Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 7.34%
2 BAFE 4.74%
3 PSP 4.71%
4 UTRN 3.99%
5 JHAC 3.98%
6 GFGF 3.89%
7 PFI 3.83%
8 NEWZ 3.69%
9 GABF 3.50%
10 GGRW 3.34%
11 IWFG 3.26%
12 AMOM 2.63%
13 RPG 2.56%
14 EQOP 2.48%
15 SAEF 2.42%
16 GVIP 2.34%
17 BLCR 2.26%
18 GURU 2.13%
19 WBIL 1.81%
20 IYF 1.75%

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 44.15M (6.57%) 763.53K
Increased by +1.73%
Sep 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 26.70M (3.97%) 481.69K
Increased by +1.80%
Sep 30, 24
5 Wellington Management Company LLP 23.43M (3.48%) 60.15K
Increased by +0.26%
Sep 30, 24
6 JPMorgan Chase & Co 21.11M (3.14%) 3.72M
Increased by +17.62%
Sep 30, 24
7 Principal Financial Group Inc 20.69M (3.08%) -1.09M
Decreased by -5.26%
Sep 30, 24
8 Capital World Investors 18.87M (2.81%) 270.97K
Increased by +1.44%
Sep 30, 24
9 Massachusetts Financial Services Company 16.81M (2.50%) 124.26K
Increased by +0.74%
Sep 30, 24
10 Geode Capital Management, LLC 13.59M (2.02%) 355.84K
Increased by +2.62%
Sep 30, 24
11 State Street Corporation 13.52M (2.01%) 54.18K
Increased by +0.40%
Mar 31, 24
12 Amvescap Plc. 13.03M (1.94%) 192.60K
Increased by +1.48%
Sep 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 9.96M (1.48%) 779.33K
Increased by +7.83%
Sep 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 20.88M (3.10%) -51.67K
Decreased by -0.25%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 19.12M (2.84%) -253.31K
Decreased by -1.32%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 18.28M (2.72%) 149.31K
Increased by +0.82%
Dec 31, 24
4 American Funds Growth Fund of Amer A 18.17M (2.70%) -948.24K
Decreased by -5.22%
Dec 31, 24
5 Capital Group Wash Mutual Invtrs Comp 12.53M (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
6 American Funds Washington Mutual A 10.95M (1.63%) -1.58M
Decreased by -14.46%
Dec 31, 24
7 Principal Aligned MidCap Equity 10.27M (1.53%) -354.16K
Decreased by -3.45%
Sep 30, 24
8 Akre Focus Instl 9.92M (1.48%) -1.30M
Decreased by -13.08%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 9.90M (1.47%) -10.98K
Decreased by -0.11%
Apr 30, 24
10 Principal MidCap R5 9.84M (1.46%) -321.28K
Decreased by -3.26%
Nov 30, 24
11 JPMorgan Large Cap Growth I 9.21M (1.37%) 681.13K
Increased by +7.39%
Nov 30, 24
12 SPDR® S&P 500® ETF Trust 8.48M (1.26%) 98.06K
Increased by +1.16%
Dec 31, 24
13 Fidelity 500 Index 8.33M (1.24%) 56.63K
Increased by +0.68%
Nov 30, 24
14 iShares Core S&P 500 ETF 7.93M (1.18%) 5.57K
Increased by +0.07%
Dec 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 MFS Growth B 5.98M (0.89%) 418.29K
Increased by +6.99%
Nov 30, 24
19 Oakmark Investor 5.93M (0.88%) -1.75M
Decreased by -29.51%
Dec 31, 23
20 Vanguard Value Index Inv 5.68M (0.84%) -14.61K
Decreased by -0.26%
Dec 31, 24