Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 4.97%
2 FTXG 4.35%
3 UTRN 3.98%
4 IBLN 3.56%
5 CVRD 2.88%
6 BAD 2.67%
7 RSPS 2.61%
8 RHS 2.61%
9 FXG 2.33%
10 FDG 2.18%
11 EQRR 2.18%
12 XLP 2.17%
13 ACT_old 2.00%
14 CAMX 1.97%
15 TIME 1.97%
16 RUFF 1.85%
17 ENTR 1.81%
18 IYK 1.80%
19 WBIE 1.79%
20 PSL 1.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.76M (8.35%) 57.53K
Increased by +0.42%
Jun 30, 24
2 Capital Research & Mgmt Co - Division 3 10.97M (6.65%) -715.36K
Decreased by -6.52%
Jun 30, 24
3 BlackRock Inc 10.40M (6.31%) 171.03K
Increased by +1.64%
Jun 30, 24
4 Capital World Investors 9.89M (5.99%) 845.10K
Increased by +8.55%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 8.06M (4.89%) -4.33M
Decreased by -53.74%
Jun 30, 24
6 State Street Corporation 6.74M (4.09%) -101.42K
Decreased by -1.50%
Mar 31, 24
7 State Street Corp 6.74M (4.09%) -982.00
Decreased by -0.01%
Jun 30, 24
8 JPMorgan Chase & Co 3.19M (1.93%) 347.60K
Increased by +10.90%
Jun 30, 24
9 Geode Capital Management, LLC 3.17M (1.92%) 51.80K
Increased by +1.63%
Jun 30, 24
10 Aristotle Capital Management LLC 3.09M (1.87%) -71.06K
Decreased by -2.30%
Jun 30, 24
11 AllianceBernstein L.P. 2.96M (1.79%) -223.47K
Decreased by -7.56%
Jun 30, 24
12 Wellington Management Company LLP 2.95M (1.79%) -24.91K
Decreased by -0.84%
Jun 30, 24
13 Capital Research Global Investors 2.72M (1.65%) 253.81K
Increased by +9.32%
Jun 30, 24
14 Amvescap Plc. 2.39M (1.45%) -578.97K
Decreased by -24.28%
Jun 30, 24
15 T. Rowe Price Associates, Inc. 1.93M (1.17%) -302.32K
Decreased by -15.66%
Jun 30, 24
16 NORGES BANK 1.90M (1.16%) 68.93K
Increased by +3.62%
Jun 30, 24
17 HHG PLC 1.83M (1.11%) -355.85K
Decreased by -19.43%
Jun 30, 24
18 Charles Schwab Investment Management Inc 1.76M (1.06%) -4.69K
Decreased by -0.27%
Jun 30, 24
19 Bank of America Corp 1.71M (1.04%) -185.75K
Decreased by -10.84%
Jun 30, 24
20 FMR Inc 1.70M (1.03%) -215.65K
Decreased by -12.70%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 8.83M (5.36%) 8.83M
Increased by +100.00%
Feb 29, 24
2 American Funds Washington Mutual A 6.35M (3.85%) 1.02M
Increased by +16.12%
Jun 30, 24
3 Capital Group Wash Mutual Invtrs Comp 6.35M (3.85%) 1.02M
Increased by +16.12%
Jun 30, 24
4 American Funds American Balanced A 5.37M (3.26%) 78.44K
Increased by +1.46%
Jun 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.21M (3.16%) 22.14K
Increased by +0.43%
Aug 31, 24
6 Vanguard Institutional 500 Index Trust 4.21M (2.55%) 33.87K
Increased by +0.80%
Aug 31, 24
7 Global Balanced (AFRIS) 4.05M (2.46%) 4.05M
Increased by +100.00%
Feb 29, 24
8 American Funds American Mutual A 3.21M (1.94%) 326.73K
Increased by +10.19%
Jun 30, 24
9 Capital Group American Mutual Comp 3.21M (1.94%) 326.73K
Increased by +10.19%
Jun 30, 24
10 UBS HV Tax-Opt Global Selections - Agg 2.82M (1.71%) 2.82M
Increased by +100.00%
Jun 30, 24
11 UBS Tax-Opt Digital Transformation theme 2.82M (1.71%) 2.82M
Increased by +100.00%
Jun 30, 24
12 UBS HV Global Selections - Agg 2.82M (1.71%) 2.82M
Increased by +99.95%
Jun 30, 24
13 Morgan Stanley Glbl Franchise 2.00M (1.21%) 957.50K
Increased by +47.86%
Jun 30, 24
14 Fidelity 500 Index 1.98M (1.20%) 15.36K
Increased by +0.77%
Aug 31, 24
15 SPDR® S&P 500 ETF Trust 1.96M (1.19%) 11.40K
Increased by +0.58%
Mar 28, 24
16 SPDR® S&P 500® ETF Trust 1.90M (1.15%) -1.75K
Decreased by -0.09%
Sep 30, 24
17 Fidelity® 500 Index 1.88M (1.14%) 11.96K
Increased by +0.64%
Nov 30, 23
18 American Funds Invmt Co of Amer A 1.73M (1.05%) -510.00
Decreased by -0.03%
Jun 30, 24
19 Capital Group Investment Co of Amer Comp 1.73M (1.05%) -510.00
Decreased by -0.03%
Jun 30, 24
20 iShares Core S&P 500 ETF 1.71M (1.04%) 5.67K
Increased by +0.33%
Sep 30, 24