Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.06%
2 WBIL 4.54%
3 UTRN 3.97%
4 SDG 3.54%
5 KNGS 3.44%
6 SHRY 3.07%
7 RHS 2.92%
8 RSPS 2.89%
9 XLP 2.64%
10 MPCT 2.56%
11 VSDA 2.45%
12 LVHD 2.14%
13 FTCS 2.12%
14 IYK 2.09%
15 SPDV 2.09%
16 RNLC 2.07%
17 WBIG 1.99%
18 UPGD 1.99%
19 EMOT 1.96%
20 RYJ 1.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 32.86M (9.94%) 1.47M
Increased by +4.49%
Sep 30, 24
2 Vanguard Group Inc 30.54M (9.23%) 351.46K
Increased by +1.15%
Sep 30, 24
3 State Street Corp 19.30M (5.84%) 1.08M
Increased by +5.61%
Sep 30, 24
4 State Street Corporation 17.91M (5.42%) -379.14K
Decreased by -2.12%
Mar 31, 24
5 Charles Schwab Investment Management Inc 10.06M (3.04%) 358.93K
Increased by +3.57%
Sep 30, 24
6 Geode Capital Management, LLC 7.68M (2.32%) 206.67K
Increased by +2.69%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 7.11M (2.15%) 289.91K
Increased by +4.08%
Sep 30, 24
8 Massachusetts Financial Services Company 5.72M (1.73%) -49.99K
Decreased by -0.87%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 5.08M (1.53%) -5.45M
Decreased by -107.42%
Sep 30, 24
10 Amvescap Plc. 4.64M (1.40%) -135.14K
Decreased by -2.91%
Sep 30, 24
11 Capital Research Global Investors 4.45M (1.35%) 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 (1.25%) 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 (1.07%) -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 Wellington Management Company LLP 3.23M (0.98%) -51.77K
Decreased by -1.60%
Dec 31, 23
18 Legal & General Group PLC 3.08M (0.93%) -229.23K
Decreased by -7.43%
Sep 30, 24
19 Federated Hermes Inc 3.04M (0.92%) -160.34K
Decreased by -5.28%
Mar 31, 24
20 Bank of New York Mellon Corp 3.01M (0.91%) -38.52K
Decreased by -1.28%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.44M (3.16%) -149.53K
Decreased by -1.43%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 9.03M (2.73%) -25.61K
Decreased by -0.28%
Dec 31, 24
3 Schwab US Dividend Equity ETF™ 8.56M (2.59%) 9.08K
Increased by +0.11%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 4.19M (1.27%) 48.41K
Increased by +1.15%
Dec 31, 24
5 Fidelity 500 Index 4.16M (1.26%) 28.27K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500 ETF Trust 4.04M (1.22%) 28.00K
Increased by +0.69%
May 30, 24
7 Fidelity® 500 Index 3.94M (1.19%) 25.08K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 3.92M (1.18%) 2.76K
Increased by +0.07%
Dec 31, 24
9 MFS Large Cap Value (SMA) 3.66M (1.11%) 3.66M
Increased by +100.00%
Jun 30, 23
10 Vanguard Mid Cap Index Institutional 3.58M (1.08%) 3.58M
Increased by +100.00%
Dec 31, 24
11 The Consumer Staples Sel SectSPDR® ETF 3.29M (1.00%) -1.60K
Decreased by -0.05%
Dec 31, 24
12 MFS Large Cap Value Equity 3.09M (0.93%) -101.74K
Decreased by -3.29%
Dec 31, 24
13 MFS Value A 3.09M (0.93%) -38.31K
Decreased by -1.24%
Dec 31, 24
14 Vanguard Value Index Inv 2.84M (0.86%) -45.66K
Decreased by -1.61%
Dec 31, 24
15 SPDR® S&P Dividend ETF 2.64M (0.80%) 1.74K
Increased by +0.07%
Dec 31, 24
16 American Funds Income Fund of Amer A 2.41M (0.73%) 0.00
Increased by 0.00%
Dec 31, 24
17 Consumer Staples Select Sector SPDR® ETF 2.22M (0.67%) 5.56K
Increased by +0.25%
May 30, 24
18 Vanguard Institutional Index I 2.10M (0.64%) -27.89K
Decreased by -1.33%
Dec 31, 24
19 T. Rowe Price Equity Income 2.08M (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
20 T. Rowe Price US Lg-Cp Equity Inc Comp 2.08M (0.63%) 3.85K
Increased by +0.18%
Dec 31, 24