Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SDP 4.51%
2 RDIV 4.19%
3 BILD 4.19%
4 JHMU 4.12%
5 UTRN 3.96%
6 FXU 3.95%
7 OCEN 3.33%
8 XLU 3.22%
9 RYU 3.15%
10 RSPU 3.03%
11 VPU 2.97%
12 FUTY 2.94%
13 IDU 2.75%
14 PUI 2.66%
15 SYV 2.51%
16 JXI 2.21%
17 INFR 2.18%
18 UTSL 2.15%
19 TOLZ 2.09%
20 UPW 2.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 124.27M (12.38%) 3.22M
Increased by +2.59%
Sep 30, 24
2 BlackRock Inc 100.54M (10.02%) 11.38M
Increased by +11.32%
Jun 30, 24
3 Wellington Management Company LLP 82.07M (8.18%) -10.65M
Decreased by -12.97%
Jun 30, 24
4 State Street Corp 58.01M (5.78%) 6.53K
Increased by +0.01%
Jun 30, 24
5 State Street Corporation 58.01M (5.78%) -4.39M
Decreased by -7.58%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 31.95M (3.18%) 1.21M
Increased by +3.80%
Jun 30, 24
7 T. Rowe Price Investment Management,Inc. 27.57M (2.75%) 1.01M
Increased by +3.68%
Jun 30, 24
8 Lazard Asset Management LLC 25.78M (2.57%) -5.70M
Decreased by -22.12%
Jun 30, 24
9 Geode Capital Management, LLC 25.54M (2.54%) 3.89M
Increased by +15.22%
Jun 30, 24
10 Massachusetts Financial Services Company 16.79M (1.67%) -1.24M
Decreased by -7.42%
Sep 30, 24
11 Legal & General Group PLC 15.22M (1.52%) -691.44K
Decreased by -4.54%
Jun 30, 24
12 Deutsche Bank AG 15.17M (1.51%) -333.65K
Decreased by -2.20%
Jun 30, 24
13 Bank of New York Mellon Corp 13.92M (1.39%) -467.38K
Decreased by -3.36%
Jun 30, 24
14 FMR Inc 11.78M (1.17%) 1.86M
Increased by +15.77%
Sep 30, 24
15 ING Investment Management LLC 11.24M (1.12%) 5.30K
Increased by +0.05%
Jun 30, 24
16 Neuberger Berman Group LLC 10.78M (1.07%) -960.13K
Decreased by -8.90%
Dec 31, 23
17 NORGES BANK 10.15M (1.01%) -495.02K
Decreased by -4.88%
Jun 30, 24
18 Amvescap Plc. 10.07M (1.00%) 543.51K
Increased by +5.39%
Jun 30, 24
19 Soroban Capital Partners LP 9.85M (0.98%) 1.88M
Increased by +19.08%
Mar 31, 24
20 Putnam Investments LLC 9.71M (0.97%) 274.97K
Increased by +2.83%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 31.58M (3.15%) -109.20K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 26.51M (2.64%) 318.22K
Increased by +1.20%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 21.21M (2.11%) 37.96K
Increased by +0.18%
Oct 31, 24
4 Invesco QQQ Trust 19.37M (1.93%) -89.94K
Decreased by -0.46%
Oct 31, 24
5 Vanguard Wellington™ Inv 18.40M (1.83%) -5.03M
Decreased by -27.31%
Sep 30, 24
6 T. Rowe Price Capital Appreciation 17.93M (1.79%) 711.39K
Increased by +3.97%
Jun 30, 24
7 The Utilities Select Sector SPDR® ETF 14.96M (1.49%) 19.78K
Increased by +0.13%
Oct 31, 24
8 Utilities Select Sector SPDR® ETF 12.58M (1.25%) -37.03K
Decreased by -0.29%
Mar 31, 24
9 Fidelity 500 Index 12.29M (1.22%) -27.04K
Decreased by -0.22%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 12.19M (1.21%) 63.61K
Increased by +0.52%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 12.01M (1.20%) -93.38K
Decreased by -0.78%
Mar 31, 24
12 MFS Large Cap Value (SMA) 11.86M (1.18%) 11.86M
Increased by +100.00%
Jun 30, 23
13 Fidelity® 500 Index 11.60M (1.16%) 73.80K
Increased by +0.64%
Nov 30, 23
14 Vanguard Equity-Income Inv 11.43M (1.14%) -2.84M
Decreased by -24.83%
Sep 30, 24
15 iShares Core S&P 500 ETF 11.13M (1.11%) 17.14K
Increased by +0.15%
Oct 31, 24
16 Lazard Glbl Listed Infrastruct USD Hedge 10.83M (1.08%) -1.10M
Decreased by -10.14%
Sep 30, 24
17 Lazard Global Listed Infrastructure Inst 10.83M (1.08%) -1.10M
Decreased by -10.14%
Sep 30, 24
18 MFS Large Cap Value Equity 10.67M (1.06%) -235.98K
Decreased by -2.21%
Sep 30, 24
19 MFS Value A 10.67M (1.06%) -76.41K
Decreased by -0.72%
Sep 30, 24
20 T. Rowe Price US Cap App & Income Comp 9.42M (0.94%) 9.42M
Increased by +99.96%
Mar 31, 24