Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 11.08%
2 WBIF 4.45%
3 UTRN 4.04%
4 RYU 3.36%
5 RSPU 3.25%
6 PUI 2.92%
7 BLLD 2.67%
8 BILD 2.58%
9 GREI 2.44%
10 SDP 1.82%
11 XLU 1.70%
12 FXU 1.66%
13 HUSV 1.62%
14 ECLN 1.60%
15 FUTY 1.55%
16 SGLC 1.55%
17 VPU 1.51%
18 BKUS 1.48%
19 IDU 1.46%
20 TPHE 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 54.03M (18.21%) 3.92M
Increased by +7.25%
Sep 30, 24
2 Vanguard Group Inc 37.86M (12.76%) 57.09K
Increased by +0.15%
Sep 30, 24
3 BlackRock Inc 30.66M (10.33%) 2.05M
Increased by +6.70%
Sep 30, 24
4 State Street Corporation 17.93M (6.04%) 741.39K
Increased by +4.13%
Mar 31, 24
5 State Street Corp 16.32M (5.50%) 251.49K
Increased by +1.54%
Sep 30, 24
6 T. Rowe Price Associates, Inc. 10.77M (3.63%) 7.74M
Increased by +71.86%
Sep 30, 24
7 Massachusetts Financial Services Company 7.61M (2.56%) 719.09K
Increased by +9.45%
Sep 30, 24
8 Geode Capital Management, LLC 7.51M (2.53%) 105.06K
Increased by +1.40%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 6.20M (2.09%) -12.67K
Decreased by -0.20%
Mar 31, 24
10 Wells Fargo & Co 6.16M (2.08%) -25.49K
Decreased by -0.41%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 5.98M (2.02%) -7.22M
Decreased by -120.73%
Sep 30, 24
12 Capital Research Global Investors 5.59M (1.88%) 65.97K
Increased by +1.18%
Dec 31, 23
13 Ameriprise Financial Inc 5.04M (1.70%) -1.66M
Decreased by -33.03%
Sep 30, 24
14 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 4.73M (1.60%) 483.55K
Increased by +10.22%
Sep 30, 24
15 Amvescap Plc. 4.55M (1.53%) -426.00
Decreased by -0.01%
Sep 30, 24
16 Deutsche Bank AG 4.50M (1.51%) 932.90K
Increased by +20.75%
Sep 30, 24
17 Amundi 4.48M (1.51%) -15.38K
Decreased by -0.34%
Sep 30, 24
18 ExodusPoint Capital Management, LP 3.93M (1.32%) 730.80K
Increased by +18.59%
Dec 31, 23
19 Goldman Sachs Group Inc 3.70M (1.25%) -276.41K
Decreased by -7.48%
Sep 30, 24
20 Legal & General Group PLC 3.62M (1.22%) -191.10K
Decreased by -5.28%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.36M (3.15%) -49.09K
Decreased by -0.52%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 8.09M (2.73%) 59.02K
Increased by +0.73%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 6.42M (2.16%) 55.22K
Increased by +0.86%
Dec 31, 24
4 JPM US Equity Income-MA 5.32M (1.79%) 5.32M
Increased by +99.90%
Sep 30, 23
5 JPM US Equity Income-Composite 4.49M (1.51%) -57.34K
Decreased by -1.28%
Dec 31, 24
6 JPMorgan Equity Income I 4.49M (1.51%) -57.34K
Decreased by -1.28%
Dec 31, 24
7 The Utilities Select Sector SPDR® ETF 4.33M (1.46%) -30.26K
Decreased by -0.70%
Jan 30, 25
8 MFS Large Cap Growth Equity 3.75M (1.26%) 1.27M
Increased by +33.92%
Dec 31, 24
9 MFS Massachusetts Inv Gr Stk A 3.75M (1.26%) 1.32M
Increased by +35.16%
Dec 31, 24
10 Fidelity 500 Index 3.71M (1.25%) 17.63K
Increased by +0.48%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 3.68M (1.24%) -176.00
Decreased by -0.00%
Jan 30, 25
12 Utilities Select Sector SPDR® ETF 3.68M (1.24%) 103.58K
Increased by +2.82%
Apr 30, 24
13 iShares Core S&P 500 ETF 3.49M (1.18%) -5.98K
Decreased by -0.17%
Jan 29, 25
14 SPDR® S&P 500 ETF Trust 3.44M (1.16%) -7.53K
Decreased by -0.22%
Apr 30, 24
15 American Funds Fundamental Invs A 3.40M (1.15%) -2.88K
Decreased by -0.08%
Mar 31, 24
16 Capital Group Fundamental Invtrs Comp 3.40M (1.15%) -2.88K
Decreased by -0.08%
Mar 31, 24
17 Fidelity® 500 Index 3.40M (1.15%) 21.62K
Increased by +0.64%
Nov 30, 23
18 iShares Select Dividend ETF 3.14M (1.06%) -4.23K
Decreased by -0.13%
Jan 29, 25
19 American Funds Invmt Co of Amer A 3.08M (1.04%) 627.46K
Increased by +20.36%
Dec 31, 23
20 Capital Group Investment Co of Amer Comp 3.08M (1.04%) 627.46K
Increased by +20.36%
Dec 31, 23