Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 KONG 3.35%
3 STNC 3.29%
4 MTK 2.85%
5 ARTY 2.62%
6 VSMV 2.56%
7 NVQ_old 2.52%
8 NVQ 2.52%
9 BLCV 2.41%
10 QTEC 2.36%
11 BVNSC 2.30%
12 FCFY 2.17%
13 UPGD 2.14%
14 FTCS 2.12%
15 RYJ 2.11%
16 HUSV 2.10%
17 RDVY 2.03%
18 FTDS 1.95%
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 53.01M (10.72%) -1.15M
Decreased by -2.17%
Jun 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 15.63M (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 9.84M (1.99%) 8.71K
Increased by +0.09%
Nov 29, 24
6 Performer (AFRIS) 8.70M (1.76%) 8.70M
Increased by +100.00%
Feb 29, 24
7 SPDR® S&P 500® ETF Trust 6.13M (1.24%) 36.21K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 6.08M (1.23%) -10.00K
Decreased by -0.16%
Oct 31, 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 5.60M (1.13%) 0.00
Increased by 0.00%
Nov 30, 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 JPMorgan Equity Premium Income ETF 4.00M (0.81%) 4.64K
Increased by +0.12%
Nov 29, 24
15 Hartford Dividend and Growth Y 3.98M (0.80%) 0.00
Increased by 0.00%
Oct 31, 24
16 BlackRock Equity Dividend Instl 3.91M (0.79%) -22.55K
Decreased by -0.58%
Oct 31, 24
17 The Technology Select Sector SPDR® ETF 3.85M (0.78%) 0.00
Increased by 0.00%
Nov 30, 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