Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 4.87%
2 VSL 3.93%
3 UTRN 3.93%
4 FTXG 3.86%
5 WBIF 3.59%
6 TBG 2.74%
7 SHRY 2.57%
8 RHS 2.55%
9 RSPS 2.55%
10 BVAL 2.45%
11 FXG 2.39%
12 RNLC 2.39%
13 FLV 2.27%
14 XLP 2.24%
15 RYJ 1.98%
16 LVHD 1.98%
17 GRES 1.89%
18 WBIG 1.85%
19 IYK 1.79%
20 MXDU 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 67.38M (12.19%) 7.08M
Increased by +10.51%
Jun 30, 24
2 BlackRock Inc 54.94M (9.94%) 2.63M
Increased by +4.79%
Jun 30, 24
3 State Street Corporation 30.73M (5.56%) -770.32K
Decreased by -2.51%
Mar 31, 24
4 State Street Corp 30.64M (5.54%) -93.78K
Decreased by -0.31%
Jun 30, 24
5 Capital Research Global Investors 19.64M (3.55%) 5.99M
Increased by +30.49%
Jun 30, 24
6 Capital Research & Mgmt Co - Division 3 15.04M (2.72%) -3.38M
Decreased by -22.45%
Jun 30, 24
7 Geode Capital Management, LLC 14.34M (2.59%) 2.17M
Increased by +15.13%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 8.81M (1.59%) -8.65M
Decreased by -98.20%
Jun 30, 24
9 NORGES BANK 7.14M (1.29%) 1.35M
Increased by +18.93%
Jun 30, 24
10 Capital World Investors 7.08M (1.28%) 3.30K
Increased by +0.05%
Jun 30, 24
11 Northern Trust Corp 7.04M (1.27%) -51.87K
Decreased by -0.74%
Jun 30, 24
12 UBS Asset Mgmt Americas Inc 6.77M (1.22%) 1.55M
Increased by +22.93%
Jun 30, 24
13 Ameriprise Financial Inc 6.76M (1.22%) -987.39K
Decreased by -14.60%
Jun 30, 24
14 Charles Schwab Investment Management Inc 6.71M (1.21%) -820.91K
Decreased by -12.24%
Dec 31, 23
15 Bank of America Corp 5.72M (1.03%) -219.38K
Decreased by -3.83%
Jun 30, 24
16 Legal & General Group PLC 5.63M (1.02%) 323.09K
Increased by +5.74%
Jun 30, 24
17 Dimensional Fund Advisors, Inc. 5.41M (0.98%) 148.24K
Increased by +2.74%
Jun 30, 24
18 Nordea Investment Mgmt Bank Demark A/s 5.28M (0.96%) -78.54K
Decreased by -1.49%
Jun 30, 24
19 Goldman Sachs Group Inc 4.88M (0.88%) -1.84M
Decreased by -37.70%
Jun 30, 24
20 Amvescap Plc. 4.83M (0.87%) -172.53K
Decreased by -3.57%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.87M (3.23%) 43.30K
Increased by +0.24%
Aug 31, 24
2 Vanguard Institutional 500 Index Trust 14.77M (2.67%) 118.14K
Increased by +0.80%
Aug 31, 24
3 Vanguard Mid Cap Index Institutional 12.08M (2.18%) -1.99K
Decreased by -0.02%
Aug 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 Fidelity 500 Index 6.96M (1.26%) 53.86K
Increased by +0.77%
Aug 31, 24
8 Fidelity® 500 Index 6.82M (1.23%) 43.40K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500® ETF Trust 6.74M (1.22%) -27.22K
Decreased by -0.40%
Sep 30, 24
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 6.08M (1.10%) 20.07K
Increased by +0.33%
Sep 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 5.62M (1.02%) 34.01K
Increased by +0.61%
Sep 30, 24
16 Vanguard Value Index Inv 4.68M (0.85%) 40.43K
Increased by +0.86%
Aug 31, 24
17 Columbia Dividend Income Inst 4.31M (0.78%) 0.00
Increased by 0.00%
Sep 30, 24
18 Columbia Dividend Value 4.31M (0.78%) -39.44K
Decreased by -0.91%
Sep 30, 24
19 Vanguard Mid-Cap Value ETF 3.88M (0.70%) 7.85K
Increased by +0.20%
Aug 31, 24
20 American Funds American Balanced A 3.66M (0.66%) 0.00
Increased by 0.00%
Mar 31, 24