Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.38%
2 UTRN 4.10%
3 STNC 3.19%
4 DVOL 2.96%
5 RCD 1.92%
6 HUSV 1.78%
7 MPAY 1.44%
8 EQUL 1.32%
9 JEPI 1.26%
10 FMCX 1.18%
11 XRLV 1.15%
12 ALTL 1.14%
13 SPLV 1.14%
14 XLY 1.08%
15 IWP 1.04%
16 PSET 0.98%
17 DDIV 0.95%
18 UCC 0.84%
19 WANT 0.81%
20 FLRG 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.41M (8.33%) 373.23K
Increased by +1.59%
Dec 31, 23
2 BlackRock Inc 23.33M (8.30%) -112.45K
Decreased by -0.48%
Dec 31, 23
3 T. Rowe Price Investment Management,Inc. 15.94M (5.67%) 295.71K
Increased by +1.86%
Dec 31, 23
4 Capital World Investors 14.65M (5.21%) 678.66K
Increased by +4.63%
Dec 31, 23
5 JPMorgan Chase & Co 13.63M (4.85%) 1.33M
Increased by +9.78%
Dec 31, 23
6 Capital Research & Mgmt Co - Division 3 13.31M (4.74%) -217.26K
Decreased by -1.63%
Dec 31, 23
7 State Street Corporation 11.80M (4.20%) 351.06K
Increased by +2.98%
Dec 31, 23
8 Geode Capital Management, LLC 6.99M (2.49%) 112.81K
Increased by +1.61%
Dec 31, 23
9 Sustainable Growth Advisers, LP 5.82M (2.07%) 51.73K
Increased by +0.89%
Dec 31, 23
10 Loomis, Sayles & Company LP 4.12M (1.47%) -55.58K
Decreased by -1.35%
Dec 31, 23
11 Victory Capital Management Inc. 3.61M (1.28%) -332.48K
Decreased by -9.21%
Dec 31, 23
12 Bank of America Corp 3.54M (1.26%) -169.21K
Decreased by -4.78%
Dec 31, 23
13 FMR Inc 3.54M (1.26%) -58.15K
Decreased by -1.64%
Dec 31, 23
14 Goldman Sachs Group Inc 3.52M (1.25%) 2.15M
Increased by +61.01%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 3.33M (1.18%) 190.05K
Increased by +5.71%
Dec 31, 23
16 Legal & General Group PLC 3.15M (1.12%) 605.08K
Increased by +19.22%
Dec 31, 23
17 Northern Trust Corp 3.12M (1.11%) -161.61K
Decreased by -5.19%
Dec 31, 23
18 Magellan Asset Management Limited 2.64M (0.94%) -391.61K
Decreased by -14.85%
Dec 31, 23
19 NORGES BANK 2.54M (0.90%) 78.39K
Increased by +3.09%
Dec 31, 23
20 Bank of New York Mellon Corp 2.46M (0.87%) -20.77K
Decreased by -0.85%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 14.08M (5.01%) 977.73K
Increased by +6.94%
Mar 31, 24
2 Capital Group Wash Mutual Invtrs Comp 13.11M (4.66%) 241.24K
Increased by +1.84%
Dec 31, 23
3 Vanguard Total Stock Mkt Idx Inv 8.67M (3.09%) 64.95K
Increased by +0.75%
Mar 31, 24
4 Vanguard Institutional 500 Index Trust 7.08M (2.52%) 84.62K
Increased by +1.19%
Mar 31, 24
5 T. Rowe Price Capital Appreciation 4.63M (1.65%) -2.31M
Decreased by -50.04%
Mar 31, 24
6 Capital Group Fundamental Invtrs Comp 3.71M (1.32%) 0.00
Increased by 0.00%
Dec 31, 23
7 SPDR® S&P 500 ETF Trust 3.39M (1.21%) -26.39K
Decreased by -0.78%
Mar 31, 24
8 Fidelity 500 Index 3.36M (1.20%) 33.83K
Increased by +1.01%
Feb 29, 24
9 Fidelity® 500 Index 3.27M (1.16%) 20.78K
Increased by +0.64%
Nov 30, 23
10 JPMorgan Equity Premium Income ETF 3.18M (1.13%) 7.21K
Increased by +0.23%
Mar 28, 24
11 American Funds Fundamental Invs A 3.11M (1.11%) -598.56K
Decreased by -19.24%
Mar 31, 24
12 Vanguard Mid Cap Index Institutional 3.06M (1.09%) 3.06M
Increased by +100.00%
Mar 31, 24
13 T. Rowe Price Mid-Cap Growth 2.95M (1.05%) 399.90K
Increased by +13.57%
Mar 31, 24
14 T. Rowe Price US Mid-Cap Growth Equity 2.95M (1.05%) 399.90K
Increased by +13.57%
Mar 31, 24
15 iShares Core S&P 500 ETF 2.91M (1.04%) 21.38K
Increased by +0.73%
Mar 28, 24
16 American Funds New Perspective A 2.88M (1.02%) 709.21K
Increased by +24.66%
Mar 31, 24
17 Vanguard Growth Index Investor 2.68M (0.95%) 72.43K
Increased by +2.71%
Mar 31, 24
18 American Funds Capital Income Bldr A 2.34M (0.83%) 0.00
Increased by 0.00%
Mar 31, 24
19 Bridge Builder Large Cap Growth 2.22M (0.79%) -195.00
Decreased by -0.01%
Mar 31, 24
20 Capital Group New Perspective Comp 2.17M (0.77%) -739.67K
Decreased by -34.13%
Dec 31, 23