Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XDNA 9.93%
2 MJO 9.90%
3 MJJ 9.90%
4 ACT_old 8.00%
5 SYNB 6.76%
6 THNR 5.78%
7 JDOC 4.65%
8 AILG 4.51%
9 BEEZ 4.19%
10 XLV 4.17%
11 CWS 4.15%
12 IYH 4.01%
13 UTRN 3.81%
14 FHLC 3.58%
15 VHT 3.41%
16 IBLN 3.37%
17 QOWZ 3.31%
18 PINK 3.29%
19 BELT 3.28%
20 CURE 3.18%

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 29.16M (7.64%) -372.28K
Decreased by -1.28%
Sep 30, 24
3 State Street Corporation 16.58M (4.35%) 107.06K
Increased by +0.65%
Mar 31, 24
4 State Street Corp 16.32M (4.28%) 125.00K
Increased by +0.77%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 11.14M (2.92%) -13.05M
Decreased by -117.16%
Sep 30, 24
6 T. Rowe Price Associates, Inc. 10.97M (2.88%) 1.05M
Increased by +9.55%
Sep 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 7.66M (2.01%) 127.56K
Increased by +1.67%
Sep 30, 24
11 JPMorgan Chase & Co 6.61M (1.73%) 1.02M
Increased by +15.50%
Sep 30, 24
12 Bank of America Corp 5.70M (1.49%) 54.56K
Increased by +0.96%
Sep 30, 24
13 NORGES BANK 5.57M (1.46%) 89.68K
Increased by +1.61%
Jun 30, 24
14 Franklin Resources Inc 4.85M (1.27%) 262.06K
Increased by +5.40%
Sep 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 3.25M (0.85%) -31.54K
Decreased by -0.97%
Sep 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 11.99M (3.14%) -13.26K
Decreased by -0.11%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 10.36M (2.71%) 87.66K
Increased by +0.85%
Dec 31, 24
3 SPDR® S&P 500® ETF Trust 4.81M (1.26%) 55.58K
Increased by +1.16%
Dec 31, 24
4 Fidelity 500 Index 4.72M (1.24%) 32.07K
Increased by +0.68%
Nov 30, 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 4.49M (1.18%) 3.15K
Increased by +0.07%
Dec 31, 24
8 Capital Group Growth Fnd of Amer Comp 3.63M (0.95%) -5.14K
Decreased by -0.14%
Sep 30, 24
9 American Funds Growth Fund of Amer A 3.53M (0.93%) -93.90K
Decreased by -2.66%
Dec 31, 24
10 Vanguard Value Index Inv 3.26M (0.85%) -10.04K
Decreased by -0.31%
Dec 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 2.76M (0.72%) 3.14K
Increased by +0.11%
Dec 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 2.41M (0.63%) -4.24K
Decreased by -0.18%
Dec 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%) 0.00
Increased by 0.00%
Dec 31, 24
19 American Funds American Balanced A 2.03M (0.53%) 32.80K
Increased by +1.61%
Mar 31, 24
20 T. Rowe Price Capital Appreciation 2.03M (0.53%) 446.00K
Increased by +21.99%
Dec 31, 24