Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKFF 5.87%
2 XAR 4.60%
3 SHLD 4.27%
4 OCFS 4.26%
5 MISL 4.10%
6 PPA 4.05%
7 UTRN 4.01%
8 ROKT 3.91%
9 LBAY 3.32%
10 GCAD 3.24%
11 DFEN 3.00%
12 SAMT 2.65%
13 BLCV 2.60%
14 UFO 2.17%
15 XKFS 2.01%
16 TEQI 1.81%
17 FITE 1.67%
18 QDIV 1.67%
19 WLTG 1.48%
20 PWV 1.45%

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 17.43M (9.24%) 891.23K
Increased by +5.11%
Jun 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. 9.59M (5.09%) -36.73K
Decreased by -0.38%
Jun 30, 24
5 State Street Corp 8.70M (4.61%) 4.26K
Increased by +0.05%
Jun 30, 24
6 State Street Corporation 8.69M (4.61%) -531.42K
Decreased by -6.11%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 7.42M (3.94%) 467.35K
Increased by +6.29%
Jun 30, 24
8 Wells Fargo & Co 5.29M (2.81%) 29.51K
Increased by +0.56%
Jun 30, 24
9 Wellington Management Company LLP 4.91M (2.61%) 359.73K
Increased by +7.32%
Jun 30, 24
10 Geode Capital Management, LLC 4.68M (2.48%) 722.85K
Increased by +15.46%
Jun 30, 24
11 Bank of New York Mellon Corp 3.17M (1.68%) 523.32K
Increased by +16.49%
Jun 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 ClearBridge Advisors, LLC 2.20M (1.16%) -34.03K
Decreased by -1.55%
Jun 30, 24
15 FMR Inc 2.03M (1.08%) -219.82K
Decreased by -10.84%
Sep 30, 24
16 Allspring Global Investments Holdings, LLC 2.01M (1.07%) -96.53K
Decreased by -4.80%
Jun 30, 24
17 HHG PLC 1.98M (1.05%) -17.19K
Decreased by -0.87%
Jun 30, 24
18 Ameriprise Financial Inc 1.79M (0.95%) -479.11K
Decreased by -26.74%
Jun 30, 24
19 Bank of America Corp 1.71M (0.91%) -34.74K
Decreased by -2.03%
Jun 30, 24
20 NORGES BANK 1.54M (0.82%) -100.80K
Decreased by -6.53%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.99M (3.18%) -21.41K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 5.03M (2.67%) 59.58K
Increased by +1.18%
Oct 31, 24
3 American Funds Washington Mutual A 4.07M (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
4 Capital Group Wash Mutual Invtrs Comp 4.07M (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Mid Cap Index Institutional 4.02M (2.13%) 7.24K
Increased by +0.18%
Oct 31, 24
6 Fidelity 500 Index 2.33M (1.24%) -4.77K
Decreased by -0.20%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 2.31M (1.23%) 12.10K
Increased by +0.52%
Oct 31, 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 Fidelity® 500 Index 2.20M (1.17%) 14.03K
Increased by +0.64%
Nov 30, 23
11 American Funds American Balanced A 2.17M (1.15%) 0.00
Increased by 0.00%
Sep 30, 24
12 iShares Core S&P 500 ETF 2.11M (1.12%) 3.25K
Increased by +0.15%
Oct 31, 24
13 BlackRock Equity Dividend Instl 1.87M (0.99%) -13.53K
Decreased by -0.72%
Sep 30, 24
14 Vanguard Value Index Inv 1.61M (0.85%) 6.11K
Increased by +0.38%
Oct 31, 24
15 Allspring Special Mid Cap Value Inst 1.52M (0.81%) 0.00
Increased by 0.00%
Oct 31, 24
16 Allspring Special US Mid Cap Value Eq 1.52M (0.81%) 39.00K
Increased by +2.56%
Sep 30, 24
17 Allspring Mid Value SMA 1.48M (0.79%) 1.48M
Increased by +99.99%
Jun 30, 24
18 American Funds Income Fund of Amer A 1.39M (0.74%) 0.00
Increased by 0.00%
Sep 30, 24
19 T. Rowe Price Equity Income 1.38M (0.73%) -19.16K
Decreased by -1.39%
Sep 30, 24
20 T. Rowe Price US Lg-Cp Equity Inc Comp 1.38M (0.73%) -18.17K
Decreased by -1.31%
Sep 30, 24