Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.06%
2 ZIG 3.21%
3 STNC 3.19%
4 DVOL 2.96%
5 RSPD 1.88%
6 JDIV 1.88%
7 RCD 1.87%
8 SAGP 1.86%
9 EMOT 1.81%
10 JGLO 1.78%
11 EATZ 1.62%
12 DVND 1.46%
13 MPAY 1.44%
14 EQUL 1.29%
15 HUSV 1.20%
16 FMCX 1.18%
17 JEPI 1.16%
18 VOT 1.05%
19 TCAF 1.04%
20 XRLV 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.43M (12.01%) 4.42M
Increased by +13.21%
Jun 30, 24
2 BlackRock Inc 23.59M (8.47%) 48.66K
Increased by +0.21%
Jun 30, 24
3 Capital World Investors 19.70M (7.08%) 1.58M
Increased by +8.02%
Jun 30, 24
4 JPMorgan Chase & Co 16.46M (5.91%) 901.13K
Increased by +5.48%
Jun 30, 24
5 Capital Research & Mgmt Co - Division 3 14.53M (5.22%) -139.85K
Decreased by -0.96%
Jun 30, 24
6 State Street Corporation 12.81M (4.60%) 1.01M
Increased by +7.90%
Mar 31, 24
7 State Street Corp 12.74M (4.58%) -70.82K
Decreased by -0.56%
Jun 30, 24
8 T. Rowe Price Investment Management,Inc. 10.78M (3.87%) -2.44M
Decreased by -22.64%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 7.81M (2.81%) 498.59K
Increased by +6.38%
Jun 30, 24
10 Geode Capital Management, LLC 7.33M (2.63%) 204.65K
Increased by +2.79%
Jun 30, 24
11 Sustainable Growth Advisers, LP 6.50M (2.34%) 790.04K
Increased by +12.15%
Sep 30, 24
12 FMR Inc 4.45M (1.60%) 797.06K
Increased by +17.90%
Jun 30, 24
13 Loomis, Sayles & Company LP 4.10M (1.47%) 34.11K
Increased by +0.83%
Jun 30, 24
14 Bank of America Corp 3.54M (1.27%) -380.42K
Decreased by -10.74%
Jun 30, 24
15 Goldman Sachs Group Inc 3.52M (1.26%) 2.15M
Increased by +61.01%
Dec 31, 23
16 Legal & General Group PLC 3.16M (1.14%) 104.33K
Increased by +3.30%
Jun 30, 24
17 NORGES BANK 3.05M (1.09%) 505.54K
Increased by +16.60%
Jun 30, 24
18 Northern Trust Corp 3.01M (1.08%) -25.70K
Decreased by -0.85%
Jun 30, 24
19 T. Rowe Price Associates, Inc. 2.34M (0.84%) 383.42K
Increased by +16.39%
Jun 30, 24
20 Bank of New York Mellon Corp 2.31M (0.83%) -52.29K
Decreased by -2.26%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 12.06M (4.33%) -3.47M
Decreased by -28.76%
Sep 30, 24
2 Capital Group Wash Mutual Invtrs Comp 12.06M (4.33%) -3.47M
Decreased by -28.76%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.88M (3.19%) -54.76K
Decreased by -0.62%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 7.36M (2.65%) 55.00
Increased by +0.00%
Sep 30, 24
5 Vanguard Mid Cap Index Institutional 5.95M (2.14%) -72.04K
Decreased by -1.21%
Sep 30, 24
6 Fidelity 500 Index 3.46M (1.24%) -13.28K
Decreased by -0.38%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 3.43M (1.23%) 17.93K
Increased by +0.52%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 3.39M (1.22%) -26.39K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 3.27M (1.17%) 20.78K
Increased by +0.64%
Nov 30, 23
10 JPMorgan Equity Premium Income ETF 3.19M (1.15%) 1.16K
Increased by +0.04%
Oct 31, 24
11 iShares Core S&P 500 ETF 3.13M (1.12%) 4.81K
Increased by +0.15%
Oct 31, 24
12 Vanguard Growth Index Investor 3.10M (1.11%) 104.04K
Increased by +3.35%
Sep 30, 24
13 T. Rowe Price Capital Appreciation 2.98M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
14 T. Rowe Price Mid-Cap Growth 2.93M (1.05%) -6.20K
Decreased by -0.21%
Sep 30, 24
15 T. Rowe Price US Mid-Cap Growth Equity 2.93M (1.05%) -8.00K
Decreased by -0.27%
Sep 30, 24
16 American Funds Fundamental Invs A 2.89M (1.04%) -224.21K
Decreased by -7.77%
Sep 30, 24
17 Capital Group Fundamental Invtrs Comp 2.89M (1.04%) -224.21K
Decreased by -7.77%
Sep 30, 24
18 American Funds New Perspective A 2.87M (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
19 Capital Group New Perspective Comp 2.87M (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
20 Bridge Builder Large Cap Growth 2.46M (0.88%) 0.00
Increased by 0.00%
Oct 31, 24