Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 8.43%
2 XLF 7.53%
3 FNTC 6.74%
4 FNCL 6.04%
5 USSE 5.94%
6 SEF 5.88%
7 SKF 5.88%
8 FINZ 5.88%
9 IPAY 5.85%
10 SPHQ 5.41%
11 DIVO 5.39%
12 FDFF 5.38%
13 TMFE 5.34%
14 LMBO 5.22%
15 LRGG 5.07%
16 FAS 5.07%
17 LRGE 5.04%
18 USMC 4.90%
19 KNGS 4.87%
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 Morgan Stanley - Brokerage Accounts 101.33M (5.95%) -4.19M
Decreased by -4.13%
Jun 30, 24
4 State Street Corporation 73.54M (4.32%) 189.04K
Increased by +0.26%
Mar 31, 24
5 State Street Corp 73.28M (4.30%) -258.32K
Decreased by -0.35%
Jun 30, 24
6 FMR Inc 57.11M (3.35%) 3.27M
Increased by +5.72%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 44.30M (2.60%) -633.04K
Decreased by -1.43%
Jun 30, 24
8 Geode Capital Management, LLC 35.88M (2.11%) 1.01M
Increased by +2.81%
Jun 30, 24
9 Bank of America Corp 24.62M (1.45%) 110.36K
Increased by +0.45%
Jun 30, 24
10 Capital World Investors 23.04M (1.35%) 402.64K
Increased by +1.75%
Sep 30, 24
11 Capital Research & Mgmt Co - Division 3 22.95M (1.35%) 235.44K
Increased by +1.03%
Sep 30, 24
12 AllianceBernstein L.P. 22.20M (1.30%) -149.67K
Decreased by -0.67%
Jun 30, 24
13 Goldman Sachs Group Inc 20.28M (1.19%) 1.70M
Increased by +8.39%
Jun 30, 24
14 Royal Bank of Canada 18.19M (1.07%) -279.48K
Decreased by -1.54%
Jun 30, 24
15 Wellington Management Company LLP 17.44M (1.02%) 4.27K
Increased by +0.02%
Jun 30, 24
16 TCI Fund Management Limited 16.80M (0.99%) 0.00
Increased by 0.00%
Jun 30, 24
17 Northern Trust Corp 15.48M (0.91%) -132.18K
Decreased by -0.85%
Sep 30, 24
18 Massachusetts Financial Services Company 15.39M (0.90%) -1.57M
Decreased by -10.21%
Sep 30, 24
19 JPMorgan Chase & Co 14.95M (0.88%) 4.08M
Increased by +27.31%
Jun 30, 24
20 NORGES BANK 14.81M (0.87%) -153.47K
Decreased by -1.04%
Jun 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 Fidelity 500 Index 20.53M (1.21%) 1.14M
Increased by +5.56%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 20.35M (1.19%) 89.67K
Increased by +0.44%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 19.09M (1.12%) -148.36K
Decreased by -0.78%
Mar 31, 24
7 Fidelity® 500 Index 18.72M (1.10%) 119.15K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 18.60M (1.09%) 28.62K
Increased by +0.15%
Oct 31, 24
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 11.45M (0.67%) -78.88K
Decreased by -0.69%
Oct 31, 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 8.10M (0.48%) 23.50K
Increased by +0.29%
Oct 31, 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 7.41M (0.44%) 77.21K
Increased by +1.04%
Sep 30, 24
19 American Funds Growth Fund of Amer A 7.29M (0.43%) -685.11K
Decreased by -9.40%
Sep 30, 24
20 Capital Group Growth Fnd of Amer Comp 7.29M (0.43%) -685.11K
Decreased by -9.40%
Sep 30, 24