Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VEGI 22.75%
2 KROP 11.83%
3 FTAG 10.67%
4 MOO 8.69%
5 FTWO 8.14%
6 YUMY 6.17%
7 HAP 5.09%
8 IVEG 4.21%
9 PKW 4.12%
10 UTRN 3.99%
11 LSAT 3.34%
12 XLI 2.80%
13 DVAL 2.53%
14 LOPP 2.49%
15 FIDU 2.16%
16 DIVO 2.16%
17 VIS 2.11%
18 HKND 2.03%
19 TEMP 2.00%
20 JGLO 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.72M (8.47%) -281.25K
Decreased by -1.29%
Dec 31, 23
2 BlackRock Inc 17.24M (6.72%) -468.48K
Decreased by -2.72%
Dec 31, 23
3 JPMorgan Chase & Co 13.69M (5.34%) 1.61M
Increased by +11.76%
Dec 31, 23
4 State Street Corporation 10.38M (4.05%) 69.82K
Increased by +0.67%
Dec 31, 23
5 Morgan Stanley - Brokerage Accounts 5.15M (2.01%) 60.20K
Increased by +1.17%
Dec 31, 23
6 Geode Capital Management, LLC 5.07M (1.98%) 33.97K
Increased by +0.67%
Dec 31, 23
7 Wellington Management Company LLP 4.46M (1.74%) -874.30K
Decreased by -19.58%
Dec 31, 23
8 Gates Bill & Melinda Foundation 3.92M (1.53%) 0.00
Increased by 0.00%
Sep 30, 23
9 Bank of America Corp 3.87M (1.51%) -972.65K
Decreased by -25.15%
Dec 31, 23
10 Parnassus Investments LLC 3.86M (1.50%) 705.77K
Increased by +18.30%
Dec 31, 23
11 HHG PLC 3.84M (1.50%) -329.08K
Decreased by -8.57%
Dec 31, 23
12 FMR Inc 3.58M (1.40%) -789.86K
Decreased by -22.04%
Dec 31, 23
13 Parnassus Investments, LLC 3.15M (1.23%) -51.02K
Decreased by -1.62%
Sep 30, 23
14 NORGES BANK 3.12M (1.22%) 28.05K
Increased by +0.90%
Dec 31, 23
15 Capital World Investors 3.04M (1.18%) -101.86K
Decreased by -3.36%
Dec 31, 23
16 State Farm Mutual Automobile Ins Co 2.95M (1.15%) -145.40K
Decreased by -4.93%
Dec 31, 23
17 Northern Trust Corp 2.92M (1.14%) -138.60K
Decreased by -4.74%
Dec 31, 23
18 Goldman Sachs Group Inc 2.38M (0.93%) 807.86K
Increased by +33.93%
Dec 31, 23
19 Legal & General Group PLC 2.21M (0.86%) 496.23K
Increased by +22.43%
Dec 31, 23
20 Bank of New York Mellon Corp 2.17M (0.85%) -228.44K
Decreased by -10.52%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.36M (3.26%) 230.70K
Increased by +2.76%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 6.56M (2.56%) -126.11K
Decreased by -1.92%
Mar 31, 24
3 Fidelity® 500 Index 3.18M (1.24%) 20.22K
Increased by +0.64%
Nov 30, 23
4 Fidelity 500 Index 3.15M (1.23%) -65.34K
Decreased by -2.08%
Mar 31, 24
5 SPDR® S&P 500 ETF Trust 3.08M (1.20%) 6.97K
Increased by +0.23%
Apr 30, 24
6 Parnassus Core Equity Investor 2.78M (1.08%) 0.00
Increased by 0.00%
Mar 31, 24
7 iShares Core S&P 500 ETF 2.68M (1.05%) 2.33K
Increased by +0.09%
Apr 30, 24
8 Vanguard Value Index Inv 2.21M (0.86%) 44.87K
Increased by +2.03%
Mar 31, 24
9 Vanguard Institutional Index I 1.71M (0.67%) -51.73K
Decreased by -3.02%
Mar 31, 24
10 JPM US Equity Income-Composite 1.62M (0.63%) 326.96K
Increased by +20.24%
Mar 31, 24
11 JPMorgan Equity Income I 1.62M (0.63%) 347.52K
Increased by +21.52%
Mar 31, 24
12 JPMorgan US Equity L 1.60M (0.62%) 40.33K
Increased by +2.52%
Mar 31, 24
13 JPM US Equity-MA 1.56M (0.61%) 1.56M
Increased by +99.89%
Dec 31, 23
14 Oakmark Investor 1.36M (0.53%) 1.36M
Increased by +100.00%
Mar 31, 24
15 American Funds Capital World Gr&Inc A 1.29M (0.50%) -1.53K
Decreased by -0.12%
Mar 31, 24
16 Capital Group World Growth & Inc Cmp 1.29M (0.50%) -1.53K
Decreased by -0.12%
Mar 31, 24
17 State St S&P 500® Indx SL Cl III 1.26M (0.49%) -9.70K
Decreased by -0.77%
Apr 30, 24
18 Industrial Select Sector SPDR® ETF 1.25M (0.49%) 7.63K
Increased by +0.61%
Apr 30, 24
19 Vanguard Dividend Growth Inv 1.24M (0.48%) -52.29K
Decreased by -4.20%
Mar 31, 24
20 JPM US Large Cap Growth-MA 1.21M (0.47%) 1.08M
Increased by +88.83%
Sep 30, 23