Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.08%
2 WBIG 4.04%
3 VICE 3.87%
4 UTRN 3.81%
5 PSL 3.46%
6 RSPS 2.85%
7 RHS 2.85%
8 MID 2.72%
9 RYJ 1.98%
10 UPGD 1.98%
11 FXG 1.75%
12 XLP 1.54%
13 NBSM 1.49%
14 SZNE 1.28%
15 IYK 1.24%
16 HUSV 1.14%
17 UGE 1.04%
18 PSET 1.01%
19 CHGX 1.01%
20 RNMC 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.23M (12.38%) 166.08K
Increased by +0.55%
Jun 30, 24
2 BlackRock Inc 20.94M (8.57%) -893.69K
Decreased by -4.27%
Jun 30, 24
3 State Street Corporation 12.17M (4.98%) -515.70K
Decreased by -4.24%
Mar 31, 24
4 State Street Corp 12.15M (4.97%) -22.93K
Decreased by -0.19%
Jun 30, 24
5 Capital Research & Mgmt Co - Division 3 8.90M (3.65%) -193.83K
Decreased by -2.18%
Jun 30, 24
6 Massachusetts Financial Services Company 7.59M (3.11%) 153.13K
Increased by +2.02%
Jun 30, 24
7 JPMorgan Chase & Co 7.22M (2.96%) -359.42K
Decreased by -4.98%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 6.94M (2.84%) -190.39K
Decreased by -2.74%
Jun 30, 24
9 Fundsmith LLP 6.91M (2.83%) -257.07K
Decreased by -3.72%
Jun 30, 24
10 Geode Capital Management, LLC 6.11M (2.50%) 76.35K
Increased by +1.25%
Jun 30, 24
11 Stifel Financial Corp 4.27M (1.75%) -21.84K
Decreased by -0.51%
Jun 30, 24
12 Allspring Global Investments Holdings, LLC 3.18M (1.30%) -178.04K
Decreased by -5.59%
Jun 30, 24
13 NORGES BANK 2.98M (1.22%) 231.64K
Increased by +7.77%
Jun 30, 24
14 FUNDSMITH INVESTMENT SERVICES LTD. 2.92M (1.19%) 208.01K
Increased by +7.13%
Jun 30, 24
15 Neuberger Berman Group LLC 2.82M (1.15%) -96.03K
Decreased by -3.41%
Jun 30, 24
16 Northern Trust Corp 2.74M (1.12%) 1.05K
Increased by +0.04%
Jun 30, 24
17 Goldman Sachs Group Inc 2.67M (1.09%) 1.61M
Increased by +60.38%
Dec 31, 23
18 Legal & General Group PLC 2.59M (1.06%) 77.13K
Increased by +2.98%
Jun 30, 24
19 Amvescap Plc. 2.57M (1.05%) -82.05K
Decreased by -3.19%
Jun 30, 24
20 UBS Asset Mgmt Americas Inc 2.48M (1.02%) 451.40K
Increased by +18.17%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.74M (3.17%) 5.67K
Increased by +0.07%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 6.41M (2.63%) 16.03K
Increased by +0.25%
Sep 30, 24
3 Fundsmith Equity I Acc 6.09M (2.49%) 0.00
Increased by 0.00%
Jun 30, 24
4 Vanguard Mid Cap Index Institutional 5.18M (2.12%) -47.91K
Decreased by -0.92%
Sep 30, 24
5 American Funds Washington Mutual A 3.20M (1.31%) 0.00
Increased by 0.00%
Sep 30, 24
6 Capital Group Wash Mutual Invtrs Comp 3.20M (1.31%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity 500 Index 3.01M (1.23%) -2.96K
Decreased by -0.10%
Sep 30, 24
8 MFS Large Cap Growth Equity 2.99M (1.22%) 177.24K
Increased by +5.93%
Sep 30, 24
9 MFS Massachusetts Inv Gr Stk A 2.99M (1.22%) 236.61K
Increased by +7.92%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 2.98M (1.22%) 15.55K
Increased by +0.52%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 2.91M (1.19%) 2.48K
Increased by +0.09%
May 29, 24
12 Fidelity® 500 Index 2.87M (1.17%) 18.25K
Increased by +0.64%
Nov 30, 23
13 Vanguard Growth Index Investor 2.84M (1.16%) 145.06K
Increased by +5.11%
Sep 30, 24
14 iShares Core S&P 500 ETF 2.73M (1.12%) 4.21K
Increased by +0.15%
Oct 31, 24
15 American Funds Fundamental Invs A 2.55M (1.05%) 403.58K
Increased by +15.80%
Sep 30, 24
16 Capital Group Fundamental Invtrs Comp 2.55M (1.05%) 403.58K
Increased by +15.80%
Sep 30, 24
17 The Consumer Staples Sel SectSPDR® ETF 2.41M (0.98%) -5.76K
Decreased by -0.24%
Oct 31, 24
18 Allspring Special Mid Cap Value Inst 2.40M (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
19 Allspring Special US Mid Cap Value Eq 2.40M (0.98%) 161.50K
Increased by +6.72%
Sep 30, 24
20 JPMorgan Equity Premium Income ETF 2.30M (0.94%) 837.00
Increased by +0.04%
Oct 31, 24