Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 18.95%
2 UGCE 4.15%
3 UTRN 4.01%
4 LUXX 3.81%
5 FMK 3.52%
6 CBLS 3.49%
7 DIP 3.28%
8 DJD 3.02%
9 EDOW 2.77%
10 AILG 2.74%
11 GDVD 2.68%
12 BFIT 2.65%
13 ULTY 2.58%
14 AIEQ 2.54%
15 OCEN 2.53%
16 JHMC 2.53%
17 CBSE 2.40%
18 BVAL 2.29%
19 LBAY 2.24%
20 NBCC 2.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 108.19M (9.32%) -2.33M
Decreased by -2.15%
Dec 31, 24
2 BlackRock Inc 93.82M (8.08%) 1.59M
Increased by +1.70%
Dec 31, 24
3 State Street Corp 58.68M (5.05%) 762.35K
Increased by +1.30%
Dec 31, 24
4 State Street Corporation 55.83M (4.81%) -412.96K
Decreased by -0.74%
Mar 31, 24
5 Wellington Management Company LLP 36.34M (3.13%) 8.90M
Increased by +24.49%
Dec 31, 24
6 Geode Capital Management, LLC 25.38M (2.19%) 347.18K
Increased by +1.37%
Dec 31, 24
7 Capital World Investors 24.55M (2.11%) 2.29M
Increased by +9.32%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 20.70M (1.78%) 909.65K
Increased by +4.40%
Dec 31, 24
9 Bank of New York Mellon Corp 20.37M (1.75%) 3.12M
Increased by +15.33%
Dec 31, 24
10 Pershing Square Capital Management, L.p. 18.77M (1.62%) 2.49M
Increased by +13.26%
Dec 31, 24
11 UBS Group AG 18.33M (1.58%) 11.05M
Increased by +60.28%
Jun 30, 24
12 NORGES BANK 14.88M (1.28%) 691.23K
Increased by +4.64%
Dec 31, 24
13 FMR Inc 14.80M (1.28%) -1.25M
Decreased by -8.43%
Dec 31, 24
14 Northern Trust Corp 14.69M (1.27%) 1.18M
Increased by +8.06%
Dec 31, 24
15 T. Rowe Price Associates, Inc. 13.60M (1.17%) -3.53M
Decreased by -25.99%
Mar 31, 24
16 Capital Research & Mgmt Co - Division 3 13.17M (1.13%) -4.07M
Decreased by -30.86%
Dec 31, 24
17 Wells Fargo & Co 13.06M (1.12%) -1.35M
Decreased by -10.36%
Dec 31, 24
18 Goldman Sachs Group Inc 11.11M (0.96%) -3.63M
Decreased by -32.69%
Sep 30, 24
19 Edgewood Management LLC 10.46M (0.90%) -305.66K
Decreased by -2.92%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 10.29M (0.89%) -876.45K
Decreased by -8.51%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 62.74M (5.40%) 62.74M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 37.56M (3.24%) 132.47K
Increased by +0.35%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 33.02M (2.84%) 226.10K
Increased by +0.68%
Feb 28, 25
4 Vanguard Dividend Growth Inv 17.02M (1.47%) 2.05M
Increased by +12.05%
Dec 31, 24
5 Fidelity 500 Index 14.85M (1.28%) 65.50K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 14.72M (1.27%) -109.20K
Decreased by -0.74%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 14.40M (1.24%) 32.53K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 14.28M (1.23%) 90.84K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 13.98M (1.20%) -703.00
Decreased by -0.01%
Feb 28, 25
10 iShares MSCI USA Quality Factor ETF 11.45M (0.99%) 64.24K
Increased by +0.56%
Feb 28, 25
11 American Funds Washington Mutual A 10.82M (0.93%) 618.13K
Increased by +5.71%
Dec 31, 24
12 Capital Group Wash Mutual Invtrs Comp 10.82M (0.93%) 618.13K
Increased by +5.71%
Dec 31, 24
13 Vanguard Value Index Inv 10.28M (0.89%) 78.02K
Increased by +0.76%
Feb 28, 25
14 American Funds American Balanced A 8.71M (0.75%) 1.55M
Increased by +17.81%
Dec 31, 24
15 The Consumer Discret Sel SectSPDR® ETF 7.65M (0.66%) -14.75K
Decreased by -0.19%
Feb 28, 25
16 Vanguard Institutional Index I 7.38M (0.64%) -86.18K
Decreased by -1.17%
Feb 28, 25
17 Pacer US Cash Cows 100 ETF 6.67M (0.57%) 9.85K
Increased by +0.15%
Feb 28, 25
18 Vanguard Dividend Appreciation ETF 6.60M (0.57%) 33.75K
Increased by +0.51%
Feb 28, 25
19 Consumer Discret Sel Sect SPDR® ETF 6.57M (0.57%) -33.37K
Decreased by -0.51%
Apr 30, 24
20 Vanguard Growth Index Investor 6.51M (0.56%) 38.88K
Increased by +0.60%
Oct 31, 24