Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPOR 11.18%
2 SHPP 8.00%
3 FTXR 7.06%
4 NRSH 5.72%
5 NETZ 4.80%
6 SUPL 4.72%
7 HWAY 4.41%
8 UTRN 4.04%
9 XLI 3.49%
10 LBAY 3.32%
11 PJFV 3.21%
12 BLLD 3.04%
13 PWV 2.91%
14 DIVL 2.82%
15 VIS 2.75%
16 FIDU 2.67%
17 XTN 2.42%
18 CARK 2.41%
19 JHMI 2.39%
20 RSHO 2.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 57.85M (9.52%) 26.79K
Increased by +0.05%
Mar 31, 24
2 BlackRock Inc 41.88M (6.89%) -127.19K
Decreased by -0.30%
Mar 31, 24
3 State Street Corporation 24.67M (4.06%) -67.81K
Decreased by -0.27%
Mar 31, 24
4 Bank of America Corp 14.14M (2.33%) 353.75K
Increased by +2.50%
Mar 31, 24
5 Geode Capital Management, LLC 12.22M (2.01%) 363.14K
Increased by +2.97%
Mar 31, 24
6 Capital Research & Mgmt Co - Division 3 10.74M (1.77%) -3.44M
Decreased by -32.04%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 9.78M (1.61%) -148.71K
Decreased by -1.52%
Mar 31, 24
8 Massachusetts Financial Services Company 9.75M (1.61%) -276.54K
Decreased by -2.84%
Mar 31, 24
9 JPMorgan Chase & Co 8.76M (1.44%) 1.37M
Increased by +15.66%
Mar 31, 24
10 Ameriprise Financial Inc 8.21M (1.35%) -134.54K
Decreased by -1.64%
Mar 31, 24
11 NORGES BANK 7.46M (1.23%) 1.29M
Increased by +17.36%
Dec 31, 23
12 Capital Research Global Investors 7.37M (1.21%) 518.99K
Increased by +7.04%
Mar 31, 24
13 T. Rowe Price Associates, Inc. 7.06M (1.16%) -427.04K
Decreased by -6.05%
Mar 31, 24
14 Soroban Capital Partners LP 7.05M (1.16%) -1.21M
Decreased by -17.21%
Dec 31, 23
15 Wellington Management Company LLP 6.79M (1.12%) -241.90K
Decreased by -3.56%
Mar 31, 24
16 Goldman Sachs Group Inc 6.39M (1.05%) 3.25M
Increased by +50.84%
Dec 31, 23
17 Franklin Resources Inc 6.36M (1.05%) 852.18K
Increased by +13.41%
Mar 31, 24
18 Northern Trust Corp 6.14M (1.01%) -259.53K
Decreased by -4.23%
Mar 31, 24
19 Fisher Asset Management, LLC 5.98M (0.98%) 120.77K
Increased by +2.02%
Mar 31, 24
20 Legal & General Group PLC 5.80M (0.96%) -11.14K
Decreased by -0.19%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 19.28M (3.17%) 33.31K
Increased by +0.17%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 15.68M (2.58%) 30.97K
Increased by +0.20%
Jun 30, 24
3 AF High Growth (AFRIS) 13.92M (2.29%) 13.92M
Increased by +100.00%
Feb 29, 24
4 American Funds American Mutual A 7.76M (1.28%) 763.09K
Increased by +9.83%
Jun 30, 24
5 Fidelity 500 Index 7.42M (1.22%) 37.65K
Increased by +0.51%
May 31, 24
6 SPDR® S&P 500® ETF Trust 7.26M (1.20%) 68.42K
Increased by +0.94%
Jun 30, 24
7 SPDR® S&P 500 ETF Trust 7.21M (1.19%) 16.29K
Increased by +0.23%
Apr 30, 24
8 UBS HV Global Selections - Agg 7.19M (1.18%) 7.19M
Increased by +99.98%
Jun 30, 24
9 Fidelity® 500 Index 7.10M (1.17%) 45.19K
Increased by +0.64%
Nov 30, 23
10 Capital Group American Mutual Comp 7.00M (1.15%) -1.22M
Decreased by -17.42%
Mar 31, 24
11 iShares Core S&P 500 ETF 6.51M (1.07%) 33.03K
Increased by +0.51%
Jun 28, 24
12 Global Balanced (AFRIS) 6.39M (1.05%) 6.39M
Increased by +100.00%
Feb 29, 24
13 Capital Group Wash Mutual Invtrs Comp 5.58M (0.92%) 466.73K
Increased by +8.36%
Mar 31, 24
14 American Funds Washington Mutual A 5.58M (0.92%) -1.92K
Decreased by -0.03%
Jun 30, 24
15 Vanguard Dividend Growth Inv 5.02M (0.83%) -210.97K
Decreased by -4.20%
Mar 31, 24
16 Vanguard Value Index Inv 5.00M (0.82%) -69.63K
Decreased by -1.39%
Jun 30, 24
17 MFS Large Cap Value Equity 4.92M (0.81%) -117.79K
Decreased by -2.39%
Mar 31, 24
18 MFS Value A 4.84M (0.80%) -34.53K
Decreased by -0.71%
May 31, 24
19 Vanguard Institutional Index I 3.96M (0.65%) -21.14K
Decreased by -0.53%
Jun 30, 24
20 Vanguard Dividend Appreciation ETF 3.29M (0.54%) 3.38K
Increased by +0.10%
Jun 30, 24