Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GASX 4.17%
2 FRAK 2.85%
3 UOP 2.40%
4 HGI 1.17%
5 FWDD 0.80%
6 DUG 0.56%
7 DDG 0.56%
8 OVLC 0.47%
9 PSM 0.29%
10 SCIU 0.20%
11 USDY 0.11%
12 RWDC 0.08%
13 VIXH 0.06%
14 SFLA 0.05%
15 BWV_old 0.05%
16 ONEK 0.05%
17 HSPX 0.04%
18 THRK 0.04%
19 DMRL 0.03%
20 DFEV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 50.54M (12.90%) 4.87M
Increased by +9.63%
Sep 30, 21
2 Capital World Investors 48.57M (12.40%) 2.02M
Increased by +4.15%
Sep 30, 21
3 Aristotle Capital Management LLC 44.62M (11.39%) 656.89K
Increased by +1.47%
Sep 30, 21
4 State Street Corporation 31.20M (7.96%) 518.94K
Increased by +1.66%
Sep 30, 21
5 JPMorgan Chase & Co 26.79M (6.84%) 5.10M
Increased by +19.05%
Sep 30, 21
6 BlackRock Inc 26.35M (6.73%) -3.53M
Decreased by -13.40%
Jun 30, 21
7 Geode Capital Management, LLC 12.66M (3.23%) 5.23M
Increased by +41.34%
Sep 30, 21
8 Antipodes Partners Limited 8.31M (2.12%) 8.31M
Increased by +100.00%
Sep 30, 21
9 King Luther Capital Management Corp 6.60M (1.69%) 436.74K
Increased by +6.61%
Sep 30, 21
10 Bank of New York Mellon Corp 6.33M (1.62%) 904.10K
Increased by +14.28%
Jun 30, 21
11 Amvescap Plc. 6.32M (1.61%) -7.08M
Decreased by -112.02%
Sep 30, 21
12 Dimensional Fund Advisors, Inc. 5.99M (1.53%) 1.83M
Increased by +30.51%
Sep 30, 21
13 Disciplined Growth Investors Inc 5.64M (1.44%) 9.63K
Increased by +0.17%
Sep 30, 21
14 Northern Trust Corp 5.34M (1.36%) 915.46K
Increased by +17.13%
Sep 30, 21
15 BB&T Corp. 5.04M (1.29%) 1.95M
Increased by +38.63%
Sep 30, 21
16 Bank of America Corp 4.90M (1.25%) 438.77K
Increased by +8.95%
Sep 30, 21
17 Mellon Investments Corporation 4.82M (1.23%) 1.57M
Increased by +32.48%
Jun 30, 21
18 PRIMECAP Management Company 4.53M (1.16%) -75.80K
Decreased by -1.67%
Sep 30, 21
19 D. E. Shaw & Co LP 4.14M (1.06%) -2.10M
Decreased by -50.67%
Sep 30, 21
20 Sound Shore Management Inc 4.13M (1.05%) 98.62K
Increased by +2.39%
Sep 30, 21

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.55M (5.76%) 29.79K
Increased by +0.13%
May 31, 24
2 Vanguard Institutional 500 Index Trust 19.30M (4.93%) 168.60K
Increased by +0.87%
May 31, 24
3 The Energy Select Sector SPDR® ETF 17.89M (4.57%) -49.86K
Decreased by -0.28%
May 31, 24
4 Schwab US Dividend Equity ETF™ 17.35M (4.43%) 0.00
Increased by 0.00%
May 31, 24
5 Vanguard Equity-Income Inv 16.40M (4.19%) -455.85K
Decreased by -2.78%
Mar 31, 24
6 Vanguard Mid Cap Index Institutional 15.52M (3.96%) -29.34K
Decreased by -0.19%
May 31, 24
7 Victory Sycamore Established Value R 12.08M (3.08%) 1.29M
Increased by +10.72%
Mar 31, 24
8 Pacer US Cash Cows 100 ETF 9.23M (2.36%) 46.33K
Increased by +0.50%
May 31, 24
9 Fidelity 500 Index 9.11M (2.33%) 19.54K
Increased by +0.21%
Apr 30, 24
10 Vanguard Windsor™ II Inv 9.10M (2.32%) 0.00
Increased by 0.00%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 9.05M (2.31%) 57.98K
Increased by +0.64%
May 31, 24
12 Vanguard Wellesley® Income Inv 8.84M (2.26%) -595.36K
Decreased by -6.73%
Mar 31, 24
13 Hartford Dividend and Growth Y 8.04M (2.05%) 0.00
Increased by 0.00%
May 31, 24
14 iShares Core S&P 500 ETF 7.82M (2.00%) -2.24K
Decreased by -0.03%
May 31, 24
15 T. Rowe Price Mid-Cap Growth 5.70M (1.45%) -10.30K
Decreased by -0.18%
Mar 31, 24
16 T. Rowe Price US Mid-Cap Growth Equity 5.70M (1.45%) -10.30K
Decreased by -0.18%
Mar 31, 24
17 Vanguard Mid-Cap Growth ETF 5.14M (1.31%) 31.42K
Increased by +0.61%
May 31, 24
18 Vanguard Institutional Index I 4.91M (1.25%) -9.14K
Decreased by -0.19%
May 31, 24
19 JPM US Mid Cap Value-Composite 4.54M (1.16%) -87.35K
Decreased by -1.92%
Dec 31, 23
20 JPMorgan Mid Cap Value L 4.50M (1.15%) 0.00
Increased by 0.00%
Apr 30, 24