Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNA 8.65%
2 BPAY 6.11%
3 SHRY 5.42%
4 RNLC 5.23%
5 IPAY 4.86%
6 FTXO 4.63%
7 MARB 4.56%
8 UTRN 3.93%
9 BUZ 3.18%
10 FOVL 2.92%
11 VLLU 2.83%
12 RDVY 2.30%
13 TTFS 2.14%
14 BLCR 2.11%
15 DDIV 2.04%
16 GVIP 2.02%
17 SWIN_old 1.91%
18 ARB 1.90%
19 SPGP 1.83%
20 DVLU 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.75M (12.34%) 253.99K
Increased by +0.83%
Sep 30, 24
2 Capital World Investors 20.89M (8.38%) 637.57K
Increased by +3.05%
Sep 30, 24
3 BlackRock Inc 19.37M (7.77%) 761.13K
Increased by +3.93%
Jun 30, 24
4 State Street Corp 10.42M (4.18%) 73.56K
Increased by +0.71%
Jun 30, 24
5 State Street Corporation 10.34M (4.15%) -241.97K
Decreased by -2.34%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 9.38M (3.76%) 194.07K
Increased by +2.07%
Jun 30, 24
7 FMR Inc 7.49M (3.01%) 558.23K
Increased by +7.45%
Sep 30, 24
8 Geode Capital Management, LLC 6.09M (2.44%) 70.04K
Increased by +1.15%
Jun 30, 24
9 NORGES BANK 4.34M (1.74%) 1.47M
Increased by +33.94%
Jun 30, 24
10 Boston Partners Global Investors, Inc 4.05M (1.63%) -5.02M
Decreased by -123.88%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 3.57M (1.43%) -119.85K
Decreased by -3.36%
Sep 30, 24
12 Brave Warrior Advisors LLC 3.45M (1.39%) -6.27K
Decreased by -0.18%
Sep 30, 24
13 Sessa Capital IM LP 2.46M (0.99%) -71.00K
Decreased by -2.89%
Sep 30, 24
14 Balyasny Asset Management LLC 2.44M (0.98%) -272.53K
Decreased by -11.15%
Jun 30, 24
15 Amvescap Plc. 2.40M (0.96%) 135.99K
Increased by +5.67%
Jun 30, 24
16 Barclays PLC 2.28M (0.92%) -256.35K
Decreased by -11.22%
Mar 31, 24
17 Northern Trust Corp 2.24M (0.90%) -114.94K
Decreased by -5.13%
Sep 30, 24
18 Envestnet Asset Management Inc 2.12M (0.85%) 2.11M
Increased by +99.19%
Dec 31, 23
19 Legal & General Group PLC 2.05M (0.82%) -37.85K
Decreased by -1.85%
Jun 30, 24
20 Bank of New York Mellon Corp 2.03M (0.81%) 5.00K
Increased by +0.25%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.94M (3.18%) -29.79K
Decreased by -0.38%
Oct 31, 24
2 American Funds Washington Mutual A 7.56M (3.03%) 340.42K
Increased by +4.50%
Sep 30, 24
3 Capital Group Wash Mutual Invtrs Comp 7.56M (3.03%) 340.42K
Increased by +4.50%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 6.65M (2.67%) 76.76K
Increased by +1.15%
Oct 31, 24
5 Vanguard Mid Cap Index Institutional 5.33M (2.14%) 9.61K
Increased by +0.18%
Oct 31, 24
6 American Funds Growth Fund of Amer A 4.62M (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
7 Capital Group Growth Fnd of Amer Comp 4.62M (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
8 American Funds American Balanced A 4.02M (1.61%) 192.32K
Increased by +4.78%
Sep 30, 24
9 Fidelity 500 Index 3.09M (1.24%) -893.00
Decreased by -0.03%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 3.06M (1.23%) 15.98K
Increased by +0.52%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 2.95M (1.18%) -6.36K
Decreased by -0.22%
Apr 30, 24
12 Fidelity® 500 Index 2.91M (1.17%) 18.54K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 2.79M (1.12%) 4.29K
Increased by +0.15%
Oct 31, 24
14 American Funds Fundamental Invs A 2.70M (1.09%) 29.77K
Increased by +1.10%
Sep 30, 24
15 Capital Group Fundamental Invtrs Comp 2.70M (1.09%) 29.77K
Increased by +1.10%
Sep 30, 24
16 Fidelity® Low-Priced Stock 2.49M (1.00%) 297.42K
Increased by +11.92%
Oct 31, 23
17 Fidelity Low-Priced Stock 2.49M (1.00%) 0.00
Increased by 0.00%
Dec 31, 23
18 JHancock Disciplined Value Mid Cap I 2.29M (0.92%) -157.66K
Decreased by -6.88%
Dec 31, 23
19 Vanguard Value Index Inv 2.13M (0.86%) 5.40K
Increased by +0.25%
Oct 31, 24
20 JHancock Disciplined Value I 2.04M (0.82%) -45.08K
Decreased by -2.21%
Dec 31, 23