Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.72%
2 IHI 4.49%
3 WBIG 4.39%
4 WBIL 4.31%
5 EQTY 4.28%
6 VNSE 4.22%
7 VSL 3.93%
8 UTRN 3.77%
9 YLDE 3.13%
10 TCAF 3.10%
11 EPOL 2.67%
12 FLV 2.61%
13 SWIN_old 2.14%
14 SDEM 2.05%
15 PINK 2.05%
16 ANEW 1.91%
17 RUNN 1.88%
18 XHE 1.78%
19 IMED 1.78%
20 TACE 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.74M (9.34%) 184.29K
Increased by +0.69%
Dec 31, 24
2 BlackRock Inc 23.98M (8.37%) 1.71M
Increased by +7.14%
Dec 31, 24
3 State Street Corp 14.09M (4.92%) 134.36K
Increased by +0.95%
Dec 31, 24
4 State Street Corporation 13.53M (4.72%) 615.79K
Increased by +4.55%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 12.35M (4.31%) -1.25M
Decreased by -10.14%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 12.13M (4.23%) 3.22M
Increased by +26.55%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 10.24M (3.57%) -742.84K
Decreased by -7.26%
Dec 31, 24
8 Geode Capital Management, LLC 6.35M (2.22%) 66.02K
Increased by +1.04%
Dec 31, 24
9 Massachusetts Financial Services Company 6.18M (2.16%) 810.35K
Increased by +13.12%
Dec 31, 24
10 Generation Investment Management LLP 5.82M (2.03%) -139.25K
Decreased by -2.39%
Dec 31, 24
11 Wellington Management Company LLP 4.75M (1.66%) -1.92M
Decreased by -40.37%
Mar 31, 24
12 Arnhold & S. Bleichroeder Advisers, LLC 4.43M (1.55%) 1.06M
Increased by +23.90%
Dec 31, 24
13 Amvescap Plc. 4.27M (1.49%) 267.44K
Increased by +6.27%
Dec 31, 24
14 JPMorgan Chase & Co 4.11M (1.43%) -3.93M
Decreased by -95.62%
Dec 31, 24
15 Wells Fargo & Co 3.73M (1.30%) -52.04K
Decreased by -1.39%
Dec 31, 23
16 Kovitz Investment Group Partners, LLC 3.42M (1.19%) 2.72M
Increased by +79.69%
Dec 31, 24
17 ClearBridge Advisors, LLC 3.38M (1.18%) 212.63K
Increased by +6.29%
Dec 31, 24
18 Bank of New York Mellon Corp 3.26M (1.14%) -1.31M
Decreased by -40.15%
Dec 31, 24
19 NORGES BANK 3.24M (1.13%) 43.27K
Increased by +1.33%
Dec 31, 24
20 Charles Schwab Investment Management Inc 3.05M (1.07%) 66.87K
Increased by +2.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.12M (3.19%) 32.75K
Increased by +0.36%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 8.02M (2.80%) 53.28K
Increased by +0.66%
Feb 28, 25
3 T. Rowe Price Capital Appreciation 7.98M (2.79%) 0.00
Increased by 0.00%
Jan 31, 25
4 Fidelity 500 Index 3.60M (1.26%) 15.90K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 3.57M (1.25%) -26.52K
Decreased by -0.74%
Feb 28, 25
6 First Eagle Global A 3.47M (1.21%) 0.00
Increased by 0.00%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 3.43M (1.20%) 7.74K
Increased by +0.23%
Apr 30, 24
8 iShares Core S&P 500 ETF 3.40M (1.19%) -171.00
Decreased by -0.01%
Feb 28, 25
9 Fidelity® 500 Index 3.38M (1.18%) 21.51K
Increased by +0.64%
Nov 30, 23
10 MS INVF Global Brands A USD 3.08M (1.07%) -60.35K
Decreased by -1.96%
Jun 30, 24
11 Morgan Stanley Glbl Franchise 2.74M (0.96%) -198.84K
Decreased by -7.26%
Dec 31, 24
12 MS INVF Global Brands A 2.69M (0.94%) -53.18K
Decreased by -1.98%
Jan 31, 25
13 Vanguard Value Index Inv 2.50M (0.87%) 21.18K
Increased by +0.85%
Feb 28, 25
14 The Health Care Select Sector SPDR® ETF 2.11M (0.74%) 27.79K
Increased by +1.32%
Feb 28, 25
15 Health Care Select Sector SPDR® ETF 2.11M (0.74%) -2.73K
Decreased by -0.13%
Apr 30, 24
16 Vanguard Institutional Index I 1.79M (0.63%) -21.08K
Decreased by -1.18%
Feb 28, 25
17 JNL/T. Rowe Price Capital Appreciation A 1.78M (0.62%) 448.04K
Increased by +25.11%
Dec 31, 24
18 JPM US Equity Income-Composite 1.72M (0.60%) 187.88K
Increased by +10.90%
Dec 31, 24
19 JPMorgan Equity Income I 1.72M (0.60%) 0.00
Increased by 0.00%
Jan 31, 25
20 JPM US Equity Income-MA 1.69M (0.59%) 1.69M
Increased by +99.90%
Sep 30, 23