Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JGRW 6.95%
2 UTRN 4.00%
3 BCUS 3.93%
4 WBIL 3.90%
5 NEWZ 3.90%
6 WBIG 3.69%
7 BGIG 3.17%
8 RUFF 3.07%
9 DVOL 3.06%
10 STNC 3.03%
11 SSPX 2.93%
12 INFL 2.72%
13 NDVG 2.35%
14 PFI 2.32%
15 HUSV 2.26%
16 BDIV 2.21%
17 SAMT 2.21%
18 WBIF 2.13%
19 DIVL 2.13%
20 LVOL 2.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.74M (9.10%) 356.62K
Increased by +0.80%
Dec 31, 24
2 BlackRock Inc 41.62M (8.46%) 10.59K
Increased by +0.03%
Dec 31, 24
3 State Street Corp 21.25M (4.32%) 337.13K
Increased by +1.59%
Dec 31, 24
4 FMR Inc 21.23M (4.32%) -210.71K
Decreased by -0.99%
Dec 31, 24
5 State Street Corporation 20.97M (4.26%) -20.08K
Decreased by -0.10%
Mar 31, 24
6 Capital Research & Mgmt Co - Division 3 18.24M (3.71%) -84.57K
Decreased by -0.46%
Dec 31, 24
7 Capital World Investors 17.53M (3.56%) -55.94K
Decreased by -0.32%
Dec 31, 24
8 Geode Capital Management, LLC 12.05M (2.45%) 145.13K
Increased by +1.20%
Dec 31, 24
9 Massachusetts Financial Services Company 10.35M (2.10%) -478.47K
Decreased by -4.62%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 10.15M (2.06%) 96.75K
Increased by +0.95%
Dec 31, 24
11 Ameriprise Financial Inc 8.33M (1.69%) -49.41K
Decreased by -0.59%
Dec 31, 24
12 Wellington Management Company LLP 8.31M (1.69%) -247.22K
Decreased by -2.98%
Dec 31, 24
13 Goldman Sachs Group Inc 7.22M (1.47%) 3.08M
Increased by +42.68%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 6.57M (1.34%) 56.92K
Increased by +0.87%
Dec 31, 24
15 Bank of America Corp 6.51M (1.32%) -837.68K
Decreased by -12.87%
Dec 31, 24
16 Mawer Investment Management Ltd 6.22M (1.26%) -696.89K
Decreased by -11.20%
Dec 31, 24
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 5.22M (1.06%) 609.60K
Increased by +11.68%
Dec 31, 24
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 19.87M (4.04%) 109.07K
Increased by +0.55%
Dec 31, 24
2 Capital Group Wash Mutual Invtrs Comp 19.87M (4.04%) 109.07K
Increased by +0.55%
Dec 31, 24
3 Vanguard US Total Market Shares ETF 15.58M (3.17%) -43.07K
Decreased by -0.28%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 15.50M (3.15%) 52.40K
Increased by +0.34%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 13.62M (2.77%) 91.12K
Increased by +0.67%
Feb 28, 25
6 MFS Large Cap Value Equity 6.31M (1.28%) -207.63K
Decreased by -3.29%
Dec 31, 24
7 Fidelity 500 Index 6.15M (1.25%) 27.39K
Increased by +0.45%
Feb 28, 25
8 MFS Value A 6.13M (1.25%) -102.36K
Decreased by -1.67%
Feb 28, 25
9 SPDR® S&P 500 ETF 6.11M (1.24%) -89.59K
Decreased by -1.47%
Mar 31, 25
10 iShares Core S&P 500 ETF 5.99M (1.22%) 17.34K
Increased by +0.29%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 5.95M (1.21%) -46.14K
Decreased by -0.78%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 5.94M (1.21%) -31.21K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 5.88M (1.19%) -98.84K
Decreased by -1.68%
Mar 31, 25
14 Fidelity® 500 Index 5.76M (1.17%) 36.63K
Increased by +0.64%
Nov 30, 23
15 Vanguard Dividend Growth Inv 5.36M (1.09%) -215.35K
Decreased by -4.02%
Dec 31, 24
16 Vanguard Value Index Inv 4.24M (0.86%) 27.17K
Increased by +0.64%
Feb 28, 25
17 American Funds American Mutual A 3.87M (0.79%) 0.00
Increased by 0.00%
Dec 31, 24
18 Capital Group American Mutual Comp 3.87M (0.79%) 0.00
Increased by 0.00%
Dec 31, 24
19 The Financial Select Sector SPDR® ETF 3.66M (0.74%) 9.45K
Increased by +0.26%
Mar 31, 25
20 Columbia Dividend Value 3.40M (0.69%) 357.18K
Increased by +10.51%
Dec 31, 24