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 DIP 3.28%
7 EDOW 3.02%
8 DJD 2.92%
9 OCEN 2.91%
10 AILG 2.74%
11 GDVD 2.68%
12 BFIT 2.65%
13 NBCC 2.59%
14 JHMC 2.53%
15 AIEQ 2.51%
16 CBSE 2.40%
17 HART 2.33%
18 XLY 2.32%
19 BVAL 2.29%
20 JGRW 2.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 110.52M (9.43%) -1.07M
Decreased by -0.97%
Sep 30, 24
2 BlackRock Inc 91.53M (7.81%) 2.38M
Increased by +2.60%
Jun 30, 24
3 State Street Corp 56.05M (4.78%) 229.22K
Increased by +0.41%
Jun 30, 24
4 State Street Corporation 55.83M (4.76%) -412.96K
Decreased by -0.74%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 44.75M (3.82%) -391.05K
Decreased by -0.87%
Jun 30, 24
6 Wellington Management Company LLP 26.10M (2.23%) 6.75M
Increased by +25.85%
Jun 30, 24
7 Geode Capital Management, LLC 24.78M (2.11%) 480.60K
Increased by +1.94%
Jun 30, 24
8 Capital World Investors 22.26M (1.90%) 16.53M
Increased by +74.26%
Sep 30, 24
9 UBS Group AG 18.33M (1.56%) 11.05M
Increased by +60.28%
Jun 30, 24
10 Bank of New York Mellon Corp 17.88M (1.53%) -383.33K
Decreased by -2.14%
Jun 30, 24
11 Capital Research & Mgmt Co - Division 3 17.24M (1.47%) -144.66K
Decreased by -0.84%
Sep 30, 24
12 Pershing Square Capital Management, L.p. 16.28M (1.39%) 13.24M
Increased by +81.33%
Sep 30, 24
13 FMR Inc 16.05M (1.37%) -1.47M
Decreased by -9.13%
Sep 30, 24
14 Goldman Sachs Group Inc 14.74M (1.26%) 2.65M
Increased by +17.98%
Jun 30, 24
15 NORGES BANK 14.19M (1.21%) 2.08M
Increased by +14.66%
Jun 30, 24
16 T. Rowe Price Associates, Inc. 13.60M (1.16%) -3.53M
Decreased by -25.99%
Mar 31, 24
17 Northern Trust Corp 13.51M (1.15%) -868.47K
Decreased by -6.43%
Sep 30, 24
18 Wells Fargo & Co 13.42M (1.14%) -624.68K
Decreased by -4.66%
Jun 30, 24
19 AllianceBernstein L.P. 12.30M (1.05%) -9.38M
Decreased by -76.25%
Jun 30, 24
20 UBS Asset Mgmt Americas Inc 11.17M (0.95%) -1.98M
Decreased by -17.69%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 62.74M (5.35%) 62.74M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 37.93M (3.24%) -133.00K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 31.85M (2.72%) 374.30K
Increased by +1.18%
Oct 31, 24
4 Vanguard Dividend Growth Inv 14.97M (1.28%) 265.54K
Increased by +1.77%
Sep 30, 24
5 Fidelity 500 Index 14.77M (1.26%) -155.37K
Decreased by -1.05%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 14.65M (1.25%) 76.46K
Increased by +0.52%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 14.40M (1.23%) 32.53K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 14.28M (1.22%) 90.84K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 13.38M (1.14%) 20.59K
Increased by +0.15%
Oct 31, 24
10 American Funds Washington Mutual A 10.20M (0.87%) 3.70M
Increased by +36.24%
Sep 30, 24
11 Capital Group Wash Mutual Invtrs Comp 10.20M (0.87%) 3.70M
Increased by +36.24%
Sep 30, 24
12 iShares MSCI USA Quality Factor ETF 9.16M (0.78%) 32.90K
Increased by +0.36%
Oct 31, 24
13 Vanguard Institutional Index I 7.64M (0.65%) -2.64K
Decreased by -0.03%
Oct 31, 24
14 American Funds American Balanced A 7.16M (0.61%) 4.11M
Increased by +57.38%
Sep 30, 24
15 The Consumer Discret Sel SectSPDR® ETF 6.77M (0.58%) -14.53K
Decreased by -0.21%
Oct 31, 24
16 Consumer Discret Sel Sect SPDR® ETF 6.57M (0.56%) -33.37K
Decreased by -0.51%
Apr 30, 24
17 Vanguard Dividend Appreciation ETF 6.54M (0.56%) 14.60K
Increased by +0.22%
Oct 31, 24
18 Vanguard Growth Index Investor 6.51M (0.56%) 38.88K
Increased by +0.60%
Oct 31, 24
19 Fundsmith Equity I Acc 6.15M (0.52%) 0.00
Increased by 0.00%
Jun 30, 24
20 American Funds New Perspective A 6.03M (0.51%) 3.50M
Increased by +58.07%
Sep 30, 24