Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JGRW 7.33%
2 BCUS 4.21%
3 UTRN 4.00%
4 WBIL 3.90%
5 NEWZ 3.90%
6 WBIG 3.69%
7 BGIG 3.39%
8 SSPX 3.10%
9 RUFF 3.07%
10 INFL 3.07%
11 STNC 3.03%
12 DVOL 2.86%
13 HUSV 2.46%
14 NDVG 2.46%
15 BDIV 2.37%
16 PFI 2.32%
17 DIVL 2.26%
18 FTCS 2.25%
19 SAMT 2.21%
20 LVOL 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.74M (9.13%) 356.62K
Increased by +0.80%
Dec 31, 24
2 BlackRock Inc 41.62M (8.49%) 10.59K
Increased by +0.03%
Dec 31, 24
3 State Street Corp 21.25M (4.34%) 337.13K
Increased by +1.59%
Dec 31, 24
4 FMR Inc 21.23M (4.33%) -210.71K
Decreased by -0.99%
Dec 31, 24
5 State Street Corporation 20.97M (4.28%) -20.08K
Decreased by -0.10%
Mar 31, 24
6 Capital Research & Mgmt Co - Division 3 18.24M (3.72%) -84.57K
Decreased by -0.46%
Dec 31, 24
7 Capital World Investors 17.53M (3.58%) -55.94K
Decreased by -0.32%
Dec 31, 24
8 Geode Capital Management, LLC 12.05M (2.46%) 145.13K
Increased by +1.20%
Dec 31, 24
9 Massachusetts Financial Services Company 10.35M (2.11%) -478.47K
Decreased by -4.62%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 10.15M (2.07%) 96.75K
Increased by +0.95%
Dec 31, 24
11 Ameriprise Financial Inc 8.33M (1.70%) -49.41K
Decreased by -0.59%
Dec 31, 24
12 Wellington Management Company LLP 8.31M (1.70%) -247.22K
Decreased by -2.98%
Dec 31, 24
13 Goldman Sachs Group Inc 7.22M (1.47%) 3.08M
Increased by +42.68%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 6.57M (1.34%) 56.92K
Increased by +0.87%
Dec 31, 24
15 Bank of America Corp 6.51M (1.33%) -837.68K
Decreased by -12.87%
Dec 31, 24
16 Mawer Investment Management Ltd 6.22M (1.27%) -696.89K
Decreased by -11.20%
Dec 31, 24
17 Northern Trust Corp 5.93M (1.21%) 726.71K
Increased by +12.25%
Dec 31, 24
18 NORGES BANK 5.82M (1.19%) -262.59K
Decreased by -4.51%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 5.22M (1.06%) 609.60K
Increased by +11.68%
Dec 31, 24
20 JPMorgan Chase & Co 4.81M (0.98%) -3.19M
Decreased by -66.32%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 19.87M (4.05%) 109.07K
Increased by +0.55%
Dec 31, 24
2 Capital Group Wash Mutual Invtrs Comp 19.87M (4.05%) 109.07K
Increased by +0.55%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 15.50M (3.16%) 52.40K
Increased by +0.34%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 13.62M (2.78%) 91.12K
Increased by +0.67%
Feb 28, 25
5 MFS Large Cap Value Equity 6.31M (1.29%) -207.63K
Decreased by -3.29%
Dec 31, 24
6 MFS Value A 6.13M (1.25%) -102.36K
Decreased by -1.67%
Feb 28, 25
7 Fidelity 500 Index 6.12M (1.25%) 27.02K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 6.07M (1.24%) -45.08K
Decreased by -0.74%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 5.95M (1.21%) -46.14K
Decreased by -0.78%
Mar 31, 24
10 iShares Core S&P 500 ETF 5.77M (1.18%) -290.00
Decreased by -0.01%
Feb 28, 25
11 Fidelity® 500 Index 5.76M (1.17%) 36.63K
Increased by +0.64%
Nov 30, 23
12 Vanguard Dividend Growth Inv 5.36M (1.09%) -215.35K
Decreased by -4.02%
Dec 31, 24
13 Vanguard Value Index Inv 4.24M (0.86%) 27.17K
Increased by +0.64%
Feb 28, 25
14 American Funds American Mutual A 3.87M (0.79%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group American Mutual Comp 3.87M (0.79%) 0.00
Increased by 0.00%
Dec 31, 24
16 The Financial Select Sector SPDR® ETF 3.68M (0.75%) 4.38K
Increased by +0.12%
Feb 28, 25
17 Columbia Dividend Value 3.40M (0.69%) 357.18K
Increased by +10.51%
Dec 31, 24
18 Columbia Dividend Income Inst 3.39M (0.69%) -7.87K
Decreased by -0.23%
Feb 28, 25
19 Financial Select Sector SPDR® ETF 3.25M (0.66%) -4.12K
Decreased by -0.13%
Mar 31, 24
20 Vanguard Institutional Index I 3.05M (0.62%) -35.53K
Decreased by -1.17%
Feb 28, 25