Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHPP 4.71%
2 SUPL 4.35%
3 UAV 4.24%
4 UTRN 4.12%
5 FTXR 3.17%
6 AILV 2.90%
7 SEA 2.90%
8 ULTY 2.66%
9 TPOR 2.65%
10 XTN 2.59%
11 COWS 2.44%
12 HCOW 2.43%
13 ESN 2.27%
14 PVAL 2.24%
15 ACTX_old 1.99%
16 PWV 1.61%
17 FTXD 1.58%
18 MPAY 1.50%
19 ISHP 1.46%
20 XLI 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.14M (9.13%) 288.65K
Increased by +1.43%
Sep 30, 24
2 BlackRock Inc 14.86M (6.73%) -290.78K
Decreased by -1.96%
Jun 30, 24
3 Dodge & Cox 13.16M (5.96%) -239.26K
Decreased by -1.82%
Sep 30, 24
4 PRIMECAP Management Company 12.71M (5.76%) -80.09K
Decreased by -0.63%
Sep 30, 24
5 Capital Research & Mgmt Co - Division 3 9.87M (4.47%) 89.94K
Increased by +0.91%
Sep 30, 24
6 State Street Corp 9.40M (4.26%) 3.78K
Increased by +0.04%
Sep 30, 24
7 State Street Corporation 9.39M (4.25%) -242.35K
Decreased by -2.58%
Mar 31, 24
8 JPMorgan Chase & Co 4.87M (2.21%) 234.76K
Increased by +4.82%
Sep 30, 24
9 FMR Inc 4.79M (2.17%) -919.38K
Decreased by -19.21%
Sep 30, 24
10 Geode Capital Management, LLC 4.69M (2.13%) 67.50K
Increased by +1.44%
Sep 30, 24
11 Franklin Resources Inc 3.98M (1.80%) 314.38K
Increased by +7.91%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 3.39M (1.54%) -3.37M
Decreased by -99.37%
Sep 30, 24
13 Amvescap Plc. 3.09M (1.40%) -102.28K
Decreased by -3.31%
Sep 30, 24
14 Putnam Investments LLC 2.89M (1.31%) 798.08K
Increased by +27.58%
Dec 31, 23
15 Putnam Investments, LLC., a Franklin Templeton company 2.89M (1.31%) 798.08K
Increased by +27.58%
Dec 31, 23
16 NORGES BANK 2.79M (1.26%) 18.46K
Increased by +0.66%
Jun 30, 24
17 Bank of New York Mellon Corp 2.59M (1.18%) 82.19K
Increased by +3.17%
Sep 30, 24
18 T. Rowe Price Associates, Inc. 2.55M (1.16%) -23.27K
Decreased by -0.91%
Sep 30, 24
19 Gates Bill & Melinda Foundation 2.53M (1.15%) 1.00M
Increased by +39.46%
Sep 30, 24
20 Goldman Sachs Group Inc 2.34M (1.06%) 1.42M
Increased by +60.65%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 8.76M (3.97%) -191.60K
Decreased by -2.19%
Sep 30, 24
2 Vanguard PRIMECAP Inv 8.52M (3.86%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 6.95M (3.15%) -24.68K
Decreased by -0.36%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 5.97M (2.71%) 70.76K
Increased by +1.18%
Oct 31, 24
5 SPDR® S&P 500® ETF Trust 2.78M (1.26%) 16.49K
Increased by +0.59%
Nov 30, 24
6 Fidelity 500 Index 2.77M (1.25%) -4.54K
Decreased by -0.16%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 2.71M (1.23%) 16.99K
Increased by +0.63%
Feb 29, 24
8 Fidelity® 500 Index 2.70M (1.22%) 17.16K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 2.55M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
10 Putnam Large Cap Value A 2.18M (0.99%) 47.68K
Increased by +2.19%
Oct 31, 24
11 Putnam US Large Cap Value Equity 2.13M (0.97%) 126.55K
Increased by +5.94%
Sep 30, 24
12 Vanguard Value Index Inv 1.87M (0.85%) 6.11K
Increased by +0.33%
Oct 31, 24
13 Vanguard Capital Opportunity Inv 1.63M (0.74%) -15.20K
Decreased by -0.93%
Sep 30, 24
14 American Funds American Mutual A 1.57M (0.71%) -916.00
Decreased by -0.06%
Sep 30, 24
15 Capital Group American Mutual Comp 1.57M (0.71%) -916.00
Decreased by -0.06%
Sep 30, 24
16 American Funds Invmt Co of Amer A 1.50M (0.68%) -356.00
Decreased by -0.02%
Sep 30, 24
17 Capital Group Investment Co of Amer Comp 1.50M (0.68%) -356.00
Decreased by -0.02%
Sep 30, 24
18 Vanguard Institutional Index I 1.43M (0.65%) -1.41K
Decreased by -0.10%
Oct 31, 24
19 American Funds Capital Income Bldr A 1.40M (0.63%) 0.00
Increased by 0.00%
Sep 30, 24
20 American Funds Washington Mutual A 1.22M (0.55%) 0.00
Increased by 0.00%
Sep 30, 24