Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 4.65%
2 UTRN 4.09%
3 WBIF 4.00%
4 STNC 3.42%
5 NEWZ 3.40%
6 DIVS 3.13%
7 CCOR 3.08%
8 GFGF 2.56%
9 QQQG 2.40%
10 FTCS 2.16%
11 LVHD 2.14%
12 EMOT 2.09%
13 SDOG 2.09%
14 FTGS 2.02%
15 SMRI 2.01%
16 FDV 1.99%
17 SPDV 1.96%
18 VFLO 1.86%
19 QQXT 1.85%
20 QDIV 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.35M (9.76%) 293.98K
Increased by +0.94%
Sep 30, 24
2 BlackRock Inc 27.98M (8.71%) -608.07K
Decreased by -2.17%
Jun 30, 24
3 Capital Research & Mgmt Co - Division 3 26.74M (8.32%) 2.22M
Increased by +8.29%
Sep 30, 24
4 State Street Corp 13.23M (4.12%) 60.45K
Increased by +0.46%
Sep 30, 24
5 State Street Corporation 13.04M (4.06%) -42.71K
Decreased by -0.33%
Mar 31, 24
6 Bank of New York Mellon Corp 10.58M (3.29%) -354.64K
Decreased by -3.35%
Sep 30, 24
7 Wells Fargo & Co 9.58M (2.98%) -29.16K
Decreased by -0.30%
Sep 30, 24
8 Charles Schwab Investment Management Inc 9.52M (2.96%) 345.68K
Increased by +3.63%
Sep 30, 24
9 Geode Capital Management, LLC 9.41M (2.93%) 190.94K
Increased by +2.03%
Sep 30, 24
10 Bank of America Corp 5.69M (1.77%) -161.81K
Decreased by -2.84%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 4.99M (1.55%) -4.10M
Decreased by -82.11%
Sep 30, 24
12 Fidelity Management and Research Company 4.44M (1.38%) 4.44M
Increased by +100.00%
Dec 31, 23
13 FMR Inc 4.32M (1.34%) -150.44K
Decreased by -3.48%
Sep 30, 23
14 Northern Trust Corp 4.11M (1.28%) -204.19K
Decreased by -4.96%
Sep 30, 24
15 Amvescap Plc. 3.90M (1.21%) 323.16K
Increased by +8.29%
Sep 30, 24
16 JPMorgan Chase & Co 3.73M (1.16%) 1.45M
Increased by +38.85%
Sep 30, 24
17 Legal & General Group PLC 3.14M (0.98%) 33.14K
Increased by +1.05%
Sep 30, 24
18 Goldman Sachs Group Inc 2.93M (0.91%) -80.47K
Decreased by -2.75%
Sep 30, 24
19 Fidelity International Ltd 2.82M (0.88%) 45.40K
Increased by +1.61%
Sep 30, 24
20 Capital World Investors 2.76M (0.86%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.19M (3.17%) -29.54K
Decreased by -0.29%
Nov 30, 24
2 American Funds Washington Mutual A 8.72M (2.71%) 0.00
Increased by 0.00%
Sep 30, 24
3 Capital Group Wash Mutual Invtrs Comp 8.72M (2.71%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 8.62M (2.68%) 118.41K
Increased by +1.37%
Nov 30, 24
5 Schwab US Dividend Equity ETF™ 8.14M (2.53%) 17.60K
Increased by +0.22%
Nov 30, 24
6 Invesco QQQ Trust 7.14M (2.22%) 0.00
Increased by 0.00%
Nov 30, 24
7 American Funds American Mutual A 5.79M (1.80%) -3.38K
Decreased by -0.06%
Sep 30, 24
8 Capital Group American Mutual Comp 5.79M (1.80%) -3.38K
Decreased by -0.06%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 3.96M (1.23%) 23.44K
Increased by +0.59%
Nov 30, 24
10 Fidelity 500 Index 3.93M (1.22%) -6.46K
Decreased by -0.16%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 3.77M (1.17%) 23.68K
Increased by +0.63%
Feb 29, 24
12 Fidelity® 500 Index 3.74M (1.16%) 23.80K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 3.62M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
14 Vanguard Growth Index Investor 3.58M (1.11%) 18.10K
Increased by +0.51%
Nov 30, 24
15 American Funds Capital Income Bldr A 3.10M (0.96%) 91.43K
Increased by +2.95%
Sep 30, 24
16 American Funds American Balanced A 2.82M (0.88%) 0.00
Increased by 0.00%
Sep 30, 24
17 American Funds Income Fund of Amer A 2.76M (0.86%) 0.00
Increased by 0.00%
Sep 30, 24
18 American Funds Fundamental Invs A 2.70M (0.84%) 1.19M
Increased by +43.99%
Sep 30, 24
19 Capital Group Fundamental Invtrs Comp 2.70M (0.84%) 1.19M
Increased by +43.99%
Sep 30, 24
20 Fidelity Magellan 2.69M (0.84%) 84.60K
Increased by +3.14%
Dec 31, 23