Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XLY 7.63%
2 RTH 7.42%
3 FDIS 6.68%
4 VCR 6.51%
5 NDJI 6.13%
6 UCC 5.65%
7 DJIA 5.60%
8 DIA 5.58%
9 DYLG 5.58%
10 PMR 5.29%
11 JHMC 5.07%
12 KEAT 5.04%
13 PKB 4.90%
14 NBCC 4.86%
15 ESNG 4.86%
16 DIVO 4.75%
17 UDOW 4.75%
18 DDM 4.63%
19 RXI 4.61%
20 TMFE 4.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 95.76M (9.65%) 875.84K
Increased by +0.91%
Dec 31, 24
2 BlackRock Inc 73.24M (7.38%) 3.48M
Increased by +4.75%
Dec 31, 24
3 State Street Corporation 46.19M (4.65%) 2.89M
Increased by +6.26%
Mar 31, 24
4 State Street Corp 45.53M (4.59%) 413.38K
Increased by +0.91%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 21.97M (2.21%) 382.00K
Increased by +1.74%
Dec 31, 24
6 Geode Capital Management, LLC 21.96M (2.21%) 257.04K
Increased by +1.17%
Dec 31, 24
7 Capital World Investors 19.65M (1.98%) -4.15M
Decreased by -21.11%
Dec 31, 24
8 Bank of America Corp 15.38M (1.55%) -332.44K
Decreased by -2.16%
Dec 31, 24
9 Charles Schwab Investment Management Inc 13.52M (1.36%) -83.36K
Decreased by -0.62%
Dec 31, 24
10 NORGES BANK 12.94M (1.30%) 916.01K
Increased by +7.08%
Dec 31, 24
11 Capital Research Global Investors 12.46M (1.26%) 647.55K
Increased by +5.20%
Dec 31, 24
12 Northern Trust Corp 12.15M (1.22%) 1.42M
Increased by +11.73%
Dec 31, 24
13 Goldman Sachs Group Inc 11.94M (1.20%) 6.32M
Increased by +52.96%
Dec 31, 23
14 JPMorgan Chase & Co 11.29M (1.14%) -10.46M
Decreased by -92.65%
Dec 31, 24
15 Royal Bank of Canada 9.78M (0.99%) -336.64K
Decreased by -3.44%
Dec 31, 24
16 Fisher Asset Management, LLC 9.55M (0.96%) 125.44K
Increased by +1.31%
Dec 31, 24
17 AllianceBernstein L.P. 9.05M (0.91%) 468.20K
Increased by +5.17%
Dec 31, 24
18 International Assets Investment Management, LLC 8.78M (0.88%) 8.76M
Increased by +99.81%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 8.47M (0.85%) 441.73K
Increased by +5.21%
Dec 31, 24
20 Wellington Management Company LLP 8.44M (0.85%) -1.46M
Decreased by -17.32%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 31.47M (3.17%) 56.78K
Increased by +0.18%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 31.33M (3.16%) 108.10K
Increased by +0.35%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 27.55M (2.78%) 186.82K
Increased by +0.68%
Feb 28, 25
4 Performer (AFRIS) 15.22M (1.53%) 15.22M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 12.44M (1.25%) 55.40K
Increased by +0.45%
Feb 28, 25
6 SPDR® S&P 500 ETF 12.36M (1.25%) -181.04K
Decreased by -1.46%
Mar 31, 25
7 iShares Core S&P 500 ETF 12.12M (1.22%) 35.10K
Increased by +0.29%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 12.03M (1.21%) -63.07K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 11.90M (1.20%) -199.73K
Decreased by -1.68%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 11.78M (1.19%) 26.59K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 11.72M (1.18%) 74.55K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 8.81M (0.89%) 48.22K
Increased by +0.55%
Nov 30, 23
13 Vanguard Value Index Inv 8.58M (0.86%) 53.09K
Increased by +0.62%
Feb 28, 25
14 Schwab US Dividend Equity ETF™ 7.22M (0.73%) 5.68K
Increased by +0.08%
Mar 29, 25
15 Vanguard Institutional Index I 6.16M (0.62%) -72.93K
Decreased by -1.18%
Feb 28, 25
16 American Funds Washington Mutual A 5.70M (0.57%) -580.74K
Decreased by -10.19%
Dec 31, 24
17 Capital Group Wash Mutual Invtrs Comp 5.70M (0.57%) -580.74K
Decreased by -10.19%
Dec 31, 24
18 Vanguard Dividend Appreciation ETF 5.50M (0.55%) 26.87K
Increased by +0.49%
Feb 28, 25
19 SPDR® Dow Jones Industrial Avrg ETF Tr 5.38M (0.54%) -46.08K
Decreased by -0.86%
Mar 31, 25
20 Consumer Discret Sel Sect SPDR® ETF 5.24M (0.53%) -26.61K
Decreased by -0.51%
Apr 30, 24