Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.32%
2 QQQA 4.16%
3 UTRN 3.90%
4 DIVZ 3.72%
5 AQGX 2.88%
6 QNXT 2.79%
7 STNC 2.71%
8 AIEQ 2.69%
9 MILN 2.65%
10 XLY 2.42%
11 EATZ 2.34%
12 CBSE 2.33%
13 RUFF 2.33%
14 SHRY 2.31%
15 SWP 2.18%
16 EMOT 2.13%
17 CBLS 1.94%
18 GDVD 1.84%
19 VCR 1.83%
20 RXI 1.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 110.32M (9.94%) 900.16K
Increased by +0.82%
Sep 30, 24
2 BlackRock Inc 78.79M (7.10%) 2.76M
Increased by +3.50%
Jun 30, 24
3 State Street Corp 45.97M (4.14%) 437.22K
Increased by +0.95%
Sep 30, 24
4 State Street Corporation 45.84M (4.13%) -474.93K
Decreased by -1.04%
Mar 31, 24
5 Capital World Investors 45.75M (4.12%) 41.33M
Increased by +90.34%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 26.00M (2.34%) -27.20M
Decreased by -104.63%
Sep 30, 24
7 Capital Research Global Investors 25.37M (2.29%) -2.00M
Decreased by -7.89%
Sep 30, 23
8 Geode Capital Management, LLC 24.28M (2.19%) 333.00K
Increased by +1.37%
Sep 30, 24
9 Barclays PLC 23.66M (2.13%) 14.75M
Increased by +62.34%
Jun 30, 24
10 Bank of America Corp 20.63M (1.86%) -570.49K
Decreased by -2.77%
Sep 30, 24
11 Wells Fargo & Co 20.27M (1.83%) -79.40K
Decreased by -0.39%
Sep 30, 24
12 FMR Inc 19.78M (1.78%) 7.02M
Increased by +35.47%
Sep 30, 24
13 JPMorgan Chase & Co 18.42M (1.66%) 7.98M
Increased by +43.30%
Sep 30, 24
14 T. Rowe Price Associates, Inc. 18.17M (1.64%) 11.91M
Increased by +65.54%
Sep 30, 24
15 Wellington Management Company LLP 15.15M (1.37%) 7.60M
Increased by +50.15%
Sep 30, 24
16 Goldman Sachs Group Inc 14.74M (1.33%) 8.81M
Increased by +59.79%
Dec 31, 23
17 NORGES BANK 14.64M (1.32%) 1.72M
Increased by +11.76%
Jun 30, 24
18 Nuveen Asset Management, LLC 14.36M (1.29%) 1.97M
Increased by +13.70%
Sep 30, 24
19 Northern Trust Corp 12.97M (1.17%) -609.90K
Decreased by -4.70%
Sep 30, 24
20 Royal Bank of Canada 12.91M (1.16%) -1.43M
Decreased by -11.07%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 35.76M (3.22%) -127.28K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 30.03M (2.71%) 351.76K
Increased by +1.17%
Oct 31, 24
3 Invesco QQQ Trust 22.50M (2.03%) 19.92K
Increased by +0.09%
Nov 29, 24
4 Performer (AFRIS) 14.64M (1.32%) 14.64M
Increased by +100.00%
Feb 29, 24
5 SPDR® S&P 500® ETF Trust 13.99M (1.26%) 82.71K
Increased by +0.59%
Nov 30, 24
6 Fidelity 500 Index 13.91M (1.25%) -22.85K
Decreased by -0.16%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 13.66M (1.23%) -106.18K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 13.35M (1.20%) 84.94K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 12.81M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
10 Vanguard Growth Index Investor 11.73M (1.06%) 72.42K
Increased by +0.62%
Oct 31, 24
11 American Funds Washington Mutual A 10.64M (0.96%) 7.49M
Increased by +70.46%
Sep 30, 24
12 Capital Group Wash Mutual Invtrs Comp 10.64M (0.96%) 7.49M
Increased by +70.46%
Sep 30, 24
13 American Funds American Balanced A 8.03M (0.72%) 7.00M
Increased by +87.15%
Sep 30, 24
14 Vanguard Institutional Index I 7.20M (0.65%) -2.14K
Decreased by -0.03%
Oct 31, 24
15 American Funds Fundamental Invs A 6.80M (0.61%) 6.80M
Increased by +100.00%
Sep 30, 24
16 Capital Group Fundamental Invtrs Comp 6.80M (0.61%) 6.80M
Increased by +100.00%
Sep 30, 24
17 The Consumer Discret Sel SectSPDR® ETF 6.65M (0.60%) 0.00
Increased by 0.00%
Nov 30, 24
18 American Funds American Mutual A 6.35M (0.57%) 2.18M
Increased by +34.33%
Sep 30, 24
19 Capital Group American Mutual Comp 6.35M (0.57%) 2.18M
Increased by +34.33%
Sep 30, 24
20 Vanguard Dividend Appreciation ETF 6.19M (0.56%) 14.52K
Increased by +0.23%
Oct 31, 24