Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.08%
2 WBIG 4.04%
3 UTRN 4.00%
4 VICE 3.87%
5 PSL 3.59%
6 NEWZ 3.53%
7 MID 2.76%
8 RHS 2.58%
9 RSPS 2.58%
10 UPGD 2.08%
11 RYJ 2.08%
12 NBSM 1.83%
13 FXG 1.75%
14 XLP 1.64%
15 SZNE 1.28%
16 IYK 1.21%
17 PSET 1.20%
18 HUSV 1.14%
19 CHGX 1.10%
20 XRLV 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.69M (12.51%) 193.60K
Increased by +0.63%
Dec 31, 24
2 BlackRock Inc 21.30M (8.69%) 134.54K
Increased by +0.63%
Dec 31, 24
3 State Street Corp 13.29M (5.42%) 176.24K
Increased by +1.33%
Dec 31, 24
4 State Street Corporation 12.17M (4.96%) -515.70K
Decreased by -4.24%
Mar 31, 24
5 Capital Research & Mgmt Co - Division 3 8.54M (3.48%) -802.80K
Decreased by -9.40%
Dec 31, 24
6 JPMorgan Chase & Co 7.34M (2.99%) -4.96M
Decreased by -67.55%
Dec 31, 24
7 Fundsmith LLP 6.86M (2.80%) -25.65K
Decreased by -0.37%
Dec 31, 24
8 Massachusetts Financial Services Company 6.67M (2.72%) -1.35M
Decreased by -20.25%
Dec 31, 24
9 Geode Capital Management, LLC 5.92M (2.41%) 148.23K
Increased by +2.51%
Dec 31, 24
10 Stifel Financial Corp 4.32M (1.76%) 20.89K
Increased by +0.48%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 3.48M (1.42%) -91.34K
Decreased by -2.63%
Dec 31, 24
12 Allspring Global Investments Holdings, LLC 3.33M (1.36%) -25.78K
Decreased by -0.77%
Dec 31, 24
13 NORGES BANK 3.04M (1.24%) 61.17K
Increased by +2.01%
Dec 31, 24
14 Northern Trust Corp 3.02M (1.23%) 393.07K
Increased by +13.02%
Dec 31, 24
15 Amvescap Plc. 2.92M (1.19%) 298.85K
Increased by +10.23%
Dec 31, 24
16 FUNDSMITH INVESTMENT SERVICES LTD. 2.92M (1.19%) -4.82K
Decreased by -0.17%
Dec 31, 24
17 Neuberger Berman Group LLC 2.80M (1.14%) -21.50K
Decreased by -0.77%
Dec 31, 24
18 Goldman Sachs Group Inc 2.67M (1.09%) 1.61M
Increased by +60.38%
Dec 31, 23
19 UBS Asset Mgmt Americas Inc 2.40M (0.98%) 124.56K
Increased by +5.18%
Dec 31, 24
20 Legal & General Group PLC 2.05M (0.83%) -33.52K
Decreased by -1.64%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.72M (3.15%) 11.71K
Increased by +0.15%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.79M (2.77%) 46.09K
Increased by +0.68%
Feb 28, 25
3 Fundsmith Equity I Acc 6.09M (2.48%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 5.29M (2.16%) 22.69K
Increased by +0.43%
Feb 28, 25
5 American Funds Washington Mutual A 3.20M (1.30%) 0.00
Increased by 0.00%
Dec 31, 24
6 Capital Group Wash Mutual Invtrs Comp 3.20M (1.30%) 0.00
Increased by 0.00%
Dec 31, 24
7 Fidelity 500 Index 3.05M (1.25%) 13.48K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 3.02M (1.23%) -22.46K
Decreased by -0.74%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 2.91M (1.18%) 2.48K
Increased by +0.09%
May 29, 24
10 MFS Large Cap Growth Equity 2.89M (1.18%) -96.22K
Decreased by -3.33%
Dec 31, 24
11 iShares Core S&P 500 ETF 2.88M (1.17%) -145.00
Decreased by -0.01%
Feb 28, 25
12 Fidelity® 500 Index 2.87M (1.17%) 18.25K
Increased by +0.64%
Nov 30, 23
13 MFS Massachusetts Inv Gr Stk A 2.83M (1.15%) -21.28K
Decreased by -0.75%
Feb 28, 25
14 Vanguard Growth Index Investor 2.71M (1.10%) 2.42K
Increased by +0.09%
Feb 28, 25
15 JPMorgan Equity Premium Income ETF 2.57M (1.05%) 4.37K
Increased by +0.17%
Feb 28, 25
16 American Funds Fundamental Invs A 2.55M (1.04%) 0.00
Increased by 0.00%
Dec 31, 24
17 Capital Group Fundamental Invtrs Comp 2.55M (1.04%) 0.00
Increased by 0.00%
Dec 31, 24
18 Allspring Mid Value SMA 2.40M (0.98%) 2.40M
Increased by +99.99%
Dec 31, 24
19 Allspring Special Mid Cap Value Inst 2.40M (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
20 Allspring Special US Mid Cap Value Eq 2.40M (0.98%) 0.00
Increased by 0.00%
Dec 31, 24