Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 FTXG 3.82%
3 CWS 3.27%
4 ABEQ 3.10%
5 BRNY 3.03%
6 RHS 2.91%
7 BCUS 2.90%
8 RSPS 2.56%
9 CBLS 2.54%
10 DIVZ 2.42%
11 EQRR 2.19%
12 VSMV 2.10%
13 GINX 1.95%
14 RYJ 1.93%
15 LVHD 1.93%
16 TUSA 1.91%
17 DEF 1.90%
18 POWA 1.88%
19 FTDS 1.85%
20 PSL 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.39M (13.37%) -3.01K
Decreased by -0.02%
Sep 30, 24
2 BlackRock Inc 12.26M (8.45%) -559.86K
Decreased by -4.57%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 9.48M (6.54%) 8.78M
Increased by +92.62%
Sep 30, 24
4 JPMorgan Chase & Co 9.40M (6.48%) 1.61M
Increased by +17.09%
Sep 30, 24
5 State Street Corp 7.03M (4.85%) 386.67K
Increased by +5.50%
Sep 30, 24
6 State Street Corporation 6.93M (4.78%) -251.84K
Decreased by -3.64%
Mar 31, 24
7 Charles Schwab Investment Management Inc 4.39M (3.03%) 109.34K
Increased by +2.49%
Sep 30, 24
8 Geode Capital Management, LLC 3.75M (2.59%) 35.69K
Increased by +0.95%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 2.73M (1.88%) -2.08M
Decreased by -76.02%
Sep 30, 24
10 Nordea Investment Mgmt Bank Demark A/s 2.29M (1.58%) -61.46K
Decreased by -2.68%
Mar 31, 24
11 Royal Bank of Canada 2.22M (1.53%) -65.15K
Decreased by -2.94%
Sep 30, 24
12 Hershey Trust Co 2.07M (1.42%) 0.00
Increased by 0.00%
Sep 30, 24
13 T. Rowe Price Associates, Inc. 1.97M (1.36%) 561.92K
Increased by +28.53%
Sep 30, 23
14 Bank of America Corp 1.94M (1.34%) -92.25K
Decreased by -4.75%
Sep 30, 24
15 Renaissance Technologies Corp 1.92M (1.32%) -584.37K
Decreased by -30.44%
Dec 31, 23
16 NORGES BANK 1.75M (1.20%) -128.38K
Decreased by -7.35%
Jun 30, 24
17 HHG PLC 1.54M (1.06%) 51.27K
Increased by +3.33%
Jun 30, 24
18 Qube Research & Technologies 1.50M (1.03%) 384.32K
Increased by +25.61%
Dec 31, 23
19 Northern Trust Corp 1.42M (0.98%) -86.95K
Decreased by -6.10%
Sep 30, 24
20 Legal & General Group PLC 1.39M (0.96%) -134.17K
Decreased by -9.63%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 4.84M (3.33%) 691.17K
Increased by +14.29%
Dec 31, 24
2 Capital Group Wash Mutual Invtrs Comp 4.84M (3.33%) 691.17K
Increased by +14.29%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.63M (3.19%) -17.22K
Decreased by -0.37%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 4.00M (2.76%) 29.59K
Increased by +0.74%
Dec 31, 24
5 Schwab US Dividend Equity ETF™ 3.81M (2.63%) 2.73K
Increased by +0.07%
Jan 30, 25
6 American Funds American Mutual A 3.80M (2.62%) 424.66K
Increased by +11.19%
Dec 31, 24
7 Capital Group American Mutual Comp 3.80M (2.62%) 424.66K
Increased by +11.19%
Dec 31, 24
8 Vanguard Mid Cap Index Institutional 3.18M (2.19%) 27.41K
Increased by +0.86%
Dec 31, 24
9 American Funds American Balanced A 2.22M (1.53%) 640.28K
Increased by +28.78%
Dec 31, 24
10 Fidelity 500 Index 1.83M (1.26%) 9.21K
Increased by +0.50%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 1.82M (1.25%) -87.00
Decreased by -0.00%
Jan 30, 25
12 SPDR® S&P 500 ETF Trust 1.77M (1.22%) -3.83K
Decreased by -0.22%
Apr 30, 24
13 Fidelity® 500 Index 1.75M (1.20%) 11.11K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 1.73M (1.19%) -2.96K
Decreased by -0.17%
Jan 29, 25
15 The Consumer Staples Sel SectSPDR® ETF 1.50M (1.03%) -3.20K
Decreased by -0.21%
Jan 30, 25
16 JPM US Equity Income-Composite 1.42M (0.98%) -397.54K
Decreased by -28.05%
Dec 31, 24
17 JPMorgan Equity Income I 1.42M (0.98%) -138.98K
Decreased by -9.81%
Dec 31, 24
18 iShares MSCI USA Min Vol Factor ETF 1.18M (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
19 Vanguard Mid-Cap Growth ETF 1.05M (0.72%) 5.67K
Increased by +0.54%
Nov 30, 24
20 Consumer Staples Select Sector SPDR® ETF 936.89K (0.65%) 6.94K
Increased by +0.74%
Apr 30, 24