Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PCIG 5.31%
2 PINK 4.65%
3 ABEQ 4.35%
4 CAMX 4.21%
5 IHI 4.18%
6 UTRN 4.06%
7 DIVP 3.92%
8 FLV 3.91%
9 LBAY 3.81%
10 UDI 3.65%
11 INAU 3.60%
12 AGQI 3.48%
13 DIVZ 3.40%
14 AIVL 3.24%
15 MNTL 3.13%
16 JDOC 3.12%
17 AGNG 3.06%
18 LNGR 3.04%
19 HRTS 3.02%
20 HART 2.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 123.45M (9.64%) -3.16M
Decreased by -2.56%
Sep 30, 24
2 BlackRock Inc 111.89M (8.74%) -2.09M
Decreased by -1.87%
Jun 30, 24
3 State Street Corp 60.21M (4.70%) 141.20K
Increased by +0.23%
Jun 30, 24
4 State Street Corporation 60.07M (4.69%) -845.99K
Decreased by -1.41%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 56.54M (4.42%) 2.53M
Increased by +4.48%
Jun 30, 24
6 Capital Research Global Investors 32.63M (2.55%) 899.97K
Increased by +2.76%
Sep 30, 24
7 JPMorgan Chase & Co 28.57M (2.23%) -3.06M
Decreased by -10.72%
Jun 30, 24
8 Geode Capital Management, LLC 26.86M (2.10%) 210.06K
Increased by +0.78%
Jun 30, 24
9 Massachusetts Financial Services Company 24.43M (1.91%) -346.67K
Decreased by -1.42%
Sep 30, 24
10 Bank of America Corp 21.52M (1.68%) -1.54M
Decreased by -7.18%
Jun 30, 24
11 Wellington Management Company LLP 21.24M (1.66%) -2.18M
Decreased by -10.27%
Jun 30, 24
12 Bank of New York Mellon Corp 21.00M (1.64%) -821.60K
Decreased by -3.91%
Jun 30, 24
13 Franklin Resources Inc 19.69M (1.54%) 261.00K
Increased by +1.33%
Jun 30, 24
14 Deutsche Bank AG 16.66M (1.30%) -375.09K
Decreased by -2.25%
Jun 30, 24
15 NORGES BANK 15.58M (1.22%) 650.88K
Increased by +4.18%
Jun 30, 24
16 T. Rowe Price Associates, Inc. 14.92M (1.16%) -483.21K
Decreased by -3.24%
Mar 31, 24
17 Wells Fargo & Co 13.05M (1.02%) -701.37K
Decreased by -5.37%
Dec 31, 23
18 Sanders Capital, LLC 12.80M (1.00%) 94.05K
Increased by +0.73%
Jun 30, 24
19 Goldman Sachs Group Inc 12.01M (0.94%) 5.57M
Increased by +46.40%
Dec 31, 23
20 Legal & General Group PLC 11.60M (0.91%) -83.06K
Decreased by -0.72%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 40.52M (3.16%) -141.44K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 33.99M (2.66%) 392.83K
Increased by +1.16%
Oct 31, 24
3 Fidelity 500 Index 15.77M (1.23%) -591.48K
Decreased by -3.75%
Sep 30, 24
4 SPDR® S&P 500 ETF Trust 15.73M (1.23%) 35.51K
Increased by +0.23%
Apr 30, 24
5 SPDR® S&P 500® ETF Trust 15.62M (1.22%) 60.15K
Increased by +0.39%
Oct 31, 24
6 Fidelity® 500 Index 15.51M (1.21%) 98.71K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 14.28M (1.12%) 21.98K
Increased by +0.15%
Oct 31, 24
8 Vanguard Value Index Inv 10.87M (0.85%) 27.63K
Increased by +0.25%
Oct 31, 24
9 Vanguard Dividend Growth Inv 10.78M (0.84%) -159.63K
Decreased by -1.48%
Sep 30, 24
10 Health Care Select Sector SPDR® ETF 9.69M (0.76%) -12.58K
Decreased by -0.13%
Apr 30, 24
11 The Health Care Select Sector SPDR® ETF 9.42M (0.74%) -52.47K
Decreased by -0.56%
Oct 31, 24
12 Vanguard Windsor™ II Inv 8.95M (0.70%) -2.71M
Decreased by -30.27%
Sep 30, 24
13 Vanguard Institutional Index I 8.15M (0.64%) -2.74K
Decreased by -0.03%
Oct 31, 24
14 MFS Large Cap Value (SMA) 7.59M (0.59%) 7.59M
Increased by +100.00%
Jun 30, 23
15 American Funds American Mutual A 7.47M (0.58%) -638.91K
Decreased by -8.55%
Sep 30, 24
16 Capital Group American Mutual Comp 7.47M (0.58%) -638.91K
Decreased by -8.55%
Sep 30, 24
17 JPM US Equity Income-MA 7.28M (0.57%) 7.27M
Increased by +99.90%
Sep 30, 23
18 American Funds Invmt Co of Amer A 7.02M (0.55%) 1.20M
Increased by +17.02%
Sep 30, 24
19 Capital Group Investment Co of Amer Comp 7.02M (0.55%) 1.20M
Increased by +17.02%
Sep 30, 24
20 Vanguard Dividend Appreciation ETF 6.94M (0.54%) 16.05K
Increased by +0.23%
Oct 31, 24