Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQQA 4.58%
2 DIP 4.32%
3 UTRN 3.90%
4 DIVZ 3.72%
5 MILN 2.95%
6 AQGX 2.88%
7 QNXT 2.86%
8 XLY 2.85%
9 STNC 2.71%
10 BUZZ 2.40%
11 EATZ 2.34%
12 CBSE 2.33%
13 RUFF 2.33%
14 SHRY 2.31%
15 EMOT 2.25%
16 CBLS 1.94%
17 VCR 1.91%
18 GDVD 1.84%
19 LSGR 1.84%
20 RCD 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 109.42M (9.86%) 1.02M
Increased by +0.93%
Jun 30, 24
2 BlackRock Inc 78.79M (7.10%) 2.76M
Increased by +3.50%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 53.20M (4.79%) -3.32M
Decreased by -6.24%
Jun 30, 24
4 State Street Corporation 45.84M (4.13%) -474.93K
Decreased by -1.04%
Mar 31, 24
5 State Street Corp 45.54M (4.10%) -304.61K
Decreased by -0.67%
Jun 30, 24
6 Capital Research Global Investors 25.37M (2.29%) -2.00M
Decreased by -7.89%
Sep 30, 23
7 Geode Capital Management, LLC 23.94M (2.16%) 576.42K
Increased by +2.41%
Jun 30, 24
8 Barclays PLC 23.66M (2.13%) 14.75M
Increased by +62.34%
Jun 30, 24
9 Bank of America Corp 21.20M (1.91%) 1.30M
Increased by +6.12%
Jun 30, 24
10 Wells Fargo & Co 20.35M (1.83%) 392.15K
Increased by +1.93%
Jun 30, 24
11 Goldman Sachs Group Inc 14.74M (1.33%) 8.81M
Increased by +59.79%
Dec 31, 23
12 NORGES BANK 14.64M (1.32%) 1.72M
Increased by +11.76%
Jun 30, 24
13 Northern Trust Corp 13.58M (1.22%) -256.15K
Decreased by -1.89%
Jun 30, 24
14 Royal Bank of Canada 12.91M (1.16%) -1.43M
Decreased by -11.07%
Mar 31, 24
15 FMR Inc 12.76M (1.15%) 3.31M
Increased by +25.90%
Jun 30, 24
16 Nuveen Asset Management, LLC 12.40M (1.12%) 341.25K
Increased by +2.75%
Jun 30, 24
17 Fisher Asset Management, LLC 11.43M (1.03%) -264.10K
Decreased by -2.31%
Jun 30, 24
18 JPMorgan Chase & Co 10.45M (0.94%) -2.35M
Decreased by -22.48%
Jun 30, 24
19 Charles Schwab Investment Management Inc 10.30M (0.93%) 221.25K
Increased by +2.15%
Jun 30, 24
20 Loomis, Sayles & Company LP 10.27M (0.93%) 1.69M
Increased by +16.49%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 35.89M (3.23%) 42.18K
Increased by +0.12%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 29.68M (2.68%) 51.40K
Increased by +0.17%
Sep 30, 24
3 Invesco QQQ Trust 21.94M (1.98%) -101.86K
Decreased by -0.46%
Oct 31, 24
4 Performer (AFRIS) 14.64M (1.32%) 14.64M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 13.93M (1.26%) -24.18K
Decreased by -0.17%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 13.80M (1.24%) 52.44K
Increased by +0.38%
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 12.62M (1.14%) 19.43K
Increased by +0.15%
Oct 31, 24
10 Vanguard Growth Index Investor 11.66M (1.05%) 62.92K
Increased by +0.54%
Sep 30, 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%) -66.52K
Decreased by -0.92%
Sep 30, 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 6.38M (0.58%) -13.34K
Decreased by -0.21%
Oct 31, 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 6.17M (0.56%) -23.45K
Decreased by -0.38%
Sep 30, 24