Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTH 7.51%
2 XLY 7.37%
3 FDIS 6.46%
4 VCR 6.41%
5 NDJI 6.13%
6 DJIA 5.45%
7 UCC 5.43%
8 DYLG 5.39%
9 DIA 5.34%
10 PMR 5.29%
11 WANT 5.17%
12 JHMC 5.07%
13 KEAT 5.04%
14 NBCC 5.02%
15 PKB 4.87%
16 ESNG 4.86%
17 DIVO 4.71%
18 RXI 4.51%
19 CLAW 4.46%
20 DJD 4.25%

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 Total Stock Mkt Idx Inv 31.33M (3.16%) 108.10K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 27.55M (2.78%) 186.82K
Increased by +0.68%
Feb 28, 25
3 Performer (AFRIS) 15.22M (1.53%) 15.22M
Increased by +100.00%
Feb 29, 24
4 Fidelity 500 Index 12.38M (1.25%) 54.65K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 12.28M (1.24%) -86.20K
Decreased by -0.70%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 11.78M (1.19%) 26.59K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 11.72M (1.18%) 74.55K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 11.67M (1.18%) -586.00
Decreased by -0.01%
Feb 28, 25
9 Vanguard Growth Index Investor 8.81M (0.89%) 48.22K
Increased by +0.55%
Nov 30, 23
10 Vanguard Value Index Inv 8.58M (0.86%) 53.09K
Increased by +0.62%
Feb 28, 25
11 Schwab US Dividend Equity ETF™ 6.63M (0.67%) 5.49K
Increased by +0.08%
Feb 28, 25
12 Vanguard Institutional Index I 6.16M (0.62%) -72.93K
Decreased by -1.18%
Feb 28, 25
13 American Funds Washington Mutual A 5.70M (0.57%) -580.74K
Decreased by -10.19%
Dec 31, 24
14 Capital Group Wash Mutual Invtrs Comp 5.70M (0.57%) -580.74K
Decreased by -10.19%
Dec 31, 24
15 Vanguard Dividend Appreciation ETF 5.50M (0.55%) 26.87K
Increased by +0.49%
Feb 28, 25
16 SPDR® Dow Jones Industrial Avrg ETF Tr 5.50M (0.55%) 92.16K
Increased by +1.68%
Feb 28, 25
17 Consumer Discret Sel Sect SPDR® ETF 5.24M (0.53%) -26.61K
Decreased by -0.51%
Apr 30, 24
18 American Funds Capital World Gr&Inc A 4.97M (0.50%) 64.88K
Increased by +1.31%
Mar 31, 24
19 Capital Group World Growth & Inc Cmp 4.97M (0.50%) 64.88K
Increased by +1.31%
Mar 31, 24
20 American Funds Growth Fund of Amer A 4.83M (0.49%) 300.00K
Increased by +6.21%
Dec 31, 23