Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARU 10.14%
2 CARD 10.14%
3 FTXR 7.38%
4 AIEQ 4.75%
5 RPV 4.24%
6 IVFVC 4.21%
7 UTRN 4.10%
8 MADE 4.01%
9 TAAG 3.18%
10 TADS 2.90%
11 GRBIC 2.60%
12 PJFV 2.49%
13 ACTX_old 2.40%
14 PXLV 2.32%
15 VTRN 2.22%
16 JHMC 2.15%
17 SMRI 2.12%
18 SPVM 2.06%
19 SPVU 2.05%
20 USRD 2.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 121.68M (10.87%) -15.28M
Decreased by -12.56%
Mar 31, 24
2 Vanguard Group Inc 95.90M (8.56%) -15.72M
Decreased by -16.39%
Mar 31, 24
3 State Street Corporation 52.79M (4.71%) -6.83M
Decreased by -12.94%
Mar 31, 24
4 Capital World Investors 48.77M (4.35%) 6.20M
Increased by +12.72%
Mar 31, 24
5 Harris Associates L.P. 35.50M (3.17%) -258.17K
Decreased by -0.73%
Mar 31, 24
6 Franklin Resources Inc 32.00M (2.86%) 18.26M
Increased by +57.08%
Mar 31, 24
7 Arrowstreet Capital Limited Partnership 30.50M (2.72%) 10.78M
Increased by +35.36%
Mar 31, 24
8 Bank of America Corp 27.28M (2.44%) 3.48M
Increased by +12.76%
Mar 31, 24
9 Capital Research & Mgmt Co - Division 3 26.23M (2.34%) -442.85K
Decreased by -1.69%
Sep 30, 23
10 Geode Capital Management, LLC 23.44M (2.09%) -2.68M
Decreased by -11.42%
Mar 31, 24
11 Greenhaven Associates Inc 23.15M (2.07%) 115.90K
Increased by +0.50%
Mar 31, 24
12 Goldman Sachs Group Inc 21.23M (1.90%) -6.31M
Decreased by -29.72%
Mar 31, 24
13 Putnam Investments LLC 20.24M (1.81%) 2.91M
Increased by +14.36%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 20.24M (1.81%) 2.91M
Increased by +14.36%
Dec 31, 23
15 Hotchkis & Wiley Capital Management LLC 18.09M (1.62%) -8.90K
Decreased by -0.05%
Mar 31, 24
16 NORGES BANK 16.77M (1.50%) 2.10M
Increased by +12.55%
Dec 31, 23
17 Amvescap Plc. 16.22M (1.45%) -3.80M
Decreased by -23.45%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 14.30M (1.28%) -910.08K
Decreased by -6.37%
Mar 31, 24
19 Capital Research Global Investors 13.86M (1.24%) -10.84M
Decreased by -78.21%
Mar 31, 24
20 Bank of New York Mellon Corp 12.82M (1.14%) 438.06K
Increased by +3.42%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 35.97M (3.21%) -448.08K
Decreased by -1.25%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 29.32M (2.62%) -304.09K
Decreased by -1.04%
Jun 30, 24
3 American Funds Washington Mutual A 19.31M (1.72%) 926.99K
Increased by +4.80%
Jun 30, 24
4 Capital Group Wash Mutual Invtrs Comp 18.38M (1.64%) 2.53M
Increased by +13.76%
Mar 31, 24
5 Fidelity® 500 Index 16.03M (1.43%) 102.03K
Increased by +0.64%
Nov 30, 23
6 Fidelity 500 Index 14.05M (1.25%) 71.28K
Increased by +0.51%
May 31, 24
7 SPDR® S&P 500 ETF Trust 13.93M (1.24%) -108.23K
Decreased by -0.78%
Mar 31, 24
8 SPDR® S&P 500® ETF Trust 13.59M (1.21%) 127.95K
Increased by +0.94%
Jun 30, 24
9 Oakmark Investor 13.06M (1.17%) 1.50M
Increased by +11.48%
Mar 31, 24
10 iShares Core S&P 500 ETF 12.18M (1.09%) 61.79K
Increased by +0.51%
Jun 28, 24
11 American Funds Capital World Gr&Inc A 11.65M (1.04%) 0.00
Increased by 0.00%
Dec 31, 23
12 Capital Group World Growth & Inc Cmp 11.65M (1.04%) 0.00
Increased by 0.00%
Dec 31, 23
13 Putnam Large Cap Value A 11.47M (1.02%) 321.88K
Increased by +2.81%
May 31, 24
14 Performer (AFRIS) 11.18M (1.00%) 11.18M
Increased by +100.00%
Feb 29, 24
15 American Funds Growth Fund of Amer A 11.15M (1.00%) 0.00
Increased by 0.00%
Jun 30, 24
16 Capital Group Growth Fnd of Amer Comp 11.15M (1.00%) 0.00
Increased by 0.00%
Mar 31, 24
17 Putnam US Large Cap Value Equity 11.15M (1.00%) 502.47K
Increased by +4.51%
Mar 31, 24
18 American Funds American Balanced A 11.00M (0.98%) 0.00
Increased by 0.00%
Jun 30, 24
19 BlackRock Equity Dividend Instl 10.65M (0.95%) -59.54K
Decreased by -0.56%
Mar 31, 24
20 Vanguard Value Index Inv 9.35M (0.83%) -249.43K
Decreased by -2.67%
Jun 30, 24