Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 WBIF 3.94%
3 WBIL 3.90%
4 FTXG 3.82%
5 WBIG 3.53%
6 STNC 3.52%
7 CWS 3.27%
8 BCUS 3.17%
9 BRNY 3.03%
10 ABEQ 2.96%
11 CBLS 2.49%
12 FXG 2.45%
13 RHS 2.45%
14 RSPS 2.45%
15 DIVZ 2.44%
16 VSMV 2.11%
17 POWA 2.07%
18 GINX 1.95%
19 RYJ 1.93%
20 TUSA 1.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.63M (12.84%) -532.23K
Decreased by -2.86%
Mar 31, 25
2 BlackRock Inc 12.26M (8.45%) 241.05K
Increased by +1.97%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 11.61M (8.00%) -853.21K
Decreased by -7.35%
Mar 31, 25
4 State Street Corp 7.11M (4.90%) 60.29K
Increased by +0.85%
Mar 31, 25
5 State Street Corporation 6.93M (4.77%) -251.84K
Decreased by -3.64%
Mar 31, 24
6 Charles Schwab Investment Management Inc 4.99M (3.44%) 356.25K
Increased by +7.14%
Mar 31, 25
7 Geode Capital Management, LLC 4.44M (3.06%) 639.71K
Increased by +14.41%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 3.20M (2.21%) 633.86K
Increased by +19.78%
Mar 31, 25
9 JPMorgan Chase & Co 3.13M (2.15%) 224.58K
Increased by +7.18%
Mar 31, 25
10 Royal Bank of Canada 2.75M (1.90%) 557.06K
Increased by +20.23%
Mar 31, 25
11 Nordea Investment Mgmt Bank Demark A/s 2.29M (1.58%) -61.46K
Decreased by -2.68%
Mar 31, 24
12 Hershey Trust Co 2.07M (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 1.97M (1.36%) 561.92K
Increased by +28.53%
Sep 30, 23
14 Renaissance Technologies Corp 1.92M (1.32%) -584.37K
Decreased by -30.44%
Dec 31, 23
15 NORGES BANK 1.75M (1.20%) -128.38K
Decreased by -7.35%
Jun 30, 24
16 Northern Trust Corp 1.58M (1.09%) 154.24K
Increased by +9.77%
Dec 31, 24
17 HHG PLC 1.54M (1.06%) 51.27K
Increased by +3.33%
Jun 30, 24
18 Qube Research & Technologies 1.50M (1.03%) 384.32K
Increased by +25.61%
Dec 31, 23
19 Bank of America Corp 1.45M (1.00%) 268.06K
Increased by +18.44%
Mar 31, 25
20 Amvescap Plc. 1.28M (0.88%) 87.50K
Increased by +6.82%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.74M (3.27%) 69.06K
Increased by +1.46%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.68M (3.22%) 3.34K
Increased by +0.07%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 4.19M (2.89%) 720.00
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 4.17M (2.87%) 66.77K
Increased by +1.60%
Apr 30, 25
5 American Funds Washington Mutual A 4.07M (2.81%) -764.77K
Decreased by -18.78%
Mar 31, 25
6 Capital Group Wash Mutual Invtrs Comp 4.07M (2.81%) -764.77K
Decreased by -18.78%
Mar 31, 25
7 American Funds American Mutual A 3.78M (2.60%) -15.79K
Decreased by -0.42%
Mar 31, 25
8 Capital Group American Mutual Comp 3.78M (2.60%) -15.79K
Decreased by -0.42%
Mar 31, 25
9 Vanguard Mid Cap Index Institutional 3.21M (2.21%) 30.89K
Increased by +0.96%
Apr 30, 25
10 American Funds American Balanced A 2.53M (1.74%) 307.02K
Increased by +12.13%
Mar 31, 25
11 Fidelity 500 Index 1.85M (1.28%) 3.20K
Increased by +0.17%
Mar 31, 25
12 SPDR® S&P 500 ETF 1.84M (1.27%) -26.97K
Decreased by -1.47%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 1.79M (1.23%) -9.40K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.78M (1.23%) -10.70K
Decreased by -0.60%
Apr 30, 25
15 SPDR® S&P 500 ETF Trust 1.77M (1.22%) -3.83K
Decreased by -0.22%
Apr 30, 24
16 iShares Core S&P 500 ETF 1.75M (1.21%) -1.83K
Decreased by -0.10%
Apr 30, 25
17 Fidelity® 500 Index 1.75M (1.20%) 11.11K
Increased by +0.64%
Nov 30, 23
18 The Consumer Staples Sel SectSPDR® ETF 1.42M (0.98%) -14.35K
Decreased by -1.01%
Apr 30, 25
19 Vanguard Value Index Inv 1.30M (0.89%) 3.26K
Increased by +0.25%
Apr 30, 25
20 JPM US Equity Income-Composite 1.18M (0.81%) -234.82K
Decreased by -19.86%
Mar 31, 25