Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKE 1000.00%
2 IWB 1000.00%
3 XDNA 9.93%
4 MJO 9.90%
5 MJJ 9.90%
6 ACT_old 8.00%
7 SYNB 7.69%
8 THNR 4.91%
9 JDOC 4.72%
10 AILG 4.51%
11 BEEZ 4.22%
12 XLV 4.09%
13 CWS 4.03%
14 UTRN 4.01%
15 IYH 3.91%
16 FHLC 3.57%
17 PINK 3.57%
18 VHT 3.56%
19 QOWZ 3.40%
20 IBLN 3.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.10M (8.68%) 117.35K
Increased by +0.35%
Mar 31, 24
2 BlackRock Inc 28.98M (7.60%) 650.04K
Increased by +2.24%
Mar 31, 24
3 State Street Corporation 16.58M (4.35%) 107.06K
Increased by +0.65%
Mar 31, 24
4 Capital World Investors 13.49M (3.54%) 1.23M
Increased by +9.12%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 11.75M (3.08%) -799.61K
Decreased by -6.80%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 10.05M (2.64%) 156.68K
Increased by +1.56%
Mar 31, 24
7 Capital Research Global Investors 8.11M (2.13%) 123.52K
Increased by +1.52%
Mar 31, 24
8 Geode Capital Management, LLC 7.50M (1.97%) 203.30K
Increased by +2.71%
Mar 31, 24
9 FMR Inc 6.92M (1.82%) -931.57K
Decreased by -13.47%
Mar 31, 24
10 NORGES BANK 5.48M (1.44%) -158.11K
Decreased by -2.88%
Dec 31, 23
11 Bank of America Corp 5.09M (1.33%) 184.75K
Increased by +3.63%
Mar 31, 24
12 JPMorgan Chase & Co 4.42M (1.16%) 643.38K
Increased by +14.56%
Mar 31, 24
13 Massachusetts Financial Services Company 4.31M (1.13%) 126.86K
Increased by +2.95%
Mar 31, 24
14 Franklin Resources Inc 4.09M (1.07%) 1.57M
Increased by +38.45%
Mar 31, 24
15 Goldman Sachs Group Inc 3.89M (1.02%) 1.71M
Increased by +44.04%
Dec 31, 23
16 Northern Trust Corp 3.67M (0.96%) -119.62K
Decreased by -3.26%
Mar 31, 24
17 Polen Capital 3.26M (0.86%) 1.23M
Increased by +37.61%
Mar 31, 24
18 Royal Bank of Canada 3.21M (0.84%) -30.66K
Decreased by -0.95%
Mar 31, 24
19 TCI Fund Management Limited 3.15M (0.83%) -46.80K
Decreased by -1.49%
Dec 31, 23
20 Wellington Management Company LLP 3.07M (0.81%) 82.39K
Increased by +2.68%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.06M (3.16%) 28.79K
Increased by +0.24%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 9.81M (2.57%) -105.73K
Decreased by -1.08%
Jun 30, 24
3 Fidelity 500 Index 4.70M (1.23%) 23.86K
Increased by +0.51%
May 31, 24
4 SPDR® S&P 500 ETF Trust 4.57M (1.20%) 10.30K
Increased by +0.23%
Apr 30, 24
5 SPDR® S&P 500® ETF Trust 4.55M (1.19%) 42.71K
Increased by +0.94%
Jun 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 4.07M (1.07%) 20.66K
Increased by +0.51%
Jun 28, 24
8 Capital Group Growth Fnd of Amer Comp 4.07M (1.07%) 490.65K
Increased by +12.05%
Mar 31, 24
9 American Funds Growth Fund of Amer A 3.63M (0.95%) -440.49K
Decreased by -12.13%
Jun 30, 24
10 Vanguard Value Index Inv 3.13M (0.82%) 1.54M
Increased by +49.34%
Jun 30, 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%) -10.88K
Decreased by -0.39%
Jun 30, 24
13 UBS HV Global Selections - Agg 2.76M (0.72%) 2.76M
Increased by +99.96%
Jun 30, 24
14 Vanguard Institutional Index I 2.48M (0.65%) -44.89K
Decreased by -1.81%
Jun 30, 24
15 VA CollegeAmerica Amcap 529A 2.36M (0.62%) 63.69K
Increased by +2.70%
Jun 30, 24
16 Capital Group AMCAP Composite 2.29M (0.60%) -3.00K
Decreased by -0.13%
Mar 31, 24
17 Capital Group New Perspective Comp 2.11M (0.55%) 303.43K
Increased by +14.39%
Mar 31, 24
18 Vanguard Health Care Inv 2.11M (0.55%) 0.00
Increased by 0.00%
Mar 31, 24
19 American Funds American Balanced A 2.03M (0.53%) 32.80K
Increased by +1.61%
Mar 31, 24
20 Capital Group Fundamental Invtrs Comp 2.03M (0.53%) 99.12K
Increased by +4.88%
Mar 31, 24