Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 SMN 4.81%
4 SBM 4.81%
5 TINT 4.46%
6 UTRN 3.83%
7 RSPM 3.58%
8 RTM 3.58%
9 JHMA 3.57%
10 CAMX 3.57%
11 EQTY 2.90%
12 XLB 2.81%
13 VAW 2.15%
14 UYM 2.09%
15 FMAT 2.06%
16 FTDS 1.99%
17 TUSA 1.94%
18 FTCS 1.90%
19 CZA 1.77%
20 PYZ 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.61M (12.37%) -54.62K
Decreased by -0.19%
Sep 30, 24
2 BlackRock Inc 21.48M (9.29%) 748.28K
Increased by +3.48%
Sep 30, 24
3 State Street Corp 11.72M (5.07%) 491.77K
Increased by +4.20%
Sep 30, 24
4 State Street Corporation 10.92M (4.72%) -441.36K
Decreased by -4.04%
Mar 31, 24
5 JPMorgan Chase & Co 9.46M (4.09%) -450.17K
Decreased by -4.76%
Sep 30, 24
6 Wellington Management Company LLP 8.98M (3.88%) 485.60K
Increased by +5.41%
Sep 30, 24
7 Massachusetts Financial Services Company 6.99M (3.02%) -451.36K
Decreased by -6.46%
Sep 30, 24
8 Geode Capital Management, LLC 5.45M (2.36%) 9.52K
Increased by +0.17%
Sep 30, 24
9 Amvescap Plc. 4.45M (1.93%) 88.89K
Increased by +2.00%
Sep 30, 24
10 Viking Global Investors LP 4.04M (1.75%) 3.14M
Increased by +77.75%
Sep 30, 23
11 Ameriprise Financial Inc 3.86M (1.67%) 65.67K
Increased by +1.70%
Sep 30, 24
12 Wells Fargo & Co 3.79M (1.64%) 36.93K
Increased by +0.97%
Sep 30, 24
13 Beutel, Goodman & Company Ltd. 3.33M (1.44%) 966.64K
Increased by +29.04%
Sep 30, 24
14 NORGES BANK 3.24M (1.40%) -467.91K
Decreased by -14.44%
Jun 30, 24
15 Franklin Resources Inc 3.14M (1.36%) 170.34K
Increased by +5.43%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 3.04M (1.31%) -3.21M
Decreased by -105.76%
Sep 30, 24
17 Bank of America Corp 2.68M (1.16%) 12.51K
Increased by +0.47%
Sep 30, 24
18 Putnam Investments LLC 2.66M (1.15%) 81.20K
Increased by +3.05%
Dec 31, 23
19 Putnam Investments, LLC., a Franklin Templeton company 2.66M (1.15%) 81.20K
Increased by +3.05%
Dec 31, 23
20 Goldman Sachs Group Inc 2.58M (1.11%) 1.31M
Increased by +50.69%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.34M (3.17%) -27.05K
Decreased by -0.37%
Nov 30, 24
2 Vanguard Institutional 500 Index Trust 6.27M (2.71%) 90.03K
Increased by +1.44%
Nov 30, 24
3 JPM US Equity Income-MA 5.65M (2.44%) 5.64M
Increased by +99.90%
Sep 30, 23
4 Vanguard Mid Cap Index Institutional 4.98M (2.15%) 25.89K
Increased by +0.52%
Nov 30, 24
5 JPM US Equity Income-Composite 3.96M (1.71%) -1.37M
Decreased by -34.60%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 2.92M (1.26%) 33.59K
Increased by +1.15%
Dec 31, 24
7 Vanguard Equity-Income Inv 2.90M (1.25%) 316.99K
Increased by +10.94%
Sep 30, 24
8 Fidelity 500 Index 2.88M (1.25%) 19.57K
Increased by +0.68%
Nov 30, 24
9 SPDR® S&P 500 ETF Trust 2.78M (1.20%) 6.30K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 2.74M (1.19%) 17.47K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 2.72M (1.18%) 1.92K
Increased by +0.07%
Dec 31, 24
12 MFS Large Cap Value Equity 2.71M (1.17%) -59.86K
Decreased by -2.21%
Sep 30, 24
13 Columbia Dividend Income Inst 2.53M (1.10%) 8.77K
Increased by +0.35%
Nov 30, 24
14 Columbia Dividend Value 2.53M (1.09%) -23.14K
Decreased by -0.91%
Sep 30, 24
15 JPMorgan Equity Income I 2.26M (0.98%) -595.96K
Decreased by -26.37%
Nov 30, 24
16 First Eagle Global A 2.15M (0.93%) 591.90K
Increased by +27.48%
Nov 30, 24
17 JPMorgan US Equity L 2.14M (0.92%) 0.00
Increased by 0.00%
Mar 31, 24
18 Vanguard Value Index Inv 1.99M (0.86%) 13.82K
Increased by +0.69%
Nov 30, 24
19 Putnam Large Cap Value A 1.99M (0.86%) 5.20K
Increased by +0.26%
Nov 30, 24
20 Putnam US Large Cap Value Equity 1.94M (0.84%) 115.04K
Increased by +5.94%
Sep 30, 24