Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPOR 10.90%
2 SHPP 10.39%
3 FTXR 6.96%
4 SUPL 4.91%
5 NETZ 4.69%
6 HWAY 4.68%
7 CAMX 4.38%
8 LBAY 4.29%
9 UTRN 4.04%
10 NRSH 3.97%
11 XLI 3.56%
12 BLLD 3.43%
13 PJFV 3.42%
14 DIVL 2.93%
15 PWV 2.91%
16 XTN 2.85%
17 FIDU 2.78%
18 VIS 2.69%
19 DUSL 2.61%
20 UXI 2.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.85M (9.77%) 473.54K
Increased by +0.80%
Sep 30, 24
2 BlackRock Inc 43.35M (7.20%) 550.75K
Increased by +1.27%
Sep 30, 24
3 State Street Corp 24.79M (4.11%) 217.78K
Increased by +0.88%
Sep 30, 24
4 State Street Corporation 24.67M (4.09%) -67.81K
Decreased by -0.27%
Mar 31, 24
5 Geode Capital Management, LLC 12.81M (2.13%) 182.62K
Increased by +1.43%
Sep 30, 24
6 Bank of America Corp 11.86M (1.97%) -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 (1.62%) -10.47M
Decreased by -107.57%
Sep 30, 24
9 Massachusetts Financial Services Company 9.14M (1.52%) -365.60K
Decreased by -4.00%
Sep 30, 24
10 Capital Research Global Investors 9.10M (1.51%) 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 (1.22%) 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 (1.08%) -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 19.00M (3.15%) -141.05K
Decreased by -0.74%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 16.42M (2.73%) 38.84K
Increased by +0.24%
Dec 31, 24
3 AF High Growth (AFRIS) 13.92M (2.31%) 13.92M
Increased by +100.00%
Feb 29, 24
4 SPDR® S&P 500® ETF Trust 7.62M (1.27%) 88.18K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 7.53M (1.25%) 51.15K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500 ETF Trust 7.21M (1.20%) 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 iShares Core S&P 500 ETF 7.12M (1.18%) 5.00K
Increased by +0.07%
Dec 31, 24
11 Fidelity® 500 Index 7.10M (1.18%) 45.19K
Increased by +0.64%
Nov 30, 23
12 Capital Group American Mutual Comp 6.81M (1.13%) -950.23K
Decreased by -13.95%
Sep 30, 24
13 Global Balanced (AFRIS) 6.39M (1.06%) 6.39M
Increased by +100.00%
Feb 29, 24
14 American Funds American Mutual A 5.82M (0.97%) -988.27K
Decreased by -16.97%
Dec 31, 24
15 Capital Group Wash Mutual Invtrs Comp 5.58M (0.93%) 0.00
Increased by 0.00%
Sep 30, 24
16 Vanguard Value Index Inv 5.16M (0.86%) -45.82K
Decreased by -0.89%
Dec 31, 24
17 American Funds Washington Mutual A 4.93M (0.82%) -650.06K
Decreased by -13.18%
Dec 31, 24
18 Vanguard Dividend Growth Inv 4.86M (0.81%) -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 4.61M (0.77%) -62.23K
Decreased by -1.35%
Nov 30, 24