Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 4.77%
2 WBIF 4.72%
3 WBIG 4.39%
4 WBIL 4.31%
5 EQTY 4.17%
6 VSL 3.93%
7 UTRN 3.77%
8 FLV 3.06%
9 YLDE 2.95%
10 EPOL 2.67%
11 TCAF 2.59%
12 BLCV 2.48%
13 MVFD 2.38%
14 SWIN_old 2.14%
15 SDEM 2.05%
16 PINK 2.05%
17 XHE 2.01%
18 BUSA 2.01%
19 RUNN 1.88%
20 VNSE 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.00M (9.79%) 1.26M
Increased by +4.50%
Mar 31, 25
2 BlackRock Inc 23.89M (8.36%) -92.46K
Decreased by -0.39%
Mar 31, 25
3 State Street Corp 13.99M (4.89%) -94.83K
Decreased by -0.68%
Mar 31, 25
4 State Street Corporation 13.53M (4.73%) 615.79K
Increased by +4.55%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 12.58M (4.40%) 448.64K
Increased by +3.57%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 11.31M (3.96%) -1.03M
Decreased by -9.13%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 8.59M (3.00%) -1.65M
Decreased by -19.18%
Mar 31, 25
8 Massachusetts Financial Services Company 6.84M (2.39%) 667.96K
Increased by +9.76%
Mar 31, 25
9 Geode Capital Management, LLC 6.48M (2.27%) 127.97K
Increased by +1.97%
Mar 31, 25
10 Arnhold & S. Bleichroeder Advisers, LLC 5.52M (1.93%) 1.09M
Increased by +19.79%
Mar 31, 25
11 Generation Investment Management LLP 5.30M (1.85%) -518.93K
Decreased by -9.80%
Mar 31, 25
12 Wellington Management Company LLP 4.75M (1.66%) -1.92M
Decreased by -40.37%
Mar 31, 24
13 JPMorgan Chase & Co 4.42M (1.55%) 312.62K
Increased by +7.07%
Mar 31, 25
14 Wells Fargo & Co 3.73M (1.31%) -52.04K
Decreased by -1.39%
Dec 31, 23
15 Amvescap Plc. 3.56M (1.25%) -704.86K
Decreased by -19.80%
Mar 31, 25
16 ClearBridge Advisors, LLC 3.49M (1.22%) 113.35K
Increased by +3.25%
Mar 31, 25
17 Kovitz Investment Group Partners, LLC 3.42M (1.19%) 2.72M
Increased by +79.69%
Dec 31, 24
18 Nordea Investment Mgmt Bank Demark A/s 3.35M (1.17%) 508.34K
Increased by +15.16%
Mar 31, 25
19 Bank of New York Mellon Corp 3.26M (1.14%) -1.31M
Decreased by -40.15%
Dec 31, 24
20 NORGES BANK 3.24M (1.13%) 43.27K
Increased by +1.33%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Capital Appreciation 10.48M (3.67%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 9.22M (3.23%) 9.97K
Increased by +0.11%
May 31, 25
3 Vanguard US Total Market Shares ETF 9.16M (3.20%) 6.59K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 8.17M (2.86%) 56.55K
Increased by +0.69%
May 31, 25
5 First Eagle Global A 6.18M (2.16%) 1.52M
Increased by +24.56%
Jun 30, 25
6 Fidelity 500 Index 3.62M (1.27%) 15.79K
Increased by +0.44%
May 31, 25
7 SPDR® S&P 500 ETF 3.57M (1.25%) -76.66K
Decreased by -2.15%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 3.48M (1.22%) -18.25K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 3.46M (1.21%) -12.17K
Decreased by -0.35%
Jun 30, 25
10 SPDR® S&P 500 ETF Trust 3.43M (1.20%) 7.74K
Increased by +0.23%
Apr 30, 24
11 iShares Core S&P 500 ETF 3.40M (1.19%) 5.41K
Increased by +0.16%
Jun 30, 25
12 Fidelity® 500 Index 3.38M (1.18%) 21.51K
Increased by +0.64%
Nov 30, 23
13 MS INVF Global Brands A USD 3.08M (1.08%) -60.35K
Decreased by -1.96%
Jun 30, 24
14 Vanguard Value Index Inv 2.52M (0.88%) 1.12K
Increased by +0.04%
May 31, 25
15 MS INVF Global Brands A 2.38M (0.83%) -285.41K
Decreased by -11.98%
Mar 31, 25
16 Morgan Stanley Glbl Franchise 2.38M (0.83%) -356.91K
Decreased by -14.99%
Mar 31, 25
17 Health Care Select Sector SPDR® ETF 2.11M (0.74%) -2.73K
Decreased by -0.13%
Apr 30, 24
18 The Health Care Select Sector SPDR® ETF 2.01M (0.70%) -1.58K
Decreased by -0.08%
Jun 30, 25
19 JPM US Equity Income-Composite 1.82M (0.64%) 98.39K
Increased by +5.40%
Jun 30, 25
20 JPMorgan Equity Income I 1.82M (0.64%) 0.00
Increased by 0.00%
May 31, 25