Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JHCS 6.11%
2 BYTE 5.91%
3 LBAY 4.65%
4 PKW 4.64%
5 EWCO 4.48%
6 EAGL 4.43%
7 UTRN 4.06%
8 RSPC 4.04%
9 AIEQ 3.97%
10 DVAL 3.90%
11 XLC 3.87%
12 CAMX 3.47%
13 SHRY 3.37%
14 SPQQ 3.35%
15 BVNSC 3.27%
16 PWV 3.18%
17 IXP 3.17%
18 ABEQ 3.14%
19 LTL 3.12%
20 CVRD 3.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 370.92M (9.91%) -1.45M
Decreased by -0.39%
Sep 30, 24
2 BlackRock Inc 302.57M (8.09%) -18.58M
Decreased by -6.14%
Sep 30, 24
3 State Street Corp 164.06M (4.38%) -2.50M
Decreased by -1.52%
Sep 30, 24
4 State Street Corporation 163.14M (4.36%) 1.57M
Increased by +0.96%
Mar 31, 24
5 Capital World Investors 130.42M (3.49%) 2.28M
Increased by +1.75%
Sep 30, 24
6 FMR Inc 117.42M (3.14%) 6.06M
Increased by +5.16%
Sep 30, 24
7 JPMorgan Chase & Co 88.30M (2.36%) 1.89M
Increased by +2.14%
Sep 30, 24
8 Geode Capital Management, LLC 84.81M (2.27%) -985.51K
Decreased by -1.16%
Sep 30, 24
9 Dodge & Cox 74.06M (1.98%) 1.32M
Increased by +1.79%
Sep 30, 24
10 NORGES BANK 61.27M (1.64%) 3.27M
Increased by +5.34%
Jun 30, 24
11 Bank of America Corp 56.27M (1.50%) 655.02K
Increased by +1.16%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 55.14M (1.47%) -57.36M
Decreased by -104.02%
Sep 30, 24
13 Goldman Sachs Group Inc 49.00M (1.31%) 28.03M
Increased by +57.20%
Dec 31, 23
14 T. Rowe Price Associates, Inc. 46.00M (1.23%) 9.65M
Increased by +20.97%
Sep 30, 24
15 Capital Research & Mgmt Co - Division 3 45.64M (1.22%) -34.12M
Decreased by -74.76%
Sep 30, 24
16 Ameriprise Financial Inc 44.92M (1.20%) -3.80M
Decreased by -8.45%
Sep 30, 24
17 Massachusetts Financial Services Company 43.42M (1.16%) -11.87M
Decreased by -27.34%
Sep 30, 24
18 Amvescap Plc. 40.51M (1.08%) 8.77M
Increased by +21.65%
Sep 30, 24
19 Wells Fargo & Co 39.15M (1.05%) -1.71M
Decreased by -4.36%
Sep 30, 24
20 Capital Research Global Investors 38.77M (1.04%) 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 (3.20%) -1.77M
Decreased by -1.48%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 103.37M (2.76%) -495.25K
Decreased by -0.48%
Dec 31, 24
3 Invesco QQQ Trust 77.40M (2.07%) 819.06K
Increased by +1.06%
Dec 31, 24
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 SPDR® S&P 500® ETF Trust 47.99M (1.28%) 554.51K
Increased by +1.16%
Dec 31, 24
9 Fidelity® 500 Index 47.96M (1.28%) 305.19K
Increased by +0.64%
Nov 30, 23
10 Fidelity 500 Index 47.74M (1.28%) 324.33K
Increased by +0.68%
Nov 30, 24
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 44.82M (1.20%) 31.50K
Increased by +0.07%
Dec 31, 24
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 32.51M (0.87%) -513.43K
Decreased by -1.58%
Dec 31, 24
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 American Funds American Balanced A 24.92M (0.67%) 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