Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XLB 8.12%
2 VAW 6.28%
3 FMAT 6.20%
4 UYM 5.88%
5 FCTE 5.10%
6 DJIA 4.99%
7 TINT 4.98%
8 DYLG 4.95%
9 DIA 4.92%
10 BEEZ 3.90%
11 DDM 3.87%
12 UTRN 3.81%
13 WBIF 3.59%
14 RSPM 3.54%
15 RTM 3.54%
16 MXI 3.42%
17 JHMA 3.38%
18 NAIL 3.36%
19 UDOW 3.15%
20 EDOW 3.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.70M (9.42%) -193.20K
Decreased by -0.89%
Sep 30, 24
2 BlackRock Inc 17.22M (7.48%) 248.98K
Increased by +1.45%
Sep 30, 24
3 State Street Corporation 10.01M (4.35%) -375.91K
Decreased by -3.76%
Sep 30, 23
4 State Street Corp 9.89M (4.29%) -201.14K
Decreased by -2.03%
Sep 30, 24
5 T. Rowe Price Associates, Inc. 7.24M (3.14%) 3.93M
Increased by +54.29%
Sep 30, 24
6 FMR Inc 6.48M (2.82%) 999.16K
Increased by +15.41%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 6.44M (2.80%) -8.41M
Decreased by -130.56%
Sep 30, 24
8 Geode Capital Management, LLC 4.73M (2.06%) 58.46K
Increased by +1.24%
Sep 30, 24
9 AllianceBernstein L.P. 4.23M (1.84%) -53.97K
Decreased by -1.28%
Sep 30, 24
10 NORGES BANK 4.05M (1.76%) 280.34K
Increased by +6.92%
Jun 30, 24
11 Capital World Investors 3.84M (1.67%) 1.08M
Increased by +28.00%
Dec 31, 23
12 Parnassus Investments, LLC 2.94M (1.28%) -14.41K
Decreased by -0.49%
Dec 31, 23
13 JPMorgan Chase & Co 2.73M (1.19%) 167.50K
Increased by +6.13%
Sep 30, 23
14 Capital Research & Mgmt Co - Division 3 2.71M (1.18%) 296.39K
Increased by +10.94%
Sep 30, 24
15 HHG PLC 2.64M (1.15%) 175.93K
Increased by +6.67%
Sep 30, 23
16 ClearBridge Advisors, LLC 2.53M (1.10%) -182.37K
Decreased by -7.20%
Sep 30, 24
17 Parnassus Investments LLC 2.43M (1.06%) -53.27K
Decreased by -2.19%
Sep 30, 24
18 Fiera Capital Corporation 2.30M (1.00%) -27.83K
Decreased by -1.21%
Sep 30, 24
19 Massachusetts Financial Services Company 2.18M (0.95%) -64.48K
Decreased by -2.96%
Sep 30, 24
20 Northern Trust Corp 2.13M (0.93%) -128.98K
Decreased by -6.05%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.10M (3.09%) -34.00K
Decreased by -0.48%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 6.28M (2.73%) 34.95K
Increased by +0.56%
Dec 31, 24
3 SPDR® Dow Jones Industrial Avrg ETF Tr 5.54M (2.41%) 190.46K
Increased by +3.43%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 2.91M (1.27%) 33.59K
Increased by +1.15%
Dec 31, 24
5 Fidelity 500 Index 2.87M (1.25%) 19.49K
Increased by +0.68%
Nov 30, 24
6 American Funds Growth Fund of Amer A 2.87M (1.25%) 943.72K
Increased by +32.91%
Dec 31, 24
7 Capital Group Growth Fnd of Amer Comp 2.87M (1.25%) 943.72K
Increased by +32.91%
Dec 31, 24
8 SPDR® S&P 500 ETF Trust 2.84M (1.23%) -22.12K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 2.76M (1.20%) 17.54K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 2.72M (1.18%) 1.92K
Increased by +0.07%
Dec 31, 24
11 Vanguard Growth Index Investor 2.35M (1.02%) -41.53K
Decreased by -1.77%
Dec 31, 24
12 Capital Group New Perspective Comp 1.90M (0.83%) 0.00
Increased by 0.00%
Sep 30, 24
13 American Funds New Perspective A 1.65M (0.72%) -251.54K
Decreased by -15.24%
Dec 31, 24
14 Vanguard Institutional Index I 1.46M (0.64%) -6.74K
Decreased by -0.46%
Dec 31, 24
15 Parnassus Core Equity Investor 1.40M (0.61%) -120.38K
Decreased by -8.60%
Dec 31, 24
16 MFS Large Cap Value Equity 1.36M (0.59%) -608.15K
Decreased by -44.57%
Dec 31, 23
17 MFS Value A 1.36M (0.59%) -319.19K
Decreased by -23.39%
Dec 31, 23
18 The Materials Select Sector SPDR® ETF 1.34M (0.58%) -4.13K
Decreased by -0.31%
Dec 31, 24
19 AllianceBernstein US L/C Growth Eqty MF 1.31M (0.57%) 0.00
Increased by 0.00%
Nov 29, 24
20 Materials Select Sector SPDR® ETF 1.31M (0.57%) 9.92K
Increased by +0.76%
Mar 31, 24