Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 6.57%
2 KLXY 4.44%
3 NBCC 4.43%
4 UTRN 3.94%
5 EWQ 3.71%
6 DIP 3.53%
7 FLFR 3.20%
8 BCIL 3.13%
9 CAMX 2.92%
10 TOGA_old 2.54%
11 PJIO 2.51%
12 RSPS 2.48%
13 CEFA 2.44%
14 RHS 2.37%
15 FEZ 2.36%
16 JRNY 2.33%
17 CGIE 2.20%
18 TOGA 2.16%
19 CBLS 2.09%
20 CZAR 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.67M (10.59%) 3.34M
Increased by +13.54%
Sep 30, 24
2 BlackRock Inc 15.55M (6.68%) 706.23K
Increased by +4.54%
Sep 30, 24
3 State Street Corp 10.58M (4.54%) 913.47K
Increased by +8.64%
Sep 30, 24
4 State Street Corporation 9.66M (4.15%) -30.20K
Decreased by -0.31%
Mar 31, 24
5 JPMorgan Chase & Co 7.93M (3.41%) 2.76M
Increased by +34.83%
Sep 30, 24
6 Edgewood Management LLC 7.92M (3.40%) -77.31K
Decreased by -0.98%
Jun 30, 24
7 Massachusetts Financial Services Company 5.72M (2.46%) 2.53M
Increased by +44.25%
Sep 30, 24
8 FMR Inc 5.45M (2.34%) -482.89K
Decreased by -8.86%
Sep 30, 24
9 Independent Franchise Partners LLP 5.40M (2.32%) 1.93M
Increased by +35.81%
Sep 30, 24
10 Van Eck Associates Corporation 5.00M (2.15%) 954.49K
Increased by +19.10%
Dec 31, 24
11 Goldman Sachs Group Inc 4.74M (2.04%) -525.25K
Decreased by -11.08%
Sep 30, 24
12 Geode Capital Management, LLC 4.68M (2.01%) 70.31K
Increased by +1.50%
Sep 30, 24
13 Capital Research & Mgmt Co - Division 3 4.64M (1.99%) -619.70K
Decreased by -13.37%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 4.40M (1.89%) -6.17M
Decreased by -140.07%
Sep 30, 24
15 Royal Bank of Canada 3.98M (1.71%) -884.84K
Decreased by -22.22%
Sep 30, 23
16 D. E. Shaw & Co LP 3.43M (1.47%) 893.87K
Increased by +26.09%
Sep 30, 24
17 Ensign Peak Advisors Inc 3.22M (1.38%) 972.32K
Increased by +30.17%
Sep 30, 24
18 Wellington Management Company LLP 3.17M (1.36%) -4.41M
Decreased by -139.10%
Sep 30, 24
19 Brown Advisory Holdings Inc 3.08M (1.32%) 51.04K
Increased by +1.66%
Sep 30, 23
20 Marshall Wace Asset Management Ltd 3.07M (1.32%) 1.09M
Increased by +35.38%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.96M (2.99%) 6.10K
Increased by +0.09%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 6.32M (2.71%) 59.81K
Increased by +0.95%
Dec 31, 24
3 Fundsmith Equity I Acc 4.94M (2.12%) 0.00
Increased by 0.00%
Jun 30, 23
4 Vanguard Mid Cap Index Institutional 4.77M (2.05%) 2.41M
Increased by +50.47%
Dec 31, 24
5 VanEck Morningstar Wide Moat 4.73M (2.03%) 867.57K
Increased by +18.36%
Dec 31, 24
6 VanEck Morningstar Wide Moat ETF 4.64M (1.99%) 0.00
Increased by 0.00%
Jan 30, 25
7 Vanguard Wellington™ Inv 4.23M (1.82%) 4.23M
Increased by +100.00%
Jun 30, 24
8 Edgewood Growth Instl 4.19M (1.80%) -35.98K
Decreased by -0.86%
Jun 30, 24
9 American Funds American Balanced A 3.11M (1.34%) 3.11M
Increased by +100.00%
Dec 31, 24
10 Fidelity 500 Index 2.90M (1.24%) 18.36K
Increased by +0.63%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 2.88M (1.24%) -137.00
Decreased by -0.00%
Jan 30, 25
12 SPDR® S&P 500 ETF Trust 2.81M (1.20%) -21.80K
Decreased by -0.78%
Mar 31, 24
13 iShares Core S&P 500 ETF 2.72M (1.17%) -4.66K
Decreased by -0.17%
Jan 29, 25
14 Fidelity® 500 Index 2.70M (1.16%) 17.19K
Increased by +0.64%
Nov 30, 23
15 UBS: Global Equity 2.47M (1.06%) -762.67K
Decreased by -30.88%
Jun 30, 24
16 The Consumer Staples Sel SectSPDR® ETF 2.36M (1.02%) -5.06K
Decreased by -0.21%
Jan 30, 25
17 Nuance Mid Cap Value Separate Account 2.16M (0.93%) 1.48M
Increased by +68.38%
Dec 31, 24
18 JPM America Equity A (dist) USD 2.13M (0.92%) 945.06K
Increased by +44.35%
Dec 31, 24
19 MFS Large Cap Growth Equity 2.01M (0.86%) -66.90K
Decreased by -3.33%
Dec 31, 24
20 MFS Massachusetts Inv Gr Stk A 2.01M (0.86%) -27.97K
Decreased by -1.39%
Dec 31, 24