Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTH 7.89%
2 XLY 7.67%
3 VCR 6.82%
4 FDIS 6.52%
5 NDJI 6.13%
6 DJIA 5.86%
7 DYLG 5.81%
8 DIA 5.81%
9 PKB 5.48%
10 PMR 5.29%
11 WANT 5.26%
12 TMFE 5.09%
13 JHMC 5.07%
14 DIVO 5.07%
15 KEAT 5.04%
16 EQIN 4.92%
17 ESGS 4.92%
18 ESNG 4.86%
19 DJD 4.58%
20 UCC 4.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 94.89M (9.59%) 741.64K
Increased by +0.78%
Sep 30, 24
2 BlackRock Inc 71.15M (7.19%) 456.79K
Increased by +0.64%
Jun 30, 24
3 State Street Corp 46.40M (4.69%) 201.39K
Increased by +0.43%
Jun 30, 24
4 State Street Corporation 46.19M (4.67%) 2.89M
Increased by +6.26%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 40.45M (4.09%) 764.71K
Increased by +1.89%
Jun 30, 24
6 Capital World Investors 23.80M (2.41%) -1.30M
Decreased by -5.46%
Sep 30, 24
7 Geode Capital Management, LLC 21.27M (2.15%) 574.44K
Increased by +2.70%
Jun 30, 24
8 Bank of America Corp 14.19M (1.43%) -481.18K
Decreased by -3.39%
Jun 30, 24
9 Charles Schwab Investment Management Inc 13.61M (1.38%) -27.49K
Decreased by -0.20%
Sep 30, 24
10 NORGES BANK 12.02M (1.22%) -417.56K
Decreased by -3.47%
Jun 30, 24
11 Goldman Sachs Group Inc 11.94M (1.21%) 6.32M
Increased by +52.96%
Dec 31, 23
12 Capital Research Global Investors 11.81M (1.19%) -28.98K
Decreased by -0.25%
Sep 30, 24
13 Northern Trust Corp 10.73M (1.08%) -480.87K
Decreased by -4.48%
Sep 30, 24
14 Royal Bank of Canada 10.54M (1.07%) 753.64K
Increased by +7.15%
Jun 30, 24
15 Wellington Management Company LLP 9.91M (1.00%) -235.46K
Decreased by -2.38%
Jun 30, 24
16 Fisher Asset Management, LLC 9.43M (0.95%) 205.95K
Increased by +2.18%
Sep 30, 24
17 International Assets Investment Management, LLC 8.78M (0.89%) 8.76M
Increased by +99.81%
Sep 30, 24
18 Bank of New York Mellon Corp 8.69M (0.88%) -164.31K
Decreased by -1.89%
Jun 30, 24
19 FMR Inc 8.68M (0.88%) 795.44K
Increased by +9.16%
Sep 30, 24
20 Legal & General Group PLC 8.52M (0.86%) 100.14K
Increased by +1.18%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 31.36M (3.17%) -110.13K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 26.28M (2.66%) 308.26K
Increased by +1.17%
Oct 31, 24
3 Performer (AFRIS) 15.22M (1.54%) 15.22M
Increased by +100.00%
Feb 29, 24
4 Fidelity 500 Index 12.19M (1.23%) -19.37K
Decreased by -0.16%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 12.08M (1.22%) 52.57K
Increased by +0.44%
Oct 31, 24
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 11.04M (1.12%) 16.99K
Increased by +0.15%
Oct 31, 24
9 Vanguard Growth Index Investor 8.81M (0.89%) 48.22K
Increased by +0.55%
Nov 30, 23
10 Vanguard Value Index Inv 8.43M (0.85%) 30.10K
Increased by +0.36%
Oct 31, 24
11 Schwab US Dividend Equity ETF™ 6.81M (0.69%) 6.04K
Increased by +0.09%
Oct 31, 24
12 Vanguard Institutional Index I 6.30M (0.64%) -2.62K
Decreased by -0.04%
Oct 31, 24
13 American Funds Washington Mutual A 6.28M (0.63%) -122.01K
Decreased by -1.94%
Sep 30, 24
14 Capital Group Wash Mutual Invtrs Comp 6.28M (0.63%) -122.01K
Decreased by -1.94%
Sep 30, 24
15 SPDR® Dow Jones Industrial Avrg ETF Tr 5.57M (0.56%) 32.84K
Increased by +0.59%
Oct 31, 24
16 Vanguard Dividend Appreciation ETF 5.39M (0.54%) 13.16K
Increased by +0.24%
Oct 31, 24
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 American Balanced A 4.84M (0.49%) -515.05K
Decreased by -10.64%
Sep 30, 24