Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 4.80%
2 RTH 4.66%
3 UTRN 4.09%
4 XHB 3.59%
5 PKW 3.56%
6 SHRY 3.46%
7 XLY 3.40%
8 NAIL 3.28%
9 DIVL 3.23%
10 CLAW 3.09%
11 HOMZ 3.06%
12 BDIV 2.97%
13 AILV 2.91%
14 ESNG 2.79%
15 BDVG 2.79%
16 RNLC 2.71%
17 MILN 2.70%
18 EQTY 2.59%
19 JHMC 2.55%
20 RXI 2.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.40M (9.61%) 449.28K
Increased by +0.83%
Sep 30, 24
2 BlackRock Inc 38.43M (6.79%) -1.34M
Decreased by -3.49%
Jun 30, 24
3 JPMorgan Chase & Co 26.27M (4.64%) 1.31M
Increased by +5.00%
Sep 30, 24
4 FMR Inc 26.01M (4.59%) 2.40M
Increased by +9.23%
Sep 30, 24
5 State Street Corp 25.01M (4.42%) 460.85K
Increased by +1.84%
Sep 30, 24
6 State Street Corporation 24.41M (4.31%) -478.64K
Decreased by -1.96%
Mar 31, 24
7 Geode Capital Management, LLC 11.73M (2.07%) 187.47K
Increased by +1.60%
Sep 30, 24
8 Wells Fargo & Co 10.53M (1.86%) -531.10K
Decreased by -5.04%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 10.24M (1.81%) -10.32M
Decreased by -100.77%
Sep 30, 24
10 Bank of America Corp 10.03M (1.77%) -469.00K
Decreased by -4.68%
Jun 30, 24
11 Massachusetts Financial Services Company 7.48M (1.32%) -125.61K
Decreased by -1.68%
Sep 30, 24
12 NORGES BANK 7.18M (1.27%) -184.26K
Decreased by -2.57%
Jun 30, 24
13 Pershing Square Capital Management, L.p. 7.07M (1.25%) -402.23K
Decreased by -5.69%
Sep 30, 23
14 Northern Trust Corp 6.08M (1.07%) -328.36K
Decreased by -5.40%
Sep 30, 24
15 Legal & General Group PLC 5.05M (0.89%) -160.46K
Decreased by -3.18%
Sep 30, 24
16 Amvescap Plc. 4.99M (0.88%) 183.48K
Increased by +3.68%
Sep 30, 24
17 Goldman Sachs Group Inc 4.84M (0.86%) 253.28K
Increased by +5.23%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 4.71M (0.83%) -86.29K
Decreased by -1.83%
Sep 30, 24
19 Aristotle Capital Management LLC 3.88M (0.69%) -43.54K
Decreased by -1.12%
Sep 30, 24
20 T. Rowe Price Associates, Inc. 3.84M (0.68%) 2.07M
Increased by +53.97%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.98M (3.18%) -63.23K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 15.10M (2.67%) 176.40K
Increased by +1.17%
Oct 31, 24
3 AF High Growth (AFRIS) 12.85M (2.27%) 12.85M
Increased by +100.00%
Feb 29, 24
4 Fidelity 500 Index 7.01M (1.24%) -44.30K
Decreased by -0.63%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 7.00M (1.24%) -38.86K
Decreased by -0.56%
Nov 27, 24
6 Fidelity® 500 Index 6.83M (1.21%) 43.45K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 6.82M (1.21%) 15.35K
Increased by +0.22%
Apr 30, 24
8 iShares Core S&P 500 ETF 6.43M (1.14%) 19.88K
Increased by +0.31%
Nov 27, 24
9 Global Balanced (AFRIS) 5.89M (1.04%) 5.89M
Increased by +100.00%
Feb 29, 24
10 MFS Large Cap Value Equity 5.03M (0.89%) -111.14K
Decreased by -2.21%
Sep 30, 24
11 MFS Value A 4.99M (0.88%) -33.38K
Decreased by -0.67%
Oct 31, 24
12 JPM US Large Cap Growth-MA 4.86M (0.86%) 4.41M
Increased by +90.81%
Sep 30, 23
13 Vanguard Value Index Inv 4.83M (0.85%) 15.47K
Increased by +0.32%
Oct 31, 24
14 Vanguard Institutional Index I 3.62M (0.64%) -1.23K
Decreased by -0.03%
Oct 31, 24
15 The Consumer Discret Sel SectSPDR® ETF 3.34M (0.59%) 17.40K
Increased by +0.52%
Nov 27, 24
16 JPM US Equity Income-Composite 3.13M (0.55%) 362.11K
Increased by +11.56%
Sep 30, 24
17 JPMorgan Equity Income I 3.13M (0.55%) -17.77K
Decreased by -0.57%
Sep 30, 24
18 Consumer Discret Sel Sect SPDR® ETF 3.11M (0.55%) -15.76K
Decreased by -0.51%
Apr 30, 24
19 JPM US Equity-MA 3.10M (0.55%) -46.56K
Decreased by -1.50%
Sep 30, 24
20 JPMorgan US Equity L 3.10M (0.55%) -127.87K
Decreased by -4.12%
Sep 30, 24