Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.67%
2 PSP 4.60%
3 GK 4.47%
4 CARK 4.04%
5 WBIG 3.66%
6 CZAR 2.91%
7 TBG 2.83%
8 SCHD 2.61%
9 AIEQ 2.59%
10 GABF 2.29%
11 QDIV 2.27%
12 TWIO 2.18%
13 PJFV 2.03%
14 FTGS 1.98%
15 AMOM 1.94%
16 HDV 1.91%
17 IYF 1.78%
18 IYG 1.72%
19 KCE 1.63%
20 WBIL 1.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 66.89M (9.19%) 889.29K
Increased by +1.33%
Dec 31, 24
2 BlackRock Inc 49.09M (6.75%) 1.48M
Increased by +3.02%
Dec 31, 24
3 Capital World Investors 32.87M (4.52%) -4.90M
Decreased by -14.92%
Dec 31, 24
4 State Street Corp 30.74M (4.22%) 716.09K
Increased by +2.33%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 28.90M (3.97%) 1.38M
Increased by +4.78%
Dec 31, 24
6 State Street Corporation 28.58M (3.93%) 393.26K
Increased by +1.38%
Mar 31, 24
7 JPMorgan Chase & Co 23.94M (3.29%) -18.27M
Decreased by -76.34%
Dec 31, 24
8 Geode Capital Management, LLC 15.34M (2.11%) 444.89K
Increased by +2.90%
Dec 31, 24
9 Charles Schwab Investment Management Inc 14.85M (2.04%) 27.95K
Increased by +0.19%
Dec 31, 23
10 Capital Research & Mgmt Co - Division 3 12.86M (1.77%) -3.17M
Decreased by -24.67%
Dec 31, 24
11 Bank of America Corp 11.30M (1.55%) 130.03K
Increased by +1.15%
Dec 31, 24
12 Edgewood Management LLC 9.92M (1.36%) -1.63M
Decreased by -16.43%
Dec 31, 24
13 Royal Bank of Canada 7.90M (1.09%) -1.59M
Decreased by -20.08%
Dec 31, 24
14 Northern Trust Corp 7.02M (0.96%) 681.51K
Increased by +9.71%
Dec 31, 24
15 Aristotle Capital Management LLC 6.30M (0.87%) -71.20K
Decreased by -1.13%
Dec 31, 24
16 UBS Group AG 6.12M (0.84%) 319.45K
Increased by +5.22%
Dec 31, 24
17 Legal & General Group PLC 6.00M (0.83%) -261.62K
Decreased by -4.36%
Sep 30, 24
18 Amvescap Plc. 5.99M (0.82%) 371.68K
Increased by +6.21%
Dec 31, 24
19 NORGES BANK 5.65M (0.78%) -270.18K
Decreased by -4.78%
Dec 31, 24
20 Brown Advisory Holdings Inc 5.25M (0.72%) -563.20K
Decreased by -10.72%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.77M (3.13%) 77.43K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 20.02M (2.75%) 135.25K
Increased by +0.68%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 11.21M (1.54%) -6.54K
Decreased by -0.06%
Jan 31, 24
4 American Funds Washington Mutual A 9.71M (1.33%) -983.47K
Decreased by -10.13%
Dec 31, 24
5 Capital Group Wash Mutual Invtrs Comp 9.71M (1.33%) -983.47K
Decreased by -10.13%
Dec 31, 24
6 Fidelity 500 Index 9.00M (1.24%) 39.72K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 8.92M (1.23%) -66.14K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 8.51M (1.17%) 19.21K
Increased by +0.23%
Apr 30, 24
9 iShares Core S&P 500 ETF 8.48M (1.17%) -426.00
Decreased by -0.01%
Feb 28, 25
10 Fidelity® 500 Index 8.27M (1.14%) 52.63K
Increased by +0.64%
Nov 30, 23
11 Vanguard Growth Index Investor 7.44M (1.02%) 5.42K
Increased by +0.07%
Feb 28, 25
12 JPMorgan Large Cap Growth I 7.08M (0.97%) 0.00
Increased by 0.00%
Jan 31, 25
13 American Funds Fundamental Invs A 5.95M (0.82%) -297.10K
Decreased by -4.99%
Dec 31, 24
14 Capital Group Fundamental Invtrs Comp 5.95M (0.82%) -297.10K
Decreased by -4.99%
Dec 31, 24
15 American Funds American Balanced A 5.51M (0.76%) -253.00K
Decreased by -4.59%
Dec 31, 24
16 The Financial Select Sector SPDR® ETF 5.42M (0.74%) 6.42K
Increased by +0.12%
Feb 28, 25
17 Edgewood Growth Instl 5.35M (0.74%) -1.01M
Decreased by -18.94%
Dec 31, 24
18 Financial Select Sector SPDR® ETF 4.85M (0.67%) -13.89K
Decreased by -0.29%
Apr 30, 24
19 American Funds Capital World Gr&Inc A 4.73M (0.65%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group World Growth & Inc Cmp 4.73M (0.65%) 0.00
Increased by 0.00%
Dec 31, 24