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 3.29%
6 RSPS 2.78%
7 RHS 2.78%
8 MID 2.72%
9 UPGD 1.94%
10 RYJ 1.93%
11 FXG 1.75%
12 NBSM 1.50%
13 XLP 1.49%
14 SZNE 1.28%
15 IYK 1.23%
16 HUSV 1.14%
17 XRLV 1.05%
18 ALTL 1.05%
19 SPLV 1.04%
20 FSCS 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.50M (12.49%) 264.63K
Increased by +0.87%
Sep 30, 24
2 BlackRock Inc 20.94M (8.57%) -893.69K
Decreased by -4.27%
Jun 30, 24
3 State Street Corp 13.12M (5.37%) 969.01K
Increased by +7.39%
Sep 30, 24
4 State Street Corporation 12.17M (4.98%) -515.70K
Decreased by -4.24%
Mar 31, 24
5 Capital Research & Mgmt Co - Division 3 9.34M (3.82%) 435.51K
Increased by +4.66%
Sep 30, 24
6 Massachusetts Financial Services Company 8.02M (3.28%) 429.86K
Increased by +5.36%
Sep 30, 24
7 Fundsmith LLP 6.88M (2.82%) -31.59K
Decreased by -0.46%
Sep 30, 24
8 JPMorgan Chase & Co 6.15M (2.52%) -1.08M
Decreased by -17.51%
Sep 30, 24
9 Geode Capital Management, LLC 5.77M (2.36%) -346.99K
Decreased by -6.02%
Sep 30, 24
10 Stifel Financial Corp 4.30M (1.76%) 21.61K
Increased by +0.50%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 3.57M (1.46%) -3.37M
Decreased by -94.42%
Sep 30, 24
12 Allspring Global Investments Holdings, LLC 3.36M (1.37%) 175.22K
Increased by +5.22%
Sep 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 (1.20%) 2.32K
Increased by +0.08%
Sep 30, 24
15 Neuberger Berman Group LLC 2.82M (1.15%) 1.49K
Increased by +0.05%
Sep 30, 24
16 Goldman Sachs Group Inc 2.67M (1.09%) 1.61M
Increased by +60.38%
Dec 31, 23
17 Northern Trust Corp 2.63M (1.07%) -110.10K
Decreased by -4.19%
Sep 30, 24
18 Amvescap Plc. 2.62M (1.07%) 47.45K
Increased by +1.81%
Sep 30, 24
19 Legal & General Group PLC 2.45M (1.00%) -133.74K
Decreased by -5.46%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 2.28M (0.93%) -203.32K
Decreased by -8.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.71M (3.16%) -30.11K
Decreased by -0.39%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 6.49M (2.66%) 79.41K
Increased by +1.22%
Oct 31, 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 5.19M (2.13%) 9.40K
Increased by +0.18%
Oct 31, 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 SPDR® S&P 500® ETF Trust 3.03M (1.24%) 17.86K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 3.00M (1.23%) -4.93K
Decreased by -0.16%
Oct 31, 24
9 MFS Large Cap Growth Equity 2.99M (1.22%) 177.24K
Increased by +5.93%
Sep 30, 24
10 MFS Massachusetts Inv Gr Stk A 2.95M (1.21%) -38.12K
Decreased by -1.29%
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 2.86M (1.17%) 18.38K
Increased by +0.64%
Oct 31, 24
14 iShares Core S&P 500 ETF 2.77M (1.13%) 0.00
Increased by 0.00%
Nov 30, 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 Allspring Special Mid Cap Value Inst 2.40M (0.98%) 0.00
Increased by 0.00%
Oct 31, 24
18 Allspring Special US Mid Cap Value Eq 2.40M (0.98%) 161.50K
Increased by +6.72%
Sep 30, 24
19 JPMorgan Equity Premium Income ETF 2.40M (0.98%) 2.78K
Increased by +0.12%
Nov 29, 24
20 The Consumer Staples Sel SectSPDR® ETF 2.34M (0.96%) 5.18K
Increased by +0.22%
Nov 30, 24