Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVW 1000.00%
2 PSP 4.92%
3 WBIL 4.14%
4 WBIF 4.11%
5 GABF 3.51%
6 WBIG 3.07%
7 GK 2.92%
8 CZAR 2.91%
9 SCHD 2.61%
10 AIEQ 2.59%
11 FTGS 2.07%
12 DDIV 1.96%
13 IYF 1.78%
14 TWIO 1.76%
15 IYG 1.75%
16 QDIV 1.74%
17 KCE 1.70%
18 XLF 1.55%
19 RSPF 1.54%
20 RYF 1.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 64.26M (8.94%) 1.29M
Increased by +2.01%
Mar 31, 24
2 BlackRock Inc 46.58M (6.48%) 594.38K
Increased by +1.28%
Mar 31, 24
3 Capital World Investors 36.29M (5.05%) 2.55M
Increased by +7.02%
Mar 31, 24
4 State Street Corporation 28.58M (3.98%) 393.26K
Increased by +1.38%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 25.67M (3.57%) 889.65K
Increased by +3.47%
Mar 31, 24
6 Capital Research & Mgmt Co - Division 3 16.54M (2.30%) -2.96M
Decreased by -17.90%
Mar 31, 24
7 Charles Schwab Investment Management Inc 14.85M (2.07%) 27.95K
Increased by +0.19%
Dec 31, 23
8 Geode Capital Management, LLC 14.26M (1.98%) 323.73K
Increased by +2.27%
Mar 31, 24
9 JPMorgan Chase & Co 13.82M (1.92%) 596.18K
Increased by +4.31%
Mar 31, 24
10 Edgewood Management LLC 12.06M (1.68%) -643.95K
Decreased by -5.34%
Mar 31, 24
11 Bank of America Corp 10.93M (1.52%) 208.59K
Increased by +1.91%
Mar 31, 24
12 Royal Bank of Canada 9.53M (1.33%) -272.62K
Decreased by -2.86%
Mar 31, 24
13 Aristotle Capital Management LLC 8.46M (1.18%) -186.34K
Decreased by -2.20%
Mar 31, 24
14 Northern Trust Corp 6.35M (0.88%) -156.57K
Decreased by -2.46%
Mar 31, 24
15 Legal & General Group PLC 6.12M (0.85%) 38.70K
Increased by +0.63%
Mar 31, 24
16 UBS Group AG 5.86M (0.82%) 853.32K
Increased by +14.56%
Mar 31, 24
17 Brown Advisory Holdings Inc 5.82M (0.81%) -613.33K
Decreased by -10.54%
Mar 31, 24
18 Atlantic Trust Group, LLC 5.43M (0.76%) -127.17K
Decreased by -2.34%
Mar 31, 24
19 NORGES BANK 5.41M (0.75%) -1.46M
Decreased by -27.05%
Dec 31, 23
20 Goldman Sachs Group Inc 5.10M (0.71%) -2.20M
Decreased by -43.06%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.71M (3.16%) 70.04K
Increased by +0.31%
May 31, 24
2 Vanguard Institutional 500 Index Trust 18.46M (2.57%) 160.32K
Increased by +0.87%
May 31, 24
3 Schwab US Dividend Equity ETF™ 11.21M (1.56%) -6.54K
Decreased by -0.06%
Jan 31, 24
4 Fidelity 500 Index 8.76M (1.22%) 44.42K
Increased by +0.51%
May 31, 24
5 American Funds American Balanced A 8.74M (1.22%) 1.32M
Increased by +15.11%
Mar 31, 24
6 SPDR® S&P 500® ETF Trust 8.51M (1.18%) 80.14K
Increased by +0.94%
Jun 30, 24
7 SPDR® S&P 500 ETF Trust 8.51M (1.18%) 19.21K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 8.27M (1.15%) 52.63K
Increased by +0.64%
Nov 30, 23
9 American Funds Washington Mutual A 8.07M (1.12%) 895.02K
Increased by +11.09%
Mar 31, 24
10 Capital Group Wash Mutual Invtrs Comp 8.07M (1.12%) 895.02K
Increased by +11.09%
Mar 31, 24
11 iShares Core S&P 500 ETF 7.63M (1.06%) 38.67K
Increased by +0.51%
Jun 28, 24
12 Vanguard Growth Index Investor 6.97M (0.97%) 62.94K
Increased by +0.90%
May 31, 24
13 Edgewood Growth Instl 6.55M (0.91%) -286.37K
Decreased by -4.37%
Mar 31, 24
14 American Funds Growth Fund of Amer A 6.22M (0.87%) 0.00
Increased by 0.00%
Mar 31, 24
15 Capital Group Growth Fnd of Amer Comp 6.22M (0.87%) 0.00
Increased by 0.00%
Mar 31, 24
16 American Funds Fundamental Invs A 5.91M (0.82%) -5.00K
Decreased by -0.08%
Mar 31, 24
17 Capital Group Fundamental Invtrs Comp 5.91M (0.82%) -5.00K
Decreased by -0.08%
Mar 31, 24
18 The Financial Select Sector SPDR® ETF 4.87M (0.68%) 10.58K
Increased by +0.22%
Jun 30, 24
19 Financial Select Sector SPDR® ETF 4.85M (0.68%) -13.89K
Decreased by -0.29%
Apr 30, 24
20 Vanguard Institutional Index I 4.69M (0.65%) -8.74K
Decreased by -0.19%
May 31, 24