Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.06%
2 UTRN 3.97%
3 SDG 3.54%
4 KNGS 3.44%
5 XLP 2.67%
6 RHS 2.62%
7 RSPS 2.62%
8 MPCT 2.56%
9 VSDA 2.23%
10 WBIG 2.17%
11 LVHD 2.17%
12 IYK 2.15%
13 SPDV 2.09%
14 RNLC 2.07%
15 VALQ 1.99%
16 FTCS 1.90%
17 FLCV 1.90%
18 EMOT 1.89%
19 SHRY 1.83%
20 UPGD 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.39M (9.44%) -940.84K
Decreased by -3.00%
Jun 30, 24
2 Vanguard Group Inc 30.54M (9.18%) 351.46K
Increased by +1.15%
Sep 30, 24
3 State Street Corp 18.22M (5.48%) 306.98K
Increased by +1.68%
Jun 30, 24
4 State Street Corporation 17.91M (5.39%) -379.14K
Decreased by -2.12%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 10.53M (3.17%) 586.45K
Increased by +5.57%
Jun 30, 24
6 Charles Schwab Investment Management Inc 10.06M (3.02%) 358.93K
Increased by +3.57%
Sep 30, 24
7 Geode Capital Management, LLC 7.47M (2.25%) 194.87K
Increased by +2.61%
Jun 30, 24
8 T. Rowe Price Associates, Inc. 6.82M (2.05%) 928.94K
Increased by +13.62%
Jun 30, 24
9 Massachusetts Financial Services Company 5.72M (1.72%) -49.99K
Decreased by -0.87%
Sep 30, 24
10 Amvescap Plc. 4.77M (1.44%) -10.57K
Decreased by -0.22%
Jun 30, 24
11 Capital Research Global Investors 4.45M (1.34%) 1.71K
Increased by +0.04%
Sep 30, 23
12 Capital World Investors 4.18M (1.26%) 1.11M
Increased by +26.64%
Sep 30, 24
13 NORGES BANK 4.13M (1.24%) 528.14K
Increased by +12.79%
Jun 30, 24
14 American Century Companies Inc 3.68M (1.11%) -654.84K
Decreased by -17.77%
Sep 30, 24
15 Northern Trust Corp 3.53M (1.06%) -134.86K
Decreased by -3.82%
Sep 30, 24
16 JPMorgan Chase & Co 3.32M (1.00%) -454.55K
Decreased by -13.69%
Mar 31, 24
17 Legal & General Group PLC 3.31M (1.00%) -15.81K
Decreased by -0.48%
Jun 30, 24
18 Wellington Management Company LLP 3.23M (0.97%) -51.77K
Decreased by -1.60%
Dec 31, 23
19 Bank of New York Mellon Corp 3.05M (0.92%) -82.39K
Decreased by -2.70%
Jun 30, 24
20 Federated Hermes Inc 3.04M (0.91%) -160.34K
Decreased by -5.28%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.63M (3.20%) -34.73K
Decreased by -0.33%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 8.93M (2.68%) 106.43K
Increased by +1.19%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 8.31M (2.50%) 7.40K
Increased by +0.09%
Oct 31, 24
4 Fidelity 500 Index 4.14M (1.24%) -7.83K
Decreased by -0.19%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 4.11M (1.23%) 21.38K
Increased by +0.52%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 4.04M (1.21%) 28.00K
Increased by +0.69%
May 30, 24
7 Fidelity® 500 Index 3.94M (1.18%) 25.08K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 3.75M (1.13%) 5.77K
Increased by +0.15%
Oct 31, 24
9 MFS Large Cap Value (SMA) 3.66M (1.10%) 3.66M
Increased by +100.00%
Jun 30, 23
10 The Consumer Staples Sel SectSPDR® ETF 3.31M (0.99%) -7.92K
Decreased by -0.24%
Oct 31, 24
11 MFS Large Cap Value Equity 3.19M (0.96%) -70.60K
Decreased by -2.21%
Sep 30, 24
12 MFS Value A 3.19M (0.96%) -22.86K
Decreased by -0.72%
Sep 30, 24
13 Vanguard Value Index Inv 2.86M (0.86%) 9.70K
Increased by +0.34%
Oct 31, 24
14 SPDR® S&P Dividend ETF 2.63M (0.79%) 204.33K
Increased by +7.77%
Oct 31, 24
15 American Funds Income Fund of Amer A 2.41M (0.72%) 1.11M
Increased by +46.19%
Sep 30, 24
16 Consumer Staples Select Sector SPDR® ETF 2.22M (0.67%) 5.56K
Increased by +0.25%
May 30, 24
17 Vanguard Institutional Index I 2.14M (0.64%) -688.00
Decreased by -0.03%
Oct 31, 24
18 T. Rowe Price Equity Income 2.08M (0.63%) -28.85K
Decreased by -1.39%
Sep 30, 24
19 T. Rowe Price US Lg-Cp Equity Inc Comp 2.08M (0.63%) -28.85K
Decreased by -1.39%
Sep 30, 24
20 Vanguard Equity-Income Inv 1.95M (0.59%) -33.99K
Decreased by -1.75%
Dec 31, 23