Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.08%
2 UTRN 3.99%
3 RSPC 3.46%
4 JUNE_old 2.32%
5 XLC 1.75%
6 TEQI 1.68%
7 LTL 1.38%
8 QQJG 1.11%
9 PEXL 1.06%
10 ULVM 1.05%
11 QQQN 0.95%
12 LQAI 0.82%
13 FCOM 0.81%
14 VOX 0.77%
15 SPVM 0.72%
16 QQQJ 0.65%
17 TVAL 0.61%
18 PMOM 0.60%
19 AIEQ 0.59%
20 FDRR 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 50.32M (10.35%) 143.28K
Increased by +0.28%
Sep 30, 24
2 T. Rowe Price Associates, Inc. 40.69M (8.37%) -21.05M
Decreased by -51.72%
Sep 30, 24
3 BlackRock Inc 27.88M (5.73%) 1.38M
Increased by +4.96%
Sep 30, 24
4 State Street Corp 25.80M (5.30%) 1.48M
Increased by +5.72%
Sep 30, 24
5 Independent Franchise Partners LLP 23.81M (4.89%) -501.42K
Decreased by -2.11%
Sep 30, 24
6 State Street Corporation 23.35M (4.80%) 1.52M
Increased by +6.51%
Mar 31, 24
7 Barclays PLC 14.71M (3.03%) 8.14M
Increased by +55.36%
Sep 30, 24
8 Dodge & Cox 10.42M (2.14%) -39.77K
Decreased by -0.38%
Sep 30, 24
9 Geode Capital Management, LLC 9.62M (1.98%) 90.42K
Increased by +0.94%
Sep 30, 24
10 Yacktman Asset Management Co 9.27M (1.90%) -2.89M
Decreased by -31.14%
Dec 31, 24
11 Starboard Value LP 7.20M (1.48%) 0.00
Increased by 0.00%
Sep 30, 24
12 Burgundy Asset Management Ltd 6.40M (1.32%) -570.14K
Decreased by -8.90%
Sep 30, 24
13 59 North Capital Management, LP 6.39M (1.31%) -1.73M
Decreased by -27.00%
Sep 30, 24
14 NORGES BANK 5.90M (1.21%) 203.30K
Increased by +3.44%
Jun 30, 24
15 Amvescap Plc. 5.37M (1.10%) 762.70K
Increased by +14.21%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 5.07M (1.04%) -4.58M
Decreased by -90.31%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 4.80M (0.99%) 70.47K
Increased by +1.47%
Sep 30, 24
18 Contour Asset Management LLC 4.45M (0.91%) 1.60M
Increased by +35.94%
Sep 30, 24
19 Metropolis Capital Ltd 4.44M (0.91%) -2.34M
Decreased by -52.62%
Dec 31, 24
20 State Of Wisconsin Investment Board 4.41M (0.91%) 599.57K
Increased by +13.58%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 14.01M (2.88%) 13.41K
Increased by +0.10%
Dec 31, 24
2 The Comm Svcs Sel Sect SPDR® ETF 13.03M (2.68%) 92.07K
Increased by +0.71%
Jan 30, 25
3 Vanguard Mid Cap Index Institutional 10.44M (2.15%) 122.43K
Increased by +1.17%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 10.35M (2.13%) 99.61K
Increased by +0.96%
Dec 31, 24
5 T. Rowe Price Equity Income 10.24M (2.11%) 0.00
Increased by 0.00%
Dec 31, 24
6 T. Rowe Price US Lg-Cp Equity Inc Comp 10.24M (2.11%) -131.22K
Decreased by -1.28%
Dec 31, 24
7 Communication Services Sel Sect SPDR®ETF 9.69M (1.99%) -6.66K
Decreased by -0.07%
Apr 30, 24
8 Dodge & Cox Stock I 8.95M (1.84%) 1.19M
Increased by +13.25%
Dec 31, 24
9 AMG Yacktman I 5.50M (1.13%) -1.60M
Decreased by -29.09%
Dec 31, 24
10 Fidelity 500 Index 4.70M (0.97%) 50.86K
Increased by +1.08%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 4.67M (0.96%) -223.00
Decreased by -0.00%
Jan 30, 25
12 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 4.60M (0.95%) -467.12K
Decreased by -10.14%
Jun 30, 24
13 SPDR® S&P 500 ETF Trust 4.51M (0.93%) 10.17K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 4.42M (0.91%) 19.47K
Increased by +0.44%
Nov 30, 23
15 iShares Core S&P 500 ETF 4.42M (0.91%) -7.58K
Decreased by -0.17%
Jan 29, 25
16 AVI Global Trust Ord 4.33M (0.89%) 0.00
Increased by 0.00%
Dec 31, 24
17 T. Rowe Price Mid-Cap Value 4.19M (0.86%) -225.70K
Decreased by -5.38%
Dec 31, 24
18 T. Rowe Price US Mid-Cap Value Equity 4.19M (0.86%) -239.24K
Decreased by -5.71%
Dec 31, 24
19 Vanguard Value Index Inv 4.16M (0.85%) -56.33K
Decreased by -1.36%
Dec 31, 24
20 Invesco S&P 500® Equal Weight ETF 3.92M (0.80%) -2.00K
Decreased by -0.05%
Jan 30, 25