Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 FTXG 4.02%
3 CWS 3.33%
4 BRNY 3.03%
5 DIVZ 2.84%
6 BCUS 2.57%
7 RHS 2.42%
8 RSPS 2.42%
9 EQRR 2.31%
10 LVHD 2.16%
11 VSMV 2.10%
12 POWA 2.05%
13 GINX 1.95%
14 RYJ 1.93%
15 ABEQ 1.92%
16 TUSA 1.91%
17 DEF 1.90%
18 FTDS 1.85%
19 PSL 1.79%
20 MBOX 1.72%

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 Corp 7.03M (4.85%) 386.67K
Increased by +5.50%
Sep 30, 24
5 State Street Corporation 6.93M (4.78%) -251.84K
Decreased by -3.64%
Mar 31, 24
6 JPMorgan Chase & Co 4.70M (3.24%) 824.87K
Increased by +17.55%
Sep 30, 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 (1.89%) -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 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™ 3.75M (2.59%) 8.10K
Increased by +0.22%
Nov 30, 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 SPDR® S&P 500® ETF Trust 1.83M (1.26%) 10.79K
Increased by +0.59%
Nov 30, 24
10 JPM US Equity Income-Composite 1.81M (1.25%) -35.79K
Decreased by -1.97%
Sep 30, 24
11 Fidelity 500 Index 1.81M (1.25%) -2.97K
Decreased by -0.16%
Oct 31, 24
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 Vanguard Growth Index Investor 1.69M (1.17%) 10.93K
Increased by +0.65%
Oct 31, 24
15 iShares Core S&P 500 ETF 1.67M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
16 American Funds American Balanced A 1.58M (1.09%) 1.20M
Increased by +76.02%
Sep 30, 24
17 JPMorgan Equity Income I 1.56M (1.07%) -258.56K
Decreased by -16.62%
Oct 31, 24
18 The Consumer Staples Sel SectSPDR® ETF 1.41M (0.97%) 3.13K
Increased by +0.22%
Nov 30, 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