Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.06%
2 ZIG 3.34%
3 STNC 3.19%
4 DVOL 2.96%
5 SAGP 1.93%
6 JDIV 1.88%
7 JGLO 1.84%
8 RSPD 1.83%
9 RCD 1.82%
10 EMOT 1.80%
11 EATZ 1.63%
12 DVND 1.47%
13 MPAY 1.44%
14 EQUL 1.29%
15 HUSV 1.21%
16 JEPI 1.19%
17 FMCX 1.18%
18 XRLV 1.10%
19 ALTL 1.10%
20 SPLV 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.55M (12.05%) 118.56K
Increased by +0.35%
Sep 30, 24
2 BlackRock Inc 23.59M (8.47%) 48.66K
Increased by +0.21%
Jun 30, 24
3 JPMorgan Chase & Co 22.50M (8.08%) 6.04M
Increased by +26.85%
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 (4.56%) -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 (3.82%) -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 3.54M (1.27%) -380.42K
Decreased by -10.74%
Jun 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 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 2.26M (0.81%) -53.07K
Decreased by -2.35%
Sep 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 8.85M (3.18%) -29.83K
Decreased by -0.34%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 7.45M (2.68%) 85.80K
Increased by +1.15%
Oct 31, 24
5 Vanguard Mid Cap Index Institutional 5.97M (2.14%) 10.78K
Increased by +0.18%
Oct 31, 24
6 SPDR® S&P 500® ETF Trust 3.46M (1.24%) -19.26K
Decreased by -0.56%
Nov 27, 24
7 Fidelity 500 Index 3.46M (1.24%) -13.28K
Decreased by -0.38%
Sep 30, 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 3.23M (1.16%) 6.58K
Increased by +0.20%
Nov 27, 24
11 iShares Core S&P 500 ETF 3.17M (1.14%) 9.79K
Increased by +0.31%
Nov 27, 24
12 Vanguard Growth Index Investor 3.12M (1.12%) 19.83K
Increased by +0.63%
Oct 31, 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