Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNWZ 5.96%
2 NLR 5.28%
3 UTRN 3.95%
4 UTES 3.22%
5 RYU 3.21%
6 FXU 3.03%
7 HDLV 2.95%
8 DWEQ 2.84%
9 XLU 2.76%
10 BILD 2.62%
11 PUI 2.59%
12 PJFV 2.51%
13 VPU 2.43%
14 RSPU 2.43%
15 FUTY 2.33%
16 IDU 2.32%
17 INFR 2.14%
18 VTRN 2.08%
19 UTSL 2.03%
20 LSEQ 2.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 267.28M (12.21%) 7.69M
Increased by +2.88%
Sep 30, 24
2 Vanguard Group Inc 254.36M (11.62%) 6.15M
Increased by +2.42%
Dec 31, 24
3 BlackRock Inc 182.82M (8.35%) 6.42M
Increased by +3.51%
Sep 30, 24
4 FMR Inc 176.84M (8.08%) 8.60M
Increased by +4.87%
Sep 30, 24
5 Massachusetts Financial Services Company 114.04M (5.21%) 9.19M
Increased by +8.06%
Dec 31, 24
6 State Street Corp 108.95M (4.98%) 5.19M
Increased by +4.76%
Sep 30, 24
7 State Street Corporation 101.86M (4.65%) -7.08M
Decreased by -6.95%
Mar 31, 24
8 Capital Research & Mgmt Co - Division 3 77.04M (3.52%) -35.00M
Decreased by -45.44%
Dec 31, 24
9 Geode Capital Management, LLC 49.84M (2.28%) 536.91K
Increased by +1.08%
Sep 30, 24
10 Third Point, LLC 49.75M (2.27%) -4.00M
Decreased by -8.04%
Sep 30, 24
11 Capital Research Global Investors 46.81M (2.14%) 19.32M
Increased by +41.27%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 43.33M (1.98%) 5.62M
Increased by +12.97%
Sep 30, 24
13 Blackstone Inc 40.63M (1.86%) -7.85M
Decreased by -19.32%
Jun 30, 24
14 Deutsche Bank AG 40.60M (1.86%) 24.66K
Increased by +0.06%
Sep 30, 24
15 Wellington Management Company LLP 33.35M (1.52%) 3.09M
Increased by +9.28%
Dec 31, 24
16 Ameriprise Financial Inc 31.57M (1.44%) -5.14M
Decreased by -16.29%
Sep 30, 24
17 NORGES BANK 29.32M (1.34%) 2.69M
Increased by +9.17%
Dec 31, 24
18 Gallagher Fiduciary Advisors, LLC 22.64M (1.03%) -419.55K
Decreased by -1.85%
Mar 31, 24
19 Legal & General Group PLC 19.62M (0.90%) -2.61M
Decreased by -13.32%
Dec 31, 24
20 Sixth Street Partners Management Company, L.P. 18.81M (0.86%) 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 66.72M (3.05%) 915.78K
Increased by +1.37%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 59.20M (2.71%) 1.73M
Increased by +2.92%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 45.83M (2.09%) 1.21M
Increased by +2.63%
Dec 31, 24
4 MFS Large Cap Value Equity 42.60M (1.95%) 7.12M
Increased by +16.70%
Dec 31, 24
5 MFS Value A 42.60M (1.95%) 7.82M
Increased by +18.36%
Dec 31, 24
6 American Funds Growth Fund of Amer A 39.72M (1.81%) 0.00
Increased by 0.00%
Sep 30, 24
7 Capital Group Growth Fnd of Amer Comp 39.72M (1.81%) 0.00
Increased by 0.00%
Sep 30, 24
8 The Utilities Select Sector SPDR® ETF 31.51M (1.44%) -178.56K
Decreased by -0.57%
Jan 31, 25
9 American Funds American Balanced A 29.01M (1.33%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity 500 Index 27.14M (1.24%) 726.42K
Increased by +2.68%
Dec 31, 24
11 Utilities Select Sector SPDR® ETF 26.69M (1.22%) 800.77K
Increased by +3.00%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 26.66M (1.22%) -262.34K
Decreased by -0.98%
Jan 31, 25
13 iShares Core S&P 500 ETF 25.64M (1.17%) 37.26K
Increased by +0.15%
Jan 31, 25
14 SPDR® S&P 500 ETF Trust 25.24M (1.15%) 57.02K
Increased by +0.23%
Apr 30, 24
15 JPM US Equity-MA 24.65M (1.13%) 20.65M
Increased by +83.81%
Dec 31, 24
16 JPMorgan US Equity L 24.65M (1.13%) -107.63K
Decreased by -0.44%
Dec 31, 24
17 Fidelity® 500 Index 24.37M (1.11%) 155.08K
Increased by +0.64%
Nov 30, 23
18 Fidelity® Low-Priced Stock 22.80M (1.04%) -23.74K
Decreased by -0.10%
Oct 31, 23
19 Fidelity Low-Priced Stock 21.87M (1.00%) -24.86K
Decreased by -0.11%
Nov 30, 24
20 Strategic Advisers Fidelity US TtlStk 21.36M (0.98%) 672.62K
Increased by +3.15%
Dec 31, 24