Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 8.68%
2 XLF 7.82%
3 FNTC 6.74%
4 FNCL 6.52%
5 IPAY 5.90%
6 FINZ 5.88%
7 SKF 5.88%
8 SEF 5.88%
9 USSE 5.85%
10 DIVO 5.46%
11 FAS 5.40%
12 SPHQ 5.29%
13 FDFF 5.26%
14 TMFE 5.26%
15 LMBO 5.13%
16 LRGG 5.06%
17 LRGE 4.93%
18 KNGS 4.87%
19 USMC 4.75%
20 NDJI 4.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 152.33M (8.94%) 9.24M
Increased by +6.07%
Sep 30, 24
2 BlackRock Inc 127.55M (7.49%) 221.83K
Increased by +0.17%
Jun 30, 24
3 State Street Corp 76.61M (4.50%) 3.33M
Increased by +4.34%
Sep 30, 24
4 State Street Corporation 73.54M (4.32%) 189.04K
Increased by +0.26%
Mar 31, 24
5 FMR Inc 57.11M (3.35%) 3.27M
Increased by +5.72%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 50.22M (2.95%) -51.11M
Decreased by -101.79%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 43.93M (2.58%) -370.45K
Decreased by -0.84%
Sep 30, 24
8 Geode Capital Management, LLC 38.66M (2.27%) 2.77M
Increased by +7.17%
Sep 30, 24
9 Bank of America Corp 24.17M (1.42%) -454.95K
Decreased by -1.88%
Sep 30, 24
10 AllianceBernstein L.P. 23.10M (1.36%) 900.48K
Increased by +3.90%
Sep 30, 24
11 Capital World Investors 23.04M (1.35%) 402.64K
Increased by +1.75%
Sep 30, 24
12 Capital Research & Mgmt Co - Division 3 22.95M (1.35%) 235.44K
Increased by +1.03%
Sep 30, 24
13 TCI Fund Management Limited 16.80M (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
14 Royal Bank of Canada 16.71M (0.98%) -1.48M
Decreased by -8.85%
Sep 30, 24
15 Goldman Sachs Group Inc 16.00M (0.94%) -4.28M
Decreased by -26.76%
Sep 30, 24
16 Northern Trust Corp 15.48M (0.91%) -132.18K
Decreased by -0.85%
Sep 30, 24
17 Massachusetts Financial Services Company 15.39M (0.90%) -1.57M
Decreased by -10.21%
Sep 30, 24
18 JPMorgan Chase & Co 14.95M (0.88%) 4.08M
Increased by +27.31%
Jun 30, 24
19 NORGES BANK 14.81M (0.87%) -153.47K
Decreased by -1.04%
Jun 30, 24
20 Wellington Management Company LLP 14.31M (0.84%) -3.13M
Decreased by -21.91%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 140.88M (8.27%) 140.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 52.30M (3.07%) -182.07K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 44.02M (2.58%) 533.47K
Increased by +1.21%
Oct 31, 24
4 SPDR® S&P 500® ETF Trust 20.62M (1.21%) 121.89K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 20.50M (1.20%) -33.68K
Decreased by -0.16%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 19.09M (1.12%) -148.36K
Decreased by -0.78%
Mar 31, 24
7 iShares Core S&P 500 ETF 18.88M (1.11%) 0.00
Increased by 0.00%
Nov 30, 24
8 Fidelity® 500 Index 18.72M (1.10%) 119.15K
Increased by +0.64%
Nov 30, 23
9 Vanguard Growth Index Investor 16.28M (0.96%) 104.62K
Increased by +0.64%
Oct 31, 24
10 The Financial Select Sector SPDR® ETF 12.46M (0.73%) 54.87K
Increased by +0.44%
Nov 30, 24
11 AF High Growth (AFRIS) 10.71M (0.63%) 10.71M
Increased by +100.00%
Feb 29, 24
12 Vanguard Institutional Index I 10.62M (0.62%) -4.61K
Decreased by -0.04%
Oct 31, 24
13 Financial Select Sector SPDR® ETF 10.45M (0.61%) -13.20K
Decreased by -0.13%
Mar 31, 24
14 Vanguard Dividend Appreciation ETF 8.66M (0.51%) 22.57K
Increased by +0.26%
Oct 31, 24
15 State St S&P 500® Indx SL Cl III 8.09M (0.48%) -4.10K
Decreased by -0.05%
Nov 30, 24
16 American Funds Washington Mutual A 7.56M (0.44%) 303.75K
Increased by +4.02%
Sep 30, 24
17 Capital Group Wash Mutual Invtrs Comp 7.56M (0.44%) 303.75K
Increased by +4.02%
Sep 30, 24
18 Fidelity Contrafund 7.53M (0.44%) 120.53K
Increased by +1.60%
Oct 31, 24
19 iShares MSCI USA Quality Factor ETF 7.35M (0.43%) 0.00
Increased by 0.00%
Nov 30, 24
20 American Funds Growth Fund of Amer A 7.29M (0.43%) -685.11K
Decreased by -9.40%
Sep 30, 24