Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BELT 7.06%
2 IYG 6.94%
3 FNTC 6.84%
4 XLF 6.21%
5 IPAY 5.57%
6 VFH 5.54%
7 SPHQ 5.51%
8 FNCL 5.32%
9 TMFE 5.17%
10 PFI 5.06%
11 FDFF 5.03%
12 LMBO 4.98%
13 SEF 4.83%
14 SKF 4.83%
15 FINZ 4.83%
16 USMC 4.81%
17 CARK 4.66%
18 VSLU 4.65%
19 PCGG 4.62%
20 LCLG 4.59%

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 Corporation 35.04M (3.85%) 211.78K
Increased by +0.60%
Mar 31, 24
4 State Street Corp 35.03M (3.85%) -12.04K
Decreased by -0.03%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 32.13M (3.53%) 243.27K
Increased by +0.76%
Jun 30, 24
6 JPMorgan Chase & Co 27.88M (3.07%) 2.28M
Increased by +8.19%
Jun 30, 24
7 Capital Research & Mgmt Co - Division 3 21.57M (2.37%) -71.62K
Decreased by -0.33%
Sep 30, 24
8 FMR Inc 21.36M (2.35%) 700.77K
Increased by +3.28%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 19.26M (2.12%) -1.29M
Decreased by -6.71%
Jun 30, 24
10 Geode Capital Management, LLC 17.92M (1.97%) 451.89K
Increased by +2.52%
Jun 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 9.68M (1.06%) -281.24K
Decreased by -2.91%
Jun 30, 24
14 Wellington Management Company LLP 9.36M (1.03%) -1.29M
Decreased by -13.74%
Jun 30, 24
15 Goldman Sachs Group Inc 9.30M (1.02%) 4.91M
Increased by +52.82%
Dec 31, 23
16 Akre Capital Management, LLC 9.22M (1.01%) 4.16M
Increased by +45.10%
Mar 31, 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 7.92M (0.87%) -435.28K
Decreased by -5.50%
Jun 30, 24
20 Legal & General Group PLC 7.57M (0.83%) -149.93K
Decreased by -1.98%
Jun 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 Fidelity 500 Index 10.14M (1.12%) 27.70K
Increased by +0.27%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 10.05M (1.11%) 43.89K
Increased by +0.44%
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 9.19M (1.01%) 14.15K
Increased by +0.15%
Oct 31, 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 5.65M (0.62%) -39.18K
Decreased by -0.69%
Oct 31, 24
14 JPMorgan Large Cap Growth I 5.60M (0.62%) 387.40K
Increased by +6.91%
Sep 30, 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