Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.72%
2 WBIG 4.39%
3 WBIL 4.31%
4 IHI 4.23%
5 EQTY 3.96%
6 UTRN 3.95%
7 VSL 3.93%
8 YLDE 2.97%
9 EPOL 2.67%
10 TCAF 2.48%
11 BKDV 2.41%
12 SWIN_old 2.14%
13 FLV 2.07%
14 PINK 2.05%
15 VNSE 1.87%
16 IMED 1.78%
17 TEQI 1.72%
18 XHE 1.71%
19 TACE 1.71%
20 RSPH 1.64%

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 Morgan Stanley - Brokerage Accounts 22.66M (7.86%) 1.23M
Increased by +5.45%
Jun 30, 24
3 BlackRock Inc 22.26M (7.72%) -548.30K
Decreased by -2.46%
Jun 30, 24
4 State Street Corp 13.85M (4.80%) 315.51K
Increased by +2.28%
Jun 30, 24
5 State Street Corporation 13.53M (4.69%) 615.79K
Increased by +4.55%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 10.74M (3.73%) 623.86K
Increased by +5.81%
Jun 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 6.17M (2.14%) 143.45K
Increased by +2.32%
Jun 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 Ameriprise Financial Inc 5.06M (1.75%) 302.89K
Increased by +5.99%
Jun 30, 24
12 Wellington Management Company LLP 4.75M (1.65%) -1.92M
Decreased by -40.37%
Mar 31, 24
13 JPMorgan Chase & Co 4.46M (1.55%) -102.06K
Decreased by -2.29%
Jun 30, 24
14 Bank of New York Mellon Corp 4.41M (1.53%) 346.72K
Increased by +7.86%
Jun 30, 24
15 Amvescap Plc. 3.74M (1.30%) -237.99K
Decreased by -6.36%
Jun 30, 24
16 Wells Fargo & Co 3.73M (1.29%) -52.04K
Decreased by -1.39%
Dec 31, 23
17 Arnhold & S. Bleichroeder Advisers, LLC 3.37M (1.17%) 564.89K
Increased by +16.77%
Sep 30, 24
18 NORGES BANK 3.20M (1.11%) 74.47K
Increased by +2.33%
Jun 30, 24
19 Bank of America Corp 3.04M (1.06%) 1.22M
Increased by +40.15%
Jun 30, 24
20 Franklin Resources Inc 3.00M (1.04%) -96.89K
Decreased by -3.23%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.12M (3.16%) -32.20K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 7.66M (2.66%) 90.16K
Increased by +1.18%
Oct 31, 24
3 T. Rowe Price Capital Appreciation 5.91M (2.05%) -5.45K
Decreased by -0.09%
Sep 30, 24
4 Fidelity 500 Index 3.55M (1.23%) -7.29K
Decreased by -0.21%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 3.52M (1.22%) 18.36K
Increased by +0.52%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 3.43M (1.19%) 7.74K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 3.38M (1.17%) 21.51K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 3.22M (1.12%) 4.96K
Increased by +0.15%
Oct 31, 24
9 MS INVF Global Brands A USD 3.08M (1.07%) -60.35K
Decreased by -1.96%
Jun 30, 24
10 Morgan Stanley Glbl Franchise 3.08M (1.07%) -151.24K
Decreased by -4.91%
Jun 30, 24
11 MS INVF Global Brands A 2.82M (0.98%) -117.58K
Decreased by -4.17%
Oct 31, 24
12 Vanguard Value Index Inv 2.45M (0.85%) 8.25K
Increased by +0.34%
Oct 31, 24
13 First Eagle Global A 2.27M (0.79%) 0.00
Increased by 0.00%
Oct 31, 24
14 Franklin Rising Dividends A 2.23M (0.77%) 0.00
Increased by 0.00%
Sep 30, 24
15 Franklin Rising Dividends Fund A 2.23M (0.77%) 0.00
Increased by 0.00%
Sep 30, 24
16 The Health Care Select Sector SPDR® ETF 2.12M (0.74%) -11.82K
Decreased by -0.56%
Oct 31, 24
17 Health Care Select Sector SPDR® ETF 2.11M (0.73%) -2.73K
Decreased by -0.13%
Apr 30, 24
18 Vanguard Institutional Index I 1.84M (0.64%) -649.00
Decreased by -0.04%
Oct 31, 24
19 JPM US Equity Income-MA 1.69M (0.59%) 1.69M
Increased by +99.90%
Sep 30, 23
20 Vanguard Wellington™ Inv 1.69M (0.59%) -1.55M
Decreased by -91.46%
Mar 31, 24