Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 4.83%
2 PEJ 4.25%
3 UTRN 3.96%
4 WBIL 3.75%
5 STNC 3.18%
6 DIVP 2.82%
7 VLLU 2.67%
8 EQRR 2.66%
9 RHS 2.48%
10 RSPS 2.43%
11 EATZ 2.24%
12 ESN 2.21%
13 DEF 2.08%
14 XLP 2.08%
15 RTH 2.07%
16 EVSTC_old 2.05%
17 PSL 1.99%
18 ACTX_old 1.98%
19 PWC 1.96%
20 FTDS 1.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 61.09M (12.53%) 6.52M
Increased by +10.67%
Sep 30, 24
2 BlackRock Inc 37.50M (7.69%) 395.94K
Increased by +1.06%
Sep 30, 24
3 State Street Corp 27.29M (5.60%) 2.72M
Increased by +9.97%
Sep 30, 24
4 State Street Corporation 24.84M (5.09%) -1.76M
Decreased by -7.08%
Mar 31, 24
5 Amvescap Plc. 16.06M (3.29%) 1.64M
Increased by +10.20%
Sep 30, 24
6 Capital World Investors 13.50M (2.77%) -2.33K
Decreased by -0.02%
Sep 30, 24
7 Geode Capital Management, LLC 11.64M (2.39%) 23.79K
Increased by +0.20%
Sep 30, 24
8 Parnassus Investments, LLC 10.95M (2.25%) -2.38M
Decreased by -21.74%
Dec 31, 23
9 Aristotle Capital Management LLC 10.57M (2.17%) -589.36K
Decreased by -5.58%
Dec 31, 23
10 JPMorgan Chase & Co 9.73M (2.00%) -786.34K
Decreased by -8.08%
Jun 30, 24
11 Parnassus Investments LLC 8.39M (1.72%) -206.65K
Decreased by -2.46%
Sep 30, 24
12 FMR Inc 7.53M (1.54%) -21.22K
Decreased by -0.28%
Sep 30, 24
13 Ameriprise Financial Inc 7.19M (1.47%) -1.43M
Decreased by -19.91%
Sep 30, 24
14 Capital Research Global Investors 7.06M (1.45%) 200.09K
Increased by +2.83%
Sep 30, 24
15 Diamond Hill Capital Management Inc 6.69M (1.37%) 672.94K
Increased by +10.07%
Sep 30, 24
16 NORGES BANK 6.64M (1.36%) 476.36K
Increased by +7.17%
Jun 30, 24
17 Longview Partners 6.56M (1.35%) 61.14K
Increased by +0.93%
Sep 30, 24
18 Longview Partners (Guernsey) Limited 6.56M (1.35%) 61.14K
Increased by +0.93%
Sep 30, 24
19 Longview Partners (Guernsey) Ltd. 6.56M (1.35%) 61.14K
Increased by +0.93%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 5.63M (1.15%) -5.07M
Decreased by -89.99%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.41M (3.16%) -53.83K
Decreased by -0.35%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 13.30M (2.73%) 83.94K
Increased by +0.63%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 10.56M (2.17%) 79.96K
Increased by +0.76%
Dec 31, 24
4 American Funds Income Fund of Amer A 9.28M (1.90%) 2.17M
Increased by +23.36%
Dec 31, 24
5 Vanguard Wellington™ Inv 8.75M (1.79%) -458.69K
Decreased by -5.24%
Mar 31, 24
6 JPM US Equity Income-MA 7.99M (1.64%) 7.98M
Increased by +99.89%
Sep 30, 23
7 SPDR® S&P 500® ETF Trust 6.18M (1.27%) 71.38K
Increased by +1.16%
Dec 31, 24
8 Fidelity 500 Index 6.08M (1.25%) 41.28K
Increased by +0.68%
Nov 30, 24
9 SPDR® S&P 500 ETF Trust 5.96M (1.22%) 13.32K
Increased by +0.22%
Apr 30, 24
10 Fidelity® 500 Index 5.89M (1.21%) 37.46K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 5.77M (1.18%) 4.06K
Increased by +0.07%
Dec 31, 24
12 Vanguard Windsor™ II Inv 5.67M (1.16%) 0.00
Increased by 0.00%
Dec 31, 23
13 Diamond Hill Large Cap Equity 5.46M (1.12%) -6.28K
Decreased by -0.11%
Dec 31, 24
14 Parnassus Core Equity Investor 5.12M (1.05%) 0.00
Increased by 0.00%
Sep 30, 24
15 The Consumer Staples Sel SectSPDR® ETF 4.85M (0.99%) -2.36K
Decreased by -0.05%
Dec 31, 24
16 JPM US Equity Income-Composite 4.79M (0.98%) -446.14K
Decreased by -9.32%
Jun 30, 24
17 Vanguard Value Index Inv 4.18M (0.86%) -29.57K
Decreased by -0.71%
Dec 31, 24
18 American Funds Washington Mutual A 4.05M (0.83%) -1.10M
Decreased by -27.10%
Dec 31, 24
19 Capital Group Wash Mutual Invtrs Comp 4.05M (0.83%) -1.10M
Decreased by -27.10%
Dec 31, 24
20 SPDR® S&P Dividend ETF 3.71M (0.76%) 2.44K
Increased by +0.07%
Dec 31, 24