Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VIDG 5.12%
2 HERO 4.94%
3 EWCO 4.64%
4 NERD 4.20%
5 JHCS 4.02%
6 WBIF 3.91%
7 ESPO 3.50%
8 BWEB 3.50%
9 IVRS 3.48%
10 BNGE 3.48%
11 RSPC 3.46%
12 XLC 3.42%
13 OND 3.41%
14 MRND 3.41%
15 UTRN 3.32%
16 YALL 3.26%
17 VSMV 2.94%
18 WBIG 2.69%
19 LTL 2.67%
20 VERS 2.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.96M (12.33%) -159.16K
Decreased by -0.55%
Sep 30, 24
2 BlackRock Inc 28.54M (12.15%) 719.49K
Increased by +2.52%
Sep 30, 24
3 PUBLIC INVESTMENT FUND 24.81M (10.56%) 0.00
Increased by 0.00%
Sep 30, 24
4 State Street Corporation 15.82M (6.73%) 860.89K
Increased by +5.44%
Mar 31, 24
5 State Street Corp 15.09M (6.42%) -606.13K
Decreased by -4.02%
Sep 30, 24
6 Capital Research & Mgmt Co - Division 3 11.55M (4.92%) 1.26M
Increased by +10.92%
Sep 30, 24
7 Geode Capital Management, LLC 6.67M (2.84%) 26.50K
Increased by +0.40%
Sep 30, 24
8 Ninety One UK Limited 4.19M (1.78%) -88.56K
Decreased by -2.11%
Dec 31, 24
9 Massachusetts Financial Services Company 4.16M (1.77%) -26.06K
Decreased by -0.63%
Sep 30, 24
10 Independent Franchise Partners LLP 3.96M (1.69%) -88.56K
Decreased by -2.23%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 3.84M (1.64%) -3.79M
Decreased by -98.67%
Sep 30, 24
12 Fidelity International Ltd 3.68M (1.57%) -157.13K
Decreased by -4.27%
Sep 30, 24
13 Macquarie Group Ltd 3.34M (1.42%) 1.82M
Increased by +54.59%
Sep 30, 24
14 AllianceBernstein L.P. 3.21M (1.37%) -891.85K
Decreased by -27.81%
Sep 30, 24
15 Amvescap Plc. 3.11M (1.32%) -45.64K
Decreased by -1.47%
Sep 30, 24
16 JPMorgan Chase & Co 2.93M (1.25%) 1.22M
Increased by +41.58%
Sep 30, 24
17 Bank of America Corp 2.92M (1.24%) 229.81K
Increased by +7.88%
Sep 30, 24
18 Northern Trust Corp 2.90M (1.23%) -89.49K
Decreased by -3.09%
Sep 30, 24
19 Amundi 2.87M (1.22%) -501.40K
Decreased by -17.48%
Sep 30, 24
20 Amundi USD 2.87M (1.22%) -501.40K
Decreased by -17.48%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.21M (3.50%) -91.89K
Decreased by -1.12%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 6.46M (2.75%) -1.77K
Decreased by -0.03%
Dec 31, 24
3 Communication Services Sel Sect SPDR®ETF 6.10M (2.60%) -4.19K
Decreased by -0.07%
Apr 30, 24
4 The Comm Svcs Sel Sect SPDR® ETF 5.94M (2.53%) 41.97K
Increased by +0.71%
Jan 30, 25
5 Vanguard Mid Cap Index Institutional 5.64M (2.40%) 4.75K
Increased by +0.08%
Dec 31, 24
6 Invesco QQQ Trust 5.34M (2.28%) -23.86K
Decreased by -0.45%
Jan 30, 25
7 American Funds New Perspective A 3.26M (1.39%) 107.26K
Increased by +3.29%
Dec 31, 24
8 Capital Group New Perspective Comp 3.15M (1.34%) 0.00
Increased by 0.00%
Sep 30, 24
9 Fidelity 500 Index 2.96M (1.26%) -8.13K
Decreased by -0.27%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 2.94M (1.25%) -140.00
Decreased by -0.00%
Jan 30, 25
11 SPDR® S&P 500 ETF Trust 2.88M (1.23%) -6.19K
Decreased by -0.21%
Apr 30, 24
12 Fidelity® 500 Index 2.87M (1.22%) 18.28K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 2.79M (1.19%) -4.79K
Decreased by -0.17%
Jan 29, 25
14 Fidelity Global Technology A-Dis-EUR 2.28M (0.97%) 596.00
Increased by +0.03%
Dec 31, 24
15 Vanguard Value Index Inv 2.23M (0.95%) -30.01K
Decreased by -1.34%
Dec 31, 24
16 American Funds Washington Mutual A 2.05M (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
17 Capital Group Wash Mutual Invtrs Comp 2.05M (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
18 BlackRock Equity Dividend Instl 2.05M (0.87%) 150.88K
Increased by +7.37%
Dec 31, 24
19 Ninety One GSF Glb Frchs I Acc USD 1.80M (0.77%) 0.00
Increased by 0.00%
Oct 31, 24
20 Ninety One Global Franchise 1.80M (0.77%) 0.00
Increased by 0.00%
Sep 30, 24