Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 12.32%
2 LCG 7.37%
3 BELT 4.83%
4 GCIG 4.35%
5 LOPP 4.34%
6 UTRN 4.08%
7 WBIE 3.56%
8 KONG 3.28%
9 BOUT 3.08%
10 LBAY 3.04%
11 BLCR 3.01%
12 GRW 2.96%
13 AIEQ 2.96%
14 FMCX 2.86%
15 IYF 2.68%
16 LRGG 2.66%
17 IYG 2.61%
18 XLF 2.36%
19 EMOT 2.09%
20 NTZO 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.61M (9.56%) 194.32K
Increased by +0.66%
Sep 30, 24
2 BlackRock Inc 25.77M (8.32%) 1.44M
Increased by +5.57%
Jun 30, 24
3 State Street Corporation 14.09M (4.55%) -133.04K
Decreased by -0.94%
Mar 31, 24
4 State Street Corp 13.98M (4.51%) -100.09K
Decreased by -0.72%
Sep 30, 24
5 TCI Fund Management Limited 10.40M (3.36%) 0.00
Increased by 0.00%
Sep 30, 24
6 Wellington Management Company LLP 8.87M (2.86%) 292.44K
Increased by +3.30%
Sep 30, 24
7 JPMorgan Chase & Co 7.87M (2.54%) -1.83M
Decreased by -23.24%
Dec 31, 23
8 Capital Research & Mgmt Co - Division 3 6.84M (2.21%) 936.49K
Increased by +13.69%
Sep 30, 24
9 Geode Capital Management, LLC 6.47M (2.09%) 113.15K
Increased by +1.75%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 6.28M (2.03%) -4.32M
Decreased by -68.79%
Sep 30, 24
11 FMR Inc 5.97M (1.93%) 369.60K
Increased by +6.20%
Sep 30, 24
12 Bank of America Corp 5.00M (1.61%) 62.97K
Increased by +1.26%
Sep 30, 24
13 NORGES BANK 4.04M (1.30%) 283.36K
Increased by +7.02%
Jun 30, 24
14 Edgewood Management LLC 3.92M (1.27%) -62.06K
Decreased by -1.58%
Sep 30, 24
15 Amvescap Plc. 3.27M (1.06%) 116.40K
Increased by +3.56%
Sep 30, 24
16 Capital World Investors 2.82M (0.91%) 12.64K
Increased by +0.45%
Dec 31, 23
17 Legal & General Group PLC 2.77M (0.89%) -60.70K
Decreased by -2.19%
Sep 30, 24
18 Northern Trust Corp 2.75M (0.89%) -135.86K
Decreased by -4.94%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 2.71M (0.88%) 28.46K
Increased by +1.05%
Sep 30, 24
20 Goldman Sachs Group Inc 2.69M (0.87%) 4.07K
Increased by +0.15%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.11M (3.27%) -34.95K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 8.49M (2.74%) 99.20K
Increased by +1.17%
Oct 31, 24
3 SPDR® S&P 500® ETF Trust 3.95M (1.28%) 23.44K
Increased by +0.59%
Nov 30, 24
4 Fidelity 500 Index 3.93M (1.27%) -6.46K
Decreased by -0.16%
Oct 31, 24
5 SPDR® S&P 500 ETF Trust 3.80M (1.23%) 8.60K
Increased by +0.23%
Apr 30, 24
6 Fidelity® 500 Index 3.79M (1.22%) 24.13K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 3.62M (1.17%) 0.00
Increased by 0.00%
Nov 30, 24
8 Vanguard Growth Index Investor 3.26M (1.05%) 20.20K
Increased by +0.62%
Oct 31, 24
9 Vanguard Wellington™ Inv 2.98M (0.96%) 117.56K
Increased by +3.94%
Sep 30, 24
10 The Financial Select Sector SPDR® ETF 2.39M (0.77%) 10.56K
Increased by +0.44%
Nov 30, 24
11 Financial Select Sector SPDR® ETF 2.17M (0.70%) -6.20K
Decreased by -0.29%
Apr 30, 24
12 Edgewood Growth Instl 2.11M (0.68%) 429.00
Increased by +0.02%
Sep 30, 24
13 Vanguard Institutional Index I 2.03M (0.66%) -927.00
Decreased by -0.05%
Oct 31, 24
14 American Funds Washington Mutual A 1.93M (0.62%) 403.80K
Increased by +20.95%
Sep 30, 24
15 Capital Group Wash Mutual Invtrs Comp 1.93M (0.62%) 403.80K
Increased by +20.95%
Sep 30, 24
16 Vanguard Dividend Appreciation ETF 1.75M (0.56%) 4.34K
Increased by +0.25%
Oct 31, 24
17 American Funds Invmt Co of Amer A 1.66M (0.54%) -393.00
Decreased by -0.02%
Sep 30, 24
18 Capital Group Investment Co of Amer Comp 1.66M (0.54%) -393.00
Decreased by -0.02%
Sep 30, 24
19 Parnassus Core Equity Investor 1.59M (0.51%) -28.03K
Decreased by -1.76%
Oct 31, 24
20 State St S&P 500® Indx SL Cl III 1.55M (0.50%) -800.00
Decreased by -0.05%
Nov 30, 24