Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 8.76%
2 XLF 7.83%
3 FNTC 6.74%
4 FNCL 6.54%
5 IPAY 6.07%
6 SKF 5.88%
7 FINZ 5.88%
8 SEF 5.88%
9 USSE 5.86%
10 LMBO 5.75%
11 DIVO 5.52%
12 FDFF 5.46%
13 FAS 5.39%
14 SPHQ 5.23%
15 UYG 5.16%
16 LRGE 4.91%
17 KNGS 4.87%
18 USMC 4.87%
19 LRGG 4.86%
20 VFH 4.83%

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 131.67M (7.73%) 4.11M
Increased by +3.12%
Sep 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 53.75M (3.16%) 1.68M
Increased by +3.12%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 46.53M (2.73%) 1.87M
Increased by +4.02%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 21.73M (1.28%) 250.95K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 20.64M (1.21%) 140.25K
Increased by +0.68%
Nov 30, 24
6 iShares Core S&P 500 ETF 20.29M (1.19%) 14.27K
Increased by +0.07%
Dec 31, 24
7 SPDR® S&P 500 ETF Trust 19.09M (1.12%) -148.36K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 18.72M (1.10%) 119.15K
Increased by +0.64%
Nov 30, 23
9 Vanguard Growth Index Investor 17.04M (1.00%) 675.27K
Increased by +3.96%
Dec 31, 24
10 The Financial Select Sector SPDR® ETF 12.22M (0.72%) -44.28K
Decreased by -0.36%
Dec 31, 24
11 Vanguard Institutional Index I 10.91M (0.64%) 332.50K
Increased by +3.05%
Dec 31, 24
12 AF High Growth (AFRIS) 10.71M (0.63%) 10.71M
Increased by +100.00%
Feb 29, 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 9.17M (0.54%) 452.39K
Increased by +4.93%
Dec 31, 24
15 American Funds Growth Fund of Amer A 8.53M (0.50%) 1.25M
Increased by +14.63%
Dec 31, 24
16 State St S&P 500® Indx SL Cl III 8.30M (0.49%) 206.13K
Increased by +2.48%
Dec 31, 24
17 American Funds Washington Mutual A 7.56M (0.44%) 0.00
Increased by 0.00%
Dec 31, 24
18 Capital Group Wash Mutual Invtrs Comp 7.56M (0.44%) 303.75K
Increased by +4.02%
Sep 30, 24
19 Fidelity Contrafund 7.54M (0.44%) 9.64K
Increased by +0.13%
Nov 30, 24
20 iShares MSCI USA Quality Factor ETF 7.41M (0.44%) 54.33K
Increased by +0.73%
Dec 31, 24