Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JGRW 5.75%
2 UTRN 4.00%
3 WBIL 3.90%
4 WBIG 3.69%
5 BCUS 3.08%
6 RUFF 3.07%
7 STNC 3.03%
8 DVOL 2.83%
9 INFL 2.79%
10 BGIG 2.72%
11 SSPX 2.69%
12 HUSV 2.27%
13 PFI 2.26%
14 SAMT 2.16%
15 WBIF 2.13%
16 NDVG 2.08%
17 BDIV 2.03%
18 FTCS 1.94%
19 VTRN 1.87%
20 LVOL 1.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.38M (9.06%) 344.45K
Increased by +0.78%
Sep 30, 24
2 BlackRock Inc 42.34M (8.64%) 378.80K
Increased by +0.89%
Jun 30, 24
3 FMR Inc 21.45M (4.38%) 518.18K
Increased by +2.42%
Sep 30, 24
4 State Street Corporation 20.97M (4.28%) -20.08K
Decreased by -0.10%
Mar 31, 24
5 State Street Corp 20.91M (4.27%) 10.98K
Increased by +0.05%
Sep 30, 24
6 Capital Research & Mgmt Co - Division 3 18.33M (3.74%) 20.24K
Increased by +0.11%
Sep 30, 24
7 Capital World Investors 17.58M (3.59%) -88.94K
Decreased by -0.51%
Sep 30, 24
8 Geode Capital Management, LLC 11.91M (2.43%) 251.36K
Increased by +2.11%
Sep 30, 24
9 Massachusetts Financial Services Company 10.82M (2.21%) -244.57K
Decreased by -2.26%
Sep 30, 24
10 T. Rowe Price Associates, Inc. 10.05M (2.05%) -528.20K
Decreased by -5.25%
Sep 30, 24
11 Wellington Management Company LLP 8.56M (1.75%) -537.80K
Decreased by -6.29%
Sep 30, 24
12 Ameriprise Financial Inc 8.38M (1.71%) 445.66K
Increased by +5.32%
Sep 30, 24
13 Bank of America Corp 7.35M (1.50%) -273.63K
Decreased by -3.72%
Sep 30, 24
14 Goldman Sachs Group Inc 7.22M (1.47%) 3.08M
Increased by +42.68%
Dec 31, 23
15 Mawer Investment Management Ltd 6.92M (1.41%) -51.79K
Decreased by -0.75%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 6.51M (1.33%) -6.14M
Decreased by -94.35%
Sep 30, 24
17 NORGES BANK 6.08M (1.24%) 550.78K
Increased by +9.06%
Jun 30, 24
18 Northern Trust Corp 5.21M (1.06%) -243.99K
Decreased by -4.69%
Sep 30, 24
19 JPMorgan Chase & Co 4.65M (0.95%) 414.80K
Increased by +8.91%
Mar 31, 24
20 UBS Asset Mgmt Americas Inc 4.61M (0.94%) -76.08K
Decreased by -1.65%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 19.76M (4.03%) 88.30K
Increased by +0.45%
Sep 30, 24
2 Capital Group Wash Mutual Invtrs Comp 19.76M (4.03%) 88.30K
Increased by +0.45%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 15.53M (3.17%) -51.34K
Decreased by -0.33%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 13.03M (2.66%) 152.34K
Increased by +1.17%
Oct 31, 24
5 MFS Large Cap Value Equity 6.52M (1.33%) -144.08K
Decreased by -2.21%
Sep 30, 24
6 MFS Value A 6.47M (1.32%) -43.27K
Decreased by -0.67%
Oct 31, 24
7 SPDR® S&P 500® ETF Trust 6.07M (1.24%) 35.84K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 6.04M (1.23%) -9.92K
Decreased by -0.16%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 5.95M (1.21%) -46.14K
Decreased by -0.78%
Mar 31, 24
10 Fidelity® 500 Index 5.76M (1.17%) 36.63K
Increased by +0.64%
Nov 30, 23
11 Vanguard Dividend Growth Inv 5.57M (1.14%) -364.31K
Decreased by -6.54%
Sep 30, 24
12 iShares Core S&P 500 ETF 5.56M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
13 Vanguard Value Index Inv 4.17M (0.85%) 12.59K
Increased by +0.30%
Oct 31, 24
14 American Funds American Mutual A 3.87M (0.79%) -2.26K
Decreased by -0.06%
Sep 30, 24
15 Capital Group American Mutual Comp 3.87M (0.79%) -2.26K
Decreased by -0.06%
Sep 30, 24
16 The Financial Select Sector SPDR® ETF 3.67M (0.75%) 16.20K
Increased by +0.44%
Nov 30, 24
17 Parnassus Core Equity Investor 3.36M (0.69%) -75.39K
Decreased by -2.24%
Oct 31, 24
18 Financial Select Sector SPDR® ETF 3.25M (0.66%) -4.12K
Decreased by -0.13%
Mar 31, 24
19 Vanguard Institutional Index I 3.13M (0.64%) -902.00
Decreased by -0.03%
Oct 31, 24
20 Columbia Dividend Value 3.04M (0.62%) -27.81K
Decreased by -0.91%
Sep 30, 24