Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 PBJ 5.03%
4 EPRE 4.63%
5 UTRN 4.10%
6 FTXG 2.94%
7 LBAY 2.86%
8 PSL 2.65%
9 RHS 2.64%
10 RSPS 2.64%
11 NBCC 2.47%
12 LVHD 2.21%
13 XLP 2.20%
14 RYJ 2.10%
15 OAKM 1.93%
16 QQXT 1.70%
17 IYK 1.69%
18 FXG 1.64%
19 UGE 1.50%
20 LQAI 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 112.24M (9.98%) 1.42M
Increased by +1.27%
Sep 30, 24
2 FMR Inc 102.18M (9.09%) 9.11M
Increased by +8.91%
Sep 30, 24
3 Vanguard Group Inc 96.73M (8.60%) 1.45M
Increased by +1.50%
Sep 30, 24
4 BlackRock Inc 86.58M (7.70%) -3.19M
Decreased by -3.69%
Sep 30, 24
5 Wellington Management Company LLP 54.96M (4.89%) -240.01K
Decreased by -0.44%
Sep 30, 24
6 State Street Corp 50.61M (4.50%) 4.97M
Increased by +9.82%
Sep 30, 24
7 State Street Corporation 44.01M (3.91%) 739.90K
Increased by +1.68%
Mar 31, 24
8 T. Rowe Price Associates, Inc. 40.18M (3.57%) 11.20M
Increased by +27.86%
Sep 30, 24
9 Geode Capital Management, LLC 22.55M (2.01%) 591.32K
Increased by +2.62%
Sep 30, 24
10 Capital Research & Mgmt Co - Division 3 18.63M (1.66%) -27.24M
Decreased by -146.21%
Sep 30, 24
11 Amvescap Plc. 18.07M (1.61%) 1.21M
Increased by +6.70%
Sep 30, 24
12 Allspring Global Investments Holdings, LLC 15.32M (1.36%) 730.30K
Increased by +4.77%
Sep 30, 24
13 T. Rowe Price Investment Management,Inc. 13.86M (1.23%) -2.13M
Decreased by -15.39%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 13.38M (1.19%) -12.19M
Decreased by -91.15%
Sep 30, 24
15 Barrow Hanley Mewhinney & Strauss LLC 12.86M (1.14%) -486.19K
Decreased by -3.78%
Sep 30, 24
16 JPMorgan Chase & Co 12.58M (1.12%) -1.23M
Decreased by -9.76%
Sep 30, 24
17 Neuberger Berman Group LLC 12.18M (1.08%) 3.09M
Increased by +25.35%
Sep 30, 24
18 Bank of America Corp 12.15M (1.08%) 815.10K
Increased by +6.71%
Sep 30, 24
19 Northern Trust Corp 11.28M (1.00%) -104.71K
Decreased by -0.93%
Sep 30, 24
20 Boston Partners Global Investors, Inc 10.28M (0.91%) -3.86M
Decreased by -37.56%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group Wash Mutual Invtrs Comp 45.72M (4.07%) -9.58M
Decreased by -20.95%
Sep 30, 24
2 American Funds Washington Mutual A 42.80M (3.81%) -2.92M
Decreased by -6.82%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 36.13M (3.21%) 2.00M
Increased by +5.55%
Dec 31, 24
4 American Funds American Balanced A 32.21M (2.86%) 635.32K
Increased by +1.97%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 30.49M (2.71%) 223.96K
Increased by +0.73%
Dec 31, 24
6 Invesco QQQ Trust 27.51M (2.45%) 291.06K
Increased by +1.06%
Dec 31, 24
7 Capital Group Fundamental Invtrs Comp 16.65M (1.48%) 1.40M
Increased by +8.40%
Sep 30, 24
8 Vanguard Equity-Income Inv 16.61M (1.48%) -1.11M
Decreased by -6.66%
Sep 30, 24
9 American Funds American Mutual A 14.93M (1.33%) -21.80K
Decreased by -0.15%
Mar 31, 24
10 Capital Group American Mutual Comp 14.93M (1.33%) -21.80K
Decreased by -0.15%
Mar 31, 24
11 American Funds Fundamental Invs A 14.65M (1.30%) -2.00M
Decreased by -13.63%
Dec 31, 24
12 SPDR® S&P 500® ETF Trust 14.16M (1.26%) 163.51K
Increased by +1.16%
Dec 31, 24
13 Fidelity 500 Index 13.91M (1.24%) 90.83K
Increased by +0.65%
Nov 30, 24
14 American Funds Invmt Co of Amer A 13.35M (1.19%) 0.00
Increased by 0.00%
Dec 31, 23
15 Capital Group Investment Co of Amer Comp 13.35M (1.19%) 0.00
Increased by 0.00%
Dec 31, 23
16 iShares Core S&P 500 ETF 13.22M (1.18%) 9.30K
Increased by +0.07%
Dec 31, 24
17 American Funds Income Fund of Amer A 12.84M (1.14%) 1.10M
Increased by +8.60%
Dec 31, 24
18 Vanguard Mid Cap Index Institutional 12.39M (1.10%) 12.39M
Increased by +100.00%
Dec 31, 24
19 SPDR® S&P 500 ETF Trust 12.32M (1.10%) 27.81K
Increased by +0.23%
Apr 30, 24
20 T. Rowe Price U.S. Value Equity Tr-Z 12.00M (1.07%) 4.28M
Increased by +35.67%
Dec 31, 24