Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 KONG 3.22%
3 STNC 2.97%
4 MTK 2.85%
5 ARTY 2.74%
6 NVQ_old 2.52%
7 NVQ 2.52%
8 VSMV 2.49%
9 BVNSC 2.30%
10 QTEC 2.21%
11 FCFY 2.17%
12 FTCS 2.06%
13 RYJ 2.06%
14 UPGD 2.05%
15 HUSV 2.02%
16 FTDS 1.95%
17 BLCV 1.90%
18 RDVY 1.86%
19 PWC 1.86%
20 BLCR 1.67%

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 55.46M (11.22%) 2.45M
Increased by +4.42%
Sep 30, 24
3 State Street Corp 24.99M (5.05%) 867.18K
Increased by +3.47%
Sep 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 JPMorgan Chase & Co 13.43M (2.72%) 515.34K
Increased by +3.84%
Sep 30, 24
9 Geode Capital Management, LLC 13.28M (2.69%) 173.67K
Increased by +1.31%
Sep 30, 24
10 FMR Inc 11.02M (2.23%) -1.18M
Decreased by -10.67%
Sep 30, 24
11 Bank of New York Mellon Corp 10.96M (2.22%) -497.61K
Decreased by -4.54%
Sep 30, 24
12 Amvescap Plc. 10.37M (2.10%) -474.59K
Decreased by -4.58%
Sep 30, 24
13 First Trust Advisors L.P. 8.59M (1.74%) -445.00K
Decreased by -5.18%
Sep 30, 24
14 HSBC Holdings PLC 8.02M (1.62%) -277.03K
Decreased by -3.45%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 6.94M (1.40%) -6.36M
Decreased by -91.64%
Sep 30, 24
16 Amundi 6.78M (1.37%) -78.31K
Decreased by -1.16%
Mar 31, 24
17 NORGES BANK 6.54M (1.32%) 1.16M
Increased by +17.69%
Jun 30, 24
18 Fidelity International Ltd 6.28M (1.27%) 1.35M
Increased by +21.46%
Sep 30, 24
19 Wellington Management Company LLP 6.06M (1.23%) -65.66K
Decreased by -1.08%
Sep 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 15.53M (3.14%) -48.88K
Decreased by -0.31%
Dec 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 13.43M (2.72%) 98.50K
Increased by +0.73%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 10.66M (2.16%) 90.78K
Increased by +0.85%
Dec 31, 24
5 Invesco QQQ Trust 10.05M (2.03%) 106.39K
Increased by +1.06%
Dec 31, 24
6 Performer (AFRIS) 8.70M (1.76%) 8.70M
Increased by +100.00%
Feb 29, 24
7 SPDR® S&P 500® ETF Trust 6.23M (1.26%) 72.12K
Increased by +1.16%
Dec 31, 24
8 Fidelity 500 Index 6.12M (1.24%) 41.61K
Increased by +0.68%
Nov 30, 24
9 SPDR® S&P 500 ETF Trust 6.05M (1.22%) -46.77K
Decreased by -0.77%
Mar 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 5.82M (1.18%) 4.09K
Increased by +0.07%
Dec 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 4.22M (0.85%) -24.56K
Decreased by -0.58%
Dec 31, 24
14 JPMorgan Equity Premium Income ETF 4.07M (0.82%) 4.45K
Increased by +0.11%
Dec 31, 24
15 Hartford Dividend and Growth Y 4.03M (0.81%) 50.19K
Increased by +1.25%
Nov 30, 24
16 BlackRock Equity Dividend Instl 3.89M (0.79%) -21.92K
Decreased by -0.56%
Nov 30, 24
17 The Technology Select Sector SPDR® ETF 3.86M (0.78%) -6.19K
Decreased by -0.16%
Dec 31, 24
18 Vanguard Information Technology ETF 3.68M (0.74%) 54.75K
Increased by +1.49%
Dec 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 3.33M (0.67%) -94.39K
Decreased by -2.84%
Dec 31, 24