Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 11.08%
2 JGRW 6.12%
3 CWS 4.41%
4 UTRN 4.09%
5 WBIL 3.80%
6 LNGR 3.59%
7 BIBL 3.45%
8 MNTL 3.36%
9 JDOC 3.29%
10 AGNG 3.23%
11 GGRW 3.21%
12 FMED 2.88%
13 DRUP 2.66%
14 XOUT 2.66%
15 IYH 2.62%
16 XLV 2.57%
17 FHLC 2.22%
18 BOUT 2.18%
19 FTCS 2.14%
20 DEMZ 2.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.45M (9.48%) 385.33K
Increased by +1.19%
Sep 30, 24
2 BlackRock Inc 26.80M (7.83%) 557.70K
Increased by +2.08%
Jun 30, 24
3 Greenleaf Trust 18.53M (5.41%) -28.22K
Decreased by -0.15%
Sep 30, 24
4 State Street Corporation 14.35M (4.19%) 86.75K
Increased by +0.60%
Mar 31, 24
5 State Street Corp 14.27M (4.17%) -86.07K
Decreased by -0.60%
Jun 30, 24
6 T. Rowe Price Associates, Inc. 11.70M (3.42%) -182.54K
Decreased by -1.56%
Jun 30, 24
7 Wellington Management Company LLP 11.24M (3.28%) 399.23K
Increased by +3.55%
Jun 30, 24
8 JPMorgan Chase & Co 11.22M (3.28%) 2.57M
Increased by +22.89%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 10.25M (3.00%) -123.62K
Decreased by -1.21%
Jun 30, 24
10 FMR Inc 7.31M (2.13%) 215.78K
Increased by +2.95%
Sep 30, 24
11 Capital Research Global Investors 7.05M (2.06%) -278.64K
Decreased by -3.95%
Sep 30, 24
12 Geode Capital Management, LLC 6.74M (1.97%) 158.62K
Increased by +2.35%
Jun 30, 24
13 Bank of New York Mellon Corp 5.68M (1.66%) -159.27K
Decreased by -2.80%
Jun 30, 24
14 Fundsmith LLP 5.34M (1.56%) -19.44K
Decreased by -0.36%
Sep 30, 24
15 NORGES BANK 5.00M (1.46%) 792.71K
Increased by +15.85%
Jun 30, 24
16 Goldman Sachs Group Inc 4.85M (1.42%) 2.55M
Increased by +52.55%
Dec 31, 23
17 Franklin Resources Inc 4.40M (1.29%) -387.25K
Decreased by -8.79%
Jun 30, 24
18 Fisher Asset Management, LLC 4.24M (1.24%) -42.73K
Decreased by -1.01%
Sep 30, 24
19 First Western Trust Bank 3.50M (1.02%) -2.60K
Decreased by -0.07%
Sep 30, 24
20 Bank of America Corp 3.19M (0.93%) 87.89K
Increased by +2.75%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.83M (3.17%) -38.01K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 9.09M (2.66%) 107.78K
Increased by +1.19%
Oct 31, 24
3 Vanguard Dividend Growth Inv 5.51M (1.61%) 84.77K
Increased by +1.54%
Sep 30, 24
4 Fundsmith Equity I Acc 5.01M (1.46%) 0.00
Increased by 0.00%
Jun 30, 24
5 Fidelity 500 Index 4.21M (1.23%) 37.75K
Increased by +0.90%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 4.17M (1.22%) 16.32K
Increased by +0.39%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 4.00M (1.17%) 9.04K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 3.94M (1.15%) 25.06K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 3.82M (1.12%) 5.89K
Increased by +0.15%
Oct 31, 24
10 Vanguard Growth Index Investor 3.53M (1.03%) 21.79K
Increased by +0.62%
Oct 31, 24
11 Franklin Rising Dividends A 2.57M (0.75%) -60.00K
Decreased by -2.33%
Sep 30, 24
12 Franklin Rising Dividends Fund A 2.57M (0.75%) -60.00K
Decreased by -2.33%
Sep 30, 24
13 The Health Care Select Sector SPDR® ETF 2.52M (0.74%) -14.04K
Decreased by -0.56%
Oct 31, 24
14 Health Care Select Sector SPDR® ETF 2.46M (0.72%) -3.20K
Decreased by -0.13%
Apr 30, 24
15 Vanguard Institutional Index I 2.18M (0.64%) -828.00
Decreased by -0.04%
Oct 31, 24
16 American Funds Growth Fund of Amer A 2.14M (0.62%) -111.69K
Decreased by -5.22%
Sep 30, 24
17 Capital Group Growth Fnd of Amer Comp 2.14M (0.62%) -111.69K
Decreased by -5.22%
Sep 30, 24
18 American Funds Capital World Gr&Inc A 2.08M (0.61%) -999.00
Decreased by -0.05%
Sep 30, 24
19 Capital Group World Growth & Inc Cmp 2.08M (0.61%) -999.00
Decreased by -0.05%
Sep 30, 24
20 Vanguard Dividend Appreciation ETF 1.85M (0.54%) 4.35K
Increased by +0.23%
Oct 31, 24