Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PMR 4.55%
2 XLP 4.21%
3 RTH 4.08%
4 UTRN 4.05%
5 WBIL 3.99%
6 NVQ 3.97%
7 NVQ_old 3.97%
8 KNGS 3.36%
9 JHMC 3.27%
10 FDV 3.11%
11 RSPS 2.86%
12 RHS 2.86%
13 SIXA 2.71%
14 SIXH 2.69%
15 FSTA 2.46%
16 UGE 2.41%
17 VDC 2.40%
18 VLLU 2.39%
19 ESNG 2.32%
20 BVAL 2.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.04M (9.81%) 525.49K
Increased by +1.17%
Sep 30, 24
2 State Street Corporation 34.10M (7.43%) -1.88M
Decreased by -5.52%
Mar 31, 24
3 State Street Corp 32.75M (7.13%) -1.34M
Decreased by -4.11%
Jun 30, 24
4 BlackRock Inc 32.41M (7.06%) 271.28K
Increased by +0.84%
Jun 30, 24
5 Capital World Investors 20.62M (4.49%) 43.34K
Increased by +0.21%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 14.76M (3.22%) 1.43M
Increased by +9.69%
Jun 30, 24
7 Bank of America Corp 12.51M (2.72%) 6.74M
Increased by +53.86%
Jun 30, 24
8 Franklin Resources Inc 11.62M (2.53%) -483.10K
Decreased by -4.16%
Jun 30, 24
9 FMR Inc 9.98M (2.17%) 1.05M
Increased by +10.48%
Sep 30, 24
10 Geode Capital Management, LLC 9.28M (2.02%) 234.75K
Increased by +2.53%
Jun 30, 24
11 Wells Fargo & Co 9.25M (2.01%) -57.75K
Decreased by -0.62%
Jun 30, 24
12 Massachusetts Financial Services Company 9.18M (2.00%) -1.06M
Decreased by -11.55%
Sep 30, 24
13 NORGES BANK 5.84M (1.27%) 503.02K
Increased by +8.62%
Jun 30, 24
14 Goldman Sachs Group Inc 4.83M (1.05%) 2.55M
Increased by +52.80%
Jun 30, 24
15 Northern Trust Corp 4.62M (1.01%) -282.86K
Decreased by -6.12%
Sep 30, 24
16 T. Rowe Price Associates, Inc. 4.61M (1.00%) 118.91K
Increased by +2.58%
Jun 30, 24
17 Legal & General Group PLC 4.37M (0.95%) 279.66K
Increased by +6.39%
Jun 30, 24
18 Victory Capital Management Inc. 4.32M (0.94%) 5.91K
Increased by +0.14%
Sep 30, 24
19 JPMorgan Chase & Co 4.32M (0.94%) 2.82M
Increased by +65.35%
Dec 31, 23
20 Dimensional Fund Advisors, Inc. 3.98M (0.87%) 868.38K
Increased by +21.80%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 14.61M (3.18%) -52.45K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 12.26M (2.67%) 144.52K
Increased by +1.18%
Oct 31, 24
3 American Funds American Balanced A 7.60M (1.66%) 0.00
Increased by 0.00%
Sep 30, 24
4 Fidelity 500 Index 5.69M (1.24%) -12.32K
Decreased by -0.22%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 5.64M (1.23%) 29.48K
Increased by +0.52%
Oct 31, 24
6 MFS Large Cap Value Equity 5.55M (1.21%) -122.63K
Decreased by -2.21%
Sep 30, 24
7 MFS Value A 5.55M (1.21%) -39.71K
Decreased by -0.72%
Sep 30, 24
8 SPDR® S&P 500 ETF Trust 5.46M (1.19%) 12.33K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 5.38M (1.17%) 34.23K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 5.15M (1.12%) 7.92K
Increased by +0.15%
Oct 31, 24
11 The Consumer Staples Sel SectSPDR® ETF 4.55M (0.99%) -10.88K
Decreased by -0.24%
Oct 31, 24
12 American Funds Washington Mutual A 3.99M (0.87%) 0.00
Increased by 0.00%
Sep 30, 24
13 Capital Group Wash Mutual Invtrs Comp 3.99M (0.87%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Value Index Inv 3.92M (0.85%) 12.45K
Increased by +0.32%
Oct 31, 24
15 American Funds Income Fund of Amer A 3.53M (0.77%) 0.00
Increased by 0.00%
Sep 30, 24
16 Templeton Growth A 3.33M (0.73%) 0.00
Increased by 0.00%
Apr 30, 24
17 Templeton Growth Inc A 3.33M (0.73%) 0.00
Increased by 0.00%
Dec 31, 23
18 SPDR® S&P Dividend ETF 3.22M (0.70%) 0.00
Increased by 0.00%
Dec 31, 23
19 Vanguard Institutional Index I 2.94M (0.64%) -532.00
Decreased by -0.02%
Oct 31, 24
20 Consumer Staples Select Sector SPDR® ETF 2.91M (0.63%) 41.20K
Increased by +1.42%
Apr 30, 24