Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.29%
2 PPH 4.73%
3 RTH 4.63%
4 AHOY 4.46%
5 UTRN 4.10%
6 TXS 3.88%
7 IYK 3.68%
8 FXG 3.48%
9 USSE 3.36%
10 FRTY 3.32%
11 BVNSC 3.26%
12 RNLC 3.13%
13 SSPX 3.05%
14 JDOC 2.91%
15 PKW 2.56%
16 VSMV 2.54%
17 PEZ 2.53%
18 PVAL 2.52%
19 SHRY 2.47%
20 SYV 2.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.05M (9.64%) 69.68K
Increased by +0.58%
Sep 30, 24
2 BlackRock Inc 11.13M (8.90%) -346.20K
Decreased by -3.11%
Sep 30, 24
3 JPMorgan Chase & Co 7.95M (6.36%) -1.05M
Decreased by -13.16%
Sep 30, 24
4 State Street Corporation 6.24M (4.99%) -76.51K
Decreased by -1.23%
Mar 31, 24
5 State Street Corp 5.88M (4.70%) -65.93K
Decreased by -1.12%
Sep 30, 24
6 Massachusetts Financial Services Company 4.94M (3.95%) 138.69K
Increased by +2.81%
Sep 30, 24
7 FMR Inc 2.97M (2.37%) 438.42K
Increased by +14.77%
Sep 30, 24
8 Geode Capital Management, LLC 2.65M (2.12%) 26.30K
Increased by +0.99%
Sep 30, 24
9 T. Rowe Price Investment Management,Inc. 2.62M (2.10%) 2.22M
Increased by +84.42%
Sep 30, 24
10 Franklin Resources Inc 2.51M (2.00%) -6.18K
Decreased by -0.25%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 2.49M (1.99%) -2.65M
Decreased by -106.36%
Sep 30, 24
12 NORGES BANK 2.28M (1.83%) 71.01K
Increased by +3.11%
Jun 30, 24
13 Viking Global Investors LP 2.23M (1.79%) 775.48K
Increased by +34.72%
Dec 31, 23
14 Putnam Investments LLC 2.00M (1.60%) 62.24K
Increased by +3.12%
Dec 31, 23
15 Putnam Investments, LLC., a Franklin Templeton company 2.00M (1.60%) 62.24K
Increased by +3.12%
Dec 31, 23
16 Bank of America Corp 1.79M (1.43%) 103.00K
Increased by +5.76%
Sep 30, 24
17 Royal Bank of Canada 1.69M (1.35%) 906.52K
Increased by +53.69%
Sep 30, 24
18 Northern Trust Corp 1.41M (1.12%) -62.36K
Decreased by -4.44%
Sep 30, 24
19 T. Rowe Price Associates, Inc. 1.35M (1.08%) -335.38K
Decreased by -24.87%
Sep 30, 24
20 Legal & General Group PLC 1.22M (0.98%) -78.33K
Decreased by -6.42%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.50M (3.60%) 4.50M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 3.98M (3.18%) -96.86K
Decreased by -2.43%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 3.44M (2.75%) -49.20K
Decreased by -1.43%
Dec 31, 24
4 MFS Large Cap Value Equity 2.68M (2.14%) -88.17K
Decreased by -3.29%
Dec 31, 24
5 MFS Value A 2.68M (2.14%) -33.20K
Decreased by -1.24%
Dec 31, 24
6 JPM US Large Cap Growth-MA 2.08M (1.66%) 1.91M
Increased by +91.88%
Sep 30, 23
7 Global Balanced (AFRIS) 2.07M (1.65%) 2.07M
Increased by +100.00%
Feb 29, 24
8 T. Rowe Price Capital Appreciation 1.89M (1.51%) 57.00K
Increased by +3.02%
Dec 31, 24
9 Fidelity 500 Index 1.58M (1.26%) -26.62K
Decreased by -1.69%
Dec 31, 24
10 Fidelity® 500 Index 1.57M (1.26%) 10.00K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 1.56M (1.25%) -75.00
Decreased by -0.00%
Jan 30, 25
12 SPDR® S&P 500 ETF Trust 1.55M (1.24%) 3.51K
Increased by +0.23%
Apr 30, 24
13 iShares Core S&P 500 ETF 1.48M (1.19%) -2.55K
Decreased by -0.17%
Jan 29, 25
14 JPMorgan Large Cap Growth I 1.44M (1.16%) 0.00
Increased by 0.00%
Dec 31, 24
15 Putnam Large Cap Value A 1.19M (0.95%) 25.41K
Increased by +2.13%
Dec 31, 24
16 Putnam US Large Cap Value Equity 1.19M (0.95%) 54.02K
Increased by +4.54%
Dec 31, 24
17 Vanguard Value Index Inv 1.08M (0.87%) -28.02K
Decreased by -2.59%
Dec 31, 24
18 Health Care Select Sector SPDR® ETF 957.88K (0.77%) -1.25K
Decreased by -0.13%
Apr 30, 24
19 The Health Care Select Sector SPDR® ETF 925.54K (0.74%) 4.18K
Increased by +0.45%
Jan 30, 25
20 Vanguard Institutional Index I 801.10K (0.64%) -19.74K
Decreased by -2.46%
Dec 31, 24