Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NLR 5.92%
2 RNWZ 4.77%
3 INFR 4.63%
4 UTRN 3.95%
5 PUI 3.67%
6 XLU 3.64%
7 FXU 3.33%
8 PJFV 3.27%
9 RYU 3.21%
10 RSPU 3.18%
11 VPU 3.18%
12 IDU 3.12%
13 FUTY 3.08%
14 HDLV 2.95%
15 DWEQ 2.84%
16 JXI 2.54%
17 UPW 2.53%
18 UTSL 2.41%
19 TOLZ 2.35%
20 BLLD 2.18%

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 133.64M (6.27%) 3.85M
Increased by +2.88%
Sep 30, 24
5 Capital Research & Mgmt Co - Division 3 112.04M (5.25%) -13.60M
Decreased by -12.14%
Sep 30, 24
6 State Street Corp 108.95M (5.11%) 5.19M
Increased by +4.76%
Sep 30, 24
7 Massachusetts Financial Services Company 104.85M (4.92%) 2.94M
Increased by +2.80%
Sep 30, 24
8 State Street Corporation 101.86M (4.78%) -7.08M
Decreased by -6.95%
Mar 31, 24
9 Geode Capital Management, LLC 49.84M (2.34%) 536.91K
Increased by +1.08%
Sep 30, 24
10 Third Point, LLC 49.75M (2.33%) -4.00M
Decreased by -8.04%
Sep 30, 24
11 T. Rowe Price Associates, Inc. 43.33M (2.03%) 5.62M
Increased by +12.97%
Sep 30, 24
12 Blackstone Inc 40.63M (1.91%) -7.85M
Decreased by -19.32%
Jun 30, 24
13 Deutsche Bank AG 40.60M (1.90%) 24.66K
Increased by +0.06%
Sep 30, 24
14 Ameriprise Financial Inc 31.57M (1.48%) -5.14M
Decreased by -16.29%
Sep 30, 24
15 Wellington Management Company LLP 30.26M (1.42%) 1.82M
Increased by +6.02%
Sep 30, 24
16 Capital Research Global Investors 27.49M (1.29%) 3.38M
Increased by +12.30%
Sep 30, 24
17 NORGES BANK 26.63M (1.25%) 4.76M
Increased by +17.88%
Jun 30, 24
18 Gallagher Fiduciary Advisors, LLC 22.64M (1.06%) -419.55K
Decreased by -1.85%
Mar 31, 24
19 Legal & General Group PLC 22.24M (1.04%) 3.23M
Increased by +14.55%
Sep 30, 24
20 Sixth Street Partners Management Company, L.P. 18.81M (0.88%) 0.00
Increased by 0.00%
Mar 31, 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 35.24M (1.65%) -235.63K
Decreased by -0.67%
Oct 31, 24
10 The Utilities Select Sector SPDR® ETF 30.91M (1.45%) 98.63K
Increased by +0.32%
Nov 30, 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%) 0.00
Increased by 0.00%
Oct 31, 24
13 Utilities Select Sector SPDR® ETF 26.69M (1.25%) 800.77K
Increased by +3.00%
Apr 30, 24
14 SPDR® S&P 500® ETF Trust 26.42M (1.24%) 155.99K
Increased by +0.59%
Nov 30, 24
15 Fidelity 500 Index 26.23M (1.23%) -43.11K
Decreased by -0.16%
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 24.16M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
20 Fidelity® Low-Priced Stock 22.80M (1.07%) -23.74K
Decreased by -0.10%
Oct 31, 23