Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNA 7.54%
2 BPAY 6.38%
3 SHRY 5.42%
4 RNLC 5.23%
5 MARB 4.87%
6 IPAY 4.67%
7 FTXO 4.63%
8 UTRN 3.93%
9 BUZ 3.18%
10 FOVL 3.16%
11 TTFS 2.14%
12 GVIP 2.06%
13 RDVY 2.04%
14 DDIV 2.04%
15 ARB 2.01%
16 VLLU 2.01%
17 SWIN_old 1.91%
18 DVLU 1.70%
19 GDVD 1.57%
20 PKW 1.55%

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 20.64M (8.28%) 1.27M
Increased by +6.15%
Sep 30, 24
4 State Street Corp 10.50M (4.21%) 80.60K
Increased by +0.77%
Sep 30, 24
5 State Street Corporation 10.34M (4.15%) -241.97K
Decreased by -2.34%
Mar 31, 24
6 FMR Inc 7.49M (3.01%) 558.23K
Increased by +7.45%
Sep 30, 24
7 Fidelity Management and Research Company 7.49M (3.01%) 558.23K
Increased by +7.45%
Sep 30, 24
8 Geode Capital Management, LLC 6.07M (2.44%) -16.36K
Decreased by -0.27%
Sep 30, 24
9 Boston Partners Global Investors, Inc 4.95M (1.99%) 3.26M
Increased by +65.79%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 4.50M (1.81%) -4.87M
Decreased by -108.24%
Sep 30, 24
11 NORGES BANK 4.34M (1.74%) 1.47M
Increased by +33.94%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 3.57M (1.43%) -119.85K
Decreased by -3.36%
Sep 30, 24
13 Brave Warrior Advisors LLC 3.45M (1.39%) -6.27K
Decreased by -0.18%
Sep 30, 24
14 Balyasny Asset Management LLC 2.56M (1.03%) 114.15K
Increased by +4.46%
Sep 30, 24
15 Sessa Capital IM LP 2.46M (0.99%) -71.00K
Decreased by -2.89%
Sep 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 Amvescap Plc. 2.15M (0.86%) -250.64K
Decreased by -11.67%
Sep 30, 24
19 Envestnet Asset Management Inc 2.12M (0.85%) 2.11M
Increased by +99.19%
Dec 31, 23
20 Arrowstreet Capital Limited Partnership 2.11M (0.85%) 292.63K
Increased by +13.88%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.87M (3.16%) -27.61K
Decreased by -0.35%
Dec 31, 24
2 American Funds Washington Mutual A 7.56M (3.03%) 0.00
Increased by 0.00%
Dec 31, 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 6.80M (2.73%) 48.03K
Increased by +0.71%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 5.40M (2.17%) 43.84K
Increased by +0.81%
Dec 31, 24
6 Capital Group Growth Fnd of Amer Comp 4.62M (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
7 American Funds American Balanced A 4.02M (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
8 American Funds Growth Fund of Amer A 3.30M (1.32%) -1.33M
Decreased by -40.24%
Dec 31, 24
9 SPDR® S&P 500® ETF Trust 3.16M (1.27%) 36.56K
Increased by +1.16%
Dec 31, 24
10 Fidelity 500 Index 3.10M (1.24%) 21.08K
Increased by +0.68%
Nov 30, 24
11 SPDR® S&P 500 ETF Trust 2.95M (1.18%) -6.36K
Decreased by -0.22%
Apr 30, 24
12 iShares Core S&P 500 ETF 2.95M (1.18%) 2.07K
Increased by +0.07%
Dec 31, 24
13 Fidelity® 500 Index 2.91M (1.17%) 18.54K
Increased by +0.64%
Nov 30, 23
14 Capital Group Fundamental Invtrs Comp 2.70M (1.09%) 29.77K
Increased by +1.10%
Sep 30, 24
15 American Funds Fundamental Invs A 2.66M (1.07%) -47.24K
Decreased by -1.78%
Dec 31, 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 2.14M (0.86%) -9.70K
Decreased by -0.45%
Dec 31, 24
20 The Financial Select Sector SPDR® ETF 1.78M (0.71%) -6.41K
Decreased by -0.36%
Dec 31, 24