Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 5.02%
2 OCFS 4.68%
3 UTRN 4.09%
4 KNGZ 3.37%
5 RNDV 3.37%
6 FFLS 3.18%
7 MTK 2.65%
8 CZA 2.63%
9 IDAT 2.58%
10 CVRD 2.43%
11 CTEX 2.41%
12 PUW 2.38%
13 SDOG 2.24%
14 CNRG 2.07%
15 TMFX 1.93%
16 TDIV 1.64%
17 BGIG 1.58%
18 RYT 1.56%
19 RSPT 1.54%
20 FFND 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 98.99M (12.76%) 816.24K
Increased by +0.82%
Sep 30, 24
2 BlackRock Inc 61.29M (7.90%) -871.71K
Decreased by -1.42%
Sep 30, 24
3 Wellington Management Company LLP 39.23M (5.06%) 133.21K
Increased by +0.34%
Sep 30, 24
4 State Street Corp 33.98M (4.38%) 1.24M
Increased by +3.66%
Sep 30, 24
5 State Street Corporation 32.58M (4.20%) 408.92K
Increased by +1.26%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 31.95M (4.12%) 4.48M
Increased by +14.01%
Sep 30, 24
7 Geode Capital Management, LLC 17.94M (2.31%) -199.32K
Decreased by -1.11%
Sep 30, 24
8 JPMorgan Chase & Co 15.22M (1.96%) -3.79M
Decreased by -24.92%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 14.32M (1.85%) -18.55M
Decreased by -129.56%
Sep 30, 24
10 State Farm Mutual Automobile Ins Co 14.03M (1.81%) -497.52K
Decreased by -3.55%
Sep 30, 24
11 Bank of America Corp 13.94M (1.80%) 64.36K
Increased by +0.46%
Sep 30, 24
12 Ameriprise Financial Inc 13.67M (1.76%) -1.24M
Decreased by -9.09%
Sep 30, 24
13 Goldman Sachs Group Inc 13.27M (1.71%) 6.38M
Increased by +48.10%
Jun 30, 24
14 Northern Trust Corp 10.66M (1.37%) -381.12K
Decreased by -3.57%
Sep 30, 24
15 NORGES BANK 10.06M (1.30%) 1.92M
Increased by +19.11%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 9.72M (1.25%) -620.87K
Decreased by -6.39%
Sep 30, 24
17 PRIMECAP Management Company 8.56M (1.10%) -3.50K
Decreased by -0.04%
Sep 30, 24
18 Legal & General Group PLC 6.91M (0.89%) 520.49K
Increased by +7.53%
Sep 30, 24
19 American Century Companies Inc 6.84M (0.88%) -274.07K
Decreased by -4.01%
Dec 31, 23
20 Fidelity International Ltd 6.70M (0.86%) -608.39K
Decreased by -9.08%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 24.14M (3.11%) -81.30K
Decreased by -0.34%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 20.87M (2.69%) 167.08K
Increased by +0.80%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 16.57M (2.14%) 144.48K
Increased by +0.87%
Dec 31, 24
4 Vanguard Wellington™ Inv 13.27M (1.71%) 4.55M
Increased by +34.28%
Sep 30, 24
5 Vanguard Equity-Income Inv 10.92M (1.41%) -1.79M
Decreased by -16.44%
Sep 30, 24
6 T. Rowe Price Mid-Cap Value 9.90M (1.28%) -134.30K
Decreased by -1.36%
Dec 31, 24
7 T. Rowe Price US Mid-Cap Value Equity 9.90M (1.28%) -873.39K
Decreased by -8.82%
Dec 31, 24
8 JPM US Equity Income-MA 9.77M (1.26%) 9.76M
Increased by +99.91%
Sep 30, 23
9 SPDR® S&P 500® ETF Trust 9.69M (1.25%) 111.89K
Increased by +1.15%
Dec 31, 24
10 Fidelity 500 Index 9.52M (1.23%) 64.66K
Increased by +0.68%
Nov 30, 24
11 iShares Core S&P 500 ETF 9.05M (1.17%) 6.36K
Increased by +0.07%
Dec 31, 24
12 SPDR® S&P 500 ETF Trust 9.04M (1.17%) 20.52K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 8.95M (1.15%) 56.93K
Increased by +0.64%
Nov 30, 23
14 JPMorgan Equity Income I 8.56M (1.10%) 0.00
Increased by 0.00%
Nov 30, 24
15 JPM US Equity Income-Composite 8.45M (1.09%) -638.77K
Decreased by -7.56%
Dec 31, 24
16 Vanguard Value Index Inv 6.56M (0.85%) -28.41K
Decreased by -0.43%
Dec 31, 24
17 Vanguard Information Technology ETF 6.14M (0.79%) 88.89K
Increased by +1.45%
Dec 31, 24
18 The Technology Select Sector SPDR® ETF 6.01M (0.77%) -9.62K
Decreased by -0.16%
Dec 31, 24
19 Vanguard Wellesley® Income Inv 5.60M (0.72%) -1.11M
Decreased by -19.86%
Sep 30, 24
20 Technology Select Sector SPDR® ETF 5.31M (0.68%) 5.92K
Increased by +0.11%
Apr 30, 24