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 USFE 4.21%
6 VSL 3.93%
7 UTRN 3.77%
8 LBAY 3.62%
9 FLV 3.27%
10 MDPL 3.17%
11 DIVP 3.10%
12 BASV 3.07%
13 FPAG 2.89%
14 BUSA 2.64%
15 MVFD 2.50%
16 FEGE 2.48%
17 GAUD 2.46%
18 SWIN_old 2.14%
19 YLDE 2.13%
20 CZA 2.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.68M (13.35%) 4.22M
Increased by +11.51%
Dec 31, 25
2 BlackRock Inc 26.15M (9.52%) -1.50M
Decreased by -5.72%
Mar 31, 26
3 Vanguard Capital Management, LLC 18.49M (6.73%) 18.49M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 15.32M (5.58%) 15.32M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 13.82M (5.03%) -166.32K
Decreased by -1.20%
Mar 31, 26
6 State Street Corporation 13.53M (4.93%) 615.79K
Increased by +4.55%
Mar 31, 24
7 Arnhold & S. Bleichroeder Advisers, LLC 11.93M (4.34%) 282.11K
Increased by +2.37%
Mar 31, 26
8 Amvescap Plc. 10.17M (3.70%) 6.38M
Increased by +62.74%
Mar 31, 26
9 T. Rowe Price Investment Management,Inc. 9.69M (3.53%) -14.92M
Decreased by -154.05%
Mar 31, 26
10 Massachusetts Financial Services Company 9.10M (3.31%) -385.24K
Decreased by -4.23%
Mar 31, 26
11 Geode Capital Management, LLC 7.11M (2.59%) 221.90K
Increased by +3.12%
Mar 31, 26
12 Wellington Management Company LLP 6.62M (2.41%) 1.32M
Increased by +19.90%
Mar 31, 26
13 Franklin Resources Inc 5.36M (1.95%) 118.66K
Increased by +2.21%
Mar 31, 26
14 T. Rowe Price Associates, Inc. 4.42M (1.61%) 140.02K
Increased by +3.17%
Mar 31, 26
15 ClearBridge Advisors, LLC 4.14M (1.51%) 47.70K
Increased by +1.15%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 4.02M (1.46%) 646.03K
Increased by +16.07%
Mar 31, 26
17 NORGES BANK 3.78M (1.38%) -9.40K
Decreased by -0.25%
Dec 31, 25
18 Wells Fargo & Co 3.73M (1.36%) -52.04K
Decreased by -1.39%
Dec 31, 23
19 JPMorgan Chase & Co 3.57M (1.30%) 3.57M
Increased by +100.00%
Mar 31, 26
20 Kovitz Investment Group Partners, LLC 3.42M (1.24%) 2.72M
Increased by +79.69%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.16M (3.33%) 6.59K
Increased by +0.07%
Sep 30, 24
2 First Eagle Global A 9.15M (3.33%) 1.09M
Increased by +11.95%
Jun 30, 26
3 Vanguard Total Stock Mkt Idx Inv 8.75M (3.18%) -312.86K
Decreased by -3.58%
Jun 30, 26
4 Vanguard 500 Index Investor 7.15M (2.60%) -301.37K
Decreased by -4.21%
Jun 30, 26
5 Vanguard Mid Cap Index Institutional 5.97M (2.17%) -206.62K
Decreased by -3.46%
Jun 30, 26
6 iShares Core S&P 500 ETF 3.80M (1.38%) 12.00K
Increased by +0.32%
Jun 30, 26
7 Fidelity 500 Index 3.64M (1.33%) -5.09K
Decreased by -0.14%
May 31, 26
8 SPDR® S&P 500 ETF 3.57M (1.30%) -76.66K
Decreased by -2.15%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 3.48M (1.27%) -18.25K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.45M (1.26%) 42.50K
Increased by +1.23%
Aug 31, 25
11 SPDR® S&P 500 ETF Trust 3.43M (1.25%) 7.74K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 3.38M (1.23%) 21.51K
Increased by +0.64%
Nov 30, 23
13 State Street® SPDR® S&P 500® ETF 3.33M (1.21%) -43.52K
Decreased by -1.31%
Jun 30, 26
14 MS INVF Global Brands A USD 3.08M (1.12%) -60.35K
Decreased by -1.96%
Jun 30, 24
15 Putnam Large Cap Value A 3.04M (1.11%) 0.00
Increased by 0.00%
May 31, 26
16 Vanguard Equity-Income Inv 2.97M (1.08%) 785.46K
Increased by +26.48%
Mar 31, 26
17 Putnam US Large Cap Value Equity 2.88M (1.05%) 0.00
Increased by 0.00%
Dec 31, 25
18 Vanguard Value Index Inv 2.62M (0.95%) -38.00K
Decreased by -1.45%
Jun 30, 26
19 MS INVF Global Brands A 2.38M (0.87%) -285.41K
Decreased by -11.98%
Mar 31, 25
20 Morgan Stanley Glbl Franchise 2.38M (0.87%) -356.91K
Decreased by -14.99%
Mar 31, 25