Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.19%
2 NETZ 5.15%
3 GK 4.83%
4 FCTE 4.81%
5 SULR 4.80%
6 SOLR 4.80%
7 BELT 4.63%
8 TEMP 4.55%
9 GRNR 4.45%
10 BDIV 4.32%
11 NEWZ 4.14%
12 UTRN 3.86%
13 XHB 3.83%
14 BRNY 3.79%
15 CIRC 3.45%
16 PRN 3.33%
17 MID 3.20%
18 MADE 3.11%
19 IWFG 3.02%
20 BCUS 2.86%

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 15.66M (6.98%) -1.18M
Decreased by -7.51%
Sep 30, 24
4 FMR Inc 10.34M (4.61%) 397.54K
Increased by +3.85%
Sep 30, 24
5 State Street Corp 9.77M (4.36%) 77.83K
Increased by +0.80%
Sep 30, 24
6 State Street Corporation 9.74M (4.34%) -257.57K
Decreased by -2.64%
Mar 31, 24
7 Geode Capital Management, LLC 4.64M (2.07%) 65.99K
Increased by +1.42%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 3.24M (1.45%) -3.42M
Decreased by -105.28%
Sep 30, 24
9 Ameriprise Financial Inc 3.21M (1.43%) -205.15K
Decreased by -6.39%
Sep 30, 24
10 Bank of New York Mellon Corp 3.02M (1.35%) -608.57K
Decreased by -20.13%
Sep 30, 24
11 NORGES BANK 2.93M (1.31%) 238.62K
Increased by +8.15%
Jun 30, 24
12 Bank of America Corp 2.74M (1.22%) -500.38K
Decreased by -18.23%
Sep 30, 24
13 Franklin Resources Inc 2.57M (1.14%) -130.56K
Decreased by -5.09%
Sep 30, 24
14 Massachusetts Financial Services Company 2.55M (1.14%) 671.69K
Increased by +26.34%
Sep 30, 24
15 Amvescap Plc. 2.41M (1.07%) 102.84K
Increased by +4.28%
Sep 30, 23
16 Nuveen Asset Management, LLC 2.30M (1.02%) -174.06K
Decreased by -7.58%
Sep 30, 24
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 SPDR® S&P 500® ETF Trust 2.78M (1.24%) 16.49K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 2.77M (1.23%) -4.55K
Decreased by -0.16%
Oct 31, 24
6 JPMorgan Large Cap Growth I 2.76M (1.23%) 0.00
Increased by 0.00%
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 2.55M (1.14%) 0.00
Increased by 0.00%
Nov 30, 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 1.53M (0.68%) 1.77K
Increased by +0.12%
Nov 29, 24
16 Fidelity Contrafund 1.44M (0.64%) 40.36K
Increased by +2.81%
Oct 31, 24
17 Vanguard Institutional Index I 1.43M (0.64%) -413.00
Decreased by -0.03%
Oct 31, 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%) 0.00
Increased by 0.00%
Oct 31, 24