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 3.08%
6 NEWZ 2.56%
7 RSPS 2.53%
8 RHS 2.53%
9 MID 2.48%
10 UPGD 2.08%
11 RYJ 2.08%
12 FXG 1.75%
13 NUMV 1.63%
14 NBSM 1.53%
15 VFMV 1.52%
16 XLP 1.46%
17 NOBL 1.34%
18 QOWZ 1.32%
19 TOLL 1.32%
20 KNG 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.44M (12.80%) 750.58K
Increased by +2.39%
Mar 31, 25
2 BlackRock Inc 21.63M (8.80%) 323.32K
Increased by +1.49%
Mar 31, 25
3 State Street Corp 13.08M (5.32%) -213.18K
Decreased by -1.63%
Mar 31, 25
4 State Street Corporation 12.17M (4.95%) -515.70K
Decreased by -4.24%
Mar 31, 24
5 Capital Research & Mgmt Co - Division 3 9.00M (3.66%) 462.11K
Increased by +5.14%
Mar 31, 25
6 JPMorgan Chase & Co 7.13M (2.90%) -208.06K
Decreased by -2.92%
Mar 31, 25
7 Fundsmith LLP 6.85M (2.79%) -9.63K
Decreased by -0.14%
Mar 31, 25
8 Geode Capital Management, LLC 6.11M (2.49%) 196.83K
Increased by +3.22%
Mar 31, 25
9 Massachusetts Financial Services Company 5.95M (2.42%) -717.40K
Decreased by -12.06%
Mar 31, 25
10 Stifel Financial Corp 4.32M (1.76%) 20.89K
Increased by +0.48%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 3.95M (1.61%) 467.69K
Increased by +11.85%
Mar 31, 25
12 Allspring Global Investments Holdings, LLC 3.24M (1.32%) -92.69K
Decreased by -2.86%
Mar 31, 25
13 Northern Trust Corp 3.10M (1.26%) 79.17K
Increased by +2.56%
Mar 31, 25
14 NORGES BANK 3.04M (1.24%) 61.17K
Increased by +2.01%
Dec 31, 24
15 FUNDSMITH INVESTMENT SERVICES LTD. 2.90M (1.18%) -11.15K
Decreased by -0.38%
Mar 31, 25
16 Amvescap Plc. 2.81M (1.14%) -114.31K
Decreased by -4.07%
Mar 31, 25
17 Neuberger Berman Group LLC 2.72M (1.11%) -70.90K
Decreased by -2.60%
Mar 31, 25
18 Goldman Sachs Group Inc 2.67M (1.09%) 1.61M
Increased by +60.38%
Dec 31, 23
19 UBS Asset Mgmt Americas Inc 2.56M (1.04%) 153.27K
Increased by +5.99%
Mar 31, 25
20 Legal & General Group PLC 2.12M (0.86%) 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 7.88M (3.21%) 98.11K
Increased by +1.24%
Apr 30, 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 6.95M (2.83%) 110.23K
Increased by +1.59%
Apr 30, 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 5.35M (2.18%) 51.34K
Increased by +0.96%
Apr 30, 25
7 American Funds Washington Mutual A 3.19M (1.30%) -6.39K
Decreased by -0.20%
Mar 31, 25
8 Capital Group Wash Mutual Invtrs Comp 3.19M (1.30%) -6.39K
Decreased by -0.20%
Mar 31, 25
9 Fidelity 500 Index 3.09M (1.26%) 3.81K
Increased by +0.12%
Apr 30, 25
10 SPDR® S&P 500 ETF 3.04M (1.24%) -44.18K
Decreased by -1.45%
Mar 31, 25
11 Vanguard Growth Index Investor 3.02M (1.23%) 29.48K
Increased by +0.98%
Apr 30, 25
12 American Funds Fundamental Invs A 2.98M (1.21%) 428.86K
Increased by +14.38%
Mar 31, 25
13 Capital Group Fundamental Invtrs Comp 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%) -13.10K
Decreased by -0.45%
May 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 iShares Core S&P 500 ETF 2.85M (1.16%) 0.00
Increased by 0.00%
May 31, 25
19 MFS Large Cap Growth Equity 2.80M (1.14%) -96.69K
Decreased by -3.46%
Mar 31, 25
20 MFS Massachusetts Inv Gr Stk A 2.78M (1.13%) -18.86K
Decreased by -0.68%
Apr 30, 25