Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYM 23.55%
2 XLB 20.99%
3 XLB 19.13%
4 SMN 18.22%
5 SBM 18.22%
6 FMAT 17.58%
7 VAW 17.13%
8 FMAT 16.26%
9 VAW 15.96%
10 UYM 15.74%
11 UYM 14.54%
12 MXI 9.73%
13 NBCT 5.89%
14 MCSE 5.84%
15 CAPE 5.41%
16 DCPE 5.41%
17 RSHO 5.38%
18 DCPE 5.37%
19 QQLV 5.31%
20 BOUT 5.01%

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 US Total Market Shares ETF 15.13M (3.21%) -111.30K
Decreased by -0.74%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 15.03M (3.19%) 52.39K
Increased by +0.35%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 13.21M (2.80%) 89.52K
Increased by +0.68%
Feb 28, 25
5 Invesco QQQ Trust 9.74M (2.07%) -8.45K
Decreased by -0.09%
Mar 31, 25
6 Fidelity 500 Index 5.96M (1.27%) 26.56K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 5.92M (1.26%) -86.80K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 5.85M (1.24%) -45.50K
Decreased by -0.78%
Mar 31, 24
9 iShares Core S&P 500 ETF 5.81M (1.23%) 16.80K
Increased by +0.29%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 5.77M (1.22%) -30.24K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 5.70M (1.21%) -95.76K
Decreased by -1.68%
Mar 31, 25
12 Fidelity® 500 Index 5.69M (1.21%) 36.18K
Increased by +0.64%
Nov 30, 23
13 American Funds Invmt Co of Amer A 4.23M (0.90%) 174.28K
Increased by +4.12%
Dec 31, 24
14 Capital Group Investment Co of Amer Comp 4.23M (0.90%) 174.28K
Increased by +4.12%
Dec 31, 24
15 American Funds Washington Mutual A 4.16M (0.88%) 1.40M
Increased by +33.67%
Dec 31, 24
16 Capital Group Wash Mutual Invtrs Comp 4.16M (0.88%) 1.40M
Increased by +33.67%
Dec 31, 24
17 Vanguard Dividend Growth Inv 3.30M (0.70%) -228.46K
Decreased by -6.93%
Dec 31, 24
18 American Funds American Mutual A 3.01M (0.64%) -302.08K
Decreased by -10.03%
Dec 31, 24
19 Capital Group American Mutual Comp 3.01M (0.64%) -302.08K
Decreased by -10.03%
Dec 31, 24
20 Vanguard Institutional Index I 2.95M (0.63%) -35.03K
Decreased by -1.19%
Feb 28, 25