Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PPH 6.08%
2 FCTE 5.29%
3 RTH 5.06%
4 AHOY 4.63%
5 WBIF 3.93%
6 UTRN 3.86%
7 TXS 3.81%
8 IYK 3.75%
9 FXG 3.32%
10 FRTY 3.32%
11 BVNSC 3.26%
12 RNLC 3.13%
13 JDOC 3.00%
14 SHRY 2.98%
15 EQRR 2.98%
16 VFLO 2.74%
17 VSMV 2.64%
18 PKW 2.61%
19 SSPX 2.55%
20 PEZ 2.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.05M (9.51%) 69.68K
Increased by +0.58%
Sep 30, 24
2 BlackRock Inc 11.47M (9.06%) 48.25K
Increased by +0.42%
Jun 30, 24
3 State Street Corporation 6.24M (4.93%) -76.51K
Decreased by -1.23%
Mar 31, 24
4 State Street Corp 5.95M (4.69%) -294.20K
Decreased by -4.95%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 5.14M (4.06%) 285.58K
Increased by +5.55%
Jun 30, 24
6 Massachusetts Financial Services Company 4.94M (3.90%) 138.69K
Increased by +2.81%
Sep 30, 24
7 JPMorgan Chase & Co 4.50M (3.55%) 132.81K
Increased by +2.95%
Jun 30, 24
8 FMR Inc 2.97M (2.34%) 438.42K
Increased by +14.77%
Sep 30, 24
9 Geode Capital Management, LLC 2.63M (2.07%) 33.31K
Increased by +1.27%
Jun 30, 24
10 T. Rowe Price Investment Management,Inc. 2.62M (2.07%) 2.22M
Increased by +84.42%
Sep 30, 24
11 Franklin Resources Inc 2.51M (1.98%) 77.89K
Increased by +3.10%
Jun 30, 24
12 NORGES BANK 2.28M (1.80%) 71.01K
Increased by +3.11%
Jun 30, 24
13 Viking Global Investors LP 2.23M (1.76%) 775.48K
Increased by +34.72%
Dec 31, 23
14 Putnam Investments LLC 2.00M (1.58%) 62.24K
Increased by +3.12%
Dec 31, 23
15 Putnam Investments, LLC., a Franklin Templeton company 2.00M (1.58%) 62.24K
Increased by +3.12%
Dec 31, 23
16 Goldman Sachs Group Inc 1.76M (1.39%) 801.57K
Increased by +45.46%
Dec 31, 23
17 Bank of America Corp 1.69M (1.33%) 67.98K
Increased by +4.03%
Jun 30, 24
18 T. Rowe Price Associates, Inc. 1.68M (1.33%) -91.72K
Decreased by -5.45%
Jun 30, 24
19 Northern Trust Corp 1.41M (1.11%) -62.36K
Decreased by -4.44%
Sep 30, 24
20 Legal & General Group PLC 1.30M (1.02%) 36.58K
Increased by +2.82%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.50M (3.55%) 4.50M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 4.09M (3.23%) -14.64K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 3.44M (2.71%) 40.51K
Increased by +1.18%
Oct 31, 24
4 MFS Large Cap Value Equity 2.77M (2.18%) 95.36K
Increased by +3.45%
Sep 30, 24
5 MFS Value A 2.77M (2.18%) 134.45K
Increased by +4.86%
Sep 30, 24
6 JPM US Large Cap Growth-MA 2.08M (1.64%) 1.91M
Increased by +91.88%
Sep 30, 23
7 Global Balanced (AFRIS) 2.07M (1.63%) 2.07M
Increased by +100.00%
Feb 29, 24
8 Fidelity 500 Index 1.59M (1.26%) -7.28K
Decreased by -0.46%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 1.58M (1.25%) 8.21K
Increased by +0.52%
Oct 31, 24
10 Fidelity® 500 Index 1.57M (1.24%) 10.00K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 1.55M (1.23%) 3.51K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 1.44M (1.14%) 2.23K
Increased by +0.15%
Oct 31, 24
13 JPMorgan Large Cap Growth I 1.44M (1.14%) -468.43K
Decreased by -32.44%
Sep 30, 24
14 Putnam Large Cap Value A 1.14M (0.90%) 24.76K
Increased by +2.18%
Sep 30, 24
15 Putnam US Large Cap Value Equity 1.14M (0.90%) 42.59K
Increased by +3.75%
Sep 30, 24
16 Vanguard Value Index Inv 1.10M (0.87%) 3.76K
Increased by +0.34%
Oct 31, 24
17 Health Care Select Sector SPDR® ETF 957.88K (0.76%) -1.25K
Decreased by -0.13%
Apr 30, 24
18 The Health Care Select Sector SPDR® ETF 951.86K (0.75%) -5.31K
Decreased by -0.56%
Oct 31, 24
19 Vanguard Institutional Index I 823.96K (0.65%) -739.00
Decreased by -0.09%
Oct 31, 24
20 Fidelity Magellan 745.80K (0.59%) 745.80K
Increased by +100.00%
Aug 31, 24