Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.29%
2 UTRN 3.96%
3 WBIF 3.94%
4 FTXG 3.89%
5 WBIG 3.74%
6 STNC 3.52%
7 CWS 3.27%
8 BCUS 3.17%
9 BRNY 3.03%
10 ABEQ 3.02%
11 RHS 2.62%
12 DIVZ 2.60%
13 RSPS 2.55%
14 CBLS 2.49%
15 FXG 2.47%
16 VSMV 2.19%
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 19.16M (13.21%) -224.51K
Decreased by -1.17%
Dec 31, 24
2 Capital Research & Mgmt Co - Division 3 12.46M (8.59%) 2.98M
Increased by +23.92%
Dec 31, 24
3 BlackRock Inc 12.02M (8.29%) -237.97K
Decreased by -1.98%
Dec 31, 24
4 State Street Corp 7.05M (4.86%) 19.31K
Increased by +0.27%
Dec 31, 24
5 State Street Corporation 6.93M (4.77%) -251.84K
Decreased by -3.64%
Mar 31, 24
6 Charles Schwab Investment Management Inc 4.64M (3.20%) 247.68K
Increased by +5.34%
Dec 31, 24
7 Geode Capital Management, LLC 3.80M (2.62%) 47.39K
Increased by +1.25%
Dec 31, 24
8 JPMorgan Chase & Co 2.90M (2.00%) -6.50M
Decreased by -224.02%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 2.57M (1.77%) -162.85K
Decreased by -6.33%
Dec 31, 24
10 Nordea Investment Mgmt Bank Demark A/s 2.29M (1.58%) -61.46K
Decreased by -2.68%
Mar 31, 24
11 Royal Bank of Canada 2.20M (1.51%) -22.75K
Decreased by -1.04%
Dec 31, 24
12 Hershey Trust Co 2.07M (1.42%) 278.00
Increased by +0.01%
Dec 31, 24
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 UBS Asset Mgmt Americas Inc 1.63M (1.12%) 453.43K
Increased by +27.85%
Dec 31, 24
17 Northern Trust Corp 1.58M (1.09%) 154.24K
Increased by +9.77%
Dec 31, 24
18 HHG PLC 1.54M (1.06%) 51.27K
Increased by +3.33%
Jun 30, 24
19 Qube Research & Technologies 1.50M (1.03%) 384.32K
Increased by +25.61%
Dec 31, 23
20 Macquarie Group Ltd 1.34M (0.92%) 57.19K
Increased by +4.27%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.68M (3.22%) 3.34K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.67M (3.22%) 17.41K
Increased by +0.37%
Mar 31, 25
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 4.11M (2.83%) 6.69K
Increased by +0.16%
Mar 31, 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 3.18M (2.19%) -8.15K
Decreased by -0.26%
Mar 31, 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 1.79M (1.24%) 1.48K
Increased by +0.08%
Apr 30, 25
14 SPDR® S&P 500® ETF Trust 1.79M (1.23%) -9.40K
Decreased by -0.52%
Mar 31, 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%) -1.74K
Decreased by -0.10%
Apr 29, 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 1.44M (0.99%) -2.94K
Decreased by -0.21%
Apr 30, 25
19 Vanguard Value Index Inv 1.29M (0.89%) 653.40K
Increased by +50.48%
Mar 31, 25
20 JPM US Equity Income-Composite 1.18M (0.81%) -234.82K
Decreased by -19.86%
Mar 31, 25