Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 10.22%
2 PIO 8.13%
3 AQWA 7.99%
4 PHO 7.92%
5 SMN 7.77%
6 SBM 7.77%
7 IYM 7.23%
8 IWTR 5.51%
9 XLB 5.25%
10 RNEW 4.96%
11 AHOY 4.95%
12 FMAT 4.63%
13 IVEG 4.55%
14 VAW 4.36%
15 UTRN 4.01%
16 CGW 3.99%
17 FIW 3.92%
18 UYM 3.90%
19 EBLU 3.90%
20 TBLU 3.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.04M (9.43%) 86.70K
Increased by +0.36%
Sep 30, 24
2 BlackRock Inc 21.75M (8.53%) 811.65K
Increased by +3.73%
Jun 30, 24
3 State Street Corporation 11.48M (4.50%) -203.00K
Decreased by -1.77%
Mar 31, 24
4 State Street Corp 11.28M (4.43%) -188.63K
Decreased by -1.67%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 5.80M (2.27%) -5.92M
Decreased by -102.03%
Sep 30, 24
6 Gates Bill & Melinda Foundation 5.22M (2.05%) 0.00
Increased by 0.00%
Sep 30, 24
7 Geode Capital Management, LLC 5.18M (2.03%) 68.04K
Increased by +1.31%
Sep 30, 24
8 Wellington Management Company LLP 5.15M (2.02%) -304.74K
Decreased by -5.92%
Sep 30, 24
9 Aristotle Capital Management LLC 4.56M (1.79%) -52.42K
Decreased by -1.15%
Sep 30, 24
10 UBS Asset Mgmt Americas Inc 3.84M (1.51%) 35.03K
Increased by +0.91%
Sep 30, 24
11 Pictet Asset Manangement SA 3.69M (1.45%) -13.47K
Decreased by -0.36%
Sep 30, 24
12 Franklin Resources Inc 3.52M (1.38%) -63.44K
Decreased by -1.80%
Sep 30, 24
13 Royal Bank of Canada 3.35M (1.31%) 99.45K
Increased by +2.97%
Sep 30, 24
14 Amvescap Plc. 2.83M (1.11%) 61.11K
Increased by +2.16%
Sep 30, 24
15 Northern Trust Corp 2.61M (1.03%) -21.78K
Decreased by -0.83%
Sep 30, 24
16 Capital Research & Mgmt Co - Division 3 2.59M (1.02%) -415.71K
Decreased by -16.04%
Jun 30, 24
17 Legal & General Group PLC 2.52M (0.99%) -34.72K
Decreased by -1.38%
Sep 30, 24
18 Bank of America Corp 2.50M (0.98%) 71.03K
Increased by +2.84%
Sep 30, 24
19 Goldman Sachs Group Inc 2.43M (0.95%) 284.31K
Increased by +11.69%
Sep 30, 24
20 Amundi 2.42M (0.95%) 131.69K
Increased by +5.45%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.08M (3.17%) -27.78K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 6.71M (2.63%) 77.88K
Increased by +1.16%
Oct 31, 24
3 Vanguard Dividend Growth Inv 4.10M (1.61%) -410.00K
Decreased by -10.00%
Sep 30, 24
4 SPDR® S&P 500® ETF Trust 3.12M (1.22%) 18.48K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 3.11M (1.22%) -5.11K
Decreased by -0.16%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 3.00M (1.18%) 6.79K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 2.96M (1.16%) 18.81K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 2.86M (1.12%) 0.00
Increased by 0.00%
Nov 30, 24
9 Vanguard Growth Index Investor 2.72M (1.07%) 17.59K
Increased by +0.65%
Oct 31, 24
10 Franklin Rising Dividends A 1.79M (0.70%) 0.00
Increased by 0.00%
Oct 31, 24
11 Franklin Rising Dividends Fund A 1.79M (0.70%) 0.00
Increased by 0.00%
Oct 31, 24
12 VanEck Morningstar Wide Moat ETF 1.72M (0.68%) 2.67K
Increased by +0.16%
Jan 31, 24
13 VanEck Morningstar Wide Moat 1.67M (0.65%) 131.95K
Increased by +7.91%
Dec 31, 23
14 Capital Group American Mutual Comp 1.63M (0.64%) -2.38K
Decreased by -0.15%
Mar 31, 24
15 Vanguard Institutional Index I 1.61M (0.63%) -398.00
Decreased by -0.02%
Oct 31, 24
16 American Funds American Mutual A 1.46M (0.57%) -165.55K
Decreased by -11.32%
Jun 30, 24
17 Materials Select Sector SPDR® ETF 1.41M (0.55%) -1.13K
Decreased by -0.08%
Apr 30, 24
18 Vanguard Dividend Appreciation ETF 1.37M (0.54%) 3.04K
Increased by +0.22%
Oct 31, 24
19 Pictet Water Segregated Accounts 1.35M (0.53%) 1.35M
Increased by +100.00%
Mar 31, 24
20 Capital Group Investment Co of Amer Comp 1.33M (0.52%) -819.00
Decreased by -0.06%
Mar 31, 24