Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JETD 9.00%
2 JETU 9.00%
3 SUPL 5.13%
4 SHPP 5.12%
5 UAV 4.24%
6 UTRN 3.97%
7 FTXR 3.39%
8 SEA 3.08%
9 AILV 2.90%
10 TPOR 2.84%
11 PVAL 2.39%
12 XTN 2.35%
13 COWS 2.27%
14 VLLU 2.24%
15 ACTX_old 1.99%
16 ISHP 1.80%
17 FTLS 1.70%
18 PWV 1.61%
19 FTXD 1.58%
20 XLI 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.14M (9.00%) 288.65K
Increased by +1.43%
Sep 30, 24
2 BlackRock Inc 14.86M (6.63%) -290.78K
Decreased by -1.96%
Jun 30, 24
3 Dodge & Cox 13.16M (5.88%) -239.26K
Decreased by -1.82%
Sep 30, 24
4 PRIMECAP Management Company 12.71M (5.68%) -80.09K
Decreased by -0.63%
Sep 30, 24
5 Capital Research & Mgmt Co - Division 3 9.87M (4.41%) 89.94K
Increased by +0.91%
Sep 30, 24
6 State Street Corp 9.40M (4.20%) 14.84K
Increased by +0.16%
Jun 30, 24
7 State Street Corporation 9.39M (4.19%) -242.35K
Decreased by -2.58%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 6.75M (3.02%) 308.08K
Increased by +4.56%
Jun 30, 24
9 Franklin Resources Inc 4.91M (2.19%) 1.24M
Increased by +25.38%
Sep 30, 24
10 FMR Inc 4.79M (2.14%) -919.38K
Decreased by -19.21%
Sep 30, 24
11 Geode Capital Management, LLC 4.69M (2.09%) 67.50K
Increased by +1.44%
Sep 30, 24
12 JPMorgan Chase & Co 4.64M (2.07%) -142.94K
Decreased by -3.08%
Jun 30, 24
13 Amvescap Plc. 3.20M (1.43%) -24.74K
Decreased by -0.77%
Jun 30, 24
14 Putnam Investments LLC 2.89M (1.29%) 798.08K
Increased by +27.58%
Dec 31, 23
15 Putnam Investments, LLC., a Franklin Templeton company 2.89M (1.29%) 798.08K
Increased by +27.58%
Dec 31, 23
16 NORGES BANK 2.79M (1.24%) 18.46K
Increased by +0.66%
Jun 30, 24
17 T. Rowe Price Associates, Inc. 2.57M (1.15%) 1.52M
Increased by +58.93%
Jun 30, 24
18 Gates Bill & Melinda Foundation 2.53M (1.13%) 1.00M
Increased by +39.46%
Sep 30, 24
19 Bank of New York Mellon Corp 2.51M (1.12%) -126.42K
Decreased by -5.03%
Jun 30, 24
20 Goldman Sachs Group Inc 2.34M (1.04%) 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 (3.91%) -191.60K
Decreased by -2.19%
Sep 30, 24
2 Vanguard PRIMECAP Inv 8.52M (3.81%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 6.95M (3.11%) -24.68K
Decreased by -0.36%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 5.97M (2.67%) 70.76K
Increased by +1.18%
Oct 31, 24
5 Fidelity 500 Index 2.77M (1.24%) -18.70K
Decreased by -0.68%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 2.75M (1.23%) 14.36K
Increased by +0.52%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 2.71M (1.21%) 16.99K
Increased by +0.63%
Feb 29, 24
8 Fidelity® 500 Index 2.70M (1.20%) 17.16K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 2.51M (1.12%) 3.86K
Increased by +0.15%
Oct 31, 24
10 Putnam Large Cap Value A 2.13M (0.95%) 46.43K
Increased by +2.18%
Sep 30, 24
11 Putnam US Large Cap Value Equity 2.13M (0.95%) 126.55K
Increased by +5.94%
Sep 30, 24
12 Vanguard Value Index Inv 1.87M (0.84%) 6.11K
Increased by +0.33%
Oct 31, 24
13 Vanguard Capital Opportunity Inv 1.63M (0.73%) -15.20K
Decreased by -0.93%
Sep 30, 24
14 American Funds American Mutual A 1.57M (0.70%) -916.00
Decreased by -0.06%
Sep 30, 24
15 Capital Group American Mutual Comp 1.57M (0.70%) -916.00
Decreased by -0.06%
Sep 30, 24
16 American Funds Invmt Co of Amer A 1.50M (0.67%) -356.00
Decreased by -0.02%
Sep 30, 24
17 Capital Group Investment Co of Amer Comp 1.50M (0.67%) -356.00
Decreased by -0.02%
Sep 30, 24
18 Vanguard Institutional Index I 1.43M (0.64%) -1.41K
Decreased by -0.10%
Oct 31, 24
19 American Funds Capital Income Bldr A 1.40M (0.62%) 0.00
Increased by 0.00%
Sep 30, 24
20 American Funds Washington Mutual A 1.22M (0.54%) 0.00
Increased by 0.00%
Sep 30, 24