Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 4.17%
2 UTRN 3.95%
3 VFLO 3.10%
4 MEDI 2.87%
5 EAGL 2.74%
6 SSPX 2.67%
7 GBLO 2.66%
8 GDOC 2.41%
9 SMRI 2.18%
10 VETS 2.13%
11 VTRN 1.93%
12 XHS 1.79%
13 AIEQ 1.68%
14 RYH 1.61%
15 SXQG 1.53%
16 FXH 1.49%
17 VSMV 1.48%
18 PINK 1.47%
19 RSPH 1.45%
20 RDVY 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.08M (9.23%) 81.41K
Increased by +0.73%
Sep 30, 24
2 BlackRock Inc 10.97M (9.14%) 209.86K
Increased by +1.91%
Jun 30, 24
3 State Street Corporation 5.61M (4.68%) -221.12K
Decreased by -3.94%
Mar 31, 24
4 State Street Corp 5.30M (4.42%) -307.79K
Decreased by -5.80%
Jun 30, 24
5 Dodge & Cox 4.93M (4.11%) 625.46K
Increased by +12.68%
Sep 30, 24
6 Wellington Management Company LLP 4.60M (3.83%) -895.17K
Decreased by -19.46%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 3.96M (3.30%) 651.22K
Increased by +16.44%
Jun 30, 24
8 FMR Inc 3.39M (2.82%) 643.29K
Increased by +18.98%
Sep 30, 24
9 Eagle Capital Management LLC 3.25M (2.70%) 18.91K
Increased by +0.58%
Sep 30, 24
10 Geode Capital Management, LLC 2.82M (2.35%) 360.00K
Increased by +12.75%
Jun 30, 24
11 T. Rowe Price Associates, Inc. 2.67M (2.22%) 270.13K
Increased by +10.12%
Jun 30, 24
12 Pzena Investment Management, LLC 2.51M (2.09%) 187.90K
Increased by +7.50%
Sep 30, 24
13 Davis Selected Advisers 2.31M (1.92%) -1.80K
Decreased by -0.08%
Sep 30, 24
14 JPMorgan Chase & Co 1.93M (1.61%) -856.26K
Decreased by -44.28%
Jun 30, 24
15 Capital World Investors 1.73M (1.44%) -238.67K
Decreased by -13.80%
Sep 30, 24
16 Amvescap Plc. 1.61M (1.34%) 5.11K
Increased by +0.32%
Jun 30, 24
17 Franklin Resources Inc 1.58M (1.32%) 663.23K
Increased by +42.02%
Mar 31, 24
18 Goldman Sachs Group Inc 1.57M (1.31%) 686.34K
Increased by +43.77%
Dec 31, 23
19 Ameriprise Financial Inc 1.57M (1.31%) 43.14K
Increased by +2.75%
Dec 31, 23
20 T. Rowe Price Investment Management,Inc. 1.44M (1.20%) 518.06K
Increased by +35.86%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.80M (3.17%) -13.84K
Decreased by -0.36%
Oct 31, 24
2 Dodge & Cox Stock I 3.31M (2.76%) 425.84K
Increased by +12.88%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.19M (2.66%) 37.24K
Increased by +1.17%
Oct 31, 24
4 Vanguard Health Care Inv 1.67M (1.39%) 12.26K
Increased by +0.73%
Sep 30, 24
5 Fidelity 500 Index 1.48M (1.23%) -4.44K
Decreased by -0.30%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 1.47M (1.22%) 7.67K
Increased by +0.52%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 1.46M (1.21%) 3.29K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 1.44M (1.20%) 9.19K
Increased by +0.64%
Nov 30, 23
9 Vanguard Wellington™ Inv 1.42M (1.18%) 33.81K
Increased by +2.38%
Sep 30, 24
10 American Funds Washington Mutual A 1.39M (1.16%) 0.00
Increased by 0.00%
Sep 30, 24
11 Capital Group Wash Mutual Invtrs Comp 1.39M (1.16%) 0.00
Increased by 0.00%
Sep 30, 24
12 iShares Core S&P 500 ETF 1.34M (1.12%) 2.06K
Increased by +0.15%
Oct 31, 24
13 American Funds Growth Fund of Amer A 1.13M (0.95%) 1.01M
Increased by +88.99%
Jun 30, 24
14 Capital Group Growth Fnd of Amer Comp 1.13M (0.95%) 1.01M
Increased by +88.99%
Jun 30, 24
15 Vanguard Windsor Investor Shares 1.11M (0.93%) 90.44K
Increased by +8.14%
Sep 30, 24
16 Vanguard Value Index Inv 1.02M (0.85%) 4.49K
Increased by +0.44%
Oct 31, 24
17 T. Rowe Price Capital Appreciation 952.45K (0.79%) 85.06K
Increased by +8.93%
Sep 30, 24
18 T. Rowe Price Growth Stock 926.56K (0.77%) -10.97K
Decreased by -1.18%
Sep 30, 23
19 T. Rowe Price US Growth Stock Composite 926.56K (0.77%) -10.97K
Decreased by -1.18%
Sep 30, 23
20 Health Care Select Sector SPDR® ETF 891.00K (0.74%) -1.16K
Decreased by -0.13%
Apr 30, 24