Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.72%
2 WBIG 4.39%
3 IHI 4.31%
4 WBIL 4.31%
5 EQTY 4.08%
6 VSL 3.93%
7 UTRN 3.87%
8 YLDE 3.02%
9 EPOL 2.67%
10 TCAF 2.59%
11 SWIN_old 2.14%
12 FLV 2.07%
13 PINK 2.05%
14 VNSE 1.84%
15 ANEW 1.84%
16 IMED 1.78%
17 RUNN 1.77%
18 XHE 1.74%
19 SDEM 1.72%
20 TACE 1.71%

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 BlackRock Inc 22.26M (7.72%) -548.30K
Decreased by -2.46%
Jun 30, 24
3 State Street Corp 13.95M (4.84%) 106.62K
Increased by +0.76%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 13.60M (4.71%) 2.85M
Increased by +20.99%
Sep 30, 24
5 State Street Corporation 13.53M (4.69%) 615.79K
Increased by +4.55%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 10.98M (3.81%) -11.68M
Decreased by -106.37%
Sep 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 6.29M (2.18%) 111.10K
Increased by +1.77%
Sep 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 Wellington Management Company LLP 4.75M (1.65%) -1.92M
Decreased by -40.37%
Mar 31, 24
12 Bank of New York Mellon Corp 4.57M (1.58%) 153.93K
Increased by +3.37%
Sep 30, 24
13 JPMorgan Chase & Co 4.02M (1.39%) -443.37K
Decreased by -11.03%
Sep 30, 24
14 Amvescap Plc. 4.00M (1.39%) 253.93K
Increased by +6.35%
Sep 30, 24
15 Wells Fargo & Co 3.73M (1.29%) -52.04K
Decreased by -1.39%
Dec 31, 23
16 Arnhold & S. Bleichroeder Advisers, LLC 3.37M (1.17%) 564.89K
Increased by +16.77%
Sep 30, 24
17 NORGES BANK 3.20M (1.11%) 74.47K
Increased by +2.33%
Jun 30, 24
18 ClearBridge Advisors, LLC 3.17M (1.10%) 181.75K
Increased by +5.74%
Sep 30, 24
19 Bank of America Corp 3.04M (1.06%) 1.22M
Increased by +40.15%
Jun 30, 24
20 Charles Schwab Investment Management Inc 2.99M (1.04%) 1.32M
Increased by +44.12%
Sep 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 6.13M (2.13%) 220.40K
Increased by +3.59%
Oct 31, 24
4 SPDR® S&P 500® ETF Trust 3.56M (1.24%) 21.08K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 3.55M (1.23%) -5.83K
Decreased by -0.16%
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 3.27M (1.13%) 0.00
Increased by 0.00%
Nov 30, 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 2.94M (1.02%) -141.49K
Decreased by -4.82%
Sep 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 2.15M (0.74%) -80.00K
Decreased by -3.73%
Oct 31, 24
15 Franklin Rising Dividends Fund A 2.15M (0.74%) -80.00K
Decreased by -3.73%
Oct 31, 24
16 The Health Care Select Sector SPDR® ETF 2.11M (0.73%) -3.56K
Decreased by -0.17%
Nov 30, 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