Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.13%
2 WBIF 4.49%
3 ECOZ 4.22%
4 UTRN 4.02%
5 WBIG 3.91%
6 BCUS 3.89%
7 PRN 3.61%
8 HWAY 3.51%
9 NUMG 3.39%
10 MDCP 3.25%
11 GAST 2.71%
12 JMID 2.55%
13 LEAD 2.43%
14 PWC 2.06%
15 CACG 2.04%
16 DFND 2.00%
17 LRGE 1.99%
18 SEIQ 1.99%
19 FTCS 1.99%
20 FTIF 1.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.39M (12.29%) 57.69K
Increased by +1.07%
Mar 31, 25
2 BlackRock Inc 4.06M (9.27%) 54.07K
Increased by +1.33%
Mar 31, 25
3 State Street Corp 1.97M (4.50%) -38.58K
Decreased by -1.95%
Mar 31, 25
4 State Street Corporation 1.95M (4.46%) -79.15K
Decreased by -4.05%
Mar 31, 24
5 FMR Inc 1.30M (2.97%) -304.04K
Decreased by -23.39%
Mar 31, 25
6 Geode Capital Management, LLC 1.24M (2.82%) 42.45K
Increased by +3.43%
Mar 31, 25
7 Wells Fargo & Co 1.04M (2.37%) -26.59K
Decreased by -2.56%
Mar 31, 25
8 ClearBridge Advisors, LLC 956.97K (2.18%) -4.34K
Decreased by -0.45%
Mar 31, 25
9 JPMorgan Chase & Co 822.41K (1.88%) 75.64K
Increased by +9.20%
Mar 31, 25
10 Bank of America Corp 695.23K (1.59%) 133.10K
Increased by +19.15%
Mar 31, 25
11 GAMMA Investing LLC 692.47K (1.58%) 691.78K
Increased by +99.90%
Mar 31, 25
12 Northern Trust Corp 665.23K (1.52%) -16.68K
Decreased by -2.51%
Mar 31, 25
13 UBS Asset Mgmt Americas Inc 583.57K (1.33%) -1.29K
Decreased by -0.22%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 557.58K (1.27%) -25.33K
Decreased by -4.54%
Mar 31, 25
15 Franklin Resources Inc 539.95K (1.23%) -78.41K
Decreased by -14.52%
Mar 31, 25
16 NORGES BANK 508.43K (1.16%) 11.21K
Increased by +2.20%
Dec 31, 24
17 Amundi 435.98K (0.99%) -23.55K
Decreased by -5.40%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 416.09K (0.95%) 6.80K
Increased by +1.63%
Mar 31, 25
19 Amvescap Plc. 411.10K (0.94%) -103.23K
Decreased by -25.11%
Mar 31, 25
20 Stifel Financial Corp 407.49K (0.93%) -12.00K
Decreased by -2.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.39M (3.18%) 1.50K
Increased by +0.11%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.39M (3.16%) -14.44K
Decreased by -1.04%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.26M (2.88%) 8.65K
Increased by +0.69%
May 31, 25
4 Vanguard Mid Cap Index Institutional 952.56K (2.17%) 8.92K
Increased by +0.94%
May 31, 25
5 Fidelity 500 Index 559.14K (1.28%) 2.45K
Increased by +0.44%
May 31, 25
6 Fidelity® Contrafund® 551.69K (1.26%) 28.90K
Increased by +5.24%
Nov 30, 23
7 SPDR® S&P 500 ETF 551.56K (1.26%) -8.06K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 536.97K (1.23%) -2.81K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 532.54K (1.21%) -4.11K
Decreased by -0.77%
Mar 31, 24
10 SPDR® S&P 500® ETF 527.51K (1.20%) -1.87K
Decreased by -0.35%
Jun 30, 25
11 Fidelity® 500 Index 518.56K (1.18%) 3.30K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 518.50K (1.18%) 832.00
Increased by +0.16%
Jun 30, 25
13 Vanguard Growth Index Investor 500.11K (1.14%) 973.00
Increased by +0.19%
May 31, 25
14 Fidelity Contrafund 430.84K (0.98%) -14.30K
Decreased by -3.32%
May 31, 25
15 Franklin Rising Dividends A 398.50K (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
16 Franklin Rising Dividends Fund A 398.50K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
17 JPMorgan Large Cap Growth I 388.29K (0.89%) 0.00
Increased by 0.00%
May 31, 25
18 Vanguard Mid-Cap Growth ETF 337.00K (0.77%) 913.00
Increased by +0.27%
May 31, 25
19 Vanguard Institutional Index I 272.08K (0.62%) 36.00
Increased by +0.01%
May 31, 25
20 Fidelity Contrafund Commingled Pl O 250.56K (0.57%) 1.18K
Increased by +0.47%
Aug 31, 24