Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JGRW 6.91%
2 FCTE 5.01%
3 UTRN 4.00%
4 WBIL 3.90%
5 NEWZ 3.90%
6 WBIG 3.69%
7 BGIG 3.20%
8 DVOL 3.15%
9 RUFF 3.07%
10 BCUS 3.04%
11 STNC 3.03%
12 SSPX 2.83%
13 INFL 2.83%
14 HUSV 2.37%
15 PFI 2.32%
16 NDVG 2.28%
17 SAMT 2.21%
18 BDIV 2.20%
19 DIVL 2.18%
20 WBIF 2.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.32M (9.22%) 581.93K
Increased by +1.28%
Mar 31, 25
2 BlackRock Inc 40.60M (8.26%) -1.02M
Decreased by -2.51%
Mar 31, 25
3 FMR Inc 22.15M (4.50%) 917.19K
Increased by +4.14%
Mar 31, 25
4 State Street Corp 21.49M (4.37%) 239.15K
Increased by +1.11%
Mar 31, 25
5 State Street Corporation 20.97M (4.26%) -20.08K
Decreased by -0.10%
Mar 31, 24
6 Capital Research & Mgmt Co - Division 3 18.27M (3.72%) 30.43K
Increased by +0.17%
Mar 31, 25
7 Capital World Investors 17.65M (3.59%) 123.64K
Increased by +0.70%
Mar 31, 25
8 Wellington Management Company LLP 12.81M (2.61%) 4.51M
Increased by +35.16%
Mar 31, 25
9 Geode Capital Management, LLC 12.49M (2.54%) 437.17K
Increased by +3.50%
Mar 31, 25
10 Massachusetts Financial Services Company 10.10M (2.05%) -248.97K
Decreased by -2.47%
Mar 31, 25
11 T. Rowe Price Associates, Inc. 8.53M (1.73%) -1.62M
Decreased by -19.04%
Mar 31, 25
12 Ameriprise Financial Inc 7.79M (1.58%) -539.39K
Decreased by -6.92%
Mar 31, 25
13 Bank of America Corp 7.14M (1.45%) 634.47K
Increased by +8.88%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 6.84M (1.39%) 272.46K
Increased by +3.98%
Mar 31, 25
15 Capital Research Global Investors 6.58M (1.34%) 4.16M
Increased by +63.22%
Mar 31, 25
16 Mawer Investment Management Ltd 5.97M (1.21%) -249.35K
Decreased by -4.18%
Mar 31, 25
17 Northern Trust Corp 5.93M (1.21%) 726.71K
Increased by +12.25%
Dec 31, 24
18 NORGES BANK 5.82M (1.18%) -262.59K
Decreased by -4.51%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 5.18M (1.05%) -37.57K
Decreased by -0.73%
Mar 31, 25
20 JPMorgan Chase & Co 4.81M (0.98%) -3.19M
Decreased by -66.32%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 19.53M (3.97%) -338.27K
Decreased by -1.73%
Mar 31, 25
2 Capital Group Wash Mutual Invtrs Comp 19.53M (3.97%) -338.27K
Decreased by -1.73%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 15.77M (3.21%) 230.00K
Increased by +1.46%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 15.58M (3.17%) -43.07K
Decreased by -0.28%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 13.87M (2.82%) 222.01K
Increased by +1.60%
Apr 30, 25
6 Fidelity 500 Index 6.16M (1.25%) 10.74K
Increased by +0.17%
Mar 31, 25
7 SPDR® S&P 500 ETF 6.11M (1.24%) -89.59K
Decreased by -1.47%
Mar 31, 25
8 MFS Large Cap Value Equity 6.10M (1.24%) -210.55K
Decreased by -3.45%
Mar 31, 25
9 MFS Value A 6.00M (1.22%) -97.92K
Decreased by -1.63%
Apr 30, 25
10 SPDR® S&P 500 ETF Trust 5.95M (1.21%) -46.14K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 5.94M (1.21%) -31.21K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 5.91M (1.20%) -35.55K
Decreased by -0.60%
Apr 30, 25
13 iShares Core S&P 500 ETF 5.82M (1.18%) -6.07K
Decreased by -0.10%
Apr 30, 25
14 Fidelity® 500 Index 5.76M (1.17%) 36.63K
Increased by +0.64%
Nov 30, 23
15 Vanguard Dividend Growth Inv 5.31M (1.08%) -49.07K
Decreased by -0.92%
Mar 31, 25
16 Vanguard Value Index Inv 4.31M (0.88%) 1.12K
Increased by +0.03%
Apr 30, 25
17 American Funds American Mutual A 4.29M (0.87%) 411.57K
Increased by +9.60%
Mar 31, 25
18 Capital Group American Mutual Comp 4.29M (0.87%) 411.57K
Increased by +9.60%
Mar 31, 25
19 The Financial Select Sector SPDR® ETF 3.53M (0.72%) -26.25K
Decreased by -0.74%
Apr 30, 25
20 Columbia Dividend Value 3.37M (0.69%) -24.35K
Decreased by -0.72%
Mar 31, 25