Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYM 22.91%
2 XLB 20.99%
3 XLB 18.54%
4 SBM 18.22%
5 SMN 18.22%
6 FMAT 17.06%
7 VAW 16.41%
8 FMAT 16.26%
9 VAW 15.96%
10 UYM 15.74%
11 UYM 13.71%
12 MXI 9.75%
13 MCSE 5.91%
14 NBCT 5.89%
15 DCPE 5.41%
16 DCPE 5.37%
17 RSHO 5.26%
18 OSEA 5.16%
19 BOUT 5.01%
20 JHMA 4.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.39M (9.42%) -454.12K
Decreased by -1.02%
Dec 31, 24
2 BlackRock Inc 35.79M (7.60%) -812.50K
Decreased by -2.27%
Dec 31, 24
3 State Street Corp 19.96M (4.24%) 707.55K
Increased by +3.54%
Dec 31, 24
4 State Street Corporation 19.59M (4.16%) 257.56K
Increased by +1.32%
Dec 31, 23
5 FMR Inc 12.89M (2.73%) -631.61K
Decreased by -4.90%
Dec 31, 24
6 Capital World Investors 11.55M (2.45%) 2.96M
Increased by +25.61%
Dec 31, 24
7 Geode Capital Management, LLC 11.00M (2.34%) 30.75K
Increased by +0.28%
Dec 31, 24
8 JPMorgan Chase & Co 9.60M (2.04%) -7.94M
Decreased by -82.66%
Dec 31, 24
9 Capital Research & Mgmt Co - Division 3 9.41M (2.00%) -155.55K
Decreased by -1.65%
Dec 31, 24
10 Capital Research Global Investors 9.21M (1.96%) 554.48K
Increased by +6.02%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 9.15M (1.94%) -319.78K
Decreased by -3.50%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 7.90M (1.68%) -25.91K
Decreased by -0.33%
Dec 31, 24
13 Goldman Sachs Group Inc 7.38M (1.57%) 3.51M
Increased by +47.54%
Dec 31, 23
14 Massachusetts Financial Services Company 7.30M (1.55%) -1.28M
Decreased by -17.48%
Dec 31, 24
15 NORGES BANK 6.93M (1.47%) -282.27K
Decreased by -4.07%
Dec 31, 24
16 Bank of New York Mellon Corp 6.69M (1.42%) -218.79K
Decreased by -3.27%
Dec 31, 24
17 Wellington Management Company LLP 6.36M (1.35%) -226.81K
Decreased by -3.57%
Dec 31, 24
18 Freemont Capital Pte Ltd 5.08M (1.08%) 5.08M
Increased by +100.00%
Dec 31, 24
19 Winder Investment Pte Ltd 5.08M (1.08%) 0.00
Increased by 0.00%
Jun 30, 23
20 Winder Pte Ltd 5.08M (1.08%) 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 (6.60%) 31.08M
Increased by +99.89%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 15.03M (3.19%) 52.39K
Increased by +0.35%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 13.21M (2.80%) 89.52K
Increased by +0.68%
Feb 28, 25
4 Invesco QQQ Trust 9.85M (2.09%) -773.00
Decreased by -0.01%
Feb 28, 25
5 Fidelity 500 Index 5.94M (1.26%) 26.20K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 5.89M (1.25%) -43.68K
Decreased by -0.74%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 5.85M (1.24%) -45.50K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 5.69M (1.21%) 36.18K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 5.59M (1.19%) -281.00
Decreased by -0.01%
Feb 28, 25
10 American Funds Invmt Co of Amer A 4.23M (0.90%) 174.28K
Increased by +4.12%
Dec 31, 24
11 Capital Group Investment Co of Amer Comp 4.23M (0.90%) 174.28K
Increased by +4.12%
Dec 31, 24
12 American Funds Washington Mutual A 4.16M (0.88%) 1.40M
Increased by +33.67%
Dec 31, 24
13 Capital Group Wash Mutual Invtrs Comp 4.16M (0.88%) 1.40M
Increased by +33.67%
Dec 31, 24
14 Vanguard Dividend Growth Inv 3.30M (0.70%) -228.46K
Decreased by -6.93%
Dec 31, 24
15 American Funds American Mutual A 3.01M (0.64%) -302.08K
Decreased by -10.03%
Dec 31, 24
16 Capital Group American Mutual Comp 3.01M (0.64%) -302.08K
Decreased by -10.03%
Dec 31, 24
17 Vanguard Institutional Index I 2.95M (0.63%) -35.03K
Decreased by -1.19%
Feb 28, 25
18 The Materials Select Sector SPDR® ETF 2.74M (0.58%) 2.11K
Increased by +0.08%
Feb 28, 25
19 Materials Select Sector SPDR® ETF 2.70M (0.57%) 20.39K
Increased by +0.75%
Mar 31, 24
20 American Funds Growth Fund of Amer A 2.66M (0.56%) -224.81K
Decreased by -8.45%
Dec 31, 24