Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.97%
2 WBIL 3.90%
3 CWS 3.90%
4 WBIF 3.86%
5 WBIG 3.86%
6 GRNR 3.80%
7 FPX 3.16%
8 DVOL 2.72%
9 DIVS 2.61%
10 DEF 1.97%
11 POWA 1.93%
12 EMOT 1.87%
13 BIDD 1.83%
14 JDIV 1.50%
15 MPAY 1.41%
16 AIVL 1.37%
17 STNC 1.32%
18 TPHD 1.21%
19 DDIV 1.19%
20 QLTY 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.60M (11.83%) 1.59M
Increased by +3.42%
Mar 31, 25
2 JPMorgan Chase & Co 37.92M (9.62%) 2.40M
Increased by +6.32%
Mar 31, 25
3 BlackRock Inc 31.78M (8.07%) -1.14M
Decreased by -3.59%
Mar 31, 25
4 AllianceBernstein L.P. 19.78M (5.02%) -1.77M
Decreased by -8.93%
Dec 31, 24
5 State Street Corp 16.01M (4.06%) -49.25K
Decreased by -0.31%
Mar 31, 25
6 State Street Corporation 15.73M (3.99%) 90.10K
Increased by +0.57%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 12.89M (3.27%) 966.99K
Increased by +7.50%
Mar 31, 25
8 Geode Capital Management, LLC 10.54M (2.68%) -583.07K
Decreased by -5.53%
Mar 31, 25
9 Franklin Resources Inc 7.80M (1.98%) 10.68K
Increased by +0.14%
Mar 31, 25
10 Massachusetts Financial Services Company 7.17M (1.82%) -437.23K
Decreased by -6.10%
Mar 31, 25
11 NORGES BANK 7.02M (1.78%) -255.38K
Decreased by -3.64%
Dec 31, 24
12 Fundsmith LLP 5.87M (1.49%) -100.04K
Decreased by -1.71%
Mar 31, 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 5.39M (1.37%) -1.20M
Decreased by -22.29%
Mar 31, 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 Northern Trust Corp 4.58M (1.16%) 501.02K
Increased by +10.94%
Dec 31, 24
18 Goldman Sachs Group Inc 4.45M (1.13%) 2.45M
Increased by +55.10%
Dec 31, 23
19 Mitsubishi UFJ Asset Management Co.,Ltd 4.14M (1.05%) 571.49K
Increased by +13.81%
Mar 31, 25
20 StonePine Asset Management Inc. 4.10M (1.04%) 1.09M
Increased by +26.68%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.72M (3.23%) 193.78K
Increased by +1.52%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 12.67M (3.21%) -140.43K
Decreased by -1.11%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 11.20M (2.84%) 178.65K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 8.62M (2.19%) 82.77K
Increased by +0.96%
Apr 30, 25
5 Fundsmith Equity I Acc 5.65M (1.43%) 0.00
Increased by 0.00%
Dec 31, 24
6 R233 Fundsmith Equity (GBP) 5.65M (1.43%) 0.00
Increased by 0.00%
Dec 31, 24
7 AllianceBernstein US L/C Growth Eqty MF 5.09M (1.29%) 119.86K
Increased by +2.35%
Mar 31, 25
8 Fidelity 500 Index 4.97M (1.26%) -28.26K
Decreased by -0.57%
Mar 31, 25
9 SPDR® S&P 500 ETF 4.93M (1.25%) -112.38K
Decreased by -2.28%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 4.82M (1.22%) -10.36K
Decreased by -0.22%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 4.80M (1.22%) -25.16K
Decreased by -0.52%
Mar 31, 25
12 Fidelity® 500 Index 4.80M (1.22%) 30.53K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF 4.78M (1.21%) -28.66K
Decreased by -0.60%
Apr 30, 25
14 iShares Core S&P 500 ETF 4.70M (1.19%) -4.91K
Decreased by -0.10%
Apr 30, 25
15 American Funds Growth Fund of Amer A 4.15M (1.05%) -266.93K
Decreased by -6.43%
Dec 31, 23
16 Capital Group Growth Fnd of Amer Comp 4.15M (1.05%) -266.93K
Decreased by -6.43%
Dec 31, 23
17 MS INVF Global Brands A USD 4.14M (1.05%) -59.46K
Decreased by -1.44%
Mar 31, 24
18 Dodge & Cox Stock I 4.08M (1.03%) 0.00
Increased by 0.00%
Dec 31, 23
19 MS INVF Global Brands A 3.51M (0.89%) -49.34K
Decreased by -1.41%
Dec 31, 24
20 Morgan Stanley Glbl Franchise 3.51M (0.89%) -254.84K
Decreased by -7.26%
Dec 31, 24