Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BRNY 5.15%
2 SAMT 4.09%
3 PGAL 3.67%
4 BMED 3.41%
5 COWS 2.53%
6 POWA 2.18%
7 SRHQ 2.17%
8 SMRI 2.10%
9 FTGS 2.07%
10 FLOW 2.05%
11 BMVP 2.02%
12 IYK 1.70%
13 IWP 1.14%
14 ROE 1.11%
15 IMCV 0.70%
16 JKI 0.70%
17 IXJ 0.49%
18 SIZE 0.38%
19 JKG 0.34%
20 IMCB 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.51M (12.10%) -169.29K
Decreased by -0.83%
Dec 31, 23
2 BlackRock Inc 19.68M (11.61%) 2.67M
Increased by +13.57%
Dec 31, 23
3 T. Rowe Price Associates, Inc. 10.71M (6.31%) 339.07K
Increased by +3.17%
Dec 31, 23
4 State Street Corporation 7.90M (4.66%) 222.85K
Increased by +2.82%
Dec 31, 23
5 JPMorgan Chase & Co 5.46M (3.22%) -1.16M
Decreased by -21.24%
Dec 31, 23
6 FMR Inc 4.62M (2.73%) 1.46M
Increased by +31.61%
Dec 31, 23
7 Boston Partners Global Investors, Inc 4.03M (2.38%) -886.51K
Decreased by -21.98%
Dec 31, 23
8 Wellington Management Company LLP 3.81M (2.25%) 820.80K
Increased by +21.55%
Dec 31, 23
9 Geode Capital Management, LLC 3.78M (2.23%) 141.18K
Increased by +3.73%
Dec 31, 23
10 Bessemer Group Inc 3.15M (1.86%) -15.60K
Decreased by -0.50%
Dec 31, 23
11 Bank of America Corp 2.92M (1.72%) 1.63M
Increased by +55.84%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 2.79M (1.65%) -36.78K
Decreased by -1.32%
Dec 31, 23
13 Amvescap Plc. 2.62M (1.55%) -129.16K
Decreased by -4.93%
Dec 31, 23
14 Northern Trust Corp 2.33M (1.37%) 12.99K
Increased by +0.56%
Dec 31, 23
15 Morningstar Investment Services LLC 2.19M (1.29%) 715.03K
Increased by +32.66%
Dec 31, 23
16 Goldman Sachs Group Inc 1.90M (1.12%) 1.10M
Increased by +57.84%
Dec 31, 23
17 NORGES BANK 1.85M (1.09%) 277.92K
Increased by +14.98%
Dec 31, 23
18 Legal & General Group PLC 1.81M (1.07%) 520.58K
Increased by +28.73%
Dec 31, 23
19 Amundi 1.77M (1.04%) 189.70K
Increased by +10.71%
Dec 31, 23
20 Millennium Management LLC 1.72M (1.01%) 1.14M
Increased by +66.58%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 10.60M (6.25%) 10.60M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 5.30M (3.13%) -10.96K
Decreased by -0.21%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 4.17M (2.46%) 10.97K
Increased by +0.26%
Mar 31, 24
4 Vanguard Mid Cap Index Institutional 3.68M (2.17%) -105.14K
Decreased by -2.85%
Mar 31, 24
5 JPM US Equity Income-MA 2.11M (1.24%) 2.11M
Increased by +99.90%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 2.01M (1.19%) -15.48K
Decreased by -0.77%
Mar 31, 24
7 Fidelity 500 Index 2.00M (1.18%) 20.12K
Increased by +1.01%
Feb 29, 24
8 T. Rowe Price U.S. Value Equity Tr-Z 1.98M (1.17%) -456.11K
Decreased by -23.06%
Mar 31, 24
9 T. Rowe Price US Value Equity Composite 1.97M (1.16%) -629.35K
Decreased by -31.88%
Mar 31, 24
10 T. Rowe Price Value 1.97M (1.16%) -629.35K
Decreased by -31.88%
Mar 31, 24
11 Fidelity® 500 Index 1.94M (1.15%) 12.36K
Increased by +0.64%
Nov 30, 23
12 Pacer US Cash Cows 100 ETF 1.77M (1.05%) 3.19K
Increased by +0.18%
Mar 28, 24
13 iShares Core S&P 500 ETF 1.72M (1.01%) 12.67K
Increased by +0.74%
Mar 28, 24
14 JPM US Equity Income-Composite 1.69M (1.00%) -121.48K
Decreased by -7.20%
Mar 31, 24
15 Fidelity Magellan 1.54M (0.91%) 0.00
Increased by 0.00%
Feb 29, 24
16 Fidelity® Magellan® 1.52M (0.90%) -1.00K
Decreased by -0.07%
Nov 30, 23
17 American Funds Invmt Co of Amer A 1.47M (0.86%) 567.66K
Increased by +38.73%
Mar 31, 24
18 Vanguard Value Index Inv 1.41M (0.83%) -9.33K
Decreased by -0.66%
Mar 31, 24
19 BGF World Healthscience A2 1.30M (0.77%) 0.00
Increased by 0.00%
Dec 31, 23
20 JHancock Disciplined Value Mid Cap I 1.28M (0.76%) 21.75K
Increased by +1.69%
Feb 29, 24