Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 5.38%
2 QQQA 5.37%
3 MADE 4.26%
4 TADS 4.06%
5 FTXR 4.00%
6 UTRN 3.93%
7 DIP 3.15%
8 EQTY 3.05%
9 VFLO 2.79%
10 UPGD 2.22%
11 RYJ 2.22%
12 TUSA 2.21%
13 RDVY 2.14%
14 SMRI 2.11%
15 FTIF 2.11%
16 PWC 2.04%
17 BOUT 2.03%
18 FTGS 2.02%
19 FTDS 2.01%
20 DIV 1.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.07M (12.07%) 184.90K
Increased by +0.30%
Sep 30, 24
2 BlackRock Inc 35.88M (6.98%) -1.73M
Decreased by -4.83%
Jun 30, 24
3 State Street Corp 22.35M (4.35%) 464.65K
Increased by +2.08%
Jun 30, 24
4 State Street Corporation 21.89M (4.26%) 248.61K
Increased by +1.14%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 13.30M (2.59%) 494.23K
Increased by +3.72%
Jun 30, 24
6 Geode Capital Management, LLC 12.49M (2.43%) -1.14M
Decreased by -9.13%
Jun 30, 24
7 Bank of America Corp 11.99M (2.33%) 208.18K
Increased by +1.74%
Jun 30, 24
8 Massachusetts Financial Services Company 10.19M (1.98%) 3.30M
Increased by +32.33%
Sep 30, 24
9 Wellington Management Company LLP 8.76M (1.70%) 6.57M
Increased by +74.97%
Jun 30, 24
10 FMR Inc 8.62M (1.68%) -4.01M
Decreased by -46.55%
Sep 30, 24
11 Northern Trust Corp 6.64M (1.29%) -255.94K
Decreased by -3.86%
Sep 30, 24
12 Capital Research & Mgmt Co - Division 3 6.01M (1.17%) 1.57M
Increased by +26.04%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 5.69M (1.11%) 277.93K
Increased by +4.88%
Sep 30, 24
14 NORGES BANK 5.68M (1.10%) 1.09M
Increased by +19.18%
Jun 30, 24
15 Fisher Asset Management, LLC 5.18M (1.01%) 89.25K
Increased by +1.72%
Sep 30, 24
16 Amvescap Plc. 4.47M (0.87%) 849.91K
Increased by +19.03%
Jun 30, 24
17 Legal & General Group PLC 4.33M (0.84%) 242.44K
Increased by +5.60%
Jun 30, 24
18 First Trust Advisors L.P. 4.20M (0.82%) 12.29K
Increased by +0.29%
Jun 30, 24
19 AllianceBernstein L.P. 3.99M (0.78%) -627.00K
Decreased by -15.71%
Jun 30, 24
20 Goldman Sachs Group Inc 3.85M (0.75%) 1.62M
Increased by +41.97%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.55M (3.22%) -57.63K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 13.90M (2.70%) 165.10K
Increased by +1.19%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 11.12M (2.16%) 20.08K
Increased by +0.18%
Oct 31, 24
4 Invesco QQQ Trust 10.15M (1.97%) -47.15K
Decreased by -0.46%
Oct 31, 24
5 Vanguard Equity-Income Inv 6.74M (1.31%) 2.20M
Increased by +32.62%
Sep 30, 24
6 Fidelity 500 Index 6.44M (1.25%) -13.08K
Decreased by -0.20%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 6.39M (1.24%) 33.37K
Increased by +0.52%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 6.31M (1.23%) -49.14K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 6.09M (1.18%) 38.77K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 5.84M (1.13%) 8.99K
Increased by +0.15%
Oct 31, 24
11 MFS Large Cap Value Equity 5.73M (1.11%) 1.93M
Increased by +33.63%
Sep 30, 24
12 MFS Value A 5.73M (1.11%) 752.92K
Increased by +13.14%
Sep 30, 24
13 American Funds Washington Mutual A 5.07M (0.99%) 1.46M
Increased by +28.84%
Sep 30, 24
14 Capital Group Wash Mutual Invtrs Comp 5.07M (0.99%) 1.46M
Increased by +28.84%
Sep 30, 24
15 Vanguard Value Index Inv 4.45M (0.86%) 15.78K
Increased by +0.35%
Oct 31, 24
16 Fidelity® Contrafund® 4.08M (0.79%) 228.97K
Increased by +5.62%
Nov 30, 23
17 Vanguard Mid-Cap Value ETF 3.61M (0.70%) 13.66K
Increased by +0.38%
Oct 31, 24
18 Vanguard Institutional Index I 3.33M (0.65%) -3.31K
Decreased by -0.10%
Oct 31, 24
19 Fidelity Contrafund 2.99M (0.58%) -444.78K
Decreased by -14.88%
Sep 30, 24
20 Vanguard Wellesley® Income Inv 2.93M (0.57%) 1.15M
Increased by +39.33%
Sep 30, 24