Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XLB 6.99%
2 FMAT 6.34%
3 VAW 6.06%
4 DJIA 5.36%
5 DYLG 5.32%
6 DIA 5.31%
7 TINT 4.98%
8 UYM 4.86%
9 UTRN 4.04%
10 DDM 3.93%
11 BEEZ 3.92%
12 MXI 3.66%
13 WBIF 3.59%
14 RTM 3.56%
15 RSPM 3.56%
16 JHMA 3.38%
17 EDOW 2.99%
18 FTLS 2.82%
19 UDOW 2.69%
20 NAIL 2.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.70M (9.40%) -193.20K
Decreased by -0.89%
Sep 30, 24
2 BlackRock Inc 16.97M (7.35%) 833.47K
Increased by +4.91%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 14.86M (6.43%) 3.95M
Increased by +26.60%
Jun 30, 24
4 State Street Corp 10.09M (4.37%) 4.35K
Increased by +0.04%
Jun 30, 24
5 State Street Corporation 10.01M (4.33%) -375.91K
Decreased by -3.76%
Sep 30, 23
6 FMR Inc 6.48M (2.81%) 999.16K
Increased by +15.41%
Sep 30, 24
7 Geode Capital Management, LLC 4.67M (2.02%) 36.59K
Increased by +0.78%
Jun 30, 24
8 AllianceBernstein L.P. 4.28M (1.85%) -60.94K
Decreased by -1.42%
Jun 30, 24
9 NORGES BANK 4.05M (1.75%) 280.34K
Increased by +6.92%
Jun 30, 24
10 Capital World Investors 3.84M (1.66%) 1.08M
Increased by +28.00%
Dec 31, 23
11 T. Rowe Price Associates, Inc. 3.31M (1.43%) -46.99K
Decreased by -1.42%
Jun 30, 24
12 Parnassus Investments, LLC 2.94M (1.27%) -14.41K
Decreased by -0.49%
Dec 31, 23
13 JPMorgan Chase & Co 2.73M (1.18%) 167.50K
Increased by +6.13%
Sep 30, 23
14 ClearBridge Advisors, LLC 2.72M (1.18%) -28.60K
Decreased by -1.05%
Jun 30, 24
15 Capital Research & Mgmt Co - Division 3 2.71M (1.17%) 296.39K
Increased by +10.94%
Sep 30, 24
16 HHG PLC 2.64M (1.14%) 175.93K
Increased by +6.67%
Sep 30, 23
17 Parnassus Investments LLC 2.43M (1.05%) -53.27K
Decreased by -2.19%
Sep 30, 24
18 Fiera Capital Corporation 2.33M (1.01%) -222.62K
Decreased by -9.56%
Jun 30, 24
19 Massachusetts Financial Services Company 2.18M (0.94%) -64.48K
Decreased by -2.96%
Sep 30, 24
20 Goldman Sachs Group Inc 2.17M (0.94%) -237.22K
Decreased by -10.91%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.17M (3.10%) -24.73K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 6.15M (2.66%) 72.51K
Increased by +1.18%
Oct 31, 24
3 Fidelity 500 Index 2.85M (1.24%) -20.85K
Decreased by -0.73%
Sep 30, 24
4 SPDR® S&P 500 ETF Trust 2.84M (1.23%) -22.12K
Decreased by -0.78%
Mar 31, 24
5 SPDR® S&P 500® ETF Trust 2.83M (1.23%) 14.80K
Increased by +0.52%
Oct 31, 24
6 Fidelity® 500 Index 2.76M (1.19%) 17.54K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 2.58M (1.12%) 3.97K
Increased by +0.15%
Oct 31, 24
8 Vanguard Growth Index Investor 2.38M (1.03%) 14.50K
Increased by +0.61%
Oct 31, 24
9 American Funds Growth Fund of Amer A 1.92M (0.83%) 54.34K
Increased by +2.83%
Sep 30, 24
10 Capital Group Growth Fnd of Amer Comp 1.92M (0.83%) 54.34K
Increased by +2.83%
Sep 30, 24
11 American Funds New Perspective A 1.90M (0.82%) 0.00
Increased by 0.00%
Sep 30, 24
12 Capital Group New Perspective Comp 1.90M (0.82%) 0.00
Increased by 0.00%
Sep 30, 24
13 Parnassus Core Equity Investor 1.65M (0.71%) -35.99K
Decreased by -2.18%
Oct 31, 24
14 Vanguard Institutional Index I 1.47M (0.64%) -365.00
Decreased by -0.02%
Oct 31, 24
15 MFS Large Cap Value Equity 1.36M (0.59%) -608.15K
Decreased by -44.57%
Dec 31, 23
16 MFS Value A 1.36M (0.59%) -319.19K
Decreased by -23.39%
Dec 31, 23
17 AllianceBernstein US L/C Growth Eqty MF 1.31M (0.57%) 17.30K
Increased by +1.32%
Sep 30, 24
18 Materials Select Sector SPDR® ETF 1.31M (0.57%) 9.92K
Increased by +0.76%
Mar 31, 24
19 Fidelity Magellan 1.26M (0.55%) 500.00
Increased by +0.04%
Sep 30, 24
20 Vanguard Dividend Appreciation ETF 1.26M (0.54%) 2.81K
Increased by +0.22%
Oct 31, 24