Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 9.36%
2 XLF 8.39%
3 FNCL 7.03%
4 FNTC 6.74%
5 USSE 6.64%
6 IPAY 6.48%
7 LMBO 5.96%
8 FINZ 5.88%
9 SEF 5.88%
10 SKF 5.88%
11 FDFF 5.87%
12 UYG 5.79%
13 FAS 5.77%
14 SPHQ 5.57%
15 BLCR 5.17%
16 DIVO 5.13%
17 LRGE 5.10%
18 SIZE 5.10%
19 TMFE 5.06%
20 BAFE 4.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 152.33M (8.53%) 9.24M
Increased by +6.07%
Sep 30, 24
2 BlackRock Inc 131.67M (7.37%) 4.11M
Increased by +3.12%
Sep 30, 24
3 State Street Corp 76.61M (4.29%) 3.33M
Increased by +4.34%
Sep 30, 24
4 State Street Corporation 73.54M (4.12%) 189.04K
Increased by +0.26%
Mar 31, 24
5 FMR Inc 57.11M (3.20%) 3.27M
Increased by +5.72%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 50.22M (2.81%) -51.11M
Decreased by -101.79%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 43.93M (2.46%) -370.45K
Decreased by -0.84%
Sep 30, 24
8 Geode Capital Management, LLC 38.66M (2.16%) 2.77M
Increased by +7.17%
Sep 30, 24
9 Bank of America Corp 24.17M (1.35%) -454.95K
Decreased by -1.88%
Sep 30, 24
10 AllianceBernstein L.P. 23.10M (1.29%) 900.48K
Increased by +3.90%
Sep 30, 24
11 Capital World Investors 23.04M (1.29%) 402.64K
Increased by +1.75%
Sep 30, 24
12 Capital Research & Mgmt Co - Division 3 22.95M (1.29%) 235.44K
Increased by +1.03%
Sep 30, 24
13 TCI Fund Management Limited 16.80M (0.94%) 0.00
Increased by 0.00%
Sep 30, 24
14 Royal Bank of Canada 16.71M (0.94%) -1.48M
Decreased by -8.85%
Sep 30, 24
15 Goldman Sachs Group Inc 16.00M (0.90%) -4.28M
Decreased by -26.76%
Sep 30, 24
16 Northern Trust Corp 15.48M (0.87%) -132.18K
Decreased by -0.85%
Sep 30, 24
17 Massachusetts Financial Services Company 15.39M (0.86%) -1.57M
Decreased by -10.21%
Sep 30, 24
18 JPMorgan Chase & Co 14.95M (0.84%) 4.08M
Increased by +27.31%
Jun 30, 24
19 NORGES BANK 14.81M (0.83%) -153.47K
Decreased by -1.04%
Jun 30, 24
20 Wellington Management Company LLP 14.31M (0.80%) -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 (7.89%) 140.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 53.75M (3.01%) 1.68M
Increased by +3.12%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 46.53M (2.61%) 1.87M
Increased by +4.02%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 21.73M (1.22%) 250.95K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 20.64M (1.16%) 140.25K
Increased by +0.68%
Nov 30, 24
6 iShares Core S&P 500 ETF 20.29M (1.14%) 14.27K
Increased by +0.07%
Dec 31, 24
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 17.04M (0.95%) 675.27K
Increased by +3.96%
Dec 31, 24
10 The Financial Select Sector SPDR® ETF 12.22M (0.68%) -44.28K
Decreased by -0.36%
Dec 31, 24
11 Vanguard Institutional Index I 10.91M (0.61%) 332.50K
Increased by +3.05%
Dec 31, 24
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 9.17M (0.51%) 452.39K
Increased by +4.93%
Dec 31, 24
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 8.30M (0.46%) 206.13K
Increased by +2.48%
Dec 31, 24
18 American Funds Washington Mutual A 7.56M (0.42%) 0.00
Increased by 0.00%
Dec 31, 24
19 Capital Group Wash Mutual Invtrs Comp 7.56M (0.42%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity Contrafund 7.54M (0.42%) 9.64K
Increased by +0.13%
Nov 30, 24