Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 4.81%
2 PEJ 4.25%
3 EATZ 4.19%
4 UTRN 3.96%
5 STNC 3.18%
6 DIVP 2.86%
7 VLLU 2.72%
8 RSPS 2.68%
9 RHS 2.68%
10 EQRR 2.66%
11 RTH 2.49%
12 XLP 2.12%
13 DEF 2.08%
14 EVSTC_old 2.05%
15 ACTX_old 1.98%
16 PWC 1.96%
17 FTDS 1.91%
18 PSL 1.91%
19 POWA 1.86%
20 TXS 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 61.09M (12.47%) 6.52M
Increased by +10.67%
Sep 30, 24
2 BlackRock Inc 37.10M (7.58%) 4.44M
Increased by +11.96%
Jun 30, 24
3 State Street Corporation 24.84M (5.07%) -1.76M
Decreased by -7.08%
Mar 31, 24
4 State Street Corp 24.57M (5.02%) -269.19K
Decreased by -1.10%
Jun 30, 24
5 Amvescap Plc. 14.42M (2.94%) 2.22M
Increased by +15.40%
Jun 30, 24
6 Capital World Investors 13.50M (2.76%) -2.33K
Decreased by -0.02%
Sep 30, 24
7 Geode Capital Management, LLC 11.64M (2.38%) 23.79K
Increased by +0.20%
Sep 30, 24
8 Parnassus Investments, LLC 10.95M (2.24%) -2.38M
Decreased by -21.74%
Dec 31, 23
9 Morgan Stanley - Brokerage Accounts 10.70M (2.19%) -124.50K
Decreased by -1.16%
Jun 30, 24
10 Aristotle Capital Management LLC 10.57M (2.16%) -589.36K
Decreased by -5.58%
Dec 31, 23
11 JPMorgan Chase & Co 9.73M (1.99%) -786.34K
Decreased by -8.08%
Jun 30, 24
12 Ameriprise Financial Inc 8.62M (1.76%) 1.78M
Increased by +20.67%
Jun 30, 24
13 Parnassus Investments LLC 8.39M (1.71%) -206.65K
Decreased by -2.46%
Sep 30, 24
14 FMR Inc 7.53M (1.54%) -21.22K
Decreased by -0.28%
Sep 30, 24
15 Capital Research Global Investors 7.06M (1.44%) 200.09K
Increased by +2.83%
Sep 30, 24
16 Diamond Hill Capital Management Inc 6.69M (1.37%) 672.94K
Increased by +10.07%
Sep 30, 24
17 NORGES BANK 6.64M (1.36%) 476.36K
Increased by +7.17%
Jun 30, 24
18 Longview Partners (Guernsey) Ltd. 6.56M (1.34%) 61.14K
Increased by +0.93%
Sep 30, 24
19 Bank of America Corp 5.47M (1.12%) -143.75K
Decreased by -2.63%
Jun 30, 24
20 Bank of New York Mellon Corp 5.39M (1.10%) -190.34K
Decreased by -3.53%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.51M (3.17%) -54.95K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 13.03M (2.66%) 150.14K
Increased by +1.15%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 10.43M (2.13%) 18.76K
Increased by +0.18%
Oct 31, 24
4 Vanguard Wellington™ Inv 8.75M (1.79%) -458.69K
Decreased by -5.24%
Mar 31, 24
5 JPM US Equity Income-MA 7.99M (1.63%) 7.98M
Increased by +99.89%
Sep 30, 23
6 American Funds Income Fund of Amer A 7.11M (1.45%) 200.00K
Increased by +2.81%
Sep 30, 24
7 Fidelity 500 Index 6.05M (1.23%) -89.83K
Decreased by -1.49%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 6.00M (1.22%) 31.32K
Increased by +0.52%
Oct 31, 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 (1.20%) 37.46K
Increased by +0.64%
Nov 30, 23
11 Vanguard Windsor™ II Inv 5.67M (1.16%) 0.00
Increased by 0.00%
Dec 31, 23
12 iShares Core S&P 500 ETF 5.48M (1.12%) 8.44K
Increased by +0.15%
Oct 31, 24
13 Diamond Hill Large Cap Equity 5.47M (1.12%) 493.06K
Increased by +9.01%
Oct 31, 24
14 American Funds Washington Mutual A 5.14M (1.05%) 0.00
Increased by 0.00%
Sep 30, 24
15 Capital Group Wash Mutual Invtrs Comp 5.14M (1.05%) 0.00
Increased by 0.00%
Sep 30, 24
16 Parnassus Core Equity Investor 5.12M (1.05%) 0.00
Increased by 0.00%
Sep 30, 24
17 The Consumer Staples Sel SectSPDR® ETF 4.83M (0.99%) -11.56K
Decreased by -0.24%
Oct 31, 24
18 JPM US Equity Income-Composite 4.79M (0.98%) -446.14K
Decreased by -9.32%
Jun 30, 24
19 Vanguard Value Index Inv 4.17M (0.85%) 15.77K
Increased by +0.38%
Oct 31, 24
20 SPDR® S&P Dividend ETF 3.69M (0.75%) -182.32K
Decreased by -4.94%
Oct 31, 24