Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 9.67%
2 PHO 8.14%
3 PIO 8.02%
4 AQWA 7.96%
5 SBM 7.77%
6 SMN 7.77%
7 IYM 7.12%
8 XLB 6.10%
9 IWTR 5.51%
10 AHOY 4.85%
11 RNEW 4.81%
12 VAW 4.63%
13 UYM 4.53%
14 FMAT 4.47%
15 EBLU 4.11%
16 TBLU 4.11%
17 CGW 4.01%
18 UTRN 3.98%
19 FIW 3.83%
20 IVEG 3.72%

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 22.31M (8.75%) 561.19K
Increased by +2.52%
Sep 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 7.99M (3.13%) -59.22K
Decreased by -0.74%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 6.82M (2.68%) 16.26K
Increased by +0.24%
Dec 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 3.17M (1.24%) 36.56K
Increased by +1.15%
Dec 31, 24
5 Fidelity 500 Index 3.13M (1.23%) 21.27K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500 ETF Trust 3.00M (1.18%) 6.79K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 2.96M (1.16%) 2.09K
Increased by +0.07%
Dec 31, 24
8 Fidelity® 500 Index 2.96M (1.16%) 18.81K
Increased by +0.64%
Nov 30, 23
9 Vanguard Growth Index Investor 2.66M (1.05%) -72.65K
Decreased by -2.73%
Dec 31, 24
10 Franklin Rising Dividends Fund A 1.79M (0.70%) 0.00
Increased by 0.00%
Nov 30, 24
11 Franklin Rising Dividends A 1.74M (0.68%) -59.25K
Decreased by -3.41%
Dec 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 1.59M (0.62%) -12.46K
Decreased by -0.78%
Dec 31, 24
16 American Funds American Mutual A 1.46M (0.57%) -165.55K
Decreased by -11.32%
Jun 30, 24
17 The Materials Select Sector SPDR® ETF 1.46M (0.57%) -4.50K
Decreased by -0.31%
Dec 31, 24
18 Pictet-Water I EUR 1.43M (0.56%) 146.81K
Increased by +10.26%
Dec 31, 24
19 Materials Select Sector SPDR® ETF 1.41M (0.55%) -1.13K
Decreased by -0.08%
Apr 30, 24
20 VA CollegeAmerica Amcap 529A 1.40M (0.55%) 325.32K
Increased by +23.32%
Dec 31, 24