Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JHCS 6.11%
2 BYTE 5.91%
3 EWCO 4.48%
4 RSPC 4.39%
5 XLC 4.34%
6 PKW 4.22%
7 LBAY 4.09%
8 UTRN 4.01%
9 AIEQ 3.97%
10 DVAL 3.94%
11 CAMX 3.68%
12 VOX 3.49%
13 LTL 3.47%
14 IXP 3.46%
15 EAGL 3.42%
16 FCOM 3.40%
17 AIVL 3.39%
18 SPQQ 3.35%
19 BVNSC 3.27%
20 ABEQ 3.21%

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 302.57M (7.99%) -18.58M
Decreased by -6.14%
Sep 30, 24
3 State Street Corp 164.06M (4.33%) -2.50M
Decreased by -1.52%
Sep 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 JPMorgan Chase & Co 88.30M (2.33%) 1.89M
Increased by +2.14%
Sep 30, 24
8 Geode Capital Management, LLC 84.81M (2.24%) -985.51K
Decreased by -1.16%
Sep 30, 24
9 Dodge & Cox 74.06M (1.96%) 1.32M
Increased by +1.79%
Sep 30, 24
10 NORGES BANK 61.27M (1.62%) 3.27M
Increased by +5.34%
Jun 30, 24
11 Bank of America Corp 56.27M (1.49%) 655.02K
Increased by +1.16%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 55.14M (1.46%) -57.36M
Decreased by -104.02%
Sep 30, 24
13 Goldman Sachs Group Inc 49.00M (1.29%) 28.03M
Increased by +57.20%
Dec 31, 23
14 T. Rowe Price Associates, Inc. 46.00M (1.22%) 9.65M
Increased by +20.97%
Sep 30, 24
15 Capital Research & Mgmt Co - Division 3 45.64M (1.21%) -34.12M
Decreased by -74.76%
Sep 30, 24
16 Ameriprise Financial Inc 44.92M (1.19%) -3.80M
Decreased by -8.45%
Sep 30, 24
17 Massachusetts Financial Services Company 43.42M (1.15%) -11.87M
Decreased by -27.34%
Sep 30, 24
18 Amvescap Plc. 40.51M (1.07%) 8.77M
Increased by +21.65%
Sep 30, 24
19 Wells Fargo & Co 39.15M (1.03%) -1.71M
Decreased by -4.36%
Sep 30, 24
20 Capital Research Global Investors 38.77M (1.02%) 1.96M
Increased by +5.06%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 119.65M (3.16%) -1.77M
Decreased by -1.48%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 103.37M (2.73%) -495.25K
Decreased by -0.48%
Dec 31, 24
3 Invesco QQQ Trust 77.40M (2.04%) 819.06K
Increased by +1.06%
Dec 31, 24
4 Performer (AFRIS) 76.23M (2.01%) 76.23M
Increased by +100.00%
Feb 29, 24
5 American Funds Washington Mutual A 67.23M (1.78%) 3.35M
Increased by +4.98%
Dec 31, 24
6 Capital Group Wash Mutual Invtrs Comp 63.88M (1.69%) -18.16M
Decreased by -28.43%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 47.99M (1.27%) 554.51K
Increased by +1.16%
Dec 31, 24
8 Fidelity® 500 Index 47.96M (1.27%) 305.19K
Increased by +0.64%
Nov 30, 23
9 Fidelity 500 Index 47.74M (1.26%) 324.33K
Increased by +0.68%
Nov 30, 24
10 Dodge & Cox Stock I 47.05M (1.24%) 1.32M
Increased by +2.81%
Sep 30, 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 44.82M (1.18%) 31.50K
Increased by +0.07%
Dec 31, 24
13 American Funds Income Fund of Amer A 37.15M (0.98%) -464.74K
Decreased by -1.25%
Dec 31, 24
14 Vanguard Value Index Inv 32.51M (0.86%) -513.43K
Decreased by -1.58%
Dec 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%) 0.00
Increased by 0.00%
Dec 31, 24
20 Vanguard Institutional Index I 24.09M (0.64%) -362.15K
Decreased by -1.50%
Dec 31, 24