Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XDNA 9.93%
2 MJJ 9.90%
3 MJO 9.90%
4 ACT_old 8.00%
5 SYNB 6.68%
6 THNR 4.94%
7 AILG 4.51%
8 UTRN 3.75%
9 XLV 3.68%
10 BEEZ 3.68%
11 IYH 3.62%
12 IBLN 3.37%
13 VHT 3.36%
14 PINK 3.23%
15 CWS 3.19%
16 FHLC 3.19%
17 PVAL 3.17%
18 BELT 3.12%
19 CURE 2.92%
20 PCGG 2.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.05M (8.66%) 323.87K
Increased by +0.98%
Sep 30, 24
2 BlackRock Inc 29.53M (7.74%) 549.48K
Increased by +1.86%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 24.20M (6.34%) 688.75K
Increased by +2.85%
Jun 30, 24
4 State Street Corporation 16.58M (4.35%) 107.06K
Increased by +0.65%
Mar 31, 24
5 State Street Corp 16.19M (4.24%) -389.98K
Decreased by -2.41%
Jun 30, 24
6 T. Rowe Price Associates, Inc. 9.93M (2.60%) -129.25K
Decreased by -1.30%
Jun 30, 24
7 Capital World Investors 9.33M (2.44%) -192.66K
Decreased by -2.07%
Sep 30, 24
8 Capital Research Global Investors 8.19M (2.15%) -49.61K
Decreased by -0.61%
Sep 30, 24
9 FMR Inc 7.88M (2.06%) 1.29M
Increased by +16.43%
Sep 30, 24
10 Geode Capital Management, LLC 7.53M (1.97%) 37.19K
Increased by +0.49%
Jun 30, 24
11 Bank of America Corp 5.64M (1.48%) 559.04K
Increased by +9.90%
Jun 30, 24
12 JPMorgan Chase & Co 5.58M (1.46%) 1.16M
Increased by +20.86%
Jun 30, 24
13 NORGES BANK 5.57M (1.46%) 89.68K
Increased by +1.61%
Jun 30, 24
14 Franklin Resources Inc 4.59M (1.20%) 498.91K
Increased by +10.87%
Jun 30, 24
15 Goldman Sachs Group Inc 3.89M (1.02%) 1.71M
Increased by +44.04%
Dec 31, 23
16 Northern Trust Corp 3.46M (0.91%) -184.40K
Decreased by -5.34%
Sep 30, 24
17 Massachusetts Financial Services Company 3.39M (0.89%) -438.84K
Decreased by -12.93%
Sep 30, 24
18 Royal Bank of Canada 3.28M (0.86%) 64.08K
Increased by +1.95%
Jun 30, 24
19 TCI Fund Management Limited 3.15M (0.82%) -46.80K
Decreased by -1.49%
Dec 31, 23
20 Wellington Management Company LLP 3.03M (0.79%) -44.65K
Decreased by -1.48%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.06M (3.16%) -42.04K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 10.12M (2.65%) 119.09K
Increased by +1.18%
Oct 31, 24
3 Fidelity 500 Index 4.70M (1.23%) -6.78K
Decreased by -0.14%
Sep 30, 24
4 SPDR® S&P 500® ETF Trust 4.65M (1.22%) 20.10K
Increased by +0.43%
Oct 31, 24
5 SPDR® S&P 500 ETF Trust 4.57M (1.20%) 10.30K
Increased by +0.23%
Apr 30, 24
6 Fidelity® 500 Index 4.50M (1.18%) 28.62K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 4.25M (1.11%) 6.55K
Increased by +0.15%
Oct 31, 24
8 American Funds Growth Fund of Amer A 3.63M (0.95%) -5.14K
Decreased by -0.14%
Sep 30, 24
9 Capital Group Growth Fnd of Amer Comp 3.63M (0.95%) -5.14K
Decreased by -0.14%
Sep 30, 24
10 Vanguard Value Index Inv 3.24M (0.85%) 9.58K
Increased by +0.30%
Oct 31, 24
11 Health Care Select Sector SPDR® ETF 2.82M (0.74%) -3.65K
Decreased by -0.13%
Apr 30, 24
12 The Health Care Select Sector SPDR® ETF 2.80M (0.73%) -15.63K
Decreased by -0.56%
Oct 31, 24
13 UBS HV Global Selections - Agg 2.76M (0.72%) 2.76M
Increased by +99.96%
Jun 30, 24
14 UBS HV Tax-Opt Global Selections - Agg 2.76M (0.72%) 2.76M
Increased by +100.00%
Jun 30, 24
15 UBS Tax-Opt Digital Transformation theme 2.76M (0.72%) 2.76M
Increased by +99.90%
Jun 30, 24
16 Vanguard Institutional Index I 2.43M (0.64%) -1.26K
Decreased by -0.05%
Oct 31, 24
17 Capital Group AMCAP Composite 2.38M (0.62%) 23.97K
Increased by +1.01%
Sep 30, 24
18 VA CollegeAmerica Amcap 529A 2.38M (0.62%) 23.97K
Increased by +1.01%
Sep 30, 24
19 American Funds American Balanced A 2.03M (0.53%) 32.80K
Increased by +1.61%
Mar 31, 24
20 American Funds New Perspective A 1.91M (0.50%) 0.00
Increased by 0.00%
Sep 30, 24