Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 5.16%
2 PMR 5.10%
3 GBLO 4.76%
4 AHOY 4.58%
5 UTRN 4.07%
6 JHMS 3.74%
7 WBIL 3.66%
8 FXG 3.62%
9 WBIE 3.60%
10 NEWZ 3.54%
11 STNC 3.19%
12 PSL 3.02%
13 RHS 2.99%
14 RSPS 2.99%
15 SHRY 2.66%
16 WBIG 2.59%
17 RTH 2.53%
18 OAKM 2.46%
19 XLP 2.37%
20 DVLU 2.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 81.45M (10.99%) 223.63K
Increased by +0.27%
Sep 30, 24
2 BlackRock Inc 61.78M (8.34%) 4.62M
Increased by +7.48%
Jun 30, 24
3 Berkshire Hathaway Inc 50.00M (6.75%) 0.00
Increased by 0.00%
Sep 30, 24
4 State Street Corp 33.06M (4.46%) 2.11M
Increased by +6.38%
Sep 30, 24
5 State Street Corporation 31.77M (4.29%) -1.09M
Decreased by -3.44%
Mar 31, 24
6 Sanders Capital, LLC 24.28M (3.28%) 495.18K
Increased by +2.04%
Mar 31, 24
7 Harris Associates L.P. 22.61M (3.05%) -1.48M
Decreased by -6.53%
Sep 30, 24
8 Geode Capital Management, LLC 16.02M (2.16%) 126.30K
Increased by +0.79%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 13.99M (1.89%) 401.94K
Increased by +2.87%
Sep 30, 24
10 Capital World Investors 11.18M (1.51%) -500.18K
Decreased by -4.47%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 9.82M (1.32%) -10.29M
Decreased by -104.82%
Sep 30, 24
12 LSV Asset Management 8.81M (1.19%) -195.32K
Decreased by -2.22%
Sep 30, 24
13 Legal & General Group PLC 7.20M (0.97%) -563.88K
Decreased by -7.84%
Sep 30, 24
14 Northern Trust Corp 6.91M (0.93%) -270.00K
Decreased by -3.91%
Sep 30, 24
15 NORGES BANK 6.87M (0.93%) 1.85M
Increased by +26.85%
Jun 30, 24
16 Pacer Advisors, INC. 6.39M (0.86%) 6.33M
Increased by +99.07%
Sep 30, 23
17 Amvescap Plc. 5.96M (0.80%) 182.04K
Increased by +3.05%
Sep 30, 24
18 JPMorgan Chase & Co 5.96M (0.80%) -165.74K
Decreased by -2.78%
Sep 30, 24
19 Amundi 5.96M (0.80%) 2.38M
Increased by +40.01%
Sep 30, 24
20 Renaissance Technologies Corp 5.58M (0.75%) -1.57M
Decreased by -28.13%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.50M (2.77%) -74.07K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 16.60M (2.24%) 203.19K
Increased by +1.22%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 13.78M (1.86%) 24.80K
Increased by +0.18%
Oct 31, 24
4 American Funds Capital World Gr&Inc A 10.16M (1.37%) -4.88K
Decreased by -0.05%
Sep 30, 24
5 Capital Group World Growth & Inc Cmp 10.16M (1.37%) -4.88K
Decreased by -0.05%
Sep 30, 24
6 Oakmark Investor 9.63M (1.30%) 0.00
Increased by 0.00%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 8.16M (1.10%) -45.36K
Decreased by -0.56%
Nov 27, 24
8 Fidelity 500 Index 8.16M (1.10%) -83.55K
Decreased by -1.02%
Sep 30, 24
9 Fidelity® 500 Index 7.69M (1.04%) 48.97K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 7.68M (1.04%) 54.23K
Increased by +0.71%
Feb 29, 24
11 iShares Core S&P 500 ETF 7.49M (1.01%) 23.19K
Increased by +0.31%
Nov 27, 24
12 The Consumer Staples Sel SectSPDR® ETF 6.28M (0.85%) 3.13K
Increased by +0.05%
Nov 27, 24
13 Consumer Staples Select Sector SPDR® ETF 4.52M (0.61%) 8.93K
Increased by +0.20%
Feb 29, 24
14 Vanguard Value Index Inv 4.51M (0.61%) 22.09K
Increased by +0.49%
Oct 31, 24
15 Vanguard Mid-Cap Value ETF 4.47M (0.60%) 16.98K
Increased by +0.38%
Oct 31, 24
16 Vanguard Windsor™ II Inv 4.34M (0.59%) 0.00
Increased by 0.00%
Mar 31, 24
17 Vanguard Institutional Index I 4.22M (0.57%) -3.31K
Decreased by -0.08%
Oct 31, 24
18 State St S&P 500® Indx SL Cl III 3.22M (0.43%) 9.40K
Increased by +0.29%
Oct 31, 24
19 Neuberger Berman Large Cap Value Inv 3.08M (0.42%) -309.79K
Decreased by -10.07%
Sep 30, 24
20 DFA US Large Cap Value I 3.04M (0.41%) -3.38K
Decreased by -0.11%
Sep 30, 24