Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JGRW 6.51%
2 UTRN 4.00%
3 WBIL 3.90%
4 WBIG 3.69%
5 NEWZ 3.62%
6 BCUS 3.18%
7 RUFF 3.07%
8 STNC 3.03%
9 BGIG 2.92%
10 INFL 2.91%
11 DVOL 2.86%
12 SSPX 2.79%
13 HUSV 2.36%
14 PFI 2.32%
15 SAMT 2.21%
16 NDVG 2.21%
17 WBIF 2.13%
18 FTCS 2.12%
19 BDIV 2.09%
20 KIE 2.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.38M (9.05%) 344.45K
Increased by +0.78%
Sep 30, 24
2 BlackRock Inc 41.61M (8.49%) -727.26K
Decreased by -1.75%
Sep 30, 24
3 FMR Inc 21.45M (4.37%) 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 19.87M (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 15.41M (3.14%) -48.51K
Decreased by -0.31%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 13.30M (2.71%) 77.16K
Increased by +0.58%
Dec 31, 24
5 MFS Large Cap Value Equity 6.31M (1.29%) -207.63K
Decreased by -3.29%
Dec 31, 24
6 MFS Value A 6.31M (1.29%) -78.18K
Decreased by -1.24%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 6.18M (1.26%) 71.38K
Increased by +1.16%
Dec 31, 24
8 Fidelity 500 Index 6.08M (1.24%) 41.29K
Increased by +0.68%
Nov 30, 24
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%) 4.06K
Increased by +0.07%
Dec 31, 24
11 Fidelity® 500 Index 5.76M (1.17%) 36.63K
Increased by +0.64%
Nov 30, 23
12 Vanguard Dividend Growth Inv 5.57M (1.14%) -364.31K
Decreased by -6.54%
Sep 30, 24
13 Vanguard Value Index Inv 4.18M (0.85%) -20.04K
Decreased by -0.48%
Dec 31, 24
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 3.47M (0.71%) -12.60K
Decreased by -0.36%
Dec 31, 24
17 Columbia Dividend Income Inst 3.40M (0.69%) 351.45K
Increased by +10.34%
Dec 31, 24
18 Columbia Dividend Value 3.40M (0.69%) 357.18K
Increased by +10.51%
Dec 31, 24
19 Financial Select Sector SPDR® ETF 3.25M (0.66%) -4.12K
Decreased by -0.13%
Mar 31, 24
20 Vanguard Institutional Index I 3.10M (0.63%) -13.47K
Decreased by -0.43%
Dec 31, 24