Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 5.10%
2 UTRN 3.98%
3 FTXG 3.98%
4 VSL 3.93%
5 WBIF 3.59%
6 TBG 2.53%
7 SHRY 2.46%
8 BVAL 2.45%
9 RHS 2.45%
10 RSPS 2.45%
11 RNLC 2.39%
12 FXG 2.27%
13 FLV 2.27%
14 WBIG 2.21%
15 UPGD 2.11%
16 XLP 2.10%
17 RYJ 2.09%
18 LVHD 1.92%
19 GRES 1.89%
20 IYK 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 66.76M (12.08%) -616.49K
Decreased by -0.92%
Sep 30, 24
2 BlackRock Inc 54.94M (9.94%) 2.63M
Increased by +4.79%
Jun 30, 24
3 State Street Corp 33.50M (6.06%) 2.87M
Increased by +8.56%
Sep 30, 24
4 State Street Corporation 30.73M (5.56%) -770.32K
Decreased by -2.51%
Mar 31, 24
5 Capital Research Global Investors 18.20M (3.29%) -1.44M
Decreased by -7.88%
Sep 30, 24
6 Geode Capital Management, LLC 14.35M (2.60%) 16.39K
Increased by +0.11%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 8.72M (1.58%) -8.91M
Decreased by -102.23%
Sep 30, 24
8 NORGES BANK 7.14M (1.29%) 1.35M
Increased by +18.93%
Jun 30, 24
9 Capital World Investors 7.08M (1.28%) 692.00
Increased by +0.01%
Sep 30, 24
10 Northern Trust Corp 6.81M (1.23%) -226.71K
Decreased by -3.33%
Sep 30, 24
11 Ameriprise Financial Inc 6.78M (1.23%) 19.73K
Increased by +0.29%
Sep 30, 24
12 Charles Schwab Investment Management Inc 6.71M (1.21%) -820.91K
Decreased by -12.24%
Dec 31, 23
13 UBS Asset Mgmt Americas Inc 6.28M (1.14%) -486.57K
Decreased by -7.74%
Sep 30, 24
14 Bank of America Corp 6.14M (1.11%) 413.87K
Increased by +6.75%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 5.84M (1.06%) 428.88K
Increased by +7.34%
Sep 30, 24
16 JPMorgan Chase & Co 5.71M (1.03%) 2.93M
Increased by +51.26%
Sep 30, 24
17 Legal & General Group PLC 5.10M (0.92%) -532.95K
Decreased by -10.46%
Sep 30, 24
18 Amvescap Plc. 5.06M (0.92%) 229.67K
Increased by +4.54%
Sep 30, 24
19 American Century Companies Inc 5.06M (0.92%) 332.12K
Increased by +6.56%
Sep 30, 24
20 Nordea Investment Mgmt Bank Demark A/s 4.74M (0.86%) -539.50K
Decreased by -11.37%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.59M (3.18%) -63.67K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 14.75M (2.67%) 170.45K
Increased by +1.16%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 11.81M (2.14%) 21.21K
Increased by +0.18%
Oct 31, 24
4 American Funds American Mutual A 9.35M (1.69%) -4.07M
Decreased by -43.58%
Sep 30, 24
5 Capital Group American Mutual Comp 9.35M (1.69%) -4.07M
Decreased by -43.58%
Sep 30, 24
6 American Funds Income Fund of Amer A 8.15M (1.47%) 0.00
Increased by 0.00%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 6.88M (1.25%) 40.67K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 6.83M (1.24%) -11.21K
Decreased by -0.16%
Oct 31, 24
9 Fidelity® 500 Index 6.82M (1.23%) 43.40K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 6.72M (1.22%) 15.16K
Increased by +0.23%
Apr 30, 24
11 iShares Core S&P 500 ETF 6.29M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
12 American Funds Washington Mutual A 6.05M (1.09%) 977.36K
Increased by +16.16%
Jun 30, 24
13 Capital Group Wash Mutual Invtrs Comp 6.05M (1.09%) 977.36K
Increased by +16.16%
Jun 30, 24
14 American Funds Capital Income Bldr A 5.98M (1.08%) -843.18K
Decreased by -14.09%
Sep 30, 24
15 The Consumer Staples Sel SectSPDR® ETF 5.32M (0.96%) 11.80K
Increased by +0.22%
Nov 30, 24
16 Vanguard Value Index Inv 4.72M (0.85%) 16.66K
Increased by +0.35%
Oct 31, 24
17 Columbia Dividend Value 4.31M (0.78%) -39.44K
Decreased by -0.91%
Sep 30, 24
18 Columbia Dividend Income Inst 4.31M (0.78%) -6.83K
Decreased by -0.16%
Oct 31, 24
19 Vanguard Mid-Cap Value ETF 3.83M (0.69%) 13.34K
Increased by +0.35%
Oct 31, 24
20 American Funds American Balanced A 3.66M (0.66%) 0.00
Increased by 0.00%
Mar 31, 24