Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 EVX 10.16%
4 IDU 6.09%
5 CCSO 5.14%
6 RNEW 4.92%
7 GSFP 4.85%
8 KSEA 4.26%
9 UTRN 3.96%
10 TXS 3.80%
11 NEWZ 3.28%
12 STNC 3.19%
13 YALL 3.11%
14 BDVG 3.04%
15 CCOR 2.92%
16 VSMV 2.87%
17 JGRW 2.86%
18 NETZ 2.74%
19 RJMG 2.67%
20 LBAY 2.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.76M (9.19%) 495.01K
Increased by +1.35%
Sep 30, 24
2 Gates Bill & Melinda Foundation 32.23M (8.06%) -3.00M
Decreased by -9.31%
Sep 30, 24
3 BlackRock Inc 29.89M (7.47%) -783.41K
Decreased by -2.62%
Sep 30, 24
4 State Street Corporation 18.57M (4.64%) 708.90K
Increased by +3.82%
Mar 31, 24
5 State Street Corp 18.41M (4.60%) -113.47K
Decreased by -0.62%
Sep 30, 24
6 Geode Capital Management, LLC 8.15M (2.04%) 168.82K
Increased by +2.07%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 7.66M (1.91%) -7.33M
Decreased by -95.74%
Sep 30, 24
8 Parnassus Investments LLC 5.12M (1.28%) 520.10K
Increased by +10.16%
Sep 30, 24
9 NORGES BANK 4.85M (1.21%) 474.00K
Increased by +9.76%
Jun 30, 24
10 Parnassus Investments, LLC 4.80M (1.20%) 16.21K
Increased by +0.34%
Dec 31, 23
11 Nordea Investment Mgmt Bank Demark A/s 4.24M (1.06%) 280.45K
Increased by +6.61%
Dec 31, 24
12 Capital World Investors 4.23M (1.06%) 1.30M
Increased by +30.84%
Mar 31, 24
13 Bank of America Corp 4.17M (1.04%) -342.41K
Decreased by -8.21%
Sep 30, 24
14 Goldman Sachs Group Inc 4.13M (1.03%) -336.82K
Decreased by -8.15%
Sep 30, 24
15 Wells Fargo & Co 4.06M (1.01%) -34.70K
Decreased by -0.85%
Sep 30, 24
16 Capital Research Global Investors 3.89M (0.97%) -182.93K
Decreased by -4.70%
Mar 31, 24
17 Amundi 3.87M (0.97%) 471.50K
Increased by +12.18%
Sep 30, 24
18 Ameriprise Financial Inc 3.85M (0.96%) -671.16K
Decreased by -17.42%
Sep 30, 24
19 Pictet Asset Manangement SA 3.65M (0.91%) -87.68K
Decreased by -2.40%
Sep 30, 24
20 Lazard Asset Management LLC 3.55M (0.89%) -34.62K
Decreased by -0.98%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.58M (3.14%) -30.00K
Decreased by -0.24%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 9.89M (2.47%) 72.69K
Increased by +0.73%
Dec 31, 24
3 Parnassus Core Equity Investor 4.95M (1.24%) 772.67K
Increased by +15.61%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 4.59M (1.15%) 53.10K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 4.51M (1.13%) 30.66K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500 ETF Trust 4.33M (1.08%) 9.81K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 4.30M (1.07%) 27.33K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 4.29M (1.07%) 3.01K
Increased by +0.07%
Dec 31, 24
9 Vanguard Value Index Inv 3.42M (0.85%) -12.69K
Decreased by -0.37%
Dec 31, 24
10 American Funds American Mutual A 2.37M (0.59%) -104.15K
Decreased by -4.40%
Mar 31, 24
11 Capital Group American Mutual Comp 2.37M (0.59%) -104.15K
Decreased by -4.40%
Mar 31, 24
12 Vanguard Institutional Index I 2.31M (0.58%) -6.74K
Decreased by -0.29%
Dec 31, 24
13 Columbia Dividend Income Inst 2.04M (0.51%) 285.98K
Increased by +14.03%
Dec 31, 24
14 Vanguard Dividend Appreciation ETF 2.02M (0.50%) 28.48K
Increased by +1.41%
Dec 31, 24
15 American Funds American Balanced A 1.86M (0.47%) 0.00
Increased by 0.00%
Mar 31, 24
16 The Industrial Select Sector SPDR® ETF 1.84M (0.46%) -21.69K
Decreased by -1.18%
Dec 31, 24
17 Vanguard Windsor™ II Inv 1.79M (0.45%) 163.21K
Increased by +9.13%
Sep 30, 24
18 Bridge Builder Large Cap Growth 1.77M (0.44%) -764.20K
Decreased by -43.10%
Dec 31, 24
19 Industrial Select Sector SPDR® ETF 1.76M (0.44%) 10.75K
Increased by +0.61%
Apr 30, 24
20 State St S&P 500® Indx SL Cl III 1.75M (0.44%) -15.20K
Decreased by -0.87%
Dec 31, 24