Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GK 5.64%
2 FCTE 5.51%
3 NETZ 5.27%
4 PKB 5.12%
5 SOLR 5.12%
6 SULR 5.12%
7 BELT 5.01%
8 TEMP 4.92%
9 BDIV 4.48%
10 GRNR 4.45%
11 NEWZ 4.23%
12 BRNY 4.01%
13 XHB 3.88%
14 UTRN 3.80%
15 IWFG 3.49%
16 CIRC 3.45%
17 PRN 3.33%
18 MADE 3.28%
19 MID 3.20%
20 GSFP 2.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.39M (8.64%) -626.62K
Decreased by -3.23%
Jun 30, 24
2 Vanguard Group Inc 19.08M (8.51%) 141.10K
Increased by +0.74%
Sep 30, 24
3 JPMorgan Chase & Co 16.83M (7.50%) -560.83K
Decreased by -3.33%
Jun 30, 24
4 FMR Inc 10.34M (4.61%) 397.54K
Increased by +3.85%
Sep 30, 24
5 State Street Corporation 9.74M (4.34%) -257.57K
Decreased by -2.64%
Mar 31, 24
6 State Street Corp 9.69M (4.32%) -51.97K
Decreased by -0.54%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 6.66M (2.97%) 452.53K
Increased by +6.80%
Jun 30, 24
8 Geode Capital Management, LLC 4.57M (2.04%) -666.88K
Decreased by -14.58%
Jun 30, 24
9 Bank of New York Mellon Corp 3.63M (1.62%) -177.15K
Decreased by -4.88%
Jun 30, 24
10 Ameriprise Financial Inc 3.42M (1.52%) -13.57K
Decreased by -0.40%
Jun 30, 24
11 Bank of America Corp 3.25M (1.45%) 823.45K
Increased by +25.37%
Jun 30, 24
12 NORGES BANK 2.93M (1.31%) 238.62K
Increased by +8.15%
Jun 30, 24
13 Franklin Resources Inc 2.70M (1.20%) 3.86K
Increased by +0.14%
Jun 30, 24
14 Massachusetts Financial Services Company 2.55M (1.14%) 671.69K
Increased by +26.34%
Sep 30, 24
15 Nuveen Asset Management, LLC 2.47M (1.10%) -214.60K
Decreased by -8.69%
Jun 30, 24
16 Amvescap Plc. 2.41M (1.07%) 102.84K
Increased by +4.28%
Sep 30, 23
17 Generation Investment Management LLP 2.29M (1.02%) -738.06K
Decreased by -32.24%
Mar 31, 24
18 Ontario Teachers Pension Plan Board 2.17M (0.97%) -90.23K
Decreased by -4.16%
Sep 30, 23
19 Capital World Investors 2.15M (0.96%) -30.66K
Decreased by -1.43%
Mar 31, 24
20 UBS Asset Mgmt Americas Inc 2.14M (0.95%) 20.15K
Increased by +0.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.12M (3.17%) -25.28K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 5.98M (2.67%) 70.16K
Increased by +1.17%
Oct 31, 24
3 Performer (AFRIS) 5.97M (2.66%) 5.97M
Increased by +100.00%
Feb 29, 24
4 Fidelity 500 Index 2.77M (1.24%) -14.45K
Decreased by -0.52%
Sep 30, 24
5 JPMorgan Large Cap Growth I 2.76M (1.23%) -383.94K
Decreased by -13.91%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 2.75M (1.23%) 14.36K
Increased by +0.52%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 2.72M (1.21%) 20.39K
Increased by +0.75%
Jan 31, 24
8 Fidelity® 500 Index 2.66M (1.19%) 16.94K
Increased by +0.64%
Nov 30, 23
9 JPM US Large Cap Growth-MA 2.66M (1.19%) 2.43M
Increased by +91.42%
Sep 30, 23
10 iShares Core S&P 500 ETF 2.51M (1.12%) 3.86K
Increased by +0.15%
Oct 31, 24
11 MFS Large Cap Value (SMA) 2.36M (1.05%) 2.36M
Increased by +100.00%
Jun 30, 23
12 American Funds Europacific Growth A 1.96M (0.88%) 0.00
Increased by 0.00%
Dec 31, 23
13 Capital Group EuroPacific Growth Comp 1.96M (0.87%) -8.88K
Decreased by -0.45%
Mar 31, 24
14 Vanguard Value Index Inv 1.91M (0.85%) 5.64K
Increased by +0.29%
Oct 31, 24
15 JPMorgan Equity Premium Income ETF 1.57M (0.70%) 567.00
Increased by +0.04%
Oct 31, 24
16 Vanguard Institutional Index I 1.43M (0.64%) -413.00
Decreased by -0.03%
Oct 31, 24
17 Fidelity Contrafund 1.39M (0.62%) 74.71K
Increased by +5.36%
Sep 30, 24
18 Columbia Dividend Value 1.34M (0.60%) -12.23K
Decreased by -0.91%
Sep 30, 24
19 Columbia Dividend Income Inst 1.34M (0.60%) -2.12K
Decreased by -0.16%
Oct 31, 24
20 Fidelity Magellan 1.24M (0.55%) 500.00
Increased by +0.04%
Sep 30, 24