Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 4.89%
2 FTXG 4.23%
3 UTRN 4.00%
4 IBLN 3.56%
5 CVRD 3.17%
6 BAD 2.67%
7 RSPS 2.52%
8 RHS 2.52%
9 FXG 2.30%
10 EQRR 2.27%
11 FDG 2.18%
12 XLP 2.10%
13 ACT_old 2.00%
14 QLTY 1.99%
15 CAMX 1.97%
16 TIME 1.97%
17 RUFF 1.85%
18 ENTR 1.81%
19 WBIE 1.79%
20 IYK 1.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.71M (8.31%) -50.51K
Decreased by -0.37%
Sep 30, 24
2 BlackRock Inc 10.40M (6.31%) 171.03K
Increased by +1.64%
Jun 30, 24
3 Capital Research & Mgmt Co - Division 3 10.18M (6.17%) -794.21K
Decreased by -7.81%
Sep 30, 24
4 Capital World Investors 9.43M (5.72%) -454.86K
Decreased by -4.82%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 8.51M (5.16%) -7.60M
Decreased by -89.28%
Sep 30, 24
6 State Street Corp 7.14M (4.33%) 402.21K
Increased by +5.63%
Sep 30, 24
7 State Street Corporation 6.74M (4.09%) -101.42K
Decreased by -1.50%
Mar 31, 24
8 JPMorgan Chase & Co 3.28M (1.99%) 93.58K
Increased by +2.85%
Sep 30, 24
9 Geode Capital Management, LLC 3.14M (1.90%) -32.43K
Decreased by -1.03%
Sep 30, 24
10 Aristotle Capital Management LLC 3.09M (1.87%) -1.75K
Decreased by -0.06%
Sep 30, 24
11 Capital Research Global Investors 2.88M (1.75%) 159.61K
Increased by +5.54%
Sep 30, 24
12 AllianceBernstein L.P. 2.62M (1.59%) -337.09K
Decreased by -12.87%
Sep 30, 24
13 Wellington Management Company LLP 2.60M (1.58%) -350.99K
Decreased by -13.48%
Sep 30, 24
14 Amvescap Plc. 2.52M (1.53%) 137.66K
Increased by +5.46%
Sep 30, 24
15 T. Rowe Price Associates, Inc. 1.93M (1.17%) -302.32K
Decreased by -15.66%
Jun 30, 24
16 Mitsubishi UFJ Asset Management Co.,Ltd 1.92M (1.17%) 261.38K
Increased by +13.59%
Sep 30, 24
17 NORGES BANK 1.90M (1.16%) 68.93K
Increased by +3.62%
Jun 30, 24
18 HHG PLC 1.85M (1.12%) 21.45K
Increased by +1.16%
Sep 30, 24
19 Charles Schwab Investment Management Inc 1.74M (1.06%) -11.52K
Decreased by -0.66%
Sep 30, 24
20 Grantham, Mayo, Van Otterloo & Co., LLC 1.72M (1.04%) 237.41K
Increased by +13.82%
Sep 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 5.96M (3.61%) -392.22K
Decreased by -6.58%
Sep 30, 24
3 Capital Group Wash Mutual Invtrs Comp 5.96M (3.61%) -392.22K
Decreased by -6.58%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.17M (3.14%) -18.99K
Decreased by -0.37%
Oct 31, 24
5 American Funds American Balanced A 4.58M (2.78%) -788.97K
Decreased by -17.21%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 4.15M (2.52%) 47.54K
Increased by +1.14%
Oct 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 3.36M (2.04%) 156.62K
Increased by +4.66%
Sep 30, 24
9 Capital Group American Mutual Comp 3.36M (2.04%) 156.62K
Increased by +4.66%
Sep 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 MS INVF Global Brands A 2.13M (1.29%) 193.62K
Increased by +9.09%
Sep 30, 24
14 Morgan Stanley Glbl Franchise 2.00M (1.21%) 957.50K
Increased by +47.86%
Jun 30, 24
15 SPDR® S&P 500 ETF Trust 1.96M (1.19%) 11.40K
Increased by +0.58%
Mar 28, 24
16 Fidelity 500 Index 1.93M (1.17%) -57.33K
Decreased by -2.98%
Sep 30, 24
17 SPDR® S&P 500® ETF Trust 1.93M (1.17%) -10.67K
Decreased by -0.55%
Nov 27, 24
18 Fidelity® 500 Index 1.88M (1.14%) 11.96K
Increased by +0.64%
Nov 30, 23
19 iShares Core S&P 500 ETF 1.77M (1.07%) 5.49K
Increased by +0.31%
Nov 27, 24
20 American Funds Invmt Co of Amer A 1.73M (1.05%) -409.00
Decreased by -0.02%
Sep 30, 24