 PKW 5.01%
4 EAGL 4.91%
5 XLC 4.71%
6 RSPC 4.63%
7 LBAY 4.50%
8 EWCO 4.48%
9 DVAL 4.08%
10 UTRN 4.03%
11 AIEQ 3.97%
12 FCOM 3.74%
13 SHRY 3.46%
14 CVRD 3.45%
15 SPQQ 3.35%
16 VOX 3.31%
17 IXP 3.29%
18 LTL 3.29%
19 BVNSC 3.27%
20 PWV 3.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 369.53M (9.88%) -1.39M
Decreased by -0.38%
Dec 31, 24
2 BlackRock Inc 301.53M (8.06%) -1.03M
Decreased by -0.34%
Dec 31, 24
3 State Street Corp 167.73M (4.48%) 3.67M
Increased by +2.19%
Dec 31, 24
4 State Street Corporation 163.14M (4.36%) 1.57M
Increased by +0.96%
Mar 31, 24
5 Capital World Investors 141.68M (3.79%) 11.26M
Increased by +7.94%
Dec 31, 24
6 FMR Inc 116.94M (3.13%) -475.39K
Decreased by -0.41%
Dec 31, 24
7 NORGES BANK 102.19M (2.73%) 40.93M
Increased by +40.05%
Dec 31, 24
8 Geode Capital Management, LLC 85.81M (2.29%) 1.01M
Increased by +1.17%
Dec 31, 24
9 JPMorgan Chase & Co 81.89M (2.19%) -95.51M
Decreased by -116.63%
Dec 31, 24
10 Dodge & Cox 79.10M (2.11%) 5.04M
Increased by +6.37%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 55.38M (1.48%) 241.52K
Increased by +0.44%
Dec 31, 24
12 Ameriprise Financial Inc 50.32M (1.34%) 5.40M
Increased by +10.74%
Dec 31, 24
13 Goldman Sachs Group Inc 49.00M (1.31%) 28.03M
Increased by +57.20%
Dec 31, 23
14 Bank of America Corp 47.09M (1.26%) -9.18M
Decreased by -19.48%
Dec 31, 24
15 Amvescap Plc. 45.18M (1.21%) 4.67M
Increased by +10.34%
Dec 31, 24
16 T. Rowe Price Associates, Inc. 43.79M (1.17%) -2.21M
Decreased by -5.05%
Dec 31, 24
17 Massachusetts Financial Services Company 43.42M (1.16%) -11.87M
Decreased by -27.34%
Sep 30, 24
18 Northern Trust Corp 42.48M (1.14%) 4.82M
Increased by +11.35%
Dec 31, 24
19 Capital Research & Mgmt Co - Division 3 40.76M (1.09%) -4.88M
Decreased by -11.98%
Dec 31, 24
20 Wells Fargo & Co 36.31M (0.97%) -2.83M
Decreased by -7.80%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 120.39M (3.22%) 418.37K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 105.86M (2.83%) 715.02K
Increased by +0.68%
Feb 28, 25
3 Invesco QQQ Trust 78.95M (2.11%) -6.20K
Decreased by -0.01%
Feb 28, 25
4 Performer (AFRIS) 76.23M (2.04%) 76.23M
Increased by +100.00%
Feb 29, 24
5 American Funds Washington Mutual A 67.23M (1.80%) 3.35M
Increased by +4.98%
Dec 31, 24
6 Capital Group Wash Mutual Invtrs Comp 67.23M (1.80%) 3.35M
Increased by +4.98%
Dec 31, 24
7 Dodge & Cox Stock I 50.99M (1.36%) 3.94M
Increased by +7.73%
Dec 31, 24
8 Fidelity® 500 Index 47.96M (1.28%) 305.19K
Increased by +0.64%
Nov 30, 23
9 Fidelity 500 Index 47.59M (1.27%) 209.99K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 47.16M (1.26%) -350.06K
Decreased by -0.74%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 46.88M (1.25%) 105.89K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 44.84M (1.20%) -2.25K
Decreased by -0.01%
Feb 28, 25
13 American Funds Income Fund of Amer A 37.15M (0.99%) -464.74K
Decreased by -1.25%
Dec 31, 24
14 Vanguard Value Index Inv 32.97M (0.88%) 224.93K
Increased by +0.68%
Feb 28, 25
15 MFS Large Cap Value Equity 32.40M (0.87%) -775.79K
Decreased by -2.39%
Mar 31, 24
16 MFS Value A 32.40M (0.87%) -152.01K
Decreased by -0.47%
Mar 31, 24
17 American Funds Invmt Co of Amer A 26.04M (0.70%) -11.90M
Decreased by -45.69%
Dec 31, 23
18 Capital Group Investment Co of Amer Comp 26.04M (0.70%) -11.90M
Decreased by -45.69%
Dec 31, 23
19 The Comm Svcs Sel Sect SPDR® ETF 25.19M (0.67%) -11.55K
Decreased by -0.05%
Feb 28, 25
20 American Funds American Balanced A 24.92M (0.67%) 0.00
Increased by 0.00%
Dec 31, 24