Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 8.95%
2 FTXG 8.06%
3 JHMS 5.96%
4 XLP 5.38%
5 PBJ 4.92%
6 VDC 4.29%
7 FSTA 4.26%
8 KXI 4.20%
9 UTRN 4.03%
10 WBIL 3.77%
11 SIXA 3.74%
12 SIXH 3.72%
13 HDV 3.64%
14 SCHD 3.42%
15 JGRW 3.40%
16 AIEQ 3.26%
17 BGIG 3.22%
18 SDGA 3.21%
19 EQIN 3.19%
20 ESGS 3.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 132.00M (9.64%) 557.55K
Increased by +0.42%
Sep 30, 24
2 BlackRock Inc 109.22M (7.98%) -942.13K
Decreased by -0.86%
Jun 30, 24
3 State Street Corp 54.49M (3.98%) 58.19K
Increased by +0.11%
Jun 30, 24
4 State Street Corporation 54.43M (3.98%) -4.55M
Decreased by -8.37%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 53.93M (3.94%) 2.06M
Increased by +3.83%
Jun 30, 24
6 Geode Capital Management, LLC 29.95M (2.19%) 765.00K
Increased by +2.55%
Jun 30, 24
7 Bank of America Corp 27.09M (1.98%) -9.02K
Decreased by -0.03%
Jun 30, 24
8 Charles Schwab Investment Management Inc 21.36M (1.56%) 1.13M
Increased by +5.27%
Sep 30, 24
9 JPMorgan Chase & Co 20.66M (1.51%) -894.63K
Decreased by -4.33%
Jun 30, 24
10 NORGES BANK 17.49M (1.28%) 1.68M
Increased by +9.58%
Jun 30, 24
11 Northern Trust Corp 15.10M (1.10%) -490.79K
Decreased by -3.25%
Sep 30, 24
12 Bank of New York Mellon Corp 13.94M (1.02%) -214.06K
Decreased by -1.54%
Jun 30, 24
13 Legal & General Group PLC 13.55M (0.99%) 905.47K
Increased by +6.68%
Jun 30, 24
14 Royal Bank of Canada 13.34M (0.97%) -2.38M
Decreased by -17.84%
Sep 30, 23
15 Wells Fargo & Co 12.57M (0.92%) 107.82K
Increased by +0.86%
Jun 30, 24
16 Wellington Management Company LLP 11.79M (0.86%) -45.71K
Decreased by -0.39%
Jun 30, 24
17 Capital Research Global Investors 11.22M (0.82%) 1.02M
Increased by +9.05%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 10.90M (0.80%) -99.03K
Decreased by -0.91%
Sep 30, 24
19 Franklin Resources Inc 10.76M (0.79%) 876.53K
Increased by +8.15%
Jun 30, 24
20 Amvescap Plc. 10.45M (0.76%) 3.09M
Increased by +29.61%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 43.38M (3.17%) -151.72K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 36.41M (2.66%) 427.04K
Increased by +1.17%
Oct 31, 24
3 Invesco QQQ Trust 26.59M (1.94%) -123.48K
Decreased by -0.46%
Oct 31, 24
4 Fidelity 500 Index 16.89M (1.23%) -51.73K
Decreased by -0.31%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 16.73M (1.22%) 72.88K
Increased by +0.44%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 16.58M (1.21%) -128.93K
Decreased by -0.78%
Mar 31, 24
7 Fidelity® 500 Index 16.04M (1.17%) 102.08K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 15.29M (1.12%) 23.55K
Increased by +0.15%
Oct 31, 24
9 Schwab US Dividend Equity ETF™ 13.91M (1.02%) 12.36K
Increased by +0.09%
Oct 31, 24
10 Vanguard Value Index Inv 11.65M (0.85%) 35.21K
Increased by +0.30%
Oct 31, 24
11 Performer (AFRIS) 8.99M (0.66%) 8.99M
Increased by +100.00%
Feb 29, 24
12 Vanguard Institutional Index I 8.73M (0.64%) -3.04K
Decreased by -0.03%
Oct 31, 24
13 Vanguard Dividend Growth Inv 7.92M (0.58%) -22.96K
Decreased by -0.29%
Sep 30, 24
14 Vanguard Dividend Appreciation ETF 7.43M (0.54%) 18.27K
Increased by +0.25%
Oct 31, 24
15 State St S&P 500® Indx SL Cl III 6.66M (0.49%) 19.30K
Increased by +0.29%
Oct 31, 24
16 The Consumer Staples Sel SectSPDR® ETF 5.74M (0.42%) -13.74K
Decreased by -0.24%
Oct 31, 24
17 Fundsmith Equity I Acc 5.74M (0.42%) 0.00
Increased by 0.00%
Jun 30, 24
18 Vanguard High Dividend Yield ETF 5.66M (0.41%) 18.69K
Increased by +0.33%
Oct 31, 24
19 Blackrock Eq Idx Fund CF 5.20M (0.38%) 336.89K
Increased by +6.48%
Sep 30, 24
20 Franklin Income A1 5.00M (0.37%) 0.00
Increased by 0.00%
Sep 30, 24