Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 5.72%
2 KLXY 5.26%
3 UTRN 3.94%
4 NBCC 3.74%
5 EWQ 3.71%
6 DIP 3.53%
7 BCIL 3.52%
8 FLFR 3.20%
9 CAMX 2.85%
10 TOGA_old 2.60%
11 TOGA 2.57%
12 RHS 2.53%
13 RSPS 2.53%
14 JRNY 2.33%
15 USRD 2.23%
16 CEFA 2.20%
17 PJIO 2.20%
18 CZAR 2.10%
19 FEZ 2.08%
20 CGIE 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.67M (10.63%) 3.34M
Increased by +13.54%
Sep 30, 24
2 BlackRock Inc 14.84M (6.39%) 6.21K
Increased by +0.04%
Jun 30, 24
3 State Street Corp 10.58M (4.56%) 913.47K
Increased by +8.64%
Sep 30, 24
4 State Street Corporation 9.66M (4.16%) -30.20K
Decreased by -0.31%
Mar 31, 24
5 Edgewood Management LLC 7.92M (3.41%) -77.31K
Decreased by -0.98%
Jun 30, 24
6 Massachusetts Financial Services Company 5.72M (2.47%) 2.53M
Increased by +44.25%
Sep 30, 24
7 FMR Inc 5.45M (2.35%) -482.89K
Decreased by -8.86%
Sep 30, 24
8 Independent Franchise Partners LLP 5.40M (2.33%) 1.93M
Increased by +35.81%
Sep 30, 24
9 Goldman Sachs Group Inc 4.74M (2.04%) -525.25K
Decreased by -11.08%
Sep 30, 24
10 Geode Capital Management, LLC 4.68M (2.02%) 70.31K
Increased by +1.50%
Sep 30, 24
11 Capital Research & Mgmt Co - Division 3 4.64M (2.00%) -619.70K
Decreased by -13.37%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 4.40M (1.90%) -6.17M
Decreased by -140.07%
Sep 30, 24
13 Royal Bank of Canada 3.98M (1.72%) -884.84K
Decreased by -22.22%
Sep 30, 23
14 JPMorgan Chase & Co 3.97M (1.71%) 1.38M
Increased by +34.83%
Sep 30, 24
15 D. E. Shaw & Co LP 3.43M (1.48%) 893.87K
Increased by +26.09%
Sep 30, 24
16 Ensign Peak Advisors Inc 3.22M (1.39%) 972.32K
Increased by +30.17%
Sep 30, 24
17 Wellington Management Company LLP 3.17M (1.37%) -4.41M
Decreased by -139.10%
Sep 30, 24
18 Brown Advisory Holdings Inc 3.08M (1.33%) 51.04K
Increased by +1.66%
Sep 30, 23
19 Marshall Wace Asset Management Ltd 3.07M (1.32%) 1.09M
Increased by +35.38%
Sep 30, 24
20 ClearBridge Advisors, LLC 3.05M (1.32%) -108.93K
Decreased by -3.57%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.98M (3.01%) -25.11K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 6.18M (2.66%) 71.12K
Increased by +1.15%
Oct 31, 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%) -1.16K
Decreased by -0.03%
Nov 28, 24
8 SPDR® S&P 500® ETF Trust 2.86M (1.23%) -15.89K
Decreased by -0.55%
Nov 27, 24
9 Fidelity 500 Index 2.86M (1.23%) -6.23K
Decreased by -0.22%
Sep 30, 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 2.63M (1.13%) 8.14K
Increased by +0.31%
Nov 27, 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%) 4.22K
Increased by +0.18%
Oct 31, 24
15 The Consumer Staples Sel SectSPDR® ETF 2.20M (0.95%) 1.10K
Increased by +0.05%
Nov 27, 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 2.05M (0.88%) -26.51K
Decreased by -1.29%
Oct 31, 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 Invesco S&P 500® Equal Weight ETF 1.62M (0.70%) 11.81K
Increased by +0.73%
Nov 27, 24