Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTF 4.38%
2 SRHQ 3.88%
3 SHRY 3.62%
4 XTH 3.60%
5 CHAT 3.50%
6 COWS 3.15%
7 RUFF 3.07%
8 LOUP 2.99%
9 TIME 2.97%
10 CBLS 2.78%
11 DVLU 2.70%
12 FLOW 2.61%
13 CBSE 2.59%
14 ULTY 2.54%
15 AIEQ 2.24%
16 PJFV 2.13%
17 IVES 2.04%
18 AIVC 2.04%
19 MBOX 2.00%
20 GK 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.30M (8.14%) 7.72M
Increased by +30.52%
Sep 30, 24
2 BlackRock Inc 15.48M (4.98%) 2.75M
Increased by +17.76%
Jun 30, 24
3 State Street Corp 12.77M (4.11%) 6.13M
Increased by +48.03%
Sep 30, 24
4 Capital World Investors 12.39M (3.98%) -1.07M
Decreased by -8.61%
Sep 30, 24
5 FMR Inc 11.90M (3.83%) -2.53M
Decreased by -21.26%
Sep 30, 24
6 Dodge & Cox 10.97M (3.53%) -5.59M
Decreased by -50.94%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 10.40M (3.35%) -10.54M
Decreased by -101.35%
Sep 30, 24
8 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 7.42M (2.38%) 3.70M
Increased by +49.91%
Mar 31, 24
9 Coatue Management LLC 7.31M (2.35%) 3.09M
Increased by +42.27%
Jun 30, 24
10 Michael & Susan Dell Foundation 6.33M (2.04%) 6.33M
Increased by +100.00%
Dec 31, 23
11 Geode Capital Management, LLC 6.32M (2.03%) 2.64M
Increased by +41.81%
Sep 30, 24
12 Arrowstreet Capital Limited Partnership 5.34M (1.72%) -2.48M
Decreased by -46.40%
Jun 30, 24
13 Citadel Advisors Llc 5.15M (1.66%) -818.06K
Decreased by -15.90%
Sep 30, 23
14 Boston Partners Global Investors, Inc 5.12M (1.65%) 331.53K
Increased by +6.47%
Sep 30, 24
15 Bank of America Corp 4.99M (1.61%) 1.13M
Increased by +22.68%
Jun 30, 24
16 ING Investment Management LLC 4.46M (1.43%) 3.67M
Increased by +82.25%
Jun 30, 24
17 JPMorgan Chase & Co 4.44M (1.43%) 1.34M
Increased by +30.21%
Sep 30, 24
18 State Street Corporation 4.30M (1.38%) 55.45K
Increased by +1.29%
Mar 31, 24
19 LSV Asset Management 3.40M (1.09%) -108.62K
Decreased by -3.20%
Sep 30, 24
20 AQR Capital Management LLC 3.22M (1.04%) 1.29M
Increased by +40.11%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 66.25M (21.31%) 66.25M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 8.79M (2.83%) -31.97K
Decreased by -0.36%
Oct 31, 24
3 Dodge & Cox Stock I 7.69M (2.47%) 7.64M
Increased by +99.35%
Sep 30, 23
4 Vanguard Institutional 500 Index Trust 7.62M (2.45%) 130.95K
Increased by +1.72%
Oct 31, 24
5 AF High Growth (AFRIS) 5.03M (1.62%) 5.03M
Increased by +100.00%
Feb 29, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 4.07M (1.31%) 5.14K
Increased by +0.13%
Aug 31, 24
7 American Funds Growth Fund of Amer A 4.06M (1.31%) -197.52K
Decreased by -4.86%
Sep 30, 24
8 Capital Group Growth Fnd of Amer Comp 4.06M (1.31%) -197.52K
Decreased by -4.86%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 3.54M (1.14%) -19.60K
Decreased by -0.55%
Nov 27, 24
10 Fidelity 500 Index 3.54M (1.14%) 3.54M
Increased by +100.00%
Sep 30, 24
11 iShares Core S&P 500 ETF 3.25M (1.04%) 10.03K
Increased by +0.31%
Nov 27, 24
12 American Funds Fundamental Invs A 2.96M (0.95%) -451.24K
Decreased by -15.27%
Sep 30, 24
13 Capital Group Fundamental Invtrs Comp 2.96M (0.95%) -451.24K
Decreased by -15.27%
Sep 30, 24
14 Fidelity Global Innovators Cl F 2.92M (0.94%) 445.00K
Increased by +15.22%
Jun 30, 24
15 UniGlobal Vorsorge 2.50M (0.81%) 638.13K
Increased by +25.48%
Mar 31, 24
16 Vanguard Value Index Inv 2.36M (0.76%) 5.94K
Increased by +0.25%
Oct 31, 24
17 Global Balanced (AFRIS) 2.31M (0.74%) 2.31M
Increased by +100.00%
Feb 29, 24
18 The Technology Select Sector SPDR® ETF 2.23M (0.72%) -5.04K
Decreased by -0.23%
Nov 27, 24
19 American Funds Capital World Gr&Inc A 2.17M (0.70%) -1.04K
Decreased by -0.05%
Sep 30, 24
20 Capital Group World Growth & Inc Cmp 2.17M (0.70%) -1.04K
Decreased by -0.05%
Sep 30, 24