Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 MISL 7.58%
3 SHLD 6.43%
4 RUFF 5.60%
5 FCTE 4.89%
6 PPA 4.35%
7 HACK 4.09%
8 NATO 4.04%
9 XAR 3.91%
10 UTRN 3.86%
11 XKFF 3.39%
12 CZAR 2.99%
13 SAMT 2.75%
14 DFEN 2.71%
15 ROKT 2.36%
16 CBLS 2.21%
17 TUSA 2.10%
18 FTIF 2.10%
19 VETS 2.00%
20 DEF 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Longview Management Group LLC 28.10M (11.14%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 23.07M (9.15%) 939.82K
Increased by +4.07%
Sep 30, 24
3 BlackRock Inc 16.27M (6.45%) 1.39M
Increased by +8.53%
Sep 30, 24
4 Newport Trust Co. 15.24M (6.04%) -219.22K
Decreased by -1.44%
Sep 30, 24
5 Wellington Management Company LLP 14.21M (5.63%) 109.62K
Increased by +0.77%
Sep 30, 24
6 State Street Corp 10.95M (4.34%) 943.25K
Increased by +8.62%
Sep 30, 24
7 State Street Corporation 9.84M (3.90%) -207.21K
Decreased by -2.11%
Mar 31, 24
8 Massachusetts Financial Services Company 7.83M (3.10%) 189.90K
Increased by +2.43%
Sep 30, 24
9 Bank of America Corp 7.77M (3.08%) -80.87K
Decreased by -1.04%
Sep 30, 24
10 Capital Research Global Investors 6.27M (2.49%) 2.22K
Increased by +0.04%
Sep 30, 24
11 Wells Fargo & Co 6.21M (2.46%) -117.68K
Decreased by -1.90%
Sep 30, 24
12 JPMorgan Chase & Co 5.80M (2.30%) -22.17K
Decreased by -0.38%
Sep 30, 24
13 Geode Capital Management, LLC 5.56M (2.20%) 638.34K
Increased by +11.49%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 5.23M (2.07%) -843.09K
Decreased by -16.12%
Sep 30, 24
15 FMR Inc 4.94M (1.96%) 24.46K
Increased by +0.50%
Sep 30, 24
16 Sanders Capital, LLC 4.18M (1.66%) 49.40K
Increased by +1.18%
Sep 30, 24
17 T. Rowe Price Associates, Inc. 3.74M (1.48%) -746.95K
Decreased by -19.97%
Sep 30, 24
18 Aristotle Capital Management LLC 2.98M (1.18%) 19.23K
Increased by +0.65%
Sep 30, 24
19 Royal Bank of Canada 2.79M (1.11%) 168.25K
Increased by +6.03%
Sep 30, 24
20 NORGES BANK 2.75M (1.09%) -50.51K
Decreased by -1.83%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.32M (2.90%) -19.11K
Decreased by -0.26%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 6.99M (2.77%) 54.11K
Increased by +0.77%
Dec 31, 24
3 MFS Large Cap Value Equity 4.29M (1.70%) -141.13K
Decreased by -3.29%
Dec 31, 24
4 MFS Value A 4.29M (1.70%) -53.14K
Decreased by -1.24%
Dec 31, 24
5 Vanguard Dividend Growth Inv 3.41M (1.35%) -50.47K
Decreased by -1.48%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 3.24M (1.28%) 37.54K
Increased by +1.16%
Dec 31, 24
7 Fidelity 500 Index 3.19M (1.26%) 21.65K
Increased by +0.68%
Nov 30, 24
8 JPM US Equity Income-MA 3.11M (1.23%) 3.10M
Increased by +99.88%
Sep 30, 23
9 iShares Core S&P 500 ETF 3.03M (1.20%) 2.13K
Increased by +0.07%
Dec 31, 24
10 SPDR® S&P 500 ETF Trust 2.73M (1.08%) -21.33K
Decreased by -0.78%
Mar 31, 24
11 JPM US Equity Income-Composite 2.72M (1.08%) -150.28K
Decreased by -5.53%
Dec 31, 24
12 JPMorgan Equity Income I 2.72M (1.08%) 0.00
Increased by 0.00%
Nov 30, 24
13 Fidelity® 500 Index 2.64M (1.05%) 16.81K
Increased by +0.64%
Nov 30, 23
14 American Funds Invmt Co of Amer A 2.26M (0.90%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group Investment Co of Amer Comp 2.26M (0.90%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard Equity-Income Inv 2.19M (0.87%) 179.60K
Increased by +8.21%
Sep 30, 24
17 Vanguard Windsor™ II Inv 2.04M (0.81%) 0.00
Increased by 0.00%
Sep 30, 24
18 Vanguard Value Index Inv 1.99M (0.79%) -8.06K
Decreased by -0.41%
Dec 31, 24
19 American Funds American Mutual A 1.78M (0.70%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group American Mutual Comp 1.78M (0.70%) 0.00
Increased by 0.00%
Dec 31, 24