Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 WBIL 4.15%
2 WBIG 4.03%
3 UTRN 4%
4 DIVL 3.6%
5 KONG 3.17%
6 SCHD 2.94%
7 XLI 2.69%
8 QOWZ 2.58%
9 DEMZ 2.35%
10 IGF 2.34%
11 FIDU 2.07%
12 DUSL 2.01%
13 FTCS 2.01%
14 VIS 1.99%
15 WBIF 1.92%
16 RYJ 1.9%
17 UXI 1.88%
18 QQXT 1.73%
19 JSTC 1.71%
20 SIZE 1.57%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.18M (9.56%) 12.14K
Increased by +0.03%
Sep 30, 23
2 BlackRock Inc 33.43M (8.16%) -446K
Decreased by -1.33%
Sep 30, 23
3 State Street Corporation 17.99M (4.39%) 9.59K
Increased by +0.05%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 10.8M (2.64%) 7.85K
Increased by +0.07%
Sep 30, 23
5 Geode Capital Management, LLC 9.53M (2.33%) 212.75K
Increased by +2.23%
Sep 30, 23
6 Bank of New York Mellon Corp 9.02M (2.2%) -180.13K
Decreased by -2%
Sep 30, 23
7 Charles Schwab Investment Management Inc 8.67M (2.12%) 198.01K
Increased by +2.28%
Sep 30, 23
8 AllianceBernstein L.P. 8.58M (2.09%) -55.32K
Decreased by -0.64%
Sep 30, 23
9 Wells Fargo & Co 8.08M (1.97%) -108.93K
Decreased by -1.35%
Sep 30, 23
10 Bank of America Corp 5.94M (1.45%) -159.63K
Decreased by -2.69%
Sep 30, 23
11 Northern Trust Corp 5.9M (1.44%) 288.23K
Increased by +4.88%
Sep 30, 23
12 Fundsmith LLP 5.52M (1.35%) -5.86K
Decreased by -0.11%
Sep 30, 23
13 Wellington Management Company LLP 5.49M (1.34%) 249.57K
Increased by +4.54%
Dec 31, 23
14 State Farm Mutual Automobile Ins Co 3.74M (0.91%) -186.93K
Decreased by -5%
Dec 31, 23
15 Ameriprise Financial Inc 3.58M (0.87%) 553.95K
Increased by +15.49%
Sep 30, 23
16 Capital Research Global Investors 3.54M (0.86%) 649.79K
Increased by +18.34%
Dec 31, 23
17 Amundi 3.23M (0.79%) 373.35K
Increased by +11.56%
Sep 30, 23
18 Amvescap Plc. 3.13M (0.76%) 905.04K
Increased by +28.93%
Sep 30, 23
19 FMR Inc 2.99M (0.73%) -28.28K
Decreased by -0.95%
Sep 30, 23
20 Legal & General Group PLC 2.91M (0.71%) -133.58K
Decreased by -4.6%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.92M (3.15%) 16.15K
Increased by +0.13%
Jan 31, 24
2 Vanguard Institutional 500 Index Trust 10.17M (2.48%) 121.13K
Increased by +1.19%
Jan 31, 24
3 Invesco QQQ Trust 7.69M (1.88%) 7.36K
Increased by +0.1%
Jan 31, 24
4 Schwab US Dividend Equity ETF™ 6.5M (1.59%) -3.8K
Decreased by -0.06%
Jan 31, 24
5 SPDR® S&P 500 ETF Trust 4.91M (1.2%) 36.84K
Increased by +0.75%
Jan 31, 24
6 Fidelity 500 Index 4.83M (1.18%) 32.54K
Increased by +0.67%
Dec 31, 23
7 Fidelity® 500 Index 4.8M (1.17%) 30.55K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 4.22M (1.03%) 3.43K
Increased by +0.08%
Jan 31, 24
9 Vanguard Dividend Growth Inv 3.98M (0.97%) 32.43K
Increased by +0.81%
Dec 31, 23
10 Vanguard Growth Index Investor 3.79M (0.92%) 19.66K
Increased by +0.52%
Jan 31, 24
11 Vanguard Institutional Index I 2.72M (0.66%) -2.69K
Decreased by -0.1%
Jan 31, 24
12 Vanguard Dividend Appreciation ETF 2.36M (0.58%) -29.97K
Decreased by -1.27%
Jan 31, 24
13 iShares MSCI USA Quality Factor ETF 2.34M (0.57%) -3.01K
Decreased by -0.13%
Jan 31, 24
14 MS INVF Global Brands A USD 2.32M (0.56%) -22.3K
Decreased by -0.96%
Sep 30, 23
15 Morgan Stanley Glbl Franchise 2.32M (0.56%) -22.3K
Decreased by -0.96%
Sep 30, 23
16 State St S&P 500® Indx SL Cl III 1.98M (0.48%) 18.8K
Increased by +0.95%
Jan 31, 24
17 Vanguard High Dividend Yield ETF 1.84M (0.45%) -6.05K
Decreased by -0.33%
Jan 31, 24
18 Industrial Select Sector SPDR® ETF 1.83M (0.45%) -4.65K
Decreased by -0.25%
Jan 31, 24
19 American Funds American Mutual A 1.75M (0.43%) 249.5K
Increased by +14.26%
Dec 31, 23
20 Capital Group American Mutual Comp 1.75M (0.43%) 249.5K
Increased by +14.26%
Dec 31, 23