Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PPA 5.74%
2 CGDV 5.16%
3 DVAL 5.05%
4 CTEX 4.79%
5 XLI 4.53%
6 STNC 4.53%
7 VIS 3.57%
8 CNRG 3.48%
9 FIDU 3.45%
10 DIP 3.34%
11 DUSL 3.13%
12 UXI 3.12%
13 TIME 2.85%
14 TEQI 2.51%
15 AUSF 2.50%
16 EXI 2.49%
17 CGUS 2.47%
18 QGRO 2.31%
19 GVIP 2.20%
20 TDVG 2.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 88.44M (8.12%) 551.00K
Increased by +0.62%
Dec 31, 23
2 Capital Research Global Investors 83.09M (7.63%) -1.06M
Decreased by -1.28%
Dec 31, 23
3 BlackRock Inc 69.62M (6.39%) -586.96K
Decreased by -0.84%
Dec 31, 23
4 FMR Inc 66.59M (6.11%) 2.97M
Increased by +4.45%
Dec 31, 23
5 Capital Research & Mgmt Co - Division 3 53.79M (4.94%) -143.74K
Decreased by -0.27%
Dec 31, 23
6 State Street Corporation 48.86M (4.48%) -505.79K
Decreased by -1.04%
Dec 31, 23
7 TCI Fund Management Limited 41.65M (3.82%) 0.00
Increased by 0.00%
Dec 31, 23
8 T. Rowe Price Associates, Inc. 31.22M (2.87%) -6.33M
Decreased by -20.27%
Dec 31, 23
9 Geode Capital Management, LLC 20.58M (1.89%) 393.65K
Increased by +1.91%
Dec 31, 23
10 Dodge & Cox 16.82M (1.54%) -5.46M
Decreased by -32.49%
Dec 31, 23
11 Northern Trust Corp 10.46M (0.96%) -123.78K
Decreased by -1.18%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 9.69M (0.89%) 733.65K
Increased by +7.57%
Dec 31, 23
13 NORGES BANK 9.35M (0.86%) 1.77M
Increased by +18.90%
Dec 31, 23
14 Eagle Capital Management LLC 8.72M (0.80%) -1.64M
Decreased by -18.82%
Dec 31, 23
15 Legal & General Group PLC 8.23M (0.76%) 1.75M
Increased by +21.21%
Dec 31, 23
16 Viking Global Investors LP 8.00M (0.73%) 858.73K
Increased by +10.74%
Sep 30, 23
17 Goldman Sachs Group Inc 7.92M (0.73%) 3.45M
Increased by +43.59%
Dec 31, 23
18 Bank of New York Mellon Corp 7.87M (0.72%) -144.40K
Decreased by -1.83%
Dec 31, 23
19 Amvescap Plc. 7.62M (0.70%) 446.47K
Increased by +5.86%
Dec 31, 23
20 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.66M (0.61%) 426.79K
Increased by +6.41%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group Investment Co of Amer Comp 37.12M (3.41%) 0.00
Increased by 0.00%
Dec 31, 23
2 American Funds Invmt Co of Amer A 36.22M (3.32%) -898.23K
Decreased by -2.48%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 34.16M (3.14%) -74.77K
Decreased by -0.22%
Feb 29, 24
4 American Funds Growth Fund of Amer A 29.96M (2.75%) 1.47M
Increased by +4.91%
Mar 31, 24
5 Capital Group Growth Fnd of Amer Comp 28.49M (2.62%) 0.00
Increased by 0.00%
Dec 31, 23
6 Vanguard Institutional 500 Index Trust 27.43M (2.52%) 256.15K
Increased by +0.93%
Mar 31, 24
7 Capital Group American Mutual Comp 18.01M (1.65%) -6.05K
Decreased by -0.03%
Dec 31, 23
8 American Funds American Mutual A 17.98M (1.65%) -26.25K
Decreased by -0.15%
Mar 31, 24
9 American Funds American Balanced A 13.95M (1.28%) 1.60M
Increased by +11.45%
Mar 31, 24
10 SPDR® S&P 500 ETF Trust 13.13M (1.20%) -102.07K
Decreased by -0.78%
Mar 31, 24
11 Fidelity 500 Index 13.05M (1.20%) 131.34K
Increased by +1.01%
Feb 29, 24
12 Fidelity® 500 Index 12.68M (1.16%) 80.71K
Increased by +0.64%
Nov 30, 23
13 Dodge & Cox Stock I 12.17M (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
14 iShares Core S&P 500 ETF 11.28M (1.04%) 82.94K
Increased by +0.74%
Mar 28, 24
15 American Funds Capital World Gr&Inc A 10.18M (0.93%) 497.54K
Increased by +4.89%
Mar 31, 24
16 Capital Group World Growth & Inc Cmp 9.68M (0.89%) -49.20K
Decreased by -0.51%
Dec 31, 23
17 American Funds Washington Mutual A 9.25M (0.85%) 4.44M
Increased by +48.01%
Mar 31, 24
18 Vanguard Value Index Inv 9.05M (0.83%) -23.76K
Decreased by -0.26%
Jan 31, 24
19 Fidelity® Series Large Cap Stock 8.31M (0.76%) -184.30K
Decreased by -2.22%
Nov 30, 23
20 Fidelity Contrafund 7.29M (0.67%) 0.00
Increased by 0.00%
Feb 29, 24