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 2.97%
6 NEWZ 2.56%
7 MID 2.48%
8 RHS 2.22%
9 RSPS 2.21%
10 RYJ 2.08%
11 UPGD 2.08%
12 FXG 1.75%
13 NBSM 1.47%
14 XLP 1.39%
15 HUSV 1.14%
16 SZNE 1.11%
17 CHGX 1.10%
18 IYK 1.03%
19 FSCS 1.02%
20 RNMC 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.69M (12.50%) 193.60K
Increased by +0.63%
Dec 31, 24
2 BlackRock Inc 21.30M (8.67%) 134.54K
Increased by +0.63%
Dec 31, 24
3 State Street Corp 13.29M (5.41%) 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 (2.79%) -25.65K
Decreased by -0.37%
Dec 31, 24
8 Massachusetts Financial Services Company 6.67M (2.71%) -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 7.79M (3.17%) 69.06K
Increased by +0.89%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 7.74M (3.15%) 5.67K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.84M (2.78%) 42.00K
Increased by +0.61%
Mar 31, 25
4 Fundsmith Equity I Acc 6.09M (2.48%) 0.00
Increased by 0.00%
Dec 31, 24
5 R233 Fundsmith Equity (GBP) 6.09M (2.48%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Mid Cap Index Institutional 5.30M (2.16%) 5.43K
Increased by +0.10%
Mar 31, 25
7 Capital Group Wash Mutual Invtrs Comp 3.20M (1.30%) 0.00
Increased by 0.00%
Dec 31, 24
8 American Funds Washington Mutual A 3.19M (1.30%) -6.39K
Decreased by -0.20%
Mar 31, 25
9 Fidelity 500 Index 3.07M (1.25%) 13.66K
Increased by +0.45%
Feb 28, 25
10 SPDR® S&P 500 ETF 3.04M (1.24%) -44.18K
Decreased by -1.45%
Mar 31, 25
11 iShares Core S&P 500 ETF 3.00M (1.22%) 8.70K
Increased by +0.29%
Mar 31, 25
12 Vanguard Growth Index Investor 2.99M (1.22%) 279.99K
Increased by +9.38%
Mar 31, 25
13 American Funds Fundamental Invs A 2.98M (1.21%) 428.86K
Increased by +14.38%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 2.96M (1.21%) -15.66K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.93M (1.19%) -49.59K
Decreased by -1.69%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 2.91M (1.18%) 2.48K
Increased by +0.09%
May 29, 24
17 Fidelity® 500 Index 2.87M (1.17%) 18.25K
Increased by +0.64%
Nov 30, 23
18 MFS Large Cap Growth Equity 2.80M (1.14%) -96.69K
Decreased by -3.46%
Mar 31, 25
19 MFS Massachusetts Inv Gr Stk A 2.80M (1.14%) -36.79K
Decreased by -1.32%
Mar 31, 25
20 Capital Group Fundamental Invtrs Comp 2.55M (1.04%) 0.00
Increased by 0.00%
Dec 31, 24