Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.55%
2 IHI 4.56%
3 BEEZ 4.33%
4 UTRN 3.96%
5 PINK 3.10%
6 HECO 3.09%
7 LNGR 3.02%
8 FFLS 2.78%
9 IWFG 2.76%
10 AGNG 2.19%
11 FFND 2.18%
12 FMED 2.15%
13 HRTS 2.15%
14 INAU 2.13%
15 USRD 2.07%
16 GFGF 2.01%
17 NWLG 1.98%
18 XHE 1.82%
19 SAGP 1.80%
20 RSPH 1.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.59M (10.72%) 9.02M
Increased by +14.41%
Sep 30, 24
2 BlackRock Inc 50.98M (8.73%) -1.44M
Decreased by -2.83%
Jun 30, 24
3 State Street Corporation 26.78M (4.59%) -179.87K
Decreased by -0.67%
Mar 31, 24
4 State Street Corp 26.01M (4.46%) -766.69K
Decreased by -2.95%
Jun 30, 24
5 AllianceBernstein L.P. 20.34M (3.48%) 3.94M
Increased by +19.35%
Jun 30, 24
6 Bank of New York Mellon Corp 19.78M (3.39%) 809.61K
Increased by +4.09%
Jun 30, 24
7 Wellington Management Company LLP 16.92M (2.90%) 1.37M
Increased by +8.11%
Jun 30, 24
8 Geode Capital Management, LLC 13.24M (2.27%) 141.60K
Increased by +1.07%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 13.10M (2.24%) 742.82K
Increased by +5.67%
Jun 30, 24
10 Fisher Asset Management, LLC 9.08M (1.56%) 806.71K
Increased by +8.89%
Sep 30, 24
11 Capital Research & Mgmt Co - Division 3 9.04M (1.55%) -21.21M
Decreased by -234.61%
Dec 31, 23
12 JPMorgan Chase & Co 8.62M (1.48%) -953.01K
Decreased by -11.05%
Jun 30, 24
13 NORGES BANK 8.54M (1.46%) 32.33K
Increased by +0.38%
Jun 30, 24
14 FMR Inc 7.62M (1.31%) -617.05K
Decreased by -8.10%
Jun 30, 24
15 Brown Advisory Holdings Inc 7.58M (1.30%) -8.97M
Decreased by -118.38%
Sep 30, 24
16 T. Rowe Price Associates, Inc. 7.34M (1.26%) 819.48K
Increased by +11.17%
Jun 30, 24
17 Ninety One UK Limited 7.31M (1.25%) 6.90M
Increased by +94.31%
Sep 30, 24
18 Goldman Sachs Group Inc 7.03M (1.20%) 3.57M
Increased by +50.74%
Dec 31, 23
19 UBS Asset Mgmt Americas Inc 6.01M (1.03%) 61.27K
Increased by +1.02%
Sep 30, 24
20 Amvescap Plc. 5.88M (1.01%) 201.32K
Increased by +3.42%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 19.04M (3.26%) -67.42K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 15.97M (2.74%) 191.11K
Increased by +1.20%
Oct 31, 24
3 Vanguard Health Care Inv 15.37M (2.63%) 5.97M
Increased by +38.83%
Sep 30, 24
4 American Funds Growth Fund of Amer A 8.32M (1.43%) 1.70M
Increased by +20.40%
Sep 30, 23
5 Capital Group Growth Fnd of Amer Comp 8.32M (1.43%) 1.70M
Increased by +20.40%
Sep 30, 23
6 Fidelity 500 Index 7.41M (1.27%) -18.59K
Decreased by -0.25%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 7.34M (1.26%) 38.34K
Increased by +0.52%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 7.14M (1.22%) -15.48K
Decreased by -0.22%
Apr 30, 24
9 Fidelity® 500 Index 7.08M (1.21%) 45.08K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 6.71M (1.15%) 10.32K
Increased by +0.15%
Oct 31, 24
11 Vanguard Growth Index Investor 6.65M (1.14%) 42.72K
Increased by +0.64%
Oct 31, 24
12 Vanguard Mid Cap Index Institutional 6.39M (1.09%) 11.64K
Increased by +0.18%
Oct 31, 24
13 Capital Group AMCAP Composite 4.93M (0.84%) 602.81K
Increased by +12.24%
Sep 30, 23
14 VA CollegeAmerica Amcap 529A 4.93M (0.84%) 602.81K
Increased by +12.24%
Sep 30, 23
15 American Funds New Perspective A 4.85M (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
16 Capital Group New Perspective Comp 4.85M (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
17 Health Care Select Sector SPDR® ETF 4.43M (0.76%) -3.28K
Decreased by -0.07%
Apr 30, 24
18 The Health Care Select Sector SPDR® ETF 4.42M (0.76%) -24.66K
Decreased by -0.56%
Oct 31, 24
19 Vanguard Institutional Index I 3.83M (0.66%) -2.01K
Decreased by -0.05%
Oct 31, 24
20 AllianceBernstein US L/C Growth Eqty MF 3.51M (0.60%) 0.00
Increased by 0.00%
Aug 30, 24