Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 9.05%
2 FTXG 7.89%
3 JHMS 5.96%
4 XLP 5.24%
5 PBJ 4.92%
6 KXI 4.35%
7 VDC 4.31%
8 FSTA 4.19%
9 DHS 4.05%
10 UTRN 4.03%
11 SIXH 3.80%
12 WBIL 3.77%
13 HDV 3.76%
14 SCHD 3.45%
15 JGRW 3.37%
16 SDGA 3.21%
17 BGIG 3.14%
18 ESGS 3.10%
19 EQIN 3.10%
20 EVSTC 2.98%

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 57.27M (4.18%) 2.78M
Increased by +4.85%
Sep 30, 24
4 State Street Corporation 54.43M (3.98%) -4.55M
Decreased by -8.37%
Mar 31, 24
5 Geode Capital Management, LLC 30.50M (2.23%) 543.56K
Increased by +1.78%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 27.90M (2.04%) -26.03M
Decreased by -93.33%
Sep 30, 24
7 Bank of America Corp 27.04M (1.98%) -55.16K
Decreased by -0.20%
Sep 30, 24
8 JPMorgan Chase & Co 25.04M (1.83%) 4.38M
Increased by +17.50%
Sep 30, 24
9 Charles Schwab Investment Management Inc 21.36M (1.56%) 1.13M
Increased by +5.27%
Sep 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 Royal Bank of Canada 13.34M (0.97%) -2.38M
Decreased by -17.84%
Sep 30, 23
13 Bank of New York Mellon Corp 13.32M (0.97%) -620.43K
Decreased by -4.66%
Sep 30, 24
14 Franklin Resources Inc 13.02M (0.95%) 2.26M
Increased by +17.39%
Sep 30, 24
15 Legal & General Group PLC 12.82M (0.94%) -726.93K
Decreased by -5.67%
Sep 30, 24
16 Wells Fargo & Co 12.27M (0.90%) -306.61K
Decreased by -2.50%
Sep 30, 24
17 Wellington Management Company LLP 12.10M (0.88%) 313.47K
Increased by +2.59%
Sep 30, 24
18 Capital Research Global Investors 11.22M (0.82%) 1.02M
Increased by +9.05%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 10.90M (0.80%) -99.03K
Decreased by -0.91%
Sep 30, 24
20 Amvescap Plc. 10.71M (0.78%) 254.73K
Increased by +2.38%
Sep 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 27.27M (1.99%) 24.14K
Increased by +0.09%
Nov 29, 24
4 SPDR® S&P 500® ETF Trust 16.95M (1.24%) 100.32K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 16.86M (1.23%) -27.70K
Decreased by -0.16%
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 15.52M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
9 Schwab US Dividend Equity ETF™ 14.31M (1.05%) 31.00K
Increased by +0.22%
Nov 30, 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%) -3.40K
Decreased by -0.05%
Nov 30, 24
16 Fundsmith Equity I Acc 5.74M (0.42%) 0.00
Increased by 0.00%
Jun 30, 24
17 Vanguard High Dividend Yield ETF 5.66M (0.41%) 18.69K
Increased by +0.33%
Oct 31, 24
18 The Consumer Staples Sel SectSPDR® ETF 5.58M (0.41%) 12.38K
Increased by +0.22%
Nov 30, 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