Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.97%
2 WBIL 3.90%
3 WBIF 3.86%
4 WBIG 3.86%
5 GRNR 3.80%
6 CWS 3.59%
7 FPX 3.16%
8 BAMV 2.83%
9 DVOL 2.72%
10 DIVS 2.44%
11 DEF 1.97%
12 EMOT 1.89%
13 MGRO 1.75%
14 POWA 1.70%
15 BIDD 1.51%
16 MPAY 1.41%
17 STNC 1.32%
18 SCLZ 1.28%
19 QUVU 1.26%
20 AIVL 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.59M (12.40%) 1.99M
Increased by +4.10%
Jun 30, 25
2 JPMorgan Chase & Co 37.92M (9.68%) 2.40M
Increased by +6.32%
Mar 31, 25
3 BlackRock Inc 31.78M (8.11%) -1.14M
Decreased by -3.59%
Mar 31, 25
4 AllianceBernstein L.P. 18.77M (4.79%) -1.00M
Decreased by -5.34%
Mar 31, 25
5 State Street Corp 16.01M (4.09%) -49.25K
Decreased by -0.31%
Mar 31, 25
6 State Street Corporation 15.73M (4.02%) 90.10K
Increased by +0.57%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 12.89M (3.29%) 966.99K
Increased by +7.50%
Mar 31, 25
8 Geode Capital Management, LLC 10.54M (2.69%) -583.07K
Decreased by -5.53%
Mar 31, 25
9 NORGES BANK 7.29M (1.86%) 270.13K
Increased by +3.71%
Jun 30, 25
10 Franklin Resources Inc 7.10M (1.81%) -698.42K
Decreased by -9.84%
Jun 30, 25
11 Massachusetts Financial Services Company 6.91M (1.76%) -258.06K
Decreased by -3.73%
Jun 30, 25
12 Fundsmith LLP 5.82M (1.49%) -47.59K
Decreased by -0.82%
Jun 30, 25
13 Grantham, Mayo, Van Otterloo & Co., LLC 5.46M (1.39%) 301.73K
Increased by +5.53%
Mar 31, 25
14 Fiera Capital Corporation 5.34M (1.36%) -55.27K
Decreased by -1.04%
Jun 30, 25
15 Dodge & Cox 5.03M (1.28%) -78.10K
Decreased by -1.55%
Dec 31, 23
16 Boston Partners Global Investors, Inc 4.64M (1.18%) -45.79K
Decreased by -0.99%
Sep 30, 23
17 StonePine Asset Management Inc. 4.64M (1.18%) 543.93K
Increased by +11.73%
Jun 30, 25
18 Mitsubishi UFJ Asset Management Co.,Ltd 4.63M (1.18%) 494.26K
Increased by +10.67%
Jun 30, 25
19 Northern Trust Corp 4.58M (1.17%) 7.22K
Increased by +0.16%
Mar 31, 25
20 Goldman Sachs Group Inc 4.45M (1.14%) 2.45M
Increased by +55.10%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.69M (3.24%) -48.29K
Decreased by -0.38%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 12.67M (3.23%) -140.43K
Decreased by -1.11%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 11.28M (2.88%) 77.97K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 11.20M (2.86%) -79.09K
Decreased by -0.71%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 8.71M (2.22%) 5.42K
Increased by +0.06%
Jun 30, 25
6 Fundsmith Equity I Acc 5.65M (1.44%) 0.00
Increased by 0.00%
Mar 31, 25
7 R233 Fundsmith Equity (GBP) 5.65M (1.44%) 0.00
Increased by 0.00%
Dec 31, 24
8 AllianceBernstein US L/C Growth Eqty MF 5.34M (1.36%) 0.00
Increased by 0.00%
Jun 30, 25
9 Fidelity 500 Index 5.00M (1.28%) -1.88K
Decreased by -0.04%
Jun 30, 25
10 SPDR® S&P 500 ETF 4.93M (1.26%) -112.38K
Decreased by -2.28%
Mar 31, 25
11 SPDR® S&P 500® ETF 4.82M (1.23%) 20.65K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500 ETF Trust 4.82M (1.23%) -10.36K
Decreased by -0.22%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 4.80M (1.23%) -25.16K
Decreased by -0.52%
Mar 31, 25
14 Fidelity® 500 Index 4.80M (1.22%) 30.53K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 4.71M (1.20%) 21.44K
Increased by +0.45%
Jul 31, 25
16 American Funds Growth Fund of Amer A 4.15M (1.06%) -266.93K
Decreased by -6.43%
Dec 31, 23
17 Capital Group Growth Fnd of Amer Comp 4.15M (1.06%) -266.93K
Decreased by -6.43%
Dec 31, 23
18 MS INVF Global Brands A USD 4.14M (1.06%) -59.46K
Decreased by -1.44%
Mar 31, 24
19 Dodge & Cox Stock I 4.08M (1.04%) 0.00
Increased by 0.00%
Dec 31, 23
20 MS INVF Global Brands A 3.94M (1.01%) -30.11K
Decreased by -0.76%
Mar 31, 25