Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 STNC 3.29%
3 KONG 3.06%
4 MTK 2.85%
5 ARTY 2.73%
6 NVQ_old 2.52%
7 NVQ 2.52%
8 VSMV 2.45%
9 VLLU 2.37%
10 QTEC 2.37%
11 BVNSC 2.30%
12 BLCV 2.27%
13 FCFY 2.17%
14 FTCS 2.00%
15 HUSV 1.97%
16 FTDS 1.95%
17 RDVY 1.92%
18 UPGD 1.91%
19 RYJ 1.91%
20 PWC 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.51M (11.83%) 342.32K
Increased by +0.59%
Sep 30, 24
2 BlackRock Inc 53.01M (10.72%) -1.15M
Decreased by -2.17%
Jun 30, 24
3 State Street Corp 24.12M (4.88%) 277.16K
Increased by +1.15%
Jun 30, 24
4 State Street Corporation 23.84M (4.82%) 204.68K
Increased by +0.86%
Mar 31, 24
5 Pzena Investment Management, LLC 18.61M (3.76%) -310.00
Decreased by -0.00%
Sep 30, 24
6 Dodge & Cox 18.35M (3.71%) -109.15K
Decreased by -0.59%
Sep 30, 24
7 Nomura Holdings Inc 13.72M (2.77%) 464.58K
Increased by +3.39%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 13.29M (2.69%) 1.23M
Increased by +9.24%
Jun 30, 24
9 Geode Capital Management, LLC 13.11M (2.65%) 314.03K
Increased by +2.40%
Jun 30, 24
10 JPMorgan Chase & Co 12.91M (2.61%) -4.58M
Decreased by -35.45%
Jun 30, 24
11 Bank of New York Mellon Corp 11.46M (2.32%) -253.40K
Decreased by -2.21%
Jun 30, 24
12 FMR Inc 11.02M (2.23%) -1.18M
Decreased by -10.67%
Sep 30, 24
13 Amvescap Plc. 10.84M (2.19%) 1.03M
Increased by +9.46%
Jun 30, 24
14 First Trust Advisors L.P. 9.03M (1.83%) 967.85K
Increased by +10.72%
Jun 30, 24
15 HSBC Holdings PLC 8.02M (1.62%) -277.03K
Decreased by -3.45%
Dec 31, 23
16 Macquarie Group Ltd 7.57M (1.53%) 2.32M
Increased by +30.60%
Jun 30, 24
17 Amundi 6.78M (1.37%) -78.31K
Decreased by -1.16%
Mar 31, 24
18 NORGES BANK 6.54M (1.32%) 1.16M
Increased by +17.69%
Jun 30, 24
19 Wellington Management Company LLP 6.13M (1.24%) -32.44K
Decreased by -0.53%
Jun 30, 24
20 Boston Partners Global Investors, Inc 6.05M (1.22%) -1.73M
Decreased by -28.55%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.63M (3.16%) -55.67K
Decreased by -0.36%
Oct 31, 24
2 Dodge & Cox Stock I 14.44M (2.92%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 13.14M (2.66%) 157.87K
Increased by +1.20%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 10.52M (2.13%) 19.07K
Increased by +0.18%
Oct 31, 24
5 Invesco QQQ Trust 9.60M (1.94%) -44.58K
Decreased by -0.46%
Oct 31, 24
6 Performer (AFRIS) 8.70M (1.76%) 8.70M
Increased by +100.00%
Feb 29, 24
7 Fidelity 500 Index 6.09M (1.23%) -32.24K
Decreased by -0.53%
Sep 30, 24
8 SPDR® S&P 500 ETF Trust 6.05M (1.22%) -46.77K
Decreased by -0.77%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 6.04M (1.22%) 31.54K
Increased by +0.52%
Oct 31, 24
10 Fidelity® 500 Index 5.89M (1.19%) 37.45K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 5.52M (1.12%) 8.50K
Increased by +0.15%
Oct 31, 24
12 JPM US Large Cap Growth-MA 4.57M (0.92%) 4.19M
Increased by +91.75%
Sep 30, 23
13 Vanguard Value Index Inv 4.20M (0.85%) 15.58K
Increased by +0.37%
Oct 31, 24
14 Hartford Dividend and Growth Y 3.98M (0.80%) 0.00
Increased by 0.00%
Sep 30, 24
15 JPMorgan Equity Premium Income ETF 3.96M (0.80%) 1.44K
Increased by +0.04%
Oct 31, 24
16 BlackRock Equity Dividend Instl 3.93M (0.80%) 611.00K
Increased by +15.53%
Sep 30, 24
17 The Technology Select Sector SPDR® ETF 3.85M (0.78%) -14.86K
Decreased by -0.39%
Oct 31, 24
18 Vanguard Information Technology ETF 3.57M (0.72%) 16.38K
Increased by +0.46%
Oct 31, 24
19 Technology Select Sector SPDR® ETF 3.43M (0.69%) 71.55K
Increased by +2.08%
Mar 31, 24
20 Vanguard Mid-Cap Value ETF 3.41M (0.69%) 12.96K
Increased by +0.38%
Oct 31, 24