Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NLR 5.93%
2 RNWZ 4.76%
3 UTRN 3.95%
4 PUI 3.74%
5 XLU 3.69%
6 INFR 3.65%
7 PJFV 3.48%
8 FXU 3.48%
9 RSPU 3.31%
10 RYU 3.21%
11 FUTY 3.20%
12 IDU 3.16%
13 VPU 3.10%
14 HDLV 2.95%
15 DWEQ 2.84%
16 JXI 2.54%
17 UTSL 2.47%
18 TOLZ 2.40%
19 UPW 2.39%
20 BLLD 2.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 248.21M (11.64%) -35.44M
Decreased by -14.28%
Sep 30, 24
2 FMR Inc 176.84M (8.29%) 8.60M
Increased by +4.87%
Sep 30, 24
3 BlackRock Inc 176.40M (8.27%) 8.15M
Increased by +4.62%
Jun 30, 24
4 JPMorgan Chase & Co 129.79M (6.09%) 3.67M
Increased by +2.83%
Jun 30, 24
5 Capital Research & Mgmt Co - Division 3 112.04M (5.25%) -13.60M
Decreased by -12.14%
Sep 30, 24
6 Massachusetts Financial Services Company 104.85M (4.92%) 2.94M
Increased by +2.80%
Sep 30, 24
7 State Street Corp 103.76M (4.87%) 1.90M
Increased by +1.83%
Jun 30, 24
8 State Street Corporation 101.86M (4.78%) -7.08M
Decreased by -6.95%
Mar 31, 24
9 Third Point, LLC 53.75M (2.52%) -4.11M
Decreased by -7.65%
Jun 30, 24
10 Geode Capital Management, LLC 49.30M (2.31%) 1.47M
Increased by +2.98%
Jun 30, 24
11 Blackstone Inc 40.63M (1.91%) -7.85M
Decreased by -19.32%
Jun 30, 24
12 Deutsche Bank AG 40.58M (1.90%) 395.64K
Increased by +0.98%
Jun 30, 24
13 T. Rowe Price Associates, Inc. 37.71M (1.77%) -1.35M
Decreased by -3.59%
Jun 30, 24
14 Ameriprise Financial Inc 36.71M (1.72%) -1.75M
Decreased by -4.77%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 31.34M (1.47%) 5.52M
Increased by +17.62%
Jun 30, 24
16 Wellington Management Company LLP 28.43M (1.33%) 5.67M
Increased by +19.95%
Jun 30, 24
17 Capital Research Global Investors 27.49M (1.29%) 3.38M
Increased by +12.30%
Sep 30, 24
18 NORGES BANK 26.63M (1.25%) 4.76M
Increased by +17.88%
Jun 30, 24
19 Gallagher Fiduciary Advisors, LLC 22.64M (1.06%) -419.55K
Decreased by -1.85%
Mar 31, 24
20 Legal & General Group PLC 19.00M (0.89%) -1.91M
Decreased by -10.04%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 66.00M (3.09%) -233.68K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 56.67M (2.66%) 678.56K
Increased by +1.20%
Oct 31, 24
3 American Funds Invmt Co of Amer A 54.03M (2.53%) -18.07M
Decreased by -33.44%
Dec 31, 23
4 Capital Group Investment Co of Amer Comp 54.03M (2.53%) -18.07M
Decreased by -33.44%
Dec 31, 23
5 Vanguard Mid Cap Index Institutional 44.39M (2.08%) 80.76K
Increased by +0.18%
Oct 31, 24
6 American Funds Growth Fund of Amer A 39.72M (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
7 Capital Group Growth Fnd of Amer Comp 39.72M (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
8 MFS Large Cap Value Equity 35.48M (1.66%) 2.32M
Increased by +6.54%
Sep 30, 24
9 MFS Value A 35.48M (1.66%) 2.81M
Increased by +7.91%
Sep 30, 24
10 The Utilities Select Sector SPDR® ETF 31.98M (1.50%) 42.41K
Increased by +0.13%
Oct 31, 24
11 American Funds American Balanced A 29.01M (1.36%) -7.36M
Decreased by -25.36%
Sep 30, 24
12 JPMorgan US Equity L 26.94M (1.26%) -98.97K
Decreased by -0.37%
Sep 30, 24
13 Utilities Select Sector SPDR® ETF 26.69M (1.25%) 800.77K
Increased by +3.00%
Apr 30, 24
14 Fidelity 500 Index 26.28M (1.23%) -51.86K
Decreased by -0.20%
Sep 30, 24
15 SPDR® S&P 500® ETF Trust 26.06M (1.22%) 135.98K
Increased by +0.52%
Oct 31, 24
16 JPM US Equity-MA 25.81M (1.21%) 21.86M
Increased by +84.72%
Jun 30, 24
17 SPDR® S&P 500 ETF Trust 25.24M (1.18%) 57.02K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 24.37M (1.14%) 155.08K
Increased by +0.64%
Nov 30, 23
19 iShares Core S&P 500 ETF 23.80M (1.12%) 36.63K
Increased by +0.15%
Oct 31, 24
20 Fidelity Low-Priced Stock 23.44M (1.10%) -11.14K
Decreased by -0.05%
Aug 31, 24