Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 8.61%
2 XLF 7.63%
3 FNCL 6.57%
4 FDFF 6.11%
5 USSE 6.00%
6 SKF 5.88%
7 SEF 5.88%
8 IPAY 5.88%
9 VFH 5.49%
10 FAS 5.35%
11 DIVO 5.03%
12 LBAY 4.93%
13 SXQG 4.92%
14 KNGS 4.87%
15 TMFE 4.86%
16 DJIA 4.83%
17 NDJI 4.74%
18 LRGE 4.71%
19 DYLG 4.69%
20 UYG 4.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 141.41M (9.00%) 361.25K
Increased by +0.26%
Dec 31, 23
2 BlackRock Inc 126.43M (8.05%) 1.53M
Increased by +1.21%
Dec 31, 23
3 State Street Corporation 73.35M (4.67%) 1.88M
Increased by +2.57%
Dec 31, 23
4 FMR Inc 51.63M (3.29%) 1.27M
Increased by +2.46%
Dec 31, 23
5 Morgan Stanley - Brokerage Accounts 51.58M (3.28%) 1.77M
Increased by +3.43%
Dec 31, 23
6 T. Rowe Price Associates, Inc. 45.03M (2.87%) -1.14M
Decreased by -2.52%
Dec 31, 23
7 Goldman Sachs Group Inc 36.88M (2.35%) 16.66M
Increased by +45.17%
Dec 31, 23
8 Geode Capital Management, LLC 34.02M (2.17%) 233.21K
Increased by +0.69%
Dec 31, 23
9 Bank of America Corp 24.25M (1.54%) -285.72K
Decreased by -1.18%
Dec 31, 23
10 AllianceBernstein L.P. 23.14M (1.47%) -1.05M
Decreased by -4.53%
Dec 31, 23
11 Capital Research & Mgmt Co - Division 3 22.94M (1.46%) 596.95K
Increased by +2.60%
Dec 31, 23
12 Massachusetts Financial Services Company 20.60M (1.31%) -691.59K
Decreased by -3.36%
Dec 31, 23
13 Royal Bank of Canada 18.62M (1.19%) -116.12K
Decreased by -0.62%
Dec 31, 23
14 Capital World Investors 17.90M (1.14%) 1.32M
Increased by +7.39%
Dec 31, 23
15 Wellington Management Company LLP 17.77M (1.13%) -1.47M
Decreased by -8.27%
Dec 31, 23
16 TCI Fund Management Limited 16.80M (1.07%) 0.00
Increased by 0.00%
Dec 31, 23
17 Northern Trust Corp 16.34M (1.04%) -737.96K
Decreased by -4.52%
Dec 31, 23
18 NORGES BANK 14.96M (0.95%) 197.34K
Increased by +1.32%
Dec 31, 23
19 Ameriprise Financial Inc 14.46M (0.92%) 234.70K
Increased by +1.62%
Dec 31, 23
20 Legal & General Group PLC 14.02M (0.89%) 3.21M
Increased by +22.90%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 140.88M (8.97%) 140.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 49.13M (3.13%) -105.37K
Decreased by -0.21%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 39.61M (2.52%) 64.75K
Increased by +0.16%
Mar 31, 24
4 Fidelity 500 Index 19.12M (1.22%) 192.37K
Increased by +1.01%
Feb 29, 24
5 SPDR® S&P 500 ETF Trust 19.09M (1.21%) -148.36K
Decreased by -0.78%
Mar 31, 24
6 Fidelity® 500 Index 18.72M (1.19%) 119.15K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 16.40M (1.04%) 120.58K
Increased by +0.74%
Mar 28, 24
8 Vanguard Growth Index Investor 14.49M (0.92%) 243.39K
Increased by +1.68%
Mar 31, 24
9 AF High Growth (AFRIS) 10.71M (0.68%) 10.71M
Increased by +100.00%
Feb 29, 24
10 Financial Select Sector SPDR® ETF 10.45M (0.67%) -13.20K
Decreased by -0.13%
Mar 31, 24
11 Vanguard Institutional Index I 10.40M (0.66%) -100.38K
Decreased by -0.97%
Mar 31, 24
12 Vanguard Dividend Appreciation ETF 8.16M (0.52%) -643.61K
Decreased by -7.88%
Mar 31, 24
13 State St S&P 500® Indx SL Cl III 7.68M (0.49%) -29.80K
Decreased by -0.39%
Mar 31, 24
14 American Funds Growth Fund of Amer A 7.67M (0.49%) 0.00
Increased by 0.00%
Mar 31, 24
15 Capital Group Growth Fnd of Amer Comp 7.67M (0.49%) 279.16K
Increased by +3.64%
Dec 31, 23
16 Fidelity Contrafund 7.31M (0.47%) 46.70K
Increased by +0.64%
Feb 29, 24
17 Fidelity® Contrafund® 7.15M (0.46%) 134.80K
Increased by +1.89%
Nov 30, 23
18 iShares MSCI USA Quality Factor ETF 6.95M (0.44%) 1.33K
Increased by +0.02%
Mar 28, 24
19 Capital Group Wash Mutual Invtrs Comp 6.53M (0.42%) 793.07K
Increased by +12.15%
Dec 31, 23
20 T. Rowe Price Blue Chip Growth 6.52M (0.42%) -287.58K
Decreased by -4.41%
Mar 31, 24