Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYM 21.12%
2 XLB 20.99%
3 SBM 18.22%
4 SMN 18.22%
5 XLB 17.17%
6 FMAT 16.26%
7 VAW 15.96%
8 UYM 15.74%
9 VAW 15.08%
10 FMAT 15.04%
11 UYM 12.77%
12 MXI 9.05%
13 NBCT 5.89%
14 DCPE 5.37%
15 MCSE 5.13%
16 DCPE 5.12%
17 CAPE 5.12%
18 JHMA 4.97%
19 OSEA 4.66%
20 HJEN 4.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.85M (9.45%) 124.59K
Increased by +0.28%
Sep 30, 24
2 BlackRock Inc 35.96M (7.58%) 30.87K
Increased by +0.09%
Jun 30, 24
3 State Street Corporation 19.59M (4.13%) 257.56K
Increased by +1.32%
Dec 31, 23
4 State Street Corp 19.25M (4.06%) -433.44K
Decreased by -2.25%
Sep 30, 24
5 FMR Inc 13.52M (2.85%) -117.80K
Decreased by -0.87%
Sep 30, 24
6 Geode Capital Management, LLC 10.97M (2.31%) 154.79K
Increased by +1.41%
Sep 30, 24
7 Capital Research & Mgmt Co - Division 3 9.56M (2.02%) 20.60K
Increased by +0.22%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 9.47M (2.00%) 9.53K
Increased by +0.10%
Sep 30, 24
9 JPMorgan Chase & Co 8.77M (1.85%) 618.04K
Increased by +7.05%
Sep 30, 24
10 Capital Research Global Investors 8.66M (1.82%) -90.60K
Decreased by -1.05%
Sep 30, 24
11 Capital World Investors 8.59M (1.81%) -84.64K
Decreased by -0.99%
Sep 30, 24
12 Massachusetts Financial Services Company 8.58M (1.81%) -778.79K
Decreased by -9.08%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 7.93M (1.67%) -7.25M
Decreased by -91.43%
Sep 30, 24
14 Goldman Sachs Group Inc 7.38M (1.55%) 3.51M
Increased by +47.54%
Dec 31, 23
15 NORGES BANK 7.21M (1.52%) -253.74K
Decreased by -3.52%
Jun 30, 24
16 Bank of New York Mellon Corp 6.91M (1.46%) -210.07K
Decreased by -3.04%
Sep 30, 24
17 Wellington Management Company LLP 6.59M (1.39%) -134.93K
Decreased by -2.05%
Sep 30, 24
18 Nuveen Asset Management, LLC 5.33M (1.12%) -99.78K
Decreased by -1.87%
Sep 30, 24
19 Winder Investment Pte Ltd 5.08M (1.07%) 0.00
Increased by 0.00%
Jun 30, 23
20 Winder Pte Ltd 5.08M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sandhill Concentrated Equity Alpha 31.11M (6.56%) 31.08M
Increased by +99.89%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 15.08M (3.18%) -51.68K
Decreased by -0.34%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 12.74M (2.68%) 149.16K
Increased by +1.17%
Oct 31, 24
4 Invesco QQQ Trust 9.47M (2.00%) 22.13K
Increased by +0.23%
Nov 27, 24
5 Fidelity 500 Index 5.91M (1.25%) -12.87K
Decreased by -0.22%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 5.90M (1.24%) -32.83K
Decreased by -0.56%
Nov 27, 24
7 SPDR® S&P 500 ETF Trust 5.85M (1.23%) -45.50K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 5.69M (1.20%) 36.18K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 5.42M (1.14%) 16.76K
Increased by +0.31%
Nov 27, 24
10 Vanguard Growth Index Investor 4.83M (1.02%) 30.02K
Increased by +0.62%
Oct 31, 24
11 American Funds Invmt Co of Amer A 4.06M (0.86%) -961.00
Decreased by -0.02%
Sep 30, 24
12 Capital Group Investment Co of Amer Comp 4.06M (0.86%) -961.00
Decreased by -0.02%
Sep 30, 24
13 Vanguard Dividend Growth Inv 3.53M (0.74%) -52.23K
Decreased by -1.48%
Sep 30, 24
14 American Funds American Mutual A 3.31M (0.70%) -1.93K
Decreased by -0.06%
Sep 30, 24
15 Capital Group American Mutual Comp 3.31M (0.70%) -1.93K
Decreased by -0.06%
Sep 30, 24
16 Vanguard Institutional Index I 3.06M (0.64%) -1.13K
Decreased by -0.04%
Oct 31, 24
17 American Funds Growth Fund of Amer A 2.88M (0.61%) -46.83K
Decreased by -1.62%
Sep 30, 24
18 Capital Group Growth Fnd of Amer Comp 2.88M (0.61%) -46.83K
Decreased by -1.62%
Sep 30, 24
19 American Funds Washington Mutual A 2.76M (0.58%) -123.22K
Decreased by -4.47%
Sep 30, 24
20 Capital Group Wash Mutual Invtrs Comp 2.76M (0.58%) -123.22K
Decreased by -4.47%
Sep 30, 24