Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARD 10.14%
2 CARU 10.14%
3 FTXR 7.77%
4 RPV 4.76%
5 AIEQ 4.75%
6 MADE 4.50%
7 IVFVC 4.21%
8 UTRN 4.10%
9 DVAL 3.32%
10 TAAG 3.18%
11 TADS 2.90%
12 SIXA 2.88%
13 SIXH 2.86%
14 PJFV 2.86%
15 GRBIC 2.60%
16 ACTX_old 2.40%
17 SPVM 2.33%
18 SPVU 2.32%
19 PXLV 2.32%
20 RSPD 2.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 110.25M (10.06%) -11.43M
Decreased by -10.36%
Jun 30, 24
2 Vanguard Group Inc 94.37M (8.61%) -694.13K
Decreased by -0.74%
Sep 30, 24
3 State Street Corporation 52.79M (4.82%) -6.83M
Decreased by -12.94%
Mar 31, 24
4 State Street Corp 51.37M (4.69%) -1.41M
Decreased by -2.75%
Jun 30, 24
5 Capital World Investors 48.25M (4.40%) -155.74K
Decreased by -0.32%
Sep 30, 24
6 Harris Associates L.P. 34.36M (3.14%) -1.13M
Decreased by -3.30%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 33.59M (3.07%) 5.00M
Increased by +14.88%
Jun 30, 24
8 Arrowstreet Capital Limited Partnership 32.44M (2.96%) 1.94M
Increased by +5.98%
Jun 30, 24
9 Franklin Resources Inc 29.45M (2.69%) -2.55M
Decreased by -8.64%
Jun 30, 24
10 Capital Research & Mgmt Co - Division 3 26.23M (2.39%) -442.85K
Decreased by -1.69%
Sep 30, 23
11 Geode Capital Management, LLC 23.51M (2.15%) 74.84K
Increased by +0.32%
Jun 30, 24
12 Greenhaven Associates Inc 23.15M (2.11%) 115.90K
Increased by +0.50%
Mar 31, 24
13 Putnam Investments LLC 20.24M (1.85%) 2.91M
Increased by +14.36%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 20.24M (1.85%) 2.91M
Increased by +14.36%
Dec 31, 23
15 FMR Inc 19.28M (1.76%) -1.03M
Decreased by -5.34%
Sep 30, 24
16 Hotchkis & Wiley Capital Management LLC 16.29M (1.49%) -1.80M
Decreased by -11.05%
Jun 30, 24
17 Goldman Sachs Group Inc 14.37M (1.31%) -6.86M
Decreased by -47.73%
Jun 30, 24
18 Bank of America Corp 14.34M (1.31%) -12.95M
Decreased by -90.32%
Jun 30, 24
19 Dimensional Fund Advisors, Inc. 13.84M (1.26%) 916.45K
Increased by +6.62%
Sep 30, 24
20 Amvescap Plc. 13.82M (1.26%) -2.40M
Decreased by -17.38%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 35.52M (3.24%) -122.96K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 29.79M (2.72%) 344.29K
Increased by +1.16%
Oct 31, 24
3 American Funds Washington Mutual A 25.65M (2.34%) 6.34M
Increased by +24.72%
Sep 30, 24
4 Capital Group Wash Mutual Invtrs Comp 25.65M (2.34%) 6.34M
Increased by +24.72%
Sep 30, 24
5 Fidelity® 500 Index 16.03M (1.46%) 102.03K
Increased by +0.64%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 13.93M (1.27%) -108.23K
Decreased by -0.78%
Mar 31, 24
7 Oakmark Investor 13.93M (1.27%) 786.10K
Increased by +5.64%
Sep 30, 24
8 Fidelity 500 Index 13.82M (1.26%) -239.97K
Decreased by -1.74%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 13.70M (1.25%) 71.50K
Increased by +0.52%
Oct 31, 24
10 iShares Core S&P 500 ETF 12.51M (1.14%) 19.26K
Increased by +0.15%
Oct 31, 24
11 Putnam Large Cap Value A 12.50M (1.14%) 272.35K
Increased by +2.18%
Sep 30, 24
12 Putnam US Large Cap Value Equity 12.50M (1.14%) 742.32K
Increased by +5.94%
Sep 30, 24
13 American Funds Capital World Gr&Inc A 11.65M (1.06%) 0.00
Increased by 0.00%
Dec 31, 23
14 Capital Group World Growth & Inc Cmp 11.65M (1.06%) 0.00
Increased by 0.00%
Dec 31, 23
15 Performer (AFRIS) 11.18M (1.02%) 11.18M
Increased by +100.00%
Feb 29, 24
16 American Funds Growth Fund of Amer A 11.15M (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
17 Capital Group Growth Fnd of Amer Comp 11.15M (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
18 American Funds American Balanced A 11.00M (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Value Index Inv 9.53M (0.87%) 33.76K
Increased by +0.35%
Oct 31, 24
20 Vanguard Windsor™ II Inv 9.15M (0.83%) 628.60K
Increased by +6.87%
Sep 30, 24