Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.49%
2 WBIF 4.31%
3 CCSO 4.26%
4 UTRN 4.11%
5 PKB 3.98%
6 GRNR 3.83%
7 TGLR 3.29%
8 XHB 2.71%
9 GGRW 2.70%
10 CGDV 2.62%
11 BASG 2.42%
12 RULE 2.36%
13 SAMM 2.34%
14 FPX 2.34%
15 MBOX 2.29%
16 CGVV 2.16%
17 PRN 2.01%
18 UPGR 2.00%
19 LBAY 1.95%
20 RYJ 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 92.92M (11.63%) -2.39M
Decreased by -2.57%
Mar 31, 25
2 Capital Research Global Investors 80.37M (10.06%) 4.87M
Increased by +6.07%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 58.32M (7.30%) -16.50M
Decreased by -28.29%
Mar 31, 25
4 BlackRock Inc 54.78M (6.86%) -545.33K
Decreased by -1.00%
Mar 31, 25
5 State Street Corporation 33.29M (4.17%) -48.04K
Decreased by -0.14%
Mar 31, 24
6 State Street Corp 32.86M (4.11%) -1.10M
Decreased by -3.35%
Mar 31, 25
7 JPMorgan Chase & Co 31.13M (3.90%) 4.67M
Increased by +15.00%
Mar 31, 25
8 Capital World Investors 28.58M (3.58%) -16.23M
Decreased by -56.79%
Mar 31, 25
9 Geode Capital Management, LLC 17.35M (2.17%) -12.64K
Decreased by -0.07%
Mar 31, 25
10 Fisher Asset Management, LLC 14.60M (1.83%) 287.17K
Increased by +1.97%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 14.45M (1.81%) 1.16M
Increased by +8.03%
Mar 31, 25
12 Dodge & Cox 14.29M (1.79%) -17.49K
Decreased by -0.12%
Mar 31, 25
13 Nuveen, LLC 10.24M (1.28%) 10.24M
Increased by +100.00%
Mar 31, 25
14 Nuveen Asset Management, LLC 9.82M (1.23%) -1.86M
Decreased by -18.96%
Dec 31, 24
15 Brown Advisory Holdings Inc 9.67M (1.21%) 4.38M
Increased by +45.25%
Mar 31, 25
16 NORGES BANK 8.61M (1.08%) 580.43K
Increased by +6.74%
Dec 31, 24
17 Northern Trust Corp 8.60M (1.08%) -246.36K
Decreased by -2.86%
Mar 31, 25
18 FMR Inc 7.88M (0.99%) -844.68K
Decreased by -10.71%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 6.97M (0.87%) 38.23K
Increased by +0.55%
Mar 31, 25
20 Fiera Capital Corporation 6.71M (0.84%) -513.69K
Decreased by -7.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 30.87M (3.86%) -5.04M
Decreased by -16.31%
Jun 30, 25
2 Capital Group Investment Co of Amer Comp 30.87M (3.86%) -5.04M
Decreased by -16.31%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 27.18M (3.40%) 84.11K
Increased by +0.31%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 26.20M (3.28%) -164.12K
Decreased by -0.63%
Jun 30, 25
5 Vanguard Institutional 500 Index Trust 22.97M (2.88%) 161.58K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 22.63M (2.83%) -341.99K
Decreased by -1.51%
Jun 30, 25
7 Vanguard Mid Cap Index Institutional 17.97M (2.25%) -44.85K
Decreased by -0.25%
Jun 30, 25
8 American Funds New Perspective A 16.43M (2.06%) 0.00
Increased by 0.00%
Jun 30, 25
9 Capital Group New Perspective Comp 16.43M (2.06%) 0.00
Increased by 0.00%
Jun 30, 25
10 VA CollegeAmerica Amcap 529A 14.53M (1.82%) -795.96K
Decreased by -5.48%
Dec 31, 24
11 American Funds Growth Fund of Amer A 14.21M (1.78%) -834.48K
Decreased by -5.87%
Jun 30, 25
12 Capital Group Growth Fnd of Amer Comp 14.21M (1.78%) -834.48K
Decreased by -5.87%
Jun 30, 25
13 American Funds American Mutual A 12.60M (1.58%) -326.71K
Decreased by -2.59%
Jun 30, 25
14 Capital Group American Mutual Comp 12.60M (1.58%) -326.71K
Decreased by -2.59%
Jun 30, 25
15 American Funds Fundamental Invs A 12.09M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
16 Capital Group Fundamental Invtrs Comp 12.09M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
17 American Funds American Balanced A 11.10M (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
18 Dodge & Cox Stock I 10.68M (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
19 American Funds Washington Mutual A 10.60M (1.33%) 1.37M
Increased by +12.89%
Dec 31, 23
20 American Funds AMCAP A 10.58M (1.32%) -44.09K
Decreased by -0.42%
Jun 30, 25