Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 7.34%
2 PSP 5.61%
3 UTRN 3.99%
4 JHAC 3.98%
5 WBIL 3.97%
6 GFGF 3.94%
7 GABF 3.79%
8 PFI 3.74%
9 NEWZ 3.59%
10 IWFG 2.77%
11 RPG 2.72%
12 EQOP 2.48%
13 GGRW 2.43%
14 SAEF 2.42%
15 GVIP 2.29%
16 GURU 2.13%
17 NWLG 2.11%
18 IWLG 1.99%
19 KCE 1.79%
20 FXO 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.25M (8.36%) 848.55K
Increased by +1.51%
Sep 30, 24
2 BlackRock Inc 43.39M (6.45%) 4.18M
Increased by +9.62%
Jun 30, 24
3 Capital Research & Mgmt Co - Division 3 39.78M (5.92%) -2.03M
Decreased by -5.11%
Sep 30, 24
4 State Street Corp 26.22M (3.90%) 12.70M
Increased by +48.44%
Jun 30, 24
5 Wellington Management Company LLP 23.37M (3.48%) 1.32M
Increased by +5.65%
Jun 30, 24
6 Principal Financial Group Inc 20.69M (3.08%) -1.09M
Decreased by -5.26%
Sep 30, 24
7 Capital World Investors 18.87M (2.81%) 270.97K
Increased by +1.44%
Sep 30, 24
8 JPMorgan Chase & Co 17.39M (2.59%) 4.50M
Increased by +25.86%
Jun 30, 24
9 Massachusetts Financial Services Company 16.81M (2.50%) 124.26K
Increased by +0.74%
Sep 30, 24
10 State Street Corporation 13.52M (2.01%) 54.18K
Increased by +0.40%
Mar 31, 24
11 Geode Capital Management, LLC 13.23M (1.97%) 3.24M
Increased by +24.48%
Jun 30, 24
12 Amvescap Plc. 12.84M (1.91%) -169.06K
Decreased by -1.32%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 11.81M (1.76%) 3.88M
Increased by +32.86%
Jun 30, 24
14 Valueact Holdings, L.p. 11.42M (1.70%) -9.11M
Decreased by -79.80%
Sep 30, 23
15 Akre Capital Management, LLC 11.39M (1.69%) -2.30M
Decreased by -20.15%
Sep 30, 24
16 Brown Advisory Holdings Inc 11.26M (1.67%) 352.28K
Increased by +3.13%
Sep 30, 24
17 FMR Inc 11.25M (1.67%) 165.63K
Increased by +1.47%
Sep 30, 24
18 Harris Associates L.P. 10.68M (1.59%) -10.07M
Decreased by -94.34%
Mar 31, 24
19 Bank of America Corp 9.18M (1.37%) 167.03K
Increased by +1.82%
Jun 30, 24
20 Millennium Management LLC 9.16M (1.36%) -215.73K
Decreased by -2.35%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 21.00M (3.12%) -75.64K
Decreased by -0.36%
Oct 31, 24
2 American Funds Growth Fund of Amer A 19.12M (2.84%) -253.31K
Decreased by -1.32%
Sep 30, 24
3 Capital Group Growth Fnd of Amer Comp 19.12M (2.84%) -253.31K
Decreased by -1.32%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 17.87M (2.66%) 210.27K
Increased by +1.18%
Oct 31, 24
5 American Funds Washington Mutual A 12.53M (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
6 Capital Group Wash Mutual Invtrs Comp 12.53M (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
7 Akre Focus Instl 11.22M (1.67%) -2.24M
Decreased by -20.00%
Jul 31, 24
8 Principal MidCap R5 10.29M (1.53%) -20.90K
Decreased by -0.20%
Sep 30, 24
9 Principal Aligned MidCap Equity 10.27M (1.53%) -354.16K
Decreased by -3.45%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 9.90M (1.47%) -10.98K
Decreased by -0.11%
Apr 30, 24
11 JPMorgan Large Cap Growth I 8.53M (1.27%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity 500 Index 8.29M (1.23%) 91.27K
Increased by +1.10%
Sep 30, 24
13 SPDR® S&P 500® ETF Trust 8.22M (1.22%) 42.88K
Increased by +0.52%
Oct 31, 24
14 iShares Core S&P 500 ETF 7.51M (1.12%) 11.57K
Increased by +0.15%
Oct 31, 24
15 Vanguard Wellington™ Inv 7.49M (1.11%) 657.27K
Increased by +8.78%
Sep 30, 24
16 Capital Group Fundamental Invtrs Comp 7.00M (1.04%) -625.47K
Decreased by -8.94%
Mar 31, 24
17 American Funds Fundamental Invs A 7.00M (1.04%) -3.18K
Decreased by -0.05%
Jun 30, 24
18 Oakmark Investor 5.93M (0.88%) -1.75M
Decreased by -29.51%
Dec 31, 23
19 Vanguard Value Index Inv 5.65M (0.84%) 17.83K
Increased by +0.32%
Oct 31, 24
20 American Funds American Balanced A 5.58M (0.83%) 0.00
Increased by 0.00%
Sep 30, 24