Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.97%
2 WBIL 3.90%
3 WBIF 3.86%
4 WBIG 3.86%
5 GRNR 3.80%
6 CWS 3.68%
7 FPX 3.16%
8 AIVL 2.96%
9 DVOL 2.72%
10 DIVS 2.65%
11 JGLO 2.35%
12 QLTY 2.27%
13 JDIV 2.20%
14 BIDD 2.05%
15 DEF 1.97%
16 POWA 1.94%
17 PLDR 1.43%
18 MPAY 1.41%
19 FLCV 1.39%
20 STNC 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.85M (11.25%) -231.89K
Decreased by -0.52%
Sep 30, 24
2 BlackRock Inc 34.51M (8.66%) -224.08K
Decreased by -0.65%
Jun 30, 24
3 JPMorgan Chase & Co 28.08M (7.04%) 8.16M
Increased by +29.07%
Sep 30, 24
4 AllianceBernstein L.P. 21.54M (5.40%) -385.67K
Decreased by -1.79%
Sep 30, 24
5 State Street Corp 16.08M (4.03%) 8.27K
Increased by +0.05%
Sep 30, 24
6 State Street Corporation 15.73M (3.95%) 90.10K
Increased by +0.57%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 11.79M (2.96%) -13.09M
Decreased by -111.05%
Sep 30, 24
8 Geode Capital Management, LLC 11.03M (2.77%) 152.07K
Increased by +1.38%
Sep 30, 24
9 Massachusetts Financial Services Company 8.04M (2.02%) -204.23K
Decreased by -2.54%
Sep 30, 24
10 Franklin Resources Inc 7.35M (1.84%) 2.71M
Increased by +36.83%
Sep 30, 24
11 NORGES BANK 7.27M (1.82%) 244.13K
Increased by +3.36%
Jun 30, 24
12 Fiera Capital Corporation 6.90M (1.73%) -116.45K
Decreased by -1.69%
Sep 30, 24
13 Fundsmith LLP 6.14M (1.54%) 2.95K
Increased by +0.05%
Sep 30, 24
14 Grantham, Mayo, Van Otterloo & Co., LLC 5.10M (1.28%) 257.27K
Increased by +5.05%
Sep 30, 24
15 Dodge & Cox 5.03M (1.26%) -78.10K
Decreased by -1.55%
Dec 31, 23
16 Boston Partners Global Investors, Inc 4.64M (1.16%) -45.79K
Decreased by -0.99%
Sep 30, 23
17 BLS Capital Fondsmæglerselskab A/S 4.55M (1.14%) -132.40K
Decreased by -2.91%
Sep 30, 24
18 StonePine Asset Management Inc. 4.46M (1.12%) 2.59M
Increased by +58.04%
Jun 30, 24
19 Goldman Sachs Group Inc 4.45M (1.12%) 2.45M
Increased by +55.10%
Dec 31, 23
20 Northern Trust Corp 4.08M (1.02%) -215.20K
Decreased by -5.28%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.62M (3.17%) -42.69K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 10.62M (2.66%) 123.03K
Increased by +1.16%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 8.50M (2.13%) 15.29K
Increased by +0.18%
Oct 31, 24
4 Fundsmith Equity I Acc 5.77M (1.45%) 0.00
Increased by 0.00%
Jun 30, 24
5 AllianceBernstein US L/C Growth Eqty MF 5.67M (1.42%) 0.00
Increased by 0.00%
Oct 31, 24
6 SPDR® S&P 500® ETF Trust 4.95M (1.24%) 29.26K
Increased by +0.59%
Nov 30, 24
7 Fidelity 500 Index 4.92M (1.23%) -8.08K
Decreased by -0.16%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 4.82M (1.21%) -10.36K
Decreased by -0.22%
Apr 30, 24
9 Fidelity® 500 Index 4.80M (1.20%) 30.53K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 4.53M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
11 AB Large Cap Growth A 4.24M (1.06%) 91.41K
Increased by +2.15%
Oct 31, 24
12 American Funds Growth Fund of Amer A 4.15M (1.04%) -266.93K
Decreased by -6.43%
Dec 31, 23
13 Capital Group Growth Fnd of Amer Comp 4.15M (1.04%) -266.93K
Decreased by -6.43%
Dec 31, 23
14 MS INVF Global Brands A USD 4.14M (1.04%) -59.46K
Decreased by -1.44%
Mar 31, 24
15 Dodge & Cox Stock I 4.08M (1.02%) 0.00
Increased by 0.00%
Dec 31, 23
16 MS INVF Global Brands A 3.76M (0.94%) -56.52K
Decreased by -1.50%
Sep 30, 24
17 Morgan Stanley Glbl Franchise 3.76M (0.94%) -181.26K
Decreased by -4.82%
Sep 30, 24
18 JPMorgan Equity Premium Income ETF 3.44M (0.86%) 3.97K
Increased by +0.12%
Nov 29, 24
19 Vanguard Value Index Inv 3.40M (0.85%) 13.51K
Increased by +0.40%
Oct 31, 24
20 Putnam Large Cap Value A 3.22M (0.81%) 70.42K
Increased by +2.19%
Oct 31, 24