Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 7.15%
2 FNTC 6.84%
3 BELT 6.78%
4 XLF 6.44%
5 IPAY 5.84%
6 SPHQ 5.42%
7 FNCL 5.41%
8 PFI 5.31%
9 VFH 5.29%
10 TMFE 5.08%
11 FDFF 4.94%
12 LMBO 4.91%
13 SKF 4.83%
14 SEF 4.83%
15 FINZ 4.83%
16 USMC 4.65%
17 GGRW 4.64%
18 PCGG 4.62%
19 GCIG 4.57%
20 VSLU 4.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 76.80M (8.44%) 446.63K
Increased by +0.58%
Sep 30, 24
2 BlackRock Inc 69.82M (7.68%) 809.54K
Increased by +1.16%
Jun 30, 24
3 State Street Corp 35.29M (3.88%) 257.31K
Increased by +0.73%
Sep 30, 24
4 State Street Corporation 35.04M (3.85%) 211.78K
Increased by +0.60%
Mar 31, 24
5 JPMorgan Chase & Co 29.72M (3.27%) 1.84M
Increased by +6.20%
Sep 30, 24
6 Capital Research & Mgmt Co - Division 3 21.57M (2.37%) -71.62K
Decreased by -0.33%
Sep 30, 24
7 FMR Inc 21.36M (2.35%) 700.77K
Increased by +3.28%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 19.19M (2.11%) -78.48K
Decreased by -0.41%
Sep 30, 24
9 Geode Capital Management, LLC 18.38M (2.02%) 453.77K
Increased by +2.47%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 16.35M (1.80%) -15.78M
Decreased by -96.48%
Sep 30, 24
11 Capital Research Global Investors 12.18M (1.34%) -563.01K
Decreased by -4.62%
Sep 30, 24
12 NORGES BANK 11.40M (1.25%) 625.31K
Increased by +5.49%
Jun 30, 24
13 Bank of New York Mellon Corp 9.35M (1.03%) -326.27K
Decreased by -3.49%
Sep 30, 24
14 Goldman Sachs Group Inc 9.30M (1.02%) 4.91M
Increased by +52.82%
Dec 31, 23
15 Akre Capital Management, LLC 9.22M (1.01%) 4.16M
Increased by +45.10%
Mar 31, 24
16 Wellington Management Company LLP 8.94M (0.98%) -412.94K
Decreased by -4.62%
Sep 30, 24
17 International Assets Investment Management, LLC 8.04M (0.88%) 8.04M
Increased by +99.92%
Sep 30, 24
18 Northern Trust Corp 7.94M (0.87%) -269.58K
Decreased by -3.39%
Sep 30, 24
19 Nuveen Asset Management, LLC 7.54M (0.83%) -382.93K
Decreased by -5.08%
Sep 30, 24
20 Franklin Resources Inc 7.50M (0.82%) 304.29K
Increased by +4.06%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 26.03M (2.86%) -88.85K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 21.87M (2.40%) 256.45K
Increased by +1.17%
Oct 31, 24
3 AF High Growth (AFRIS) 21.16M (2.33%) 21.16M
Increased by +100.00%
Feb 29, 24
4 SPDR® S&P 500® ETF Trust 10.18M (1.12%) 60.26K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 10.13M (1.11%) -16.64K
Decreased by -0.16%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 9.96M (1.09%) -77.42K
Decreased by -0.78%
Mar 31, 24
7 Global Balanced (AFRIS) 9.71M (1.07%) 9.71M
Increased by +100.00%
Feb 29, 24
8 Fidelity® 500 Index 9.70M (1.07%) 61.70K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 9.32M (1.03%) 0.00
Increased by 0.00%
Nov 30, 24
10 American Funds Growth Fund of Amer A 8.87M (0.98%) -285.25K
Decreased by -3.21%
Sep 30, 24
11 Capital Group Growth Fnd of Amer Comp 8.87M (0.98%) -285.25K
Decreased by -3.21%
Sep 30, 24
12 Vanguard Growth Index Investor 8.28M (0.91%) 51.63K
Increased by +0.62%
Oct 31, 24
13 The Financial Select Sector SPDR® ETF 6.15M (0.68%) 27.12K
Increased by +0.44%
Nov 30, 24
14 JPMorgan Large Cap Growth I 5.60M (0.62%) 0.00
Increased by 0.00%
Oct 31, 24
15 Financial Select Sector SPDR® ETF 5.45M (0.60%) -6.90K
Decreased by -0.13%
Mar 31, 24
16 American Funds Invmt Co of Amer A 5.29M (0.58%) -253.76K
Decreased by -4.80%
Sep 30, 24
17 Capital Group Investment Co of Amer Comp 5.29M (0.58%) -253.76K
Decreased by -4.80%
Sep 30, 24
18 Vanguard Institutional Index I 5.24M (0.58%) -2.38K
Decreased by -0.05%
Oct 31, 24
19 JPM US Large Cap Growth-MA 4.61M (0.51%) 4.39M
Increased by +95.20%
Sep 30, 23
20 American Funds American Balanced A 4.57M (0.50%) 56.00K
Increased by +1.23%
Sep 30, 24