Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 4.43%
2 UTRN 4.01%
3 STNC 3.42%
4 NEWZ 3.41%
5 DIVS 3.03%
6 CCOR 2.98%
7 GFGF 2.54%
8 QQQG 2.32%
9 TPMN 2.07%
10 FTCS 2.05%
11 LVHD 2.01%
12 FTGS 1.98%
13 SMRI 1.97%
14 SPDV 1.96%
15 FDV 1.92%
16 QQXT 1.82%
17 QDIV 1.80%
18 VFLO 1.79%
19 QOWZ 1.76%
20 SCHD 1.74%

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 13.17M (4.10%) 129.21K
Increased by +0.98%
Jun 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 10.94M (3.40%) -189.95K
Decreased by -1.74%
Jun 30, 24
7 Wells Fargo & Co 9.60M (2.99%) -30.61K
Decreased by -0.32%
Jun 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 Morgan Stanley - Brokerage Accounts 9.09M (2.83%) 490.76K
Increased by +5.40%
Jun 30, 24
11 Bank of America Corp 5.85M (1.82%) -86.71K
Decreased by -1.48%
Jun 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. 3.57M (1.11%) 803.11K
Increased by +22.47%
Jun 30, 24
16 Legal & General Group PLC 3.11M (0.97%) -43.15K
Decreased by -1.39%
Jun 30, 24
17 Goldman Sachs Group Inc 3.01M (0.94%) 805.41K
Increased by +26.79%
Jun 30, 24
18 Fidelity International Ltd 2.77M (0.86%) 128.00K
Increased by +4.62%
Jun 30, 24
19 Capital World Investors 2.76M (0.86%) 0.00
Increased by 0.00%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 2.73M (0.85%) -155.53K
Decreased by -5.70%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.22M (3.18%) -36.04K
Decreased by -0.35%
Oct 31, 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 8.50M (2.64%) 101.71K
Increased by +1.20%
Oct 31, 24
5 Schwab US Dividend Equity ETF™ 7.91M (2.46%) 7.04K
Increased by +0.09%
Oct 31, 24
6 Invesco QQQ Trust 6.97M (2.17%) -32.37K
Decreased by -0.46%
Oct 31, 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 Fidelity 500 Index 3.94M (1.23%) -6.78K
Decreased by -0.17%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 3.91M (1.22%) 20.41K
Increased by +0.52%
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 3.57M (1.11%) 5.48K
Increased by +0.15%
Oct 31, 24
14 Vanguard Growth Index Investor 3.56M (1.11%) 22.79K
Increased by +0.64%
Oct 31, 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