Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 COPP 22.77%
3 FTRI 9.18%
4 CRIT 8.95%
5 ICOP 7.65%
6 GMET 7.63%
7 IYM 6.44%
8 BATT 6.01%
9 XLB 5.57%
10 XME 4.82%
11 TADS 4.78%
12 SETM 4.73%
13 COPX 4.26%
14 FMAT 4.11%
15 NANR 4.04%
16 UYM 4.03%
17 FTWO 3.89%
18 PWER 3.81%
19 VAW 3.77%
20 UTRN 3.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 122.58M (8.58%) 1.08M
Increased by +0.88%
Sep 30, 24
2 BlackRock Inc 109.06M (7.64%) 770.25K
Increased by +0.71%
Sep 30, 24
3 Capital Research Global Investors 83.41M (5.84%) 7.06M
Increased by +8.47%
Sep 30, 24
4 State Street Corporation 62.95M (4.41%) 43.70K
Increased by +0.07%
Mar 31, 24
5 State Street Corp 60.55M (4.24%) -1.71M
Decreased by -2.83%
Sep 30, 24
6 Fisher Asset Management, LLC 59.41M (4.16%) 1.39M
Increased by +2.34%
Sep 30, 24
7 FMR Inc 50.23M (3.52%) -14.55M
Decreased by -28.97%
Sep 30, 24
8 Bank of America Corp 36.46M (2.55%) 1.40M
Increased by +3.83%
Sep 30, 24
9 Geode Capital Management, LLC 28.89M (2.02%) 529.10K
Increased by +1.83%
Sep 30, 24
10 Franklin Resources Inc 27.31M (1.91%) 2.37M
Increased by +8.66%
Sep 30, 24
11 T. Rowe Price Associates, Inc. 26.15M (1.83%) -5.91M
Decreased by -22.60%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 23.58M (1.65%) -17.21M
Decreased by -73.00%
Sep 30, 24
13 Capital World Investors 23.31M (1.63%) 1.45M
Increased by +6.22%
Sep 30, 24
14 Bank of New York Mellon Corp 20.03M (1.40%) 865.23K
Increased by +4.32%
Sep 30, 24
15 JPMorgan Chase & Co 17.80M (1.25%) -4.37M
Decreased by -24.57%
Sep 30, 24
16 Putnam Investments LLC 16.65M (1.17%) 595.39K
Increased by +3.58%
Dec 31, 23
17 Putnam Investments, LLC., a Franklin Templeton company 16.65M (1.17%) 595.39K
Increased by +3.58%
Dec 31, 23
18 Amundi 16.58M (1.16%) 3.05M
Increased by +18.37%
Sep 30, 24
19 Northern Trust Corp 15.11M (1.06%) -706.11K
Decreased by -4.67%
Sep 30, 24
20 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 14.14M (0.99%) 2.18M
Increased by +15.45%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 45.04M (3.15%) -150.72K
Decreased by -0.33%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 38.91M (2.72%) 281.41K
Increased by +0.72%
Dec 31, 24
3 2ndVote Advisers AMF Index 34.86M (2.44%) 0.00
Increased by 0.00%
Mar 31, 23
4 American Funds Capital World Gr&Inc A 23.51M (1.65%) -2.59M
Decreased by -11.03%
Dec 31, 24
5 Capital Group World Growth & Inc Cmp 23.51M (1.65%) -2.59M
Decreased by -11.03%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 18.06M (1.26%) 208.72K
Increased by +1.16%
Dec 31, 24
7 Fidelity 500 Index 17.76M (1.24%) 120.65K
Increased by +0.68%
Nov 30, 24
8 SPDR® S&P 500 ETF Trust 17.30M (1.21%) -134.46K
Decreased by -0.78%
Mar 31, 24
9 American Funds Growth Fund of Amer A 16.93M (1.19%) -3.54M
Decreased by -20.93%
Dec 31, 24
10 Capital Group Growth Fnd of Amer Comp 16.93M (1.19%) -3.54M
Decreased by -20.93%
Dec 31, 24
11 iShares Core S&P 500 ETF 16.87M (1.18%) 11.86K
Increased by +0.07%
Dec 31, 24
12 Fidelity® 500 Index 16.71M (1.17%) 106.31K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 12.24M (0.86%) -67.47K
Decreased by -0.55%
Dec 31, 24
14 American Funds New World A 11.65M (0.82%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group New Geography Equity Comp 11.65M (0.82%) 47.48K
Increased by +0.41%
Sep 30, 24
16 Putnam Large Cap Value A 11.50M (0.81%) 245.49K
Increased by +2.13%
Dec 31, 24
17 Putnam US Large Cap Value Equity 11.50M (0.81%) 520.99K
Increased by +4.53%
Dec 31, 24
18 American Funds Invmt Co of Amer A 9.91M (0.69%) 0.00
Increased by 0.00%
Dec 31, 24
19 Capital Group Investment Co of Amer Comp 9.91M (0.69%) 0.00
Increased by 0.00%
Dec 31, 24
20 American Funds New Perspective A 9.79M (0.69%) 0.00
Increased by 0.00%
Dec 31, 24