Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.72%
2 IHI 4.42%
3 WBIG 4.39%
4 EQTY 4.39%
5 WBIL 4.31%
6 VSL 3.93%
7 FPAG 3.82%
8 UTRN 3.77%
9 LBAY 3.55%
10 DIVP 3.18%
11 FLV 3.04%
12 FEGE 2.92%
13 TCAF 2.80%
14 YLDE 2.76%
15 EPOL 2.67%
16 BLCV 2.63%
17 TMED 2.62%
18 MVFD 2.50%
19 BUSA 2.32%
20 SWIN_old 2.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.31M (11.35%) 4.31M
Increased by +13.33%
Jun 30, 25
2 BlackRock Inc 27.28M (9.58%) 3.39M
Increased by +12.43%
Jun 30, 25
3 T. Rowe Price Investment Management,Inc. 16.18M (5.68%) 3.60M
Increased by +22.27%
Jun 30, 25
4 State Street Corporation 13.53M (4.75%) 615.79K
Increased by +4.55%
Mar 31, 24
5 State Street Corp 13.41M (4.71%) -579.46K
Decreased by -4.32%
Jun 30, 25
6 T. Rowe Price Associates, Inc. 8.88M (3.12%) -2.43M
Decreased by -27.36%
Jun 30, 25
7 Arnhold & S. Bleichroeder Advisers, LLC 8.79M (3.09%) 3.27M
Increased by +37.20%
Jun 30, 25
8 Massachusetts Financial Services Company 8.51M (2.99%) 1.67M
Increased by +19.62%
Jun 30, 25
9 Geode Capital Management, LLC 6.72M (2.36%) 244.20K
Increased by +3.63%
Jun 30, 25
10 Wellington Management Company LLP 4.75M (1.67%) -1.92M
Decreased by -40.37%
Mar 31, 24
11 JPMorgan Chase & Co 4.54M (1.60%) 123.22K
Increased by +2.71%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 3.99M (1.40%) -4.60M
Decreased by -115.20%
Jun 30, 25
13 ClearBridge Advisors, LLC 3.82M (1.34%) 326.63K
Increased by +8.55%
Jun 30, 25
14 NORGES BANK 3.79M (1.33%) 551.15K
Increased by +14.53%
Jun 30, 25
15 Wells Fargo & Co 3.73M (1.31%) -52.04K
Decreased by -1.39%
Dec 31, 23
16 Kovitz Investment Group Partners, LLC 3.42M (1.20%) 2.72M
Increased by +79.69%
Dec 31, 24
17 American Century Companies Inc 3.42M (1.20%) 839.76K
Increased by +24.58%
Jun 30, 25
18 Nordea Investment Mgmt Bank Demark A/s 3.37M (1.18%) 12.60K
Increased by +0.37%
Jun 30, 25
19 Bank of New York Mellon Corp 3.26M (1.14%) -1.31M
Decreased by -40.15%
Dec 31, 24
20 Charles Schwab Investment Management Inc 3.24M (1.14%) 151.09K
Increased by +4.66%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Capital Appreciation 10.48M (3.68%) -2.39K
Decreased by -0.02%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 9.16M (3.22%) 6.59K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 9.00M (3.16%) -208.37K
Decreased by -2.31%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 8.17M (2.87%) 56.55K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 7.09M (2.49%) -1.04M
Decreased by -14.65%
Jul 31, 25
6 First Eagle Global A 6.61M (2.32%) 432.19K
Increased by +6.54%
Jul 31, 25
7 Fidelity 500 Index 3.63M (1.28%) 1.56K
Increased by +0.04%
Jul 31, 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 Trust 3.48M (1.22%) -18.25K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.45M (1.21%) 42.50K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 3.45M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 3.43M (1.20%) 7.74K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 3.38M (1.19%) 21.51K
Increased by +0.64%
Nov 30, 23
14 Vanguard Mid Cap Index Institutional 3.20M (1.12%) 34.45K
Increased by +1.08%
Jul 31, 25
15 MS INVF Global Brands A USD 3.08M (1.08%) -60.35K
Decreased by -1.96%
Jun 30, 24
16 Putnam Large Cap Value A 2.83M (0.99%) 2.19M
Increased by +77.39%
Jul 31, 25
17 Vanguard Value Index Inv 2.54M (0.89%) -2.42K
Decreased by -0.10%
Jul 31, 25
18 MS INVF Global Brands A 2.38M (0.84%) -285.41K
Decreased by -11.98%
Mar 31, 25
19 Morgan Stanley Glbl Franchise 2.38M (0.84%) -356.91K
Decreased by -14.99%
Mar 31, 25
20 JNL/T. Rowe Price Capital Appreciation A 2.29M (0.80%) 505.12K
Increased by +22.08%
Jun 30, 25