Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 7.34%
2 PSP 4.14%
3 BAFE 4.06%
4 UTRN 3.99%
5 JHAC 3.98%
6 NEWZ 3.69%
7 GFGF 3.51%
8 GABF 3.50%
9 GGRW 3.34%
10 PFI 3.33%
11 IWFG 2.91%
12 RPG 2.56%
13 SAEF 2.52%
14 EQOP 2.48%
15 BLCR 2.37%
16 GVIP 2.34%
17 AMOM 2.23%
18 GURU 2.13%
19 WBIL 1.81%
20 KCE 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.25M (8.33%) 848.55K
Increased by +1.51%
Sep 30, 24
2 BlackRock Inc 44.15M (6.54%) 763.53K
Increased by +1.73%
Sep 30, 24
3 JPMorgan Chase & Co 42.21M (6.25%) 7.44M
Increased by +17.62%
Sep 30, 24
4 Capital Research & Mgmt Co - Division 3 39.78M (5.89%) -2.03M
Decreased by -5.11%
Sep 30, 24
5 State Street Corp 26.70M (3.95%) 481.69K
Increased by +1.80%
Sep 30, 24
6 Wellington Management Company LLP 23.43M (3.47%) 60.15K
Increased by +0.26%
Sep 30, 24
7 Principal Financial Group Inc 20.69M (3.06%) -1.09M
Decreased by -5.26%
Sep 30, 24
8 Capital World Investors 18.87M (2.79%) 270.97K
Increased by +1.44%
Sep 30, 24
9 Massachusetts Financial Services Company 16.81M (2.49%) 124.26K
Increased by +0.74%
Sep 30, 24
10 Geode Capital Management, LLC 13.59M (2.01%) 355.84K
Increased by +2.62%
Sep 30, 24
11 State Street Corporation 13.52M (2.00%) 54.18K
Increased by +0.40%
Mar 31, 24
12 Amvescap Plc. 13.03M (1.93%) 192.60K
Increased by +1.48%
Sep 30, 24
13 Valueact Holdings, L.p. 11.42M (1.69%) -9.11M
Decreased by -79.80%
Sep 30, 23
14 Akre Capital Management, LLC 11.39M (1.69%) -2.30M
Decreased by -20.15%
Sep 30, 24
15 Brown Advisory Holdings Inc 11.26M (1.67%) 352.28K
Increased by +3.13%
Sep 30, 24
16 FMR Inc 11.25M (1.67%) 165.63K
Increased by +1.47%
Sep 30, 24
17 Harris Associates L.P. 10.68M (1.58%) -10.07M
Decreased by -94.34%
Mar 31, 24
18 Bank of America Corp 9.96M (1.47%) 779.33K
Increased by +7.83%
Sep 30, 24
19 Millennium Management LLC 9.16M (1.36%) -215.73K
Decreased by -2.35%
Mar 31, 24
20 First Manhattan Co. LLC 8.69M (1.29%) -422.31K
Decreased by -4.86%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.88M (3.09%) -51.67K
Decreased by -0.25%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 18.28M (2.71%) 149.31K
Increased by +0.82%
Dec 31, 24
3 American Funds Growth Fund of Amer A 18.17M (2.69%) -948.24K
Decreased by -5.22%
Dec 31, 24
4 Capital Group Growth Fnd of Amer Comp 18.17M (2.69%) -948.24K
Decreased by -5.22%
Dec 31, 24
5 American Funds Washington Mutual A 10.95M (1.62%) -1.58M
Decreased by -14.46%
Dec 31, 24
6 Capital Group Wash Mutual Invtrs Comp 10.95M (1.62%) -1.58M
Decreased by -14.46%
Dec 31, 24
7 Akre Focus Instl 9.92M (1.47%) -1.30M
Decreased by -13.08%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 9.90M (1.47%) -10.98K
Decreased by -0.11%
Apr 30, 24
9 Principal Aligned MidCap Equity 9.57M (1.42%) -704.00K
Decreased by -7.36%
Dec 31, 24
10 Principal MidCap R5 9.57M (1.42%) -274.36K
Decreased by -2.87%
Dec 31, 24
11 JPMorgan Large Cap Growth I 9.21M (1.36%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity 500 Index 8.38M (1.24%) 46.06K
Increased by +0.55%
Dec 31, 24
13 SPDR® S&P 500® ETF Trust 8.31M (1.23%) -397.00
Decreased by -0.00%
Jan 30, 25
14 iShares Core S&P 500 ETF 7.88M (1.17%) -13.53K
Decreased by -0.17%
Jan 29, 25
15 Vanguard Wellington™ Inv 7.34M (1.09%) -154.90K
Decreased by -2.11%
Dec 31, 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 MFS Growth B 5.85M (0.87%) -134.31K
Decreased by -2.30%
Dec 31, 24
20 MFS Growth Equity 5.85M (0.87%) 265.63K
Increased by +4.54%
Dec 31, 24