Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNA 7.38%
2 EVNT 4.67%
3 RYE 4.64%
4 RSPG 4.46%
5 FCG 3.74%
6 DRLL 3.61%
7 ARB 3.57%
8 XOP 2.83%
9 EQRR 2.82%
10 MARB 2.79%
11 XLE 2.67%
12 IYE 2.27%
13 GVIP 2.23%
14 FENY 2.14%
15 FORH 2.14%
16 VDE 2.11%
17 OILD 2.03%
18 OILU 2.02%
19 DIG 1.97%
20 FTXN 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.83M (11.22%) 322.77K
Increased by +1.01%
Dec 31, 23
2 FMR Inc 25.55M (9.00%) -11.69M
Decreased by -45.77%
Dec 31, 23
3 BlackRock Inc 21.62M (7.62%) -462.23K
Decreased by -2.14%
Dec 31, 23
4 State Street Corporation 16.99M (5.99%) -906.03K
Decreased by -5.33%
Dec 31, 23
5 PRIMECAP Management Company 7.97M (2.81%) -136.38K
Decreased by -1.71%
Dec 31, 23
6 Geode Capital Management, LLC 6.09M (2.14%) 145.55K
Increased by +2.39%
Dec 31, 23
7 Bank of New York Mellon Corp 5.84M (2.06%) -289.33K
Decreased by -4.95%
Sep 30, 23
8 T. Rowe Price Associates, Inc. 5.12M (1.80%) -5.29M
Decreased by -103.35%
Dec 31, 23
9 Fayez Sarofim & Company 4.75M (1.67%) 29.33K
Increased by +0.62%
Dec 31, 23
10 Adage Capital Partners Gp LLC 4.33M (1.53%) 3.52M
Increased by +81.18%
Dec 31, 23
11 Barrow Hanley Mewhinney & Strauss LLC 4.15M (1.46%) -13.65K
Decreased by -0.33%
Dec 31, 23
12 Capital World Investors 3.99M (1.40%) -5.90M
Decreased by -147.92%
Dec 31, 23
13 Pentwater Capital Management LP 3.88M (1.37%) 3.88M
Increased by +100.00%
Dec 31, 23
14 Massachusetts Financial Services Company 3.88M (1.37%) -3.91M
Decreased by -100.97%
Dec 31, 23
15 Balyasny Asset Management LLC 3.85M (1.36%) 3.84M
Increased by +99.81%
Dec 31, 23
16 Barclays PLC 3.67M (1.29%) 2.94M
Increased by +80.00%
Dec 31, 23
17 Amvescap Plc. 3.61M (1.27%) 1.11M
Increased by +30.61%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 3.47M (1.22%) 516.98K
Increased by +14.91%
Dec 31, 23
19 Goldman Sachs Group Inc 3.46M (1.22%) 1.54M
Increased by +44.54%
Dec 31, 23
20 Bank of America Corp 3.38M (1.19%) -416.24K
Decreased by -12.33%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.69M (3.06%) 30.41K
Increased by +0.35%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 6.94M (2.44%) 37.22K
Increased by +0.54%
Mar 31, 24
3 Energy Select Sector SPDR® ETF 6.64M (2.34%) -129.04K
Decreased by -1.94%
Apr 30, 24
4 Vanguard Mid Cap Index Institutional 6.00M (2.12%) -172.88K
Decreased by -2.88%
Mar 31, 24
5 Vanguard PRIMECAP Inv 4.59M (1.62%) -185.46K
Decreased by -4.04%
Mar 31, 24
6 Fidelity 500 Index 3.33M (1.17%) 11.22K
Increased by +0.34%
Mar 31, 24
7 SPDR® S&P 500 ETF Trust 3.27M (1.15%) 7.33K
Increased by +0.22%
Apr 30, 24
8 Fidelity® 500 Index 3.22M (1.13%) 20.49K
Increased by +0.64%
Nov 30, 23
9 Fidelity® Contrafund® 3.21M (1.13%) -78.10K
Decreased by -2.44%
Nov 30, 23
10 iShares Core S&P 500 ETF 2.83M (1.00%) 2.46K
Increased by +0.09%
Apr 30, 24
11 Vanguard Growth Index Investor 2.63M (0.93%) 58.58K
Increased by +2.23%
Mar 31, 24
12 UBS: Global Equity 2.40M (0.85%) -1.74M
Decreased by -72.29%
Dec 31, 23
13 Fidelity® Growth Company 2.23M (0.79%) 50.00K
Increased by +2.24%
Nov 30, 23
14 MFS Growth Equity 2.12M (0.75%) 736.43K
Increased by +34.80%
Sep 30, 23
15 Fidelity Growth Compy Commingled Pl O 2.06M (0.73%) -663.37K
Decreased by -32.13%
Dec 31, 23
16 Fidelity® Series Large Cap Stock 2.01M (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Mid-Cap Growth ETF 1.96M (0.69%) -19.11K
Decreased by -0.97%
Mar 31, 24
18 Vanguard Institutional Index I 1.81M (0.64%) -10.48K
Decreased by -0.58%
Mar 31, 24
19 American Funds American Balanced A 1.80M (0.63%) -200.00K
Decreased by -11.11%
Dec 31, 23
20 Fidelity Growth Company Fund 1.76M (0.62%) -467.70K
Decreased by -26.55%
Dec 31, 23