Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 4.72%
2 WBIF 4.72%
3 WBIG 4.39%
4 WBIL 4.31%
5 VSL 3.93%
6 UTRN 3.77%
7 LBAY 3.45%
8 USFE 3.40%
9 MDPL 3.30%
10 FLV 3.05%
11 EQTY 3.02%
12 DIVP 2.97%
13 FPAG 2.62%
14 MVFD 2.50%
15 GAUD 2.46%
16 BUSA 2.44%
17 SWIN_old 2.14%
18 FEGE 2.13%
19 SDEM 2.05%
20 PINK 2.05%

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 (4.92%) 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 Vanguard Total Stock Mkt Idx Inv 9.07M (3.30%) 27.46K
Increased by +0.30%
Apr 30, 26
3 First Eagle Global A 8.06M (2.93%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard 500 Index Investor 7.38M (2.69%) 132.31K
Increased by +1.79%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 6.17M (2.24%) 14.01K
Increased by +0.23%
Apr 30, 26
6 iShares Core S&P 500 ETF 3.75M (1.37%) 11.45K
Increased by +0.31%
May 29, 26
7 Fidelity 500 Index 3.65M (1.33%) 12.57K
Increased by +0.34%
Apr 30, 26
8 T. Rowe Price Capital Appreciation 3.65M (1.33%) -2.15M
Decreased by -59.01%
Apr 30, 26
9 SPDR® S&P 500 ETF 3.57M (1.30%) -76.66K
Decreased by -2.15%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 3.48M (1.27%) -18.25K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 3.45M (1.26%) 42.50K
Increased by +1.23%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 3.43M (1.25%) 7.74K
Increased by +0.23%
Apr 30, 24
13 State Street® SPDR® S&P 500® ETF 3.42M (1.25%) 4.65K
Increased by +0.14%
May 29, 26
14 Fidelity® 500 Index 3.38M (1.23%) 21.51K
Increased by +0.64%
Nov 30, 23
15 MS INVF Global Brands A USD 3.08M (1.12%) -60.35K
Decreased by -1.96%
Jun 30, 24
16 Putnam Large Cap Value A 3.04M (1.11%) 0.00
Increased by 0.00%
Apr 30, 26
17 Vanguard Equity-Income Inv 2.97M (1.08%) 785.46K
Increased by +26.48%
Mar 31, 26
18 Putnam US Large Cap Value Equity 2.88M (1.05%) 0.00
Increased by 0.00%
Dec 31, 25
19 Vanguard Value Index Inv 2.64M (0.96%) 7.53K
Increased by +0.29%
Apr 30, 26
20 MS INVF Global Brands A 2.38M (0.87%) -285.41K
Decreased by -11.98%
Mar 31, 25