Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 5.08%
2 WBIF 4.72%
3 EQTY 4.52%
4 WBIG 4.39%
5 WBIL 4.31%
6 VSL 3.93%
7 UTRN 3.77%
8 FLV 3.06%
9 YLDE 2.92%
10 TCAF 2.86%
11 BLCV 2.69%
12 EPOL 2.67%
13 MVFD 2.50%
14 BUSA 2.26%
15 SWIN_old 2.14%
16 XHE 2.09%
17 SDEM 2.05%
18 PINK 2.05%
19 QOWZ 2.01%
20 RUNN 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.31M (11.30%) 4.31M
Increased by +13.33%
Jun 30, 25
2 BlackRock Inc 23.89M (8.35%) -92.46K
Decreased by -0.39%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 16.18M (5.66%) 3.60M
Increased by +22.27%
Jun 30, 25
4 State Street Corp 13.99M (4.89%) -94.83K
Decreased by -0.68%
Mar 31, 25
5 State Street Corporation 13.53M (4.73%) 615.79K
Increased by +4.55%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 8.88M (3.11%) -2.43M
Decreased by -27.36%
Jun 30, 25
7 Arnhold & S. Bleichroeder Advisers, LLC 8.79M (3.07%) 3.27M
Increased by +37.20%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 8.59M (3.00%) -1.65M
Decreased by -19.18%
Mar 31, 25
9 Massachusetts Financial Services Company 8.51M (2.98%) 1.67M
Increased by +19.62%
Jun 30, 25
10 Geode Capital Management, LLC 6.48M (2.27%) 127.97K
Increased by +1.97%
Mar 31, 25
11 Wellington Management Company LLP 4.75M (1.66%) -1.92M
Decreased by -40.37%
Mar 31, 24
12 JPMorgan Chase & Co 4.42M (1.55%) 312.62K
Increased by +7.07%
Mar 31, 25
13 NORGES BANK 3.79M (1.33%) 551.15K
Increased by +14.53%
Jun 30, 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 American Century Companies Inc 3.42M (1.19%) 839.76K
Increased by +24.58%
Jun 30, 25
19 Nordea Investment Mgmt Bank Demark A/s 3.37M (1.18%) 12.60K
Increased by +0.37%
Jun 30, 25
20 Bank of New York Mellon Corp 3.26M (1.14%) -1.31M
Decreased by -40.15%
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 9.21M (3.22%) -12.15K
Decreased by -0.13%
Jun 30, 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 Vanguard 500 Index Investor 8.13M (2.84%) -34.09K
Decreased by -0.42%
Jun 30, 25
6 First Eagle Global A 6.18M (2.16%) 1.52M
Increased by +24.56%
Jun 30, 25
7 Fidelity 500 Index 3.63M (1.27%) 8.82K
Increased by +0.24%
Jun 30, 25
8 SPDR® S&P 500 ETF 3.57M (1.25%) -76.66K
Decreased by -2.15%
Mar 31, 25
9 SPDR® S&P 500® ETF 3.51M (1.23%) 14.95K
Increased by +0.43%
Jul 31, 25
10 SPDR® S&P 500® ETF Trust 3.48M (1.22%) -18.25K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 3.43M (1.20%) 7.74K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 3.42M (1.20%) 15.55K
Increased by +0.45%
Jul 31, 25
13 Fidelity® 500 Index 3.38M (1.18%) 21.51K
Increased by +0.64%
Nov 30, 23
14 Vanguard Mid Cap Index Institutional 3.16M (1.11%) 3.16M
Increased by +100.00%
Jun 30, 25
15 MS INVF Global Brands A USD 3.08M (1.08%) -60.35K
Decreased by -1.96%
Jun 30, 24
16 Vanguard Value Index Inv 2.54M (0.89%) 19.52K
Increased by +0.77%
Jun 30, 25
17 MS INVF Global Brands A 2.38M (0.83%) -285.41K
Decreased by -11.98%
Mar 31, 25
18 Morgan Stanley Glbl Franchise 2.38M (0.83%) -356.91K
Decreased by -14.99%
Mar 31, 25
19 JNL/T. Rowe Price Capital Appreciation A 2.29M (0.80%) 505.12K
Increased by +22.08%
Jun 30, 25
20 Health Care Select Sector SPDR® ETF 2.11M (0.74%) -2.73K
Decreased by -0.13%
Apr 30, 24