Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KROP 13.46%
2 VEGI 9.03%
3 FTAG 8.54%
4 MOO 7.36%
5 DIET 5.78%
6 YUMY 5.71%
7 PBJ 5.14%
8 SYNB 4.79%
9 IVEG 4.67%
10 XLB 4.53%
11 FTXG 4.38%
12 GUNR 4.28%
13 UTRN 4.02%
14 NRES 3.85%
15 RSPM 3.58%
16 RTM 3.58%
17 SMN 3.36%
18 SBM 3.36%
19 FTWO 3.31%
20 UYM 3.15%

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 53.66M (7.82%) 72.98K
Increased by +0.14%
Jun 30, 24
3 State Street Corp 33.52M (4.89%) 1.07M
Increased by +3.21%
Jun 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 24.10M (3.51%) -647.84K
Decreased by -2.69%
Jun 30, 24
7 Geode Capital Management, LLC 17.35M (2.53%) 1.45M
Increased by +8.34%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 16.43M (2.39%) -9.23M
Decreased by -56.17%
Jun 30, 24
9 Nuveen Asset Management, LLC 14.40M (2.10%) 940.52K
Increased by +6.53%
Jun 30, 24
10 Harris Associates L.P. 14.16M (2.06%) 1.44M
Increased by +10.14%
Jun 30, 24
11 Franklin Resources Inc 13.93M (2.03%) 2.59M
Increased by +18.61%
Jun 30, 24
12 Massachusetts Financial Services Company 13.02M (1.90%) -3.95K
Decreased by -0.03%
Sep 30, 24
13 HHG PLC 11.48M (1.67%) 868.91K
Increased by +7.57%
Jun 30, 24
14 Northern Trust Corp 11.04M (1.61%) -721.22K
Decreased by -6.53%
Sep 30, 24
15 Independent Franchise Partners LLP 10.89M (1.59%) -226.45K
Decreased by -2.08%
Sep 30, 24
16 FMR Inc 10.75M (1.57%) 203.13K
Increased by +1.89%
Sep 30, 24
17 Amvescap Plc. 9.98M (1.46%) 1.78M
Increased by +17.86%
Jun 30, 24
18 Putnam Investments, LLC., a Franklin Templeton company 8.95M (1.30%) 1.02M
Increased by +11.42%
Dec 31, 23
19 Van Eck Associates Corporation 8.69M (1.27%) -456.48K
Decreased by -5.25%
Jun 30, 24
20 Boston Partners Global Investors, Inc 8.61M (1.26%) -1.19M
Decreased by -13.85%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 21.70M (3.16%) -77.99K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 18.35M (2.67%) 212.21K
Increased by +1.16%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 14.59M (2.13%) 26.32K
Increased by +0.18%
Oct 31, 24
4 American Funds Washington Mutual A 13.83M (2.02%) 1.93M
Increased by +13.95%
Sep 30, 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 American Funds Fundamental Invs A 8.60M (1.25%) 297.97K
Increased by +3.46%
Sep 30, 23
8 Capital Group Fundamental Invtrs Comp 8.60M (1.25%) 297.97K
Increased by +3.46%
Sep 30, 23
9 Fidelity 500 Index 8.51M (1.24%) -76.78K
Decreased by -0.90%
Sep 30, 24
10 SPDR® S&P 500 ETF Trust 8.50M (1.24%) -65.89K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 8.44M (1.23%) 44.06K
Increased by +0.52%
Oct 31, 24
12 Putnam Large Cap Value A 8.29M (1.21%) 180.66K
Increased by +2.18%
Sep 30, 24
13 Putnam US Large Cap Value Equity 8.29M (1.21%) 787.56K
Increased by +9.50%
Sep 30, 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 7.71M (1.12%) 11.86K
Increased by +0.15%
Oct 31, 24
16 VanEck Morningstar Wide Moat 6.95M (1.01%) 217.37K
Increased by +3.13%
Sep 30, 24
17 VanEck Morningstar Wide Moat ETF 6.89M (1.00%) -22.97K
Decreased by -0.33%
Oct 31, 24
18 Vanguard Windsor™ II Inv 6.32M (0.92%) 0.00
Increased by 0.00%
Sep 30, 24
19 American Funds American Balanced A 6.00M (0.87%) -1.44M
Decreased by -24.02%
Mar 31, 24
20 Vanguard Value Index Inv 5.83M (0.85%) 22.89K
Increased by +0.39%
Oct 31, 24