Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PMR 5.01%
2 GLIF 4.93%
3 TOLZ 4.30%
4 SCHY 3.79%
5 UPWD 3.48%
6 AIVI 3.41%
7 EWQ 2.95%
8 PPIE 2.56%
9 RHS 2.51%
10 RSPS 2.51%
11 OAIM 2.37%
12 OSEA 2.13%
13 SMRI 2.06%
14 DEF 2.01%
15 HDEF 1.87%
16 FEZ 1.75%
17 TPMN 1.59%
18 TPMN 1.48%
19 GREI 1.28%
20 JDIV 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.07M (11.48%) 134.74K
Increased by +0.54%
Sep 30, 24
2 T. Rowe Price Associates, Inc. 21.72M (9.94%) 1.50M
Increased by +6.92%
Jun 30, 24
3 BlackRock Inc 17.95M (8.22%) -338.10K
Decreased by -1.88%
Jun 30, 24
4 Capital Research & Mgmt Co - Division 3 14.82M (6.79%) -10.39M
Decreased by -70.11%
Sep 30, 24
5 Pzena Investment Management, LLC 10.24M (4.69%) 8.39M
Increased by +81.93%
Sep 30, 24
6 State Street Corporation 9.50M (4.35%) -134.04K
Decreased by -1.41%
Mar 31, 24
7 State Street Corp 9.20M (4.21%) -305.61K
Decreased by -3.32%
Jun 30, 24
8 Capital World Investors 9.06M (4.15%) -2.49M
Decreased by -27.52%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 7.94M (3.64%) -338.88K
Decreased by -4.27%
Jun 30, 24
10 Geode Capital Management, LLC 5.06M (2.32%) 497.70K
Increased by +9.83%
Jun 30, 24
11 Longview Partners (Guernsey) Ltd. 3.57M (1.64%) 5.61K
Increased by +0.16%
Sep 30, 24
12 NORGES BANK 2.66M (1.22%) 177.33K
Increased by +6.67%
Jun 30, 24
13 Baupost Group LLC 2.30M (1.05%) 2.30M
Increased by +100.00%
Sep 30, 24
14 Bank of America Corp 2.21M (1.01%) 606.43K
Increased by +27.46%
Mar 31, 24
15 Macquarie Group Ltd 2.10M (0.96%) -280.49K
Decreased by -13.39%
Mar 31, 24
16 Manufacturers Life Insurance Co 1.99M (0.91%) -114.00K
Decreased by -5.72%
Dec 31, 23
17 Goldman Sachs Group Inc 1.96M (0.90%) -117.54K
Decreased by -6.01%
Jun 30, 24
18 Royal London Asset Management Ltd 1.90M (0.87%) -284.20K
Decreased by -15.00%
Jun 30, 24
19 Alecta Pensionsforsakring, Omsesidigt 1.86M (0.85%) -200.00K
Decreased by -10.74%
Sep 30, 24
20 Legal & General Group PLC 1.85M (0.85%) 137.99K
Increased by +7.47%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.95M (3.18%) -26.53K
Decreased by -0.38%
Oct 31, 24
2 American Funds American Balanced A 6.42M (2.94%) -738.33K
Decreased by -11.50%
Sep 30, 24
3 American Funds Washington Mutual A 6.06M (2.77%) 366.93K
Increased by +6.05%
Sep 30, 24
4 Capital Group Wash Mutual Invtrs Comp 6.06M (2.77%) 366.93K
Increased by +6.05%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 5.83M (2.67%) 67.72K
Increased by +1.16%
Oct 31, 24
6 American Funds American Mutual A 4.96M (2.27%) 242.10K
Increased by +4.88%
Jun 30, 24
7 Capital Group American Mutual Comp 4.96M (2.27%) 242.10K
Increased by +4.88%
Jun 30, 24
8 Vanguard Mid Cap Index Institutional 4.67M (2.14%) 8.39K
Increased by +0.18%
Oct 31, 24
9 T. Rowe Price U.S. Growth Stock SMA 3.27M (1.50%) 3.27M
Increased by +100.00%
Dec 31, 23
10 First Eagle Global A 3.16M (1.45%) 3.16M
Increased by +100.00%
Oct 31, 24
11 American Funds Invmt Co of Amer A 2.97M (1.36%) 112.36K
Increased by +3.78%
Jun 30, 24
12 Capital Group Investment Co of Amer Comp 2.97M (1.36%) 112.36K
Increased by +3.78%
Jun 30, 24
13 American Funds Fundamental Invs A 2.86M (1.31%) -2.00M
Decreased by -69.94%
Sep 30, 24
14 Capital Group Fundamental Invtrs Comp 2.86M (1.31%) -2.00M
Decreased by -69.94%
Sep 30, 24
15 American Funds Capital Income Bldr A 2.85M (1.30%) 135.40K
Increased by +4.76%
Sep 30, 24
16 T. Rowe Price Growth Stock 2.84M (1.30%) 0.00
Increased by 0.00%
Sep 30, 24
17 T. Rowe Price US Growth Stock Composite 2.84M (1.30%) 114.56K
Increased by +4.03%
Sep 30, 24
18 Fidelity 500 Index 2.70M (1.24%) -3.12K
Decreased by -0.12%
Sep 30, 24
19 SPDR® S&P 500® ETF Trust 2.68M (1.23%) 14.04K
Increased by +0.52%
Oct 31, 24
20 SPDR® S&P 500 ETF Trust 2.62M (1.20%) 18.20K
Increased by +0.69%
May 30, 24