Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 12.26%
2 LCG 7.88%
3 BELT 5.11%
4 GCIG 4.35%
5 UTRN 4.08%
6 GRW 4.07%
7 LOPP 3.99%
8 AIEQ 3.62%
9 WBIE 3.56%
10 KONG 3.17%
11 BOUT 3.08%
12 ALAI 2.88%
13 FMCX 2.86%
14 LBAY 2.86%
15 LRGG 2.73%
16 IYF 2.64%
17 IYG 2.60%
18 XLF 2.33%
19 CNEQ 2.14%
20 EMOT 2.14%

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 14.08M (4.55%) -8.53K
Decreased by -0.06%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 10.59M (3.42%) 111.69K
Increased by +1.05%
Jun 30, 24
6 TCI Fund Management Limited 10.40M (3.36%) 1.37M
Increased by +13.15%
Jun 30, 24
7 Wellington Management Company LLP 8.58M (2.77%) 1.57M
Increased by +18.31%
Jun 30, 24
8 JPMorgan Chase & Co 7.87M (2.54%) -1.83M
Decreased by -23.24%
Dec 31, 23
9 Capital Research & Mgmt Co - Division 3 6.84M (2.21%) 936.49K
Increased by +13.69%
Sep 30, 24
10 Geode Capital Management, LLC 6.36M (2.05%) 83.33K
Increased by +1.31%
Jun 30, 24
11 FMR Inc 5.97M (1.93%) 369.60K
Increased by +6.20%
Sep 30, 24
12 Bank of America Corp 4.94M (1.59%) 130.28K
Increased by +2.64%
Jun 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. 3.16M (1.02%) 66.38K
Increased by +2.10%
Jun 30, 24
16 Legal & General Group PLC 2.83M (0.91%) 29.23K
Increased by +1.03%
Jun 30, 24
17 Capital World Investors 2.82M (0.91%) 12.64K
Increased by +0.45%
Dec 31, 23
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 2.68M (0.87%) 317.10K
Increased by +11.82%
Jun 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 Fidelity 500 Index 3.94M (1.27%) -7.34K
Decreased by -0.19%
Sep 30, 24
4 SPDR® S&P 500® ETF Trust 3.90M (1.26%) 14.91K
Increased by +0.38%
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 3.56M (1.15%) 5.48K
Increased by +0.15%
Oct 31, 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 2.20M (0.71%) -16.10K
Decreased by -0.73%
Oct 31, 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%) 174.77K
Increased by +8.27%
Jun 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%) 4.50K
Increased by +0.29%
Oct 31, 24