Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLOF 1000.00%
2 LRGF 1000.00%
3 ACWI 1000.00%
4 USCL 1000.00%
5 URTH 1000.00%
6 CRBN 1000.00%
7 ESGU 1000.00%
8 IWD 1000.00%
9 TOK 1000.00%
10 IWL 1000.00%
11 IWV 1000.00%
12 IYY 1000.00%
13 SUSL 1000.00%
14 SUSA 1000.00%
15 IWX 1000.00%
16 DVY 1000.00%
17 IXP 1000.00%
18 DSI 1000.00%
19 OEF 1000.00%
20 KLD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 351.27M (8.36%) 1.22M
Increased by +0.35%
Mar 31, 24
2 BlackRock Inc 341.46M (8.12%) -6.67M
Decreased by -1.95%
Mar 31, 24
3 State Street Corporation 184.63M (4.39%) 1.44M
Increased by +0.78%
Mar 31, 24
4 Charles Schwab Investment Management Inc 95.71M (2.28%) 2.70M
Increased by +2.82%
Mar 31, 24
5 Geode Capital Management, LLC 90.89M (2.16%) 4.60M
Increased by +5.06%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 78.38M (1.86%) -484.89K
Decreased by -0.62%
Mar 31, 24
7 NORGES BANK 49.92M (1.19%) 3.49M
Increased by +6.98%
Dec 31, 23
8 Bank of America Corp 43.06M (1.02%) 5.45M
Increased by +12.67%
Mar 31, 24
9 Northern Trust Corp 40.80M (0.97%) -1.42M
Decreased by -3.48%
Mar 31, 24
10 Legal & General Group PLC 37.25M (0.89%) -233.08K
Decreased by -0.63%
Mar 31, 24
11 Goldman Sachs Group Inc 37.11M (0.88%) 22.23M
Increased by +59.89%
Dec 31, 23
12 Dimensional Fund Advisors, Inc. 35.03M (0.83%) -480.18K
Decreased by -1.37%
Mar 31, 24
13 JPMorgan Chase & Co 33.91M (0.81%) 609.82K
Increased by +1.80%
Mar 31, 24
14 Bank of New York Mellon Corp 28.58M (0.68%) -2.17M
Decreased by -7.60%
Mar 31, 24
15 FMR Inc 27.25M (0.65%) -1.36M
Decreased by -4.99%
Mar 31, 24
16 UBS Asset Mgmt Americas Inc 27.07M (0.64%) 61.48K
Increased by +0.23%
Mar 31, 24
17 Amvescap Plc. 26.42M (0.63%) 1.09M
Increased by +4.13%
Mar 31, 24
18 Royal Bank of Canada 26.04M (0.62%) 459.53K
Increased by +1.76%
Mar 31, 24
19 T. Rowe Price Associates, Inc. 23.06M (0.55%) -4.34M
Decreased by -18.83%
Mar 31, 24
20 Capital Research Global Investors 22.60M (0.54%) 4.92K
Increased by +0.02%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 119.75M (2.85%) 376.93K
Increased by +0.31%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 108.18M (2.57%) 279.49K
Increased by +0.26%
Jun 30, 24
3 Schwab US Dividend Equity ETF™ 52.59M (1.25%) 49.14K
Increased by +0.09%
Jun 29, 24
4 Fidelity 500 Index 51.18M (1.22%) 259.59K
Increased by +0.51%
May 31, 24
5 SPDR® S&P 500® ETF Trust 50.08M (1.19%) 471.93K
Increased by +0.94%
Jun 30, 24
6 SPDR® S&P 500 ETF Trust 49.71M (1.18%) 112.32K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 48.99M (1.17%) 311.75K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 44.92M (1.07%) 227.96K
Increased by +0.51%
Jun 28, 24
9 Performer (AFRIS) 36.65M (0.87%) 36.65M
Increased by +100.00%
Feb 29, 24
10 Vanguard Value Index Inv 31.05M (0.74%) -433.29K
Decreased by -1.40%
Jun 30, 24
11 Vanguard Institutional Index I 27.30M (0.65%) -129.55K
Decreased by -0.47%
Jun 30, 24
12 The Comm Svcs Sel Sect SPDR® ETF 20.92M (0.50%) -23.79K
Decreased by -0.11%
Jun 28, 24
13 State St S&P 500® Indx SL Cl III 20.53M (0.49%) 124.92K
Increased by +0.61%
Jun 30, 24
14 Communication Services Sel Sect SPDR®ETF 19.37M (0.46%) -13.31K
Decreased by -0.07%
Apr 30, 24
15 Vanguard High Dividend Yield ETF 17.02M (0.41%) -11.81K
Decreased by -0.07%
Jun 30, 24
16 iShares Core High Dividend ETF 16.81M (0.40%) 17.84K
Increased by +0.11%
Jun 28, 24
17 Blackrock Eq Idx Fund CF 14.90M (0.35%) -108.08K
Decreased by -0.73%
Jun 30, 24
18 Russell 1000 Index Fund 12.75M (0.30%) -58.08K
Decreased by -0.46%
Jun 30, 24
19 Blackrock Russ 1000 Eq Idx Composite 12.75M (0.30%) -88.64K
Decreased by -0.70%
Mar 31, 24
20 Federated Hermes Strategic Val Dividend 11.04M (0.26%) -272.00K
Decreased by -2.46%
Sep 30, 23