Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARD 10.14%
2 CARU 10.14%
3 FTXR 6.92%
4 AIEQ 4.75%
5 RPV 4.47%
6 IVFVC 4.21%
7 MADE 4.20%
8 UTRN 4.10%
9 OAKM 4.00%
10 TAAG 3.18%
11 DVAL 3.10%
12 TADS 2.90%
13 SIXH 2.80%
14 PJFV 2.61%
15 GRBIC 2.60%
16 SIXA 2.60%
17 ACTX_old 2.40%
18 PXLV 2.32%
19 SPVM 2.26%
20 SPVU 2.24%

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 51.35M (4.69%) -22.33K
Decreased by -0.04%
Sep 30, 24
5 Capital World Investors 48.25M (4.40%) -155.74K
Decreased by -0.32%
Sep 30, 24
6 Harris Associates L.P. 32.37M (2.95%) -2.00M
Decreased by -6.17%
Sep 30, 24
7 Arrowstreet Capital Limited Partnership 30.13M (2.75%) -2.31M
Decreased by -7.66%
Sep 30, 24
8 Franklin Resources Inc 28.10M (2.56%) -1.35M
Decreased by -4.80%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 26.23M (2.39%) -442.85K
Decreased by -1.69%
Sep 30, 23
10 Geode Capital Management, LLC 23.62M (2.16%) 106.88K
Increased by +0.45%
Sep 30, 24
11 Greenhaven Associates Inc 23.15M (2.11%) 115.90K
Increased by +0.50%
Mar 31, 24
12 Putnam Investments LLC 20.24M (1.85%) 2.91M
Increased by +14.36%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 20.24M (1.85%) 2.91M
Increased by +14.36%
Dec 31, 23
14 FMR Inc 19.28M (1.76%) -1.03M
Decreased by -5.34%
Sep 30, 24
15 Hotchkis & Wiley Capital Management LLC 17.28M (1.58%) 989.75K
Increased by +5.73%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 13.84M (1.26%) 916.45K
Increased by +6.62%
Sep 30, 24
17 Amvescap Plc. 13.81M (1.26%) -11.01K
Decreased by -0.08%
Sep 30, 24
18 Bank of America Corp 13.71M (1.25%) -621.59K
Decreased by -4.53%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 13.66M (1.25%) -19.93M
Decreased by -145.94%
Sep 30, 24
20 NORGES BANK 13.61M (1.24%) -3.16M
Decreased by -23.20%
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 SPDR® S&P 500® ETF Trust 13.86M (1.26%) 82.09K
Increased by +0.59%
Nov 30, 24
9 Fidelity 500 Index 13.79M (1.26%) -22.66K
Decreased by -0.16%
Oct 31, 24
10 Putnam Large Cap Value A 12.78M (1.17%) 279.70K
Increased by +2.19%
Oct 31, 24
11 iShares Core S&P 500 ETF 12.70M (1.16%) 0.00
Increased by 0.00%
Nov 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