Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 9.83%
2 XLF 8.56%
3 LMBO 7.55%
4 FNCL 7.53%
5 USSE 7.17%
6 FNTC 6.74%
7 IPAY 6.40%
8 FDFF 6.31%
9 UYG 6.22%
10 FAS 5.96%
11 FINZ 5.88%
12 SKF 5.88%
13 SEF 5.88%
14 SPHQ 5.81%
15 BLCR 5.64%
16 LRGE 5.47%
17 TMFE 5.46%
18 SIZE 5.46%
19 DIVO 5.22%
20 BAFE 5.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 159.41M (8.93%) 7.08M
Increased by +4.44%
Dec 31, 24
2 BlackRock Inc 137.34M (7.69%) 5.67M
Increased by +4.13%
Dec 31, 24
3 State Street Corp 81.25M (4.55%) 4.64M
Increased by +5.71%
Dec 31, 24
4 State Street Corporation 73.54M (4.12%) 189.04K
Increased by +0.26%
Mar 31, 24
5 FMR Inc 55.48M (3.11%) -1.63M
Decreased by -2.95%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 50.63M (2.84%) 409.08K
Increased by +0.81%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 42.95M (2.41%) -979.51K
Decreased by -2.28%
Dec 31, 24
8 Geode Capital Management, LLC 40.35M (2.26%) 1.69M
Increased by +4.19%
Dec 31, 24
9 Capital Research & Mgmt Co - Division 3 23.82M (1.33%) 866.60K
Increased by +3.64%
Dec 31, 24
10 Capital World Investors 23.28M (1.30%) 241.06K
Increased by +1.04%
Dec 31, 24
11 Bank of America Corp 23.14M (1.30%) -1.03M
Decreased by -4.46%
Dec 31, 24
12 AllianceBernstein L.P. 22.24M (1.25%) -854.79K
Decreased by -3.84%
Dec 31, 24
13 Northern Trust Corp 18.26M (1.02%) 2.79M
Increased by +15.26%
Dec 31, 24
14 TCI Fund Management Limited 16.80M (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
15 NORGES BANK 16.36M (0.92%) 1.56M
Increased by +9.51%
Dec 31, 24
16 Goldman Sachs Group Inc 16.20M (0.91%) 202.64K
Increased by +1.25%
Dec 31, 24
17 Massachusetts Financial Services Company 15.39M (0.86%) -1.57M
Decreased by -10.21%
Sep 30, 24
18 Wellington Management Company LLP 14.31M (0.80%) -3.13M
Decreased by -21.91%
Sep 30, 24
19 Legal & General Group PLC 13.91M (0.78%) -510.04K
Decreased by -3.67%
Sep 30, 24
20 Royal Bank of Canada 13.75M (0.77%) -2.96M
Decreased by -21.54%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 140.88M (7.89%) 140.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 54.08M (3.03%) 186.50K
Increased by +0.34%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 47.68M (2.67%) 325.41K
Increased by +0.68%
Feb 28, 25
4 Fidelity 500 Index 21.55M (1.21%) 95.08K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 21.36M (1.20%) -151.90K
Decreased by -0.71%
Feb 28, 25
6 iShares Core S&P 500 ETF 20.30M (1.14%) -1.02K
Decreased by -0.01%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 19.09M (1.07%) -148.36K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 18.72M (1.05%) 119.15K
Increased by +0.64%
Nov 30, 23
9 Vanguard Growth Index Investor 17.12M (0.96%) 13.39K
Increased by +0.08%
Feb 28, 25
10 The Financial Select Sector SPDR® ETF 12.93M (0.72%) 15.40K
Increased by +0.12%
Feb 28, 25
11 Vanguard Institutional Index I 10.71M (0.60%) -126.62K
Decreased by -1.18%
Feb 28, 25
12 AF High Growth (AFRIS) 10.71M (0.60%) 10.71M
Increased by +100.00%
Feb 29, 24
13 Financial Select Sector SPDR® ETF 10.45M (0.59%) -13.20K
Decreased by -0.13%
Mar 31, 24
14 Vanguard Dividend Appreciation ETF 9.15M (0.51%) 45.63K
Increased by +0.50%
Feb 28, 25
15 American Funds Growth Fund of Amer A 8.53M (0.48%) 1.25M
Increased by +14.63%
Dec 31, 24
16 Capital Group Growth Fnd of Amer Comp 8.53M (0.48%) 1.25M
Increased by +14.63%
Dec 31, 24
17 State St S&P 500® Indx SL Cl III 8.36M (0.47%) 6.20K
Increased by +0.07%
Feb 28, 25
18 Fidelity Contrafund 7.69M (0.43%) 97.40K
Increased by +1.27%
Jan 31, 25
19 iShares MSCI USA Quality Factor ETF 7.57M (0.42%) 42.49K
Increased by +0.56%
Feb 28, 25
20 American Funds Washington Mutual A 7.56M (0.42%) 0.00
Increased by 0.00%
Dec 31, 24