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 3.52%
6 NEWZ 2.56%
7 MID 2.48%
8 RHS 2.40%
9 RSPS 2.39%
10 UPGD 2.08%
11 RYJ 2.08%
12 FXG 1.75%
13 TOLL 1.54%
14 NBSM 1.53%
15 NUMV 1.50%
16 NOBL 1.45%
17 KNG 1.44%
18 VFMV 1.44%
19 XLP 1.42%
20 QOWZ 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.44M (12.94%) 750.58K
Increased by +2.39%
Mar 31, 25
2 BlackRock Inc 21.63M (8.90%) 323.32K
Increased by +1.49%
Mar 31, 25
3 State Street Corp 13.08M (5.38%) -213.18K
Decreased by -1.63%
Mar 31, 25
4 State Street Corporation 12.17M (5.01%) -515.70K
Decreased by -4.24%
Mar 31, 24
5 Capital Research & Mgmt Co - Division 3 9.00M (3.70%) 462.11K
Increased by +5.14%
Mar 31, 25
6 JPMorgan Chase & Co 7.13M (2.93%) -208.06K
Decreased by -2.92%
Mar 31, 25
7 Fundsmith LLP 6.85M (2.82%) -9.63K
Decreased by -0.14%
Mar 31, 25
8 Geode Capital Management, LLC 6.11M (2.52%) 196.83K
Increased by +3.22%
Mar 31, 25
9 Massachusetts Financial Services Company 5.95M (2.45%) -717.40K
Decreased by -12.06%
Mar 31, 25
10 Stifel Financial Corp 4.28M (1.76%) -38.81K
Decreased by -0.91%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 3.95M (1.62%) 467.69K
Increased by +11.85%
Mar 31, 25
12 Allspring Global Investments Holdings, LLC 3.24M (1.33%) -92.69K
Decreased by -2.86%
Mar 31, 25
13 Northern Trust Corp 3.10M (1.28%) 79.17K
Increased by +2.56%
Mar 31, 25
14 NORGES BANK 3.04M (1.25%) 61.17K
Increased by +2.01%
Dec 31, 24
15 FUNDSMITH INVESTMENT SERVICES LTD. 2.90M (1.20%) -11.15K
Decreased by -0.38%
Mar 31, 25
16 Amvescap Plc. 2.81M (1.16%) -114.31K
Decreased by -4.07%
Mar 31, 25
17 Neuberger Berman Group LLC 2.72M (1.12%) -70.90K
Decreased by -2.60%
Mar 31, 25
18 Goldman Sachs Group Inc 2.67M (1.10%) 1.61M
Increased by +60.38%
Dec 31, 23
19 UBS Asset Mgmt Americas Inc 2.56M (1.05%) 153.27K
Increased by +5.99%
Mar 31, 25
20 Legal & General Group PLC 2.12M (0.87%) 72.28K
Increased by +3.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.89M (3.25%) 5.11K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 7.74M (3.18%) 5.67K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 7.00M (2.88%) 49.08K
Increased by +0.70%
May 31, 25
4 Fundsmith Equity I Acc 6.09M (2.51%) 0.00
Increased by 0.00%
Mar 31, 25
5 R233 Fundsmith Equity (GBP) 6.09M (2.51%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Mid Cap Index Institutional 5.40M (2.22%) 50.75K
Increased by +0.94%
May 31, 25
7 American Funds Washington Mutual A 3.19M (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group Wash Mutual Invtrs Comp 3.19M (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
9 Fidelity 500 Index 3.10M (1.28%) 13.15K
Increased by +0.42%
May 31, 25
10 SPDR® S&P 500 ETF 3.04M (1.25%) -44.18K
Decreased by -1.45%
Mar 31, 25
11 Vanguard Growth Index Investor 3.02M (1.24%) 4.45K
Increased by +0.15%
May 31, 25
12 American Funds Fundamental Invs A 2.98M (1.23%) 0.00
Increased by 0.00%
Jun 30, 25
13 Capital Group Fundamental Invtrs Comp 2.98M (1.23%) 0.00
Increased by 0.00%
Jun 30, 25
14 SPDR® S&P 500® ETF 2.97M (1.22%) -10.44K
Decreased by -0.35%
Jun 30, 25
15 SPDR® S&P 500® ETF Trust 2.96M (1.22%) -15.66K
Decreased by -0.53%
Mar 31, 25
16 iShares Core S&P 500 ETF 2.92M (1.20%) 4.64K
Increased by +0.16%
Jun 30, 25
17 SPDR® S&P 500 ETF Trust 2.91M (1.20%) 2.48K
Increased by +0.09%
May 29, 24
18 Fidelity® 500 Index 2.87M (1.18%) 18.25K
Increased by +0.64%
Nov 30, 23
19 MFS Massachusetts Inv Gr Stk A 2.71M (1.11%) -67.88K
Decreased by -2.51%
May 31, 25
20 MFS Large Cap Growth Equity 2.67M (1.10%) -127.57K
Decreased by -4.78%
Jun 30, 25