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 MPCT 2.56%
6 XLP 2.54%
7 RSPS 2.50%
8 RHS 2.50%
9 VSDA 2.20%
10 LVHD 2.15%
11 IYK 2.10%
12 SPDV 2.09%
13 RNLC 2.07%
14 WBIG 2.03%
15 UPGD 1.97%
16 RYJ 1.96%
17 FTCS 1.85%
18 SHRY 1.82%
19 EMOT 1.78%
20 TACE 1.78%

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 19.30M (5.80%) 1.08M
Increased by +5.61%
Sep 30, 24
4 State Street Corporation 17.91M (5.39%) -379.14K
Decreased by -2.12%
Mar 31, 24
5 Charles Schwab Investment Management Inc 10.06M (3.02%) 358.93K
Increased by +3.57%
Sep 30, 24
6 Geode Capital Management, LLC 7.68M (2.31%) 206.67K
Increased by +2.69%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 7.11M (2.14%) 289.91K
Increased by +4.08%
Sep 30, 24
8 Massachusetts Financial Services Company 5.72M (1.72%) -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 (1.39%) -135.14K
Decreased by -2.91%
Sep 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 Wellington Management Company LLP 3.23M (0.97%) -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 (0.91%) -160.34K
Decreased by -5.28%
Mar 31, 24
20 Bank of New York Mellon Corp 3.01M (0.90%) -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 10.63M (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™ 8.55M (2.57%) 18.50K
Increased by +0.22%
Nov 30, 24
4 SPDR® S&P 500® ETF Trust 4.16M (1.25%) 24.55K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 4.13M (1.24%) -6.79K
Decreased by -0.16%
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 3.81M (1.14%) 0.00
Increased by 0.00%
Nov 30, 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 3.22M (0.97%) 7.14K
Increased by +0.22%
Nov 30, 24
11 MFS Large Cap Value Equity 3.19M (0.96%) -70.60K
Decreased by -2.21%
Sep 30, 24
12 MFS Value A 3.17M (0.95%) -21.20K
Decreased by -0.67%
Oct 31, 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 2.64M (0.79%) 0.00
Increased by 0.00%
Nov 30, 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 2.09M (0.63%) 8.85K
Increased by +0.42%
Oct 31, 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