Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.06%
2 ZIG 3.70%
3 STNC 3.19%
4 DVOL 2.96%
5 CGMM 2.27%
6 RCD 2.15%
7 RSPD 2.15%
8 EMOT 2.06%
9 SAGP 2.06%
10 EATZ 1.69%
11 DVND 1.64%
12 JGLO 1.56%
13 MPAY 1.44%
14 EQUL 1.29%
15 JEPI 1.28%
16 HUSV 1.27%
17 JDIV 1.26%
18 SPLV 1.19%
19 XRLV 1.18%
20 FMCX 1.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 45.02M (16.18%) 12.11M
Increased by +26.89%
Sep 30, 24
2 Vanguard Group Inc 33.55M (12.06%) 118.56K
Increased by +0.35%
Sep 30, 24
3 BlackRock Inc 24.48M (8.80%) 896.12K
Increased by +3.66%
Sep 30, 24
4 Capital Research & Mgmt Co - Division 3 15.62M (5.61%) 1.09M
Increased by +7.01%
Sep 30, 24
5 State Street Corporation 12.81M (4.60%) 1.01M
Increased by +7.90%
Mar 31, 24
6 State Street Corp 12.71M (4.57%) -33.20K
Decreased by -0.26%
Sep 30, 24
7 Capital World Investors 11.33M (4.07%) -8.37M
Decreased by -73.88%
Sep 30, 24
8 T. Rowe Price Investment Management,Inc. 10.65M (3.83%) -133.85K
Decreased by -1.26%
Sep 30, 24
9 Geode Capital Management, LLC 7.44M (2.67%) 111.15K
Increased by +1.49%
Sep 30, 24
10 Sustainable Growth Advisers, LP 6.50M (2.34%) 790.04K
Increased by +12.15%
Sep 30, 24
11 Loomis, Sayles & Company LP 3.98M (1.43%) -127.02K
Decreased by -3.19%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 3.85M (1.38%) -3.97M
Decreased by -103.13%
Sep 30, 24
13 Bank of America Corp 3.80M (1.36%) 254.57K
Increased by +6.71%
Sep 30, 24
14 Goldman Sachs Group Inc 3.52M (1.26%) 2.15M
Increased by +61.01%
Dec 31, 23
15 NORGES BANK 3.05M (1.09%) 505.54K
Increased by +16.60%
Jun 30, 24
16 Legal & General Group PLC 3.03M (1.09%) -131.15K
Decreased by -4.32%
Sep 30, 24
17 Northern Trust Corp 2.94M (1.06%) -63.79K
Decreased by -2.17%
Sep 30, 24
18 FMR Inc 2.50M (0.90%) -1.96M
Decreased by -78.35%
Sep 30, 24
19 Bank of New York Mellon Corp 2.36M (0.85%) 94.03K
Increased by +3.99%
Dec 31, 24
20 T. Rowe Price Associates, Inc. 2.34M (0.84%) 383.42K
Increased by +16.39%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 11.84M (4.26%) -219.14K
Decreased by -1.85%
Dec 31, 24
2 Capital Group Wash Mutual Invtrs Comp 11.84M (4.26%) -219.14K
Decreased by -1.85%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 8.75M (3.14%) -78.74K
Decreased by -0.90%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 7.56M (2.72%) -1.27K
Decreased by -0.02%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 6.00M (2.16%) 3.97K
Increased by +0.07%
Dec 31, 24
6 Fidelity 500 Index 3.46M (1.24%) -10.03K
Decreased by -0.29%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 3.42M (1.23%) -15.25K
Decreased by -0.45%
Jan 31, 25
8 SPDR® S&P 500 ETF Trust 3.39M (1.22%) -26.39K
Decreased by -0.78%
Mar 31, 24
9 JPMorgan Equity Premium Income ETF 3.36M (1.21%) 8.45K
Increased by +0.25%
Jan 31, 25
10 iShares Core S&P 500 ETF 3.27M (1.18%) 4.84K
Increased by +0.15%
Jan 31, 25
11 Fidelity® 500 Index 3.27M (1.17%) 20.78K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 2.99M (1.07%) -151.03K
Decreased by -5.05%
Dec 31, 24
13 T. Rowe Price Mid-Cap Growth 2.92M (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
14 T. Rowe Price US Mid-Cap Growth Equity 2.92M (1.05%) -12.70K
Decreased by -0.44%
Dec 31, 24
15 T. Rowe Price Capital Appreciation 2.74M (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
16 American Funds New Perspective A 2.73M (0.98%) -146.50K
Decreased by -5.38%
Dec 31, 24
17 Capital Group New Perspective Comp 2.73M (0.98%) -146.50K
Decreased by -5.38%
Dec 31, 24
18 Bridge Builder Large Cap Growth 2.46M (0.88%) 0.00
Increased by 0.00%
Oct 31, 24
19 American Funds Capital Income Bldr A 2.34M (0.84%) 0.00
Increased by 0.00%
Dec 31, 24
20 American Funds Fundamental Invs A 2.17M (0.78%) -711.90K
Decreased by -32.75%
Dec 31, 24