Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKFF 5.87%
2 XAR 4.04%
3 SHLD 4.04%
4 MISL 4.03%
5 UTRN 4.01%
6 PPA 3.99%
7 NATO 3.95%
8 ROKT 3.73%
9 OCFS 3.62%
10 LBAY 3.24%
11 GCAD 3.15%
12 DFEN 3.09%
13 SAMT 2.40%
14 UFO 2.32%
15 BLCV 2.29%
16 XKFS 2.01%
17 QDIV 1.67%
18 TEQI 1.66%
19 FITE 1.57%
20 WLTG 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.88M (12.14%) 107.49K
Increased by +0.47%
Sep 30, 24
2 BlackRock Inc 17.25M (9.15%) -180.88K
Decreased by -1.05%
Sep 30, 24
3 Capital World Investors 11.20M (5.94%) -91.68K
Decreased by -0.82%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 9.80M (5.20%) 206.76K
Increased by +2.11%
Sep 30, 24
5 State Street Corporation 8.69M (4.61%) -531.42K
Decreased by -6.11%
Mar 31, 24
6 State Street Corp 8.61M (4.57%) -84.10K
Decreased by -0.98%
Sep 30, 24
7 Wells Fargo & Co 5.16M (2.74%) -135.08K
Decreased by -2.62%
Sep 30, 24
8 Wellington Management Company LLP 4.81M (2.55%) -98.77K
Decreased by -2.05%
Sep 30, 24
9 Geode Capital Management, LLC 4.73M (2.51%) 59.01K
Increased by +1.25%
Sep 30, 24
10 Bank of New York Mellon Corp 3.63M (1.93%) 460.30K
Increased by +12.66%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 3.60M (1.91%) -3.83M
Decreased by -106.44%
Sep 30, 24
12 Goldman Sachs Group Inc 2.44M (1.29%) 1.15M
Increased by +47.23%
Dec 31, 23
13 MIZUHO MARKETS AMERICAS LLC 2.20M (1.17%) 2.00M
Increased by +90.83%
Dec 31, 23
14 Ameriprise Financial Inc 2.14M (1.14%) 349.40K
Increased by +16.32%
Sep 30, 24
15 ClearBridge Advisors, LLC 2.06M (1.09%) -136.04K
Decreased by -6.60%
Sep 30, 24
16 Allspring Global Investments Holdings, LLC 2.04M (1.08%) 27.76K
Increased by +1.36%
Sep 30, 24
17 FMR Inc 2.03M (1.08%) -219.82K
Decreased by -10.84%
Sep 30, 24
18 Bank of America Corp 1.73M (0.92%) 25.64K
Increased by +1.48%
Sep 30, 24
19 Amvescap Plc. 1.71M (0.91%) 193.05K
Increased by +11.27%
Sep 30, 24
20 HHG PLC 1.71M (0.91%) -273.71K
Decreased by -16.04%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.94M (3.15%) -18.11K
Decreased by -0.30%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 5.13M (2.72%) 34.10K
Increased by +0.66%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 4.08M (2.16%) 32.55K
Increased by +0.80%
Dec 31, 24
4 Capital Group Wash Mutual Invtrs Comp 4.07M (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
5 American Funds Washington Mutual A 3.83M (2.03%) -237.51K
Decreased by -6.20%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 2.39M (1.27%) 27.66K
Increased by +1.16%
Dec 31, 24
7 Fidelity 500 Index 2.34M (1.24%) 15.93K
Increased by +0.68%
Nov 30, 24
8 Vanguard Equity-Income Inv 2.30M (1.22%) -32.65K
Decreased by -1.42%
Sep 30, 24
9 SPDR® S&P 500 ETF Trust 2.23M (1.18%) -4.86K
Decreased by -0.22%
Apr 30, 24
10 iShares Core S&P 500 ETF 2.23M (1.18%) 1.57K
Increased by +0.07%
Dec 31, 24
11 Fidelity® 500 Index 2.20M (1.17%) 14.03K
Increased by +0.64%
Nov 30, 23
12 American Funds American Balanced A 2.17M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
13 BlackRock Equity Dividend Instl 1.85M (0.98%) -10.45K
Decreased by -0.56%
Nov 30, 24
14 Vanguard Value Index Inv 1.61M (0.86%) -6.59K
Decreased by -0.41%
Dec 31, 24
15 Allspring Mid Value SMA 1.52M (0.81%) 1.52M
Increased by +99.99%
Dec 31, 24
16 Allspring Special Mid Cap Value Inst 1.52M (0.81%) 0.00
Increased by 0.00%
Dec 31, 24
17 Allspring Special US Mid Cap Value Eq 1.52M (0.81%) 0.00
Increased by 0.00%
Dec 31, 24
18 American Funds Income Fund of Amer A 1.39M (0.74%) 0.00
Increased by 0.00%
Dec 31, 24
19 Janus Inst Mid Cap Growth CF 1.37M (0.73%) 0.00
Increased by 0.00%
Jun 30, 24
20 American Funds IS® Asset Allocation 1 1.35M (0.72%) 0.00
Increased by 0.00%
Dec 31, 23