Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 5.90%
2 KLXY 4.41%
3 UTRN 3.94%
4 NBCC 3.90%
5 DIP 3.53%
6 EWQ 3.52%
7 FLFR 3.20%
8 CAMX 2.36%
9 JRNY 2.33%
10 TOGA 2.29%
11 RHS 2.17%
12 RSPS 2.17%
13 CEFA 2.17%
14 CZAR 2.10%
15 FEZ 2.08%
16 CGIE 1.91%
17 BCIL 1.89%
18 PIZ 1.70%
19 LUXX 1.51%
20 MPAY 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.33M (9.19%) 642.22K
Increased by +3.01%
Jun 30, 24
2 BlackRock Inc 14.84M (6.39%) 6.21K
Increased by +0.04%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 10.57M (4.55%) 2.33M
Increased by +22.05%
Jun 30, 24
4 State Street Corp 9.66M (4.16%) 5.52K
Increased by +0.06%
Jun 30, 24
5 State Street Corporation 9.66M (4.16%) -30.20K
Decreased by -0.31%
Mar 31, 24
6 Edgewood Management LLC 7.92M (3.41%) -77.31K
Decreased by -0.98%
Jun 30, 24
7 Wellington Management Company LLP 7.58M (3.27%) 5.14M
Increased by +67.72%
Jun 30, 24
8 FMR Inc 5.94M (2.56%) -1.64M
Decreased by -27.68%
Jun 30, 24
9 Goldman Sachs Group Inc 5.27M (2.27%) -238.06K
Decreased by -4.52%
Jun 30, 24
10 Capital Research & Mgmt Co - Division 3 4.64M (2.00%) -619.70K
Decreased by -13.37%
Dec 31, 23
11 Geode Capital Management, LLC 4.61M (1.99%) 95.94K
Increased by +2.08%
Jun 30, 24
12 Royal Bank of Canada 3.98M (1.72%) -884.84K
Decreased by -22.22%
Sep 30, 23
13 Independent Franchise Partners LLP 3.47M (1.49%) 1.07M
Increased by +30.76%
Jun 30, 24
14 Massachusetts Financial Services Company 3.19M (1.37%) -939.30K
Decreased by -29.44%
Jun 30, 24
15 Brown Advisory Holdings Inc 3.08M (1.33%) 51.04K
Increased by +1.66%
Sep 30, 23
16 ClearBridge Advisors, LLC 3.05M (1.32%) -108.93K
Decreased by -3.57%
Jun 30, 24
17 Citadel Advisors Llc 3.04M (1.31%) 1.24M
Increased by +40.89%
Jun 30, 24
18 NORGES BANK 3.00M (1.29%) -549.48K
Decreased by -18.32%
Jun 30, 24
19 Van Eck Associates Corporation 2.96M (1.28%) 318.26K
Increased by +10.74%
Jun 30, 24
20 Nuveen Asset Management, LLC 2.85M (1.23%) -94.95K
Decreased by -3.33%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.00M (3.02%) 5.28K
Increased by +0.08%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 6.10M (2.63%) 6.39K
Increased by +0.10%
Sep 30, 24
3 Fundsmith Equity I Acc 4.94M (2.13%) 0.00
Increased by 0.00%
Jun 30, 23
4 Vanguard Wellington™ Inv 4.23M (1.82%) 4.23M
Increased by +100.00%
Jun 30, 24
5 Edgewood Growth Instl 4.19M (1.80%) -35.98K
Decreased by -0.86%
Jun 30, 24
6 VanEck Morningstar Wide Moat 3.86M (1.66%) 1.02M
Increased by +26.47%
Sep 30, 24
7 VanEck Morningstar Wide Moat ETF 3.83M (1.65%) -12.75K
Decreased by -0.33%
Oct 31, 24
8 Fidelity 500 Index 2.86M (1.23%) -6.23K
Decreased by -0.22%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 2.84M (1.22%) 14.80K
Increased by +0.52%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 2.81M (1.21%) -21.80K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 2.70M (1.16%) 17.19K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 2.59M (1.12%) 4.00K
Increased by +0.15%
Oct 31, 24
13 UBS: Global Equity 2.47M (1.06%) -762.67K
Decreased by -30.88%
Jun 30, 24
14 Vanguard Mid Cap Index Institutional 2.35M (1.01%) 2.35M
Increased by +100.00%
Sep 30, 24
15 The Consumer Staples Sel SectSPDR® ETF 2.29M (0.99%) -5.48K
Decreased by -0.24%
Oct 31, 24
16 MFS Large Cap Growth Equity 2.08M (0.89%) 344.06K
Increased by +16.56%
Sep 30, 24
17 MFS Massachusetts Inv Gr Stk A 2.08M (0.89%) -11.63K
Decreased by -0.56%
Sep 30, 24
18 American Funds Invmt Co of Amer A 2.00M (0.86%) 0.00
Increased by 0.00%
Dec 31, 23
19 Capital Group Investment Co of Amer Comp 2.00M (0.86%) 0.00
Increased by 0.00%
Dec 31, 23
20 Vanguard Growth Index Investor 1.60M (0.69%) -831.00K
Decreased by -51.87%
Sep 30, 24