Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 4.57%
2 BEEZ 4.08%
3 IWFG 3.14%
4 LNGR 3.07%
5 HRTS 2.88%
6 GFGF 2.80%
7 AGNG 2.73%
8 USRD 2.13%
9 SAGP 2.11%
10 NWLG 2.09%
11 FFND 1.82%
12 IWLG 1.78%
13 RYH 1.59%
14 HTEC 1.58%
15 MMLG 1.57%
16 XOUT 1.50%
17 XHE 1.50%
18 HART 1.32%
19 SXQG 1.32%
20 AIEQ 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.36M (8.78%) 729.98K
Increased by +1.39%
Dec 31, 23
2 BlackRock Inc 52.17M (8.75%) 797.33K
Increased by +1.53%
Dec 31, 23
3 State Street Corporation 26.96M (4.52%) 507.91K
Increased by +1.88%
Dec 31, 23
4 AllianceBernstein L.P. 19.09M (3.20%) -3.65M
Decreased by -19.14%
Dec 31, 23
5 Bank of New York Mellon Corp 17.33M (2.91%) -280.41K
Decreased by -1.62%
Dec 31, 23
6 Wellington Management Company LLP 16.83M (2.82%) 393.11K
Increased by +2.34%
Dec 31, 23
7 Brown Advisory Holdings Inc 16.64M (2.79%) -1.55M
Decreased by -9.29%
Mar 31, 24
8 Geode Capital Management, LLC 12.87M (2.16%) 176.34K
Increased by +1.37%
Dec 31, 23
9 Capital Research & Mgmt Co - Division 3 9.04M (1.52%) -21.21M
Decreased by -234.61%
Dec 31, 23
10 NORGES BANK 8.51M (1.43%) -318.98K
Decreased by -3.75%
Dec 31, 23
11 JPMorgan Chase & Co 7.78M (1.30%) 4.29M
Increased by +55.06%
Dec 31, 23
12 FMR Inc 7.50M (1.26%) 4.39M
Increased by +58.53%
Dec 31, 23
13 Fisher Asset Management, LLC 7.13M (1.20%) -186.19K
Decreased by -2.61%
Dec 31, 23
14 Goldman Sachs Group Inc 7.03M (1.18%) 3.57M
Increased by +50.74%
Dec 31, 23
15 Amundi 6.23M (1.04%) 318.90K
Increased by +5.12%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 6.11M (1.02%) -985.27K
Decreased by -16.13%
Dec 31, 23
17 Sands Capital Management, LLC 6.10M (1.02%) 1.57M
Increased by +25.68%
Dec 31, 23
18 Northern Trust Corp 5.95M (1.00%) -405.22K
Decreased by -6.81%
Dec 31, 23
19 HHG PLC 5.57M (0.93%) 696.51K
Increased by +12.50%
Dec 31, 23
20 Legal & General Group PLC 5.49M (0.92%) 951.85K
Increased by +17.33%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.94M (3.17%) -101.05K
Decreased by -0.53%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 15.29M (2.56%) 145.72K
Increased by +0.95%
Mar 31, 24
3 Vanguard Health Care Inv 8.37M (1.40%) -1.01M
Decreased by -12.08%
Mar 31, 24
4 American Funds Growth Fund of Amer A 8.32M (1.40%) 1.70M
Increased by +20.40%
Sep 30, 23
5 Capital Group Growth Fnd of Amer Comp 8.32M (1.40%) 1.70M
Increased by +20.40%
Sep 30, 23
6 Fidelity 500 Index 7.33M (1.23%) 55.94K
Increased by +0.76%
Mar 31, 24
7 SPDR® S&P 500 ETF Trust 7.14M (1.20%) -15.48K
Decreased by -0.22%
Apr 30, 24
8 Fidelity® 500 Index 7.08M (1.19%) 45.08K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 6.25M (1.05%) 5.43K
Increased by +0.09%
Apr 30, 24
10 Vanguard Growth Index Investor 5.71M (0.96%) 71.99K
Increased by +1.26%
Mar 31, 24
11 Capital Group AMCAP Composite 4.93M (0.83%) 602.81K
Increased by +12.24%
Sep 30, 23
12 VA CollegeAmerica Amcap 529A 4.93M (0.83%) 602.81K
Increased by +12.24%
Sep 30, 23
13 American Funds New Perspective A 4.85M (0.81%) 0.00
Increased by 0.00%
Sep 30, 23
14 Capital Group New Perspective Comp 4.85M (0.81%) 0.00
Increased by 0.00%
Sep 30, 23
15 Health Care Select Sector SPDR® ETF 4.43M (0.74%) -3.28K
Decreased by -0.07%
Apr 30, 24
16 Vanguard Institutional Index I 3.99M (0.67%) -3.13K
Decreased by -0.08%
Mar 31, 24
17 AllianceBernstein US L/C Growth Eqty MF 3.65M (0.61%) -559.66K
Decreased by -15.35%
Feb 29, 24
18 AB Large Cap Growth A 3.62M (0.61%) 204.52K
Increased by +5.65%
Mar 31, 24
19 American Funds Fundamental Invs A 3.43M (0.57%) -2.11K
Decreased by -0.06%
Sep 30, 23
20 Capital Group Fundamental Invtrs Comp 3.43M (0.57%) -2.11K
Decreased by -0.06%
Sep 30, 23