Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 FTXG 3.87%
3 CWS 3.14%
4 BRNY 3.03%
5 BCUS 3.02%
6 DIVZ 2.63%
7 RSPS 2.34%
8 RHS 2.34%
9 VSMV 2.10%
10 EQRR 2.08%
11 LVHD 2.04%
12 GINX 1.95%
13 RYJ 1.93%
14 TUSA 1.91%
15 DEF 1.90%
16 FTDS 1.85%
17 ABEQ 1.82%
18 PSL 1.77%
19 POWA 1.68%
20 MBOX 1.63%

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 12.82M (8.84%) -1.19M
Decreased by -9.29%
Jun 30, 24
3 Capital Research & Mgmt Co - Division 3 9.48M (6.54%) 8.78M
Increased by +92.62%
Sep 30, 24
4 State Street Corporation 6.93M (4.78%) -251.84K
Decreased by -3.64%
Mar 31, 24
5 State Street Corp 6.64M (4.58%) -283.83K
Decreased by -4.27%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 4.81M (3.32%) -91.53K
Decreased by -1.90%
Jun 30, 24
7 Charles Schwab Investment Management Inc 4.39M (3.03%) 109.34K
Increased by +2.49%
Sep 30, 24
8 JPMorgan Chase & Co 3.88M (2.67%) 712.51K
Increased by +18.38%
Jun 30, 24
9 Geode Capital Management, LLC 3.72M (2.56%) 521.64K
Increased by +14.03%
Jun 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 2.28M (1.57%) 1.80M
Increased by +78.93%
Jun 30, 24
12 Hershey Trust Co 2.07M (1.42%) 0.00
Increased by 0.00%
Sep 30, 24
13 Bank of America Corp 2.04M (1.40%) -49.65K
Decreased by -2.44%
Jun 30, 24
14 T. Rowe Price Associates, Inc. 1.97M (1.36%) 561.92K
Increased by +28.53%
Sep 30, 23
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 Legal & General Group PLC 1.53M (1.05%) 48.94K
Increased by +3.20%
Jun 30, 24
19 Qube Research & Technologies 1.50M (1.03%) 384.32K
Increased by +25.61%
Dec 31, 23
20 Macquarie Group Ltd 1.45M (1.00%) 1.44M
Increased by +99.03%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.66M (3.21%) -16.19K
Decreased by -0.35%
Oct 31, 24
2 American Funds Washington Mutual A 4.15M (2.86%) 4.15M
Increased by +100.00%
Sep 30, 24
3 Capital Group Wash Mutual Invtrs Comp 4.15M (2.86%) 4.15M
Increased by +100.00%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 3.91M (2.70%) 45.15K
Increased by +1.15%
Oct 31, 24
5 Schwab US Dividend Equity ETF™ 3.64M (2.51%) 3.24K
Increased by +0.09%
Oct 31, 24
6 American Funds American Mutual A 3.37M (2.32%) 3.06M
Increased by +90.86%
Sep 30, 24
7 Capital Group American Mutual Comp 3.37M (2.32%) 3.06M
Increased by +90.86%
Sep 30, 24
8 Vanguard Mid Cap Index Institutional 3.13M (2.16%) 5.67K
Increased by +0.18%
Oct 31, 24
9 Fidelity 500 Index 1.82M (1.25%) -3.24K
Decreased by -0.18%
Sep 30, 24
10 JPM US Equity Income-Composite 1.81M (1.25%) -35.79K
Decreased by -1.97%
Sep 30, 24
11 JPMorgan Equity Income I 1.81M (1.25%) -10.30K
Decreased by -0.57%
Sep 30, 24
12 SPDR® S&P 500® ETF Trust 1.80M (1.24%) 9.40K
Increased by +0.52%
Oct 31, 24
13 SPDR® S&P 500 ETF Trust 1.77M (1.22%) -3.83K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 1.75M (1.20%) 11.11K
Increased by +0.64%
Nov 30, 23
15 Vanguard Growth Index Investor 1.69M (1.17%) 10.93K
Increased by +0.65%
Oct 31, 24
16 iShares Core S&P 500 ETF 1.64M (1.13%) 2.52K
Increased by +0.15%
Oct 31, 24
17 American Funds American Balanced A 1.58M (1.09%) 1.20M
Increased by +76.02%
Sep 30, 24
18 The Consumer Staples Sel SectSPDR® ETF 1.45M (1.00%) -3.47K
Decreased by -0.24%
Oct 31, 24
19 iShares MSCI USA Min Vol Factor ETF 1.18M (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
20 Vanguard Mid-Cap Growth ETF 1.04M (0.72%) 2.74K
Increased by +0.26%
Oct 31, 24