Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KROP 12.83%
2 FTAG 9.27%
3 VEGI 9.24%
4 MOO 7.39%
5 DIET 5.78%
6 YUMY 5.71%
7 PBJ 5.08%
8 FTXG 5.05%
9 SYNB 4.76%
10 GUNR 4.44%
11 NRES 4.38%
12 XLB 4.28%
13 UTRN 4.02%
14 IVEG 3.95%
15 RTM 3.78%
16 RSPM 3.78%
17 FTWO 3.60%
18 SBM 3.36%
19 SMN 3.36%
20 CAMX 3.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 78.53M (11.45%) 134.24K
Increased by +0.17%
Sep 30, 24
2 BlackRock Inc 53.10M (7.74%) -560.88K
Decreased by -1.06%
Sep 30, 24
3 State Street Corp 34.29M (5.00%) 768.52K
Increased by +2.24%
Sep 30, 24
4 State Street Corporation 32.45M (4.73%) -109.54K
Decreased by -0.34%
Mar 31, 24
5 Capital Research & Mgmt Co - Division 3 24.81M (3.62%) 4.75M
Increased by +19.14%
Sep 30, 24
6 Aristotle Capital Management LLC 23.73M (3.46%) -365.65K
Decreased by -1.54%
Sep 30, 24
7 Geode Capital Management, LLC 17.70M (2.58%) 355.21K
Increased by +2.01%
Sep 30, 24
8 Franklin Resources Inc 14.79M (2.16%) 856.01K
Increased by +5.79%
Sep 30, 24
9 Harris Associates L.P. 14.36M (2.09%) 200.92K
Increased by +1.40%
Sep 30, 24
10 Nuveen Asset Management, LLC 14.10M (2.06%) -299.30K
Decreased by -2.12%
Sep 30, 24
11 Massachusetts Financial Services Company 13.02M (1.90%) -3.95K
Decreased by -0.03%
Sep 30, 24
12 HHG PLC 11.20M (1.63%) -288.33K
Decreased by -2.58%
Sep 30, 24
13 Northern Trust Corp 11.04M (1.61%) -721.22K
Decreased by -6.53%
Sep 30, 24
14 Independent Franchise Partners LLP 10.89M (1.59%) -226.45K
Decreased by -2.08%
Sep 30, 24
15 Amvescap Plc. 10.81M (1.58%) 825.22K
Increased by +7.63%
Sep 30, 24
16 FMR Inc 10.75M (1.57%) 203.13K
Increased by +1.89%
Sep 30, 24
17 Putnam Investments, LLC., a Franklin Templeton company 8.95M (1.30%) 1.02M
Increased by +11.42%
Dec 31, 23
18 Van Eck Associates Corporation 8.90M (1.30%) 213.87K
Increased by +2.40%
Sep 30, 24
19 Boston Partners Global Investors, Inc 8.61M (1.26%) -1.19M
Decreased by -13.85%
Sep 30, 23
20 Putnam Investments LLC 7.93M (1.16%) -296.42K
Decreased by -3.74%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 21.68M (3.16%) 54.24K
Increased by +0.25%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 18.61M (2.71%) 4.19K
Increased by +0.02%
Dec 31, 24
3 American Funds Washington Mutual A 17.17M (2.50%) 3.34M
Increased by +19.45%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 14.88M (2.17%) 215.65K
Increased by +1.45%
Dec 31, 24
5 Capital Group Wash Mutual Invtrs Comp 13.83M (2.02%) 1.93M
Increased by +13.95%
Sep 30, 24
6 Oakmark Investor 9.00M (1.31%) 250.10K
Increased by +2.78%
Sep 30, 24
7 Putnam US Large Cap Value Equity 8.69M (1.27%) 392.52K
Increased by +4.52%
Dec 31, 24
8 SPDR® S&P 500® ETF Trust 8.64M (1.26%) 99.79K
Increased by +1.15%
Dec 31, 24
9 American Funds Fundamental Invs A 8.60M (1.25%) 297.97K
Increased by +3.46%
Sep 30, 23
10 Capital Group Fundamental Invtrs Comp 8.60M (1.25%) 297.97K
Increased by +3.46%
Sep 30, 23
11 Fidelity 500 Index 8.55M (1.25%) 58.13K
Increased by +0.68%
Nov 30, 24
12 Putnam Large Cap Value A 8.50M (1.24%) 21.62K
Increased by +0.25%
Nov 30, 24
13 SPDR® S&P 500 ETF Trust 8.50M (1.24%) -65.89K
Decreased by -0.78%
Mar 31, 24
14 Fidelity® 500 Index 8.27M (1.21%) 52.63K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 8.07M (1.18%) 5.67K
Increased by +0.07%
Dec 31, 24
16 VanEck Morningstar Wide Moat 6.74M (0.98%) -213.22K
Decreased by -3.16%
Dec 31, 24
17 VanEck Morningstar Wide Moat ETF 6.73M (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
18 Vanguard Windsor™ II Inv 6.32M (0.92%) 0.00
Increased by 0.00%
Sep 30, 24
19 American Funds New Perspective A 6.22M (0.91%) 4.45M
Increased by +71.57%
Dec 31, 24
20 American Funds American Balanced A 6.00M (0.87%) -1.44M
Decreased by -24.02%
Mar 31, 24