Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHLD 7.21%
2 XKFF 5.96%
3 PPA 5.29%
4 HACK 4.91%
5 XAR 4.07%
6 UAV 4.04%
7 UTRN 4.03%
8 ROKT 4.01%
9 MISL 3.82%
10 GCAD 3.23%
11 DFEN 2.67%
12 SAMT 2.56%
13 CBSE 2.34%
14 DVOL 2.32%
15 PVAL 2.15%
16 XKFS 2.07%
17 VTRN 2.01%
18 CBLS 1.98%
19 VETS 1.95%
20 UFO 1.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 14.07M (10.28%) 210.98K
Increased by +1.50%
Mar 31, 24
2 State Street Corp 14.02M (10.25%) -42.72K
Decreased by -0.30%
Jun 30, 24
3 Vanguard Group Inc 12.62M (9.22%) 603.39K
Increased by +4.78%
Sep 30, 24
4 BlackRock Inc 10.28M (7.51%) 944.12K
Increased by +9.18%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 10.18M (7.44%) 47.11K
Increased by +0.46%
Jun 30, 24
6 Capital Research & Mgmt Co - Division 3 7.78M (5.68%) -199.49K
Decreased by -2.56%
Sep 30, 24
7 JPMorgan Chase & Co 4.48M (3.27%) -154.13K
Decreased by -3.44%
Jun 30, 24
8 Wellington Management Company LLP 4.12M (3.01%) -1.14M
Decreased by -27.68%
Jun 30, 24
9 Bank of America Corp 3.16M (2.31%) -182.05K
Decreased by -5.75%
Jun 30, 24
10 Geode Capital Management, LLC 2.98M (2.18%) 15.59K
Increased by +0.52%
Jun 30, 24
11 FMR Inc 2.70M (1.97%) -155.52K
Decreased by -5.76%
Sep 30, 24
12 Massachusetts Financial Services Company 2.37M (1.74%) -691.04K
Decreased by -29.10%
Sep 30, 24
13 Franklin Resources Inc 2.28M (1.67%) 128.10K
Increased by +5.61%
Jun 30, 24
14 Sanders Capital, LLC 2.28M (1.67%) 1.37K
Increased by +0.06%
Sep 30, 24
15 Capital World Investors 1.93M (1.41%) -286.62K
Decreased by -14.87%
Sep 30, 24
16 Ameriprise Financial Inc 1.68M (1.23%) -4.47K
Decreased by -0.27%
Jun 30, 24
17 Amvescap Plc. 1.34M (0.98%) 50.67K
Increased by +3.79%
Jun 30, 24
18 Bank of New York Mellon Corp 1.25M (0.91%) -253.85K
Decreased by -20.37%
Jun 30, 24
19 Putnam Investments LLC 1.16M (0.85%) 28.93K
Increased by +2.50%
Dec 31, 23
20 Putnam Investments, LLC., a Franklin Templeton company 1.16M (0.85%) 28.93K
Increased by +2.50%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.61M (3.37%) -16.18K
Decreased by -0.35%
Oct 31, 24
2 American Funds Washington Mutual A 3.99M (2.92%) 218.26K
Increased by +5.47%
Sep 30, 24
3 Capital Group Wash Mutual Invtrs Comp 3.99M (2.92%) 218.26K
Increased by +5.47%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 3.64M (2.66%) 42.77K
Increased by +1.17%
Oct 31, 24
5 Vanguard Dividend Growth Inv 3.03M (2.21%) -44.82K
Decreased by -1.48%
Sep 30, 24
6 Fidelity 500 Index 1.69M (1.23%) -23.89K
Decreased by -1.41%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 1.68M (1.22%) 8.75K
Increased by +0.52%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 1.68M (1.22%) 3.78K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 1.66M (1.21%) 10.55K
Increased by +0.64%
Nov 30, 23
10 MFS Large Cap Value Equity 1.63M (1.19%) -437.22K
Decreased by -26.80%
Sep 30, 24
11 MFS Value A 1.63M (1.19%) -11.68K
Decreased by -0.72%
Sep 30, 24
12 iShares Core S&P 500 ETF 1.53M (1.12%) 2.35K
Increased by +0.15%
Oct 31, 24
13 JPM US Equity Income-MA 1.41M (1.03%) 1.41M
Increased by +99.92%
Sep 30, 23
14 Vanguard Value Index Inv 1.24M (0.91%) 3.79K
Increased by +0.31%
Oct 31, 24
15 JPMorgan US Equity L 1.18M (0.87%) -13.68K
Decreased by -1.16%
Sep 30, 24
16 American Funds Invmt Co of Amer A 1.18M (0.86%) -120.95K
Decreased by -10.24%
Sep 30, 24
17 Capital Group Investment Co of Amer Comp 1.18M (0.86%) -120.95K
Decreased by -10.24%
Sep 30, 24
18 JPM US Equity-MA 1.14M (0.83%) 966.02K
Increased by +84.72%
Jun 30, 24
19 JPM US Equity Income-Composite 1.09M (0.79%) -176.80K
Decreased by -16.26%
Mar 31, 24
20 JPMorgan Equity Income I 1.09M (0.79%) -115.20K
Decreased by -10.59%
Mar 31, 24