Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPOR 10.85%
2 SHPP 9.85%
3 FTXR 6.05%
4 NRSH 5.65%
5 SUPL 4.57%
6 CAMX 4.25%
7 HWAY 4.21%
8 NETZ 4.05%
9 UTRN 4.04%
10 LBAY 3.85%
11 XLI 3.36%
12 BLLD 3.14%
13 PJFV 3.01%
14 PWV 2.91%
15 DIVL 2.76%
16 FIDU 2.60%
17 VIS 2.55%
18 JHMI 2.39%
19 FMCX 2.30%
20 DUSL 2.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.85M (9.74%) 473.54K
Increased by +0.80%
Sep 30, 24
2 BlackRock Inc 42.80M (7.08%) 926.29K
Increased by +2.16%
Jun 30, 24
3 State Street Corp 24.79M (4.10%) 217.78K
Increased by +0.88%
Sep 30, 24
4 State Street Corporation 24.67M (4.08%) -67.81K
Decreased by -0.27%
Mar 31, 24
5 Geode Capital Management, LLC 12.81M (2.12%) 182.62K
Increased by +1.43%
Sep 30, 24
6 Bank of America Corp 11.86M (1.96%) -1.42M
Decreased by -11.98%
Sep 30, 24
7 Capital Research & Mgmt Co - Division 3 10.33M (1.71%) -269.07K
Decreased by -2.61%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 9.73M (1.61%) -10.47M
Decreased by -107.57%
Sep 30, 24
9 Massachusetts Financial Services Company 9.14M (1.51%) -365.60K
Decreased by -4.00%
Sep 30, 24
10 Capital Research Global Investors 9.10M (1.50%) 825.79K
Increased by +9.08%
Sep 30, 24
11 Ameriprise Financial Inc 8.88M (1.47%) 569.98K
Increased by +6.42%
Sep 30, 24
12 JPMorgan Chase & Co 8.56M (1.42%) 129.25K
Increased by +1.51%
Sep 30, 24
13 NORGES BANK 8.14M (1.35%) 685.61K
Increased by +8.42%
Jun 30, 24
14 Franklin Resources Inc 7.32M (1.21%) 625.49K
Increased by +8.54%
Sep 30, 24
15 Soroban Capital Partners LP 7.05M (1.17%) -1.21M
Decreased by -17.21%
Dec 31, 23
16 Wellington Management Company LLP 6.63M (1.10%) -74.97K
Decreased by -1.13%
Sep 30, 24
17 T. Rowe Price Associates, Inc. 6.49M (1.07%) -385.65K
Decreased by -5.94%
Sep 30, 24
18 Goldman Sachs Group Inc 6.39M (1.06%) 3.25M
Increased by +50.84%
Dec 31, 23
19 Fisher Asset Management, LLC 6.29M (1.04%) 143.90K
Increased by +2.29%
Sep 30, 24
20 Amvescap Plc. 6.15M (1.02%) 226.97K
Increased by +3.69%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 19.22M (3.18%) -66.14K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 16.15M (2.67%) 190.46K
Increased by +1.18%
Oct 31, 24
3 AF High Growth (AFRIS) 13.92M (2.30%) 13.92M
Increased by +100.00%
Feb 29, 24
4 SPDR® S&P 500® ETF Trust 7.52M (1.24%) 44.52K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 7.48M (1.24%) -12.29K
Decreased by -0.16%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 7.21M (1.19%) 16.29K
Increased by +0.23%
Apr 30, 24
7 UBS HV Tax-Opt Global Selections - Agg 7.19M (1.19%) 7.19M
Increased by +100.00%
Jun 30, 24
8 UBS Tax-Opt Digital Transformation theme 7.19M (1.19%) 7.19M
Increased by +100.00%
Jun 30, 24
9 UBS HV Global Selections - Agg 7.19M (1.19%) 7.19M
Increased by +99.98%
Jun 30, 24
10 Fidelity® 500 Index 7.10M (1.17%) 45.19K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 6.89M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
12 American Funds American Mutual A 6.81M (1.13%) -950.23K
Decreased by -13.95%
Sep 30, 24
13 Capital Group American Mutual Comp 6.81M (1.13%) -950.23K
Decreased by -13.95%
Sep 30, 24
14 Global Balanced (AFRIS) 6.39M (1.06%) 6.39M
Increased by +100.00%
Feb 29, 24
15 American Funds Washington Mutual A 5.58M (0.92%) 0.00
Increased by 0.00%
Sep 30, 24
16 Capital Group Wash Mutual Invtrs Comp 5.58M (0.92%) 0.00
Increased by 0.00%
Sep 30, 24
17 Vanguard Value Index Inv 5.17M (0.86%) 15.08K
Increased by +0.29%
Oct 31, 24
18 Vanguard Dividend Growth Inv 4.86M (0.80%) -72.01K
Decreased by -1.48%
Sep 30, 24
19 MFS Large Cap Value Equity 4.71M (0.78%) -104.06K
Decreased by -2.21%
Sep 30, 24
20 MFS Value A 4.67M (0.77%) -31.25K
Decreased by -0.67%
Oct 31, 24