Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.72%
2 IHI 4.69%
3 WBIG 4.39%
4 EQTY 4.31%
5 WBIL 4.31%
6 VSL 3.93%
7 UTRN 3.87%
8 YLDE 3.18%
9 TCAF 2.93%
10 EPOL 2.67%
11 FLV 2.61%
12 VNSE 2.52%
13 SWIN_old 2.14%
14 PINK 2.05%
15 ANEW 1.95%
16 XHE 1.92%
17 IMED 1.78%
18 RSPH 1.76%
19 SDEM 1.76%
20 TEQI 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.56M (9.21%) 250.72K
Increased by +0.94%
Sep 30, 24
2 BlackRock Inc 22.27M (7.72%) 10.03K
Increased by +0.05%
Sep 30, 24
3 State Street Corp 13.95M (4.84%) 106.62K
Increased by +0.76%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 13.60M (4.71%) 2.85M
Increased by +20.99%
Sep 30, 24
5 State Street Corporation 13.53M (4.69%) 615.79K
Increased by +4.55%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 10.98M (3.81%) -11.68M
Decreased by -106.37%
Sep 30, 24
7 T. Rowe Price Investment Management,Inc. 8.91M (3.09%) 1.15M
Increased by +12.93%
Sep 30, 24
8 Geode Capital Management, LLC 6.29M (2.18%) 111.10K
Increased by +1.77%
Sep 30, 24
9 Generation Investment Management LLP 5.95M (2.06%) 547.16K
Increased by +9.19%
Sep 30, 24
10 Massachusetts Financial Services Company 5.37M (1.86%) 460.44K
Increased by +8.58%
Sep 30, 24
11 Wellington Management Company LLP 4.75M (1.65%) -1.92M
Decreased by -40.37%
Mar 31, 24
12 Bank of New York Mellon Corp 4.57M (1.58%) 153.93K
Increased by +3.37%
Sep 30, 24
13 JPMorgan Chase & Co 4.02M (1.39%) -443.37K
Decreased by -11.03%
Sep 30, 24
14 Amvescap Plc. 4.00M (1.39%) 253.93K
Increased by +6.35%
Sep 30, 24
15 Wells Fargo & Co 3.73M (1.29%) -52.04K
Decreased by -1.39%
Dec 31, 23
16 Arnhold & S. Bleichroeder Advisers, LLC 3.37M (1.17%) 564.89K
Increased by +16.77%
Sep 30, 24
17 NORGES BANK 3.20M (1.11%) 74.47K
Increased by +2.33%
Jun 30, 24
18 ClearBridge Advisors, LLC 3.17M (1.10%) 181.75K
Increased by +5.74%
Sep 30, 24
19 Bank of America Corp 3.04M (1.06%) 1.22M
Increased by +40.15%
Jun 30, 24
20 Charles Schwab Investment Management Inc 2.99M (1.04%) 1.32M
Increased by +44.12%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.07M (3.14%) -20.71K
Decreased by -0.23%
Dec 31, 24
2 T. Rowe Price Capital Appreciation 7.98M (2.77%) 1.05M
Increased by +13.20%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 7.83M (2.71%) 57.21K
Increased by +0.73%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 3.63M (1.26%) 41.99K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 3.57M (1.24%) 24.27K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500 ETF Trust 3.43M (1.19%) 7.74K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 3.39M (1.18%) 2.38K
Increased by +0.07%
Dec 31, 24
8 Fidelity® 500 Index 3.38M (1.17%) 21.51K
Increased by +0.64%
Nov 30, 23
9 MS INVF Global Brands A USD 3.08M (1.07%) -60.35K
Decreased by -1.96%
Jun 30, 24
10 First Eagle Global A 3.00M (1.04%) 492.47K
Increased by +16.44%
Dec 31, 24
11 Morgan Stanley Glbl Franchise 2.94M (1.02%) -141.49K
Decreased by -4.82%
Sep 30, 24
12 MS INVF Global Brands A 2.74M (0.95%) -38.52K
Decreased by -1.41%
Dec 31, 24
13 Vanguard Value Index Inv 2.46M (0.85%) -10.87K
Decreased by -0.44%
Dec 31, 24
14 Health Care Select Sector SPDR® ETF 2.11M (0.73%) -2.73K
Decreased by -0.13%
Apr 30, 24
15 The Health Care Select Sector SPDR® ETF 2.09M (0.72%) 2.38K
Increased by +0.11%
Dec 31, 24
16 Vanguard Institutional Index I 1.82M (0.63%) -5.39K
Decreased by -0.30%
Dec 31, 24
17 Franklin Rising Dividends Fund A 1.80M (0.63%) -340.00K
Decreased by -18.84%
Nov 30, 24
18 JPMorgan Equity Income I 1.75M (0.61%) 209.89K
Increased by +12.02%
Nov 30, 24
19 JPM US Equity Income-Composite 1.72M (0.60%) 187.88K
Increased by +10.90%
Dec 31, 24
20 JPM US Equity Income-MA 1.69M (0.59%) 1.69M
Increased by +99.90%
Sep 30, 23