Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 7.15%
2 SOIL 6.12%
3 FXZ 4.00%
4 UTRN 3.91%
5 FEVR 3.81%
6 RSPM 3.69%
7 RTM 3.69%
8 TAAG 3.22%
9 TPMN 3.12%
10 IVEG 2.73%
11 JUNE_old 2.66%
12 MOO 2.52%
13 SMRI 2.09%
14 FTRI 2.03%
15 FTAG 1.97%
16 VEGI 1.95%
17 TUSA 1.94%
18 UPGD 1.93%
19 RYJ 1.93%
20 FTIF 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.20M (13.03%) 1.84M
Increased by +4.46%
Jun 30, 24
2 BlackRock Inc 28.28M (8.94%) 1.41M
Increased by +4.99%
Jun 30, 24
3 State Street Corporation 15.11M (4.78%) 126.14K
Increased by +0.83%
Mar 31, 24
4 T. Rowe Price Associates, Inc. 14.33M (4.53%) 3.64M
Increased by +25.44%
Jun 30, 24
5 State Street Corp 14.28M (4.52%) -830.10K
Decreased by -5.81%
Jun 30, 24
6 Capital World Investors 13.40M (4.24%) 2.55K
Increased by +0.02%
Jun 30, 24
7 Amvescap Plc. 10.85M (3.43%) 112.01K
Increased by +1.03%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 9.07M (2.87%) -2.23M
Decreased by -24.57%
Jun 30, 24
9 Geode Capital Management, LLC 8.17M (2.58%) 336.86K
Increased by +4.12%
Jun 30, 24
10 Dimensional Fund Advisors, Inc. 6.34M (2.00%) 1.63M
Increased by +25.70%
Jun 30, 24
11 Northern Trust Corp 5.34M (1.69%) -354.40K
Decreased by -6.64%
Jun 30, 24
12 Boston Partners Global Investors, Inc 5.17M (1.63%) 3.89M
Increased by +75.24%
Jun 30, 24
13 D. E. Shaw & Co LP 4.12M (1.30%) 702.74K
Increased by +17.05%
Jun 30, 24
14 Amundi 4.09M (1.29%) 306.05K
Increased by +7.48%
Mar 31, 24
15 Pacer Advisors, INC. 3.82M (1.21%) 186.34K
Increased by +4.87%
Dec 31, 23
16 NORGES BANK 3.74M (1.18%) 721.89K
Increased by +19.29%
Jun 30, 24
17 Balyasny Asset Management LLC 3.65M (1.15%) 3.62M
Increased by +99.23%
Jun 30, 24
18 Capital Research & Mgmt Co - Division 3 3.48M (1.10%) -2.67M
Decreased by -76.84%
Sep 30, 23
19 AQR Capital Management LLC 3.31M (1.05%) 435.60K
Increased by +13.16%
Jun 30, 24
20 Ameriprise Financial Inc 2.98M (0.94%) -202.92K
Decreased by -6.82%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.03M (3.17%) -189.02K
Decreased by -1.88%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 8.35M (2.64%) -52.83K
Decreased by -0.63%
Sep 30, 24
3 Vanguard Small Cap Index 7.98M (2.52%) -155.37K
Decreased by -1.95%
Sep 30, 24
4 American Funds Washington Mutual A 5.99M (1.90%) 0.00
Increased by 0.00%
Sep 30, 24
5 Capital Group Wash Mutual Invtrs Comp 5.99M (1.90%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Small Cap Value Index Inv 5.40M (1.71%) -53.76K
Decreased by -1.00%
Sep 30, 24
7 T. Rowe Price U.S. Value Equity Tr-Z 5.21M (1.65%) 876.76K
Increased by +16.83%
Sep 30, 24
8 American Funds Fundamental Invs A 5.05M (1.60%) -1.86M
Decreased by -36.75%
Sep 30, 24
9 Capital Group Fundamental Invtrs Comp 5.05M (1.60%) -1.86M
Decreased by -36.75%
Sep 30, 24
10 Invesco S&P 500® Equal Weight ETF 4.92M (1.56%) 22.44K
Increased by +0.46%
Oct 31, 24
11 T. Rowe Price US Value Equity Composite 4.89M (1.55%) 740.04K
Increased by +15.14%
Sep 30, 24
12 T. Rowe Price Value 4.89M (1.55%) 0.00
Increased by 0.00%
Sep 30, 24
13 JHancock Disciplined Value Mid Cap I 4.87M (1.54%) 373.77K
Increased by +7.68%
Sep 30, 24
14 Pacer US Cash Cows 100 ETF 4.81M (1.52%) 10.49K
Increased by +0.22%
Apr 30, 24
15 American Funds Growth Fund of Amer A 4.73M (1.50%) -1.45M
Decreased by -30.70%
Dec 31, 23
16 Capital Group Growth Fnd of Amer Comp 4.73M (1.50%) -1.45M
Decreased by -30.70%
Dec 31, 23
17 Fidelity 500 Index 3.92M (1.24%) -42.48K
Decreased by -1.08%
Sep 30, 24
18 SPDR® S&P 500® ETF Trust 3.88M (1.23%) 20.30K
Increased by +0.52%
Oct 31, 24
19 Fidelity® 500 Index 3.87M (1.22%) 24.64K
Increased by +0.64%
Nov 30, 23
20 SPDR® S&P 500 ETF Trust 3.86M (1.22%) 8.73K
Increased by +0.23%
Apr 30, 24