Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 5.38%
2 QQQA 5.37%
3 TADS 4.06%
4 UTRN 3.93%
5 FTXR 3.90%
6 MADE 3.88%
7 STNC 3.27%
8 DIP 3.15%
9 RISN 3.14%
10 EQTY 2.97%
11 RYJ 2.29%
12 TUSA 2.21%
13 FTIF 2.12%
14 PWC 2.04%
15 BOUT 2.03%
16 SMRI 2.03%
17 FTGS 2.00%
18 FTDS 2.00%
19 RDVY 1.98%
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 35.81M (6.96%) -77.51K
Decreased by -0.22%
Sep 30, 24
3 State Street Corp 22.21M (4.32%) -140.57K
Decreased by -0.63%
Sep 30, 24
4 State Street Corporation 21.89M (4.26%) 248.61K
Increased by +1.14%
Mar 31, 24
5 Bank of America Corp 13.73M (2.67%) 1.75M
Increased by +12.73%
Sep 30, 24
6 Wellington Management Company LLP 13.43M (2.61%) 4.67M
Increased by +34.76%
Sep 30, 24
7 Geode Capital Management, LLC 11.88M (2.31%) -613.90K
Decreased by -5.17%
Sep 30, 24
8 Massachusetts Financial Services Company 10.19M (1.98%) 3.30M
Increased by +32.33%
Sep 30, 24
9 FMR Inc 8.62M (1.68%) -4.01M
Decreased by -46.55%
Sep 30, 24
10 Northern Trust Corp 6.64M (1.29%) -255.94K
Decreased by -3.86%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 6.58M (1.28%) -6.71M
Decreased by -101.94%
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. 4.84M (0.94%) 369.42K
Increased by +7.64%
Sep 30, 24
17 Goldman Sachs Group Inc 4.73M (0.92%) 879.51K
Increased by +18.60%
Sep 30, 24
18 Legal & General Group PLC 4.32M (0.84%) -9.80K
Decreased by -0.23%
Sep 30, 24
19 First Trust Advisors L.P. 4.20M (0.82%) 12.29K
Increased by +0.29%
Jun 30, 24
20 AllianceBernstein L.P. 3.99M (0.78%) -627.00K
Decreased by -15.71%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.43M (3.19%) -50.96K
Decreased by -0.31%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 14.20M (2.76%) 105.29K
Increased by +0.74%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 11.27M (2.19%) 93.24K
Increased by +0.83%
Dec 31, 24
4 Invesco QQQ Trust 10.63M (2.07%) 112.46K
Increased by +1.06%
Dec 31, 24
5 Vanguard Equity-Income Inv 6.74M (1.31%) 2.20M
Increased by +32.62%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 6.59M (1.28%) 76.08K
Increased by +1.15%
Dec 31, 24
7 Fidelity 500 Index 6.48M (1.26%) 44.02K
Increased by +0.68%
Nov 30, 24
8 SPDR® S&P 500 ETF Trust 6.31M (1.23%) -49.14K
Decreased by -0.78%
Mar 31, 24
9 MFS Value A 6.29M (1.22%) -84.92K
Decreased by -1.35%
Nov 30, 24
10 iShares Core S&P 500 ETF 6.16M (1.20%) 4.33K
Increased by +0.07%
Dec 31, 24
11 Fidelity® 500 Index 6.09M (1.18%) 38.77K
Increased by +0.64%
Nov 30, 23
12 MFS Large Cap Value Equity 5.73M (1.11%) 1.93M
Increased by +33.63%
Sep 30, 24
13 American Funds Washington Mutual A 5.07M (0.99%) 0.00
Increased by 0.00%
Dec 31, 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 4.47M (0.87%) -20.86K
Decreased by -0.47%
Dec 31, 24
16 Fidelity® Contrafund® 4.08M (0.79%) 228.97K
Increased by +5.62%
Nov 30, 23
17 Vanguard Mid-Cap Value ETF 3.52M (0.68%) -100.56K
Decreased by -2.86%
Dec 31, 24
18 Vanguard Institutional Index I 3.31M (0.64%) -8.91K
Decreased by -0.27%
Dec 31, 24
19 Vanguard Wellesley® Income Inv 2.93M (0.57%) 1.15M
Increased by +39.33%
Sep 30, 24
20 Fidelity Contrafund 2.85M (0.55%) 3.79K
Increased by +0.13%
Nov 30, 24