Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JGRW 6.00%
2 UTRN 4.00%
3 WBIL 3.90%
4 WBIG 3.69%
5 BCUS 3.18%
6 RUFF 3.07%
7 STNC 3.03%
8 DVOL 2.90%
9 BGIG 2.89%
10 SSPX 2.82%
11 INFL 2.79%
12 SAMT 2.39%
13 HUSV 2.35%
14 PFI 2.30%
15 NDVG 2.22%
16 AIVL 2.16%
17 WBIF 2.13%
18 BDIV 2.11%
19 FTCS 2.02%
20 VTRN 1.87%

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 20.90M (4.27%) -65.18K
Decreased by -0.31%
Jun 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 Morgan Stanley - Brokerage Accounts 12.66M (2.58%) 516.45K
Increased by +4.08%
Jun 30, 24
9 Geode Capital Management, LLC 11.65M (2.38%) 1.04M
Increased by +8.96%
Jun 30, 24
10 Massachusetts Financial Services Company 10.82M (2.21%) -244.57K
Decreased by -2.26%
Sep 30, 24
11 T. Rowe Price Associates, Inc. 10.58M (2.16%) -41.60K
Decreased by -0.39%
Jun 30, 24
12 Wellington Management Company LLP 9.09M (1.86%) -2.78M
Decreased by -30.60%
Jun 30, 24
13 Ameriprise Financial Inc 7.94M (1.62%) -12.41K
Decreased by -0.16%
Jun 30, 24
14 Bank of America Corp 7.62M (1.56%) -178.06K
Decreased by -2.34%
Jun 30, 24
15 Goldman Sachs Group Inc 7.22M (1.47%) 3.08M
Increased by +42.68%
Dec 31, 23
16 Mawer Investment Management Ltd 6.97M (1.42%) -143.35K
Decreased by -2.06%
Jun 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 Nuveen Asset Management, LLC 4.62M (0.94%) -75.05K
Decreased by -1.62%
Jun 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 6.52M (1.33%) -46.66K
Decreased by -0.72%
Sep 30, 24
7 Fidelity 500 Index 6.05M (1.23%) -25.09K
Decreased by -0.42%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 5.99M (1.22%) 22.62K
Increased by +0.38%
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 5.48M (1.12%) 8.44K
Increased by +0.15%
Oct 31, 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 3.37M (0.69%) -16.88K
Decreased by -0.50%
Oct 31, 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