Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SSG 9.72%
2 TDIV 7.43%
3 IWTR 5.90%
4 SMH 5.00%
5 SHOC 4.49%
6 BEEZ 4.47%
7 SCHD 4.45%
8 SOXX 4.43%
9 FTXL 4.42%
10 SOXQ 4.39%
11 UTRN 4.17%
12 UDI 4.11%
13 QLTY 3.68%
14 DIVL 3.66%
15 RNDV 3.51%
16 KNGZ 3.40%
17 CLNR 3.31%
18 ARVR 3.27%
19 SOXL 3.20%
20 FDV 3.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 90.04M (9.91%) 1.17M
Increased by +1.30%
Dec 31, 23
2 BlackRock Inc 76.80M (8.46%) -1.72M
Decreased by -2.24%
Dec 31, 23
3 State Street Corporation 38.34M (4.22%) 1.09M
Increased by +2.85%
Dec 31, 23
4 Capital Research Global Investors 27.44M (3.02%) 9.50K
Increased by +0.03%
Dec 31, 23
5 JPMorgan Chase & Co 24.51M (2.70%) 2.58M
Increased by +10.51%
Dec 31, 23
6 Wellington Management Company LLP 24.51M (2.70%) -1.94M
Decreased by -7.93%
Dec 31, 23
7 Goldman Sachs Group Inc 20.53M (2.26%) 11.32M
Increased by +55.12%
Dec 31, 23
8 Charles Schwab Investment Management Inc 20.05M (2.21%) 1.15M
Increased by +5.76%
Dec 31, 23
9 Geode Capital Management, LLC 19.49M (2.15%) 223.50K
Increased by +1.15%
Dec 31, 23
10 Bank of America Corp 16.95M (1.87%) -5.84M
Decreased by -34.44%
Dec 31, 23
11 PRIMECAP Management Company 15.61M (1.72%) -188.93K
Decreased by -1.21%
Dec 31, 23
12 Bank of New York Mellon Corp 15.35M (1.69%) 370.87K
Increased by +2.42%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 13.30M (1.46%) -852.04K
Decreased by -6.41%
Dec 31, 23
14 T. Rowe Price Associates, Inc. 13.23M (1.46%) -1.22M
Decreased by -9.19%
Dec 31, 23
15 Franklin Resources Inc 11.93M (1.31%) 1.10M
Increased by +9.18%
Dec 31, 23
16 Northern Trust Corp 10.19M (1.12%) -909.58K
Decreased by -8.93%
Dec 31, 23
17 NORGES BANK 9.68M (1.07%) 305.76K
Increased by +3.16%
Dec 31, 23
18 Amvescap Plc. 9.40M (1.04%) 3.74M
Increased by +39.80%
Dec 31, 23
19 Royal Bank of Canada 9.32M (1.03%) 1.31M
Increased by +14.02%
Dec 31, 23
20 Massachusetts Financial Services Company 8.85M (0.97%) -1.61M
Decreased by -18.20%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 28.47M (3.13%) -60.30K
Decreased by -0.21%
Feb 29, 24
2 Vanguard Institutional 500 Index Trust 22.68M (2.50%) 229.35K
Increased by +1.01%
Feb 29, 24
3 Invesco QQQ Trust 17.04M (1.88%) 20.44K
Increased by +0.12%
Mar 28, 24
4 Schwab US Dividend Equity ETF™ 13.10M (1.44%) 18.09K
Increased by +0.14%
Mar 29, 24
5 SPDR® S&P 500 ETF Trust 11.04M (1.22%) 64.80K
Increased by +0.59%
Mar 28, 24
6 Fidelity 500 Index 10.89M (1.20%) 109.61K
Increased by +1.01%
Feb 29, 24
7 Vanguard PRIMECAP Inv 10.72M (1.18%) -47.20K
Decreased by -0.44%
Dec 31, 23
8 Fidelity® 500 Index 10.58M (1.16%) 67.33K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 9.43M (1.04%) 69.25K
Increased by +0.73%
Mar 28, 24
10 Vanguard Growth Index Investor 8.44M (0.93%) 72.53K
Increased by +0.86%
Feb 29, 24
11 Vanguard Dividend Growth Inv 7.29M (0.80%) 23.97K
Increased by +0.33%
Dec 31, 23
12 American Funds American Mutual A 6.49M (0.71%) -799.93K
Decreased by -12.33%
Dec 31, 23
13 Capital Group American Mutual Comp 6.49M (0.71%) -799.93K
Decreased by -12.33%
Dec 31, 23
14 American Funds Invmt Co of Amer A 6.35M (0.70%) 785.41K
Increased by +12.36%
Dec 31, 23
15 Capital Group Investment Co of Amer Comp 6.35M (0.70%) 785.41K
Increased by +12.36%
Dec 31, 23
16 Vanguard Wellington™ Inv 6.25M (0.69%) -1.85M
Decreased by -29.55%
Dec 31, 23
17 Technology Select Sector SPDR® ETF 6.14M (0.68%) 5.87K
Increased by +0.10%
Mar 28, 24
18 Vanguard Institutional Index I 5.98M (0.66%) -24.02K
Decreased by -0.40%
Feb 29, 24
19 Vanguard Dividend Appreciation ETF 5.25M (0.58%) 33.97K
Increased by +0.65%
Feb 29, 24
20 Vanguard Information Technology ETF 5.10M (0.56%) 32.77K
Increased by +0.64%
Feb 29, 24