Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 4.29%
2 UTRN 3.97%
3 WBIL 3.90%
4 WBIF 3.86%
5 WBIG 3.86%
6 GRNR 3.80%
7 FPX 3.16%
8 DIVS 2.91%
9 DVOL 2.72%
10 JGLO 2.61%
11 QLTY 2.40%
12 POWA 2.11%
13 EMOT 2.11%
14 DEF 1.97%
15 BIDD 1.95%
16 JDIV 1.72%
17 PLDR 1.60%
18 AIVL 1.46%
19 MPAY 1.41%
20 STNC 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.00M (11.37%) 149.12K
Increased by +0.33%
Dec 31, 24
2 JPMorgan Chase & Co 35.52M (8.98%) -20.63M
Decreased by -58.07%
Dec 31, 24
3 BlackRock Inc 32.92M (8.32%) 395.39K
Increased by +1.20%
Dec 31, 24
4 AllianceBernstein L.P. 19.78M (5.00%) -1.77M
Decreased by -8.93%
Dec 31, 24
5 State Street Corp 16.06M (4.06%) -12.95K
Decreased by -0.08%
Dec 31, 24
6 State Street Corporation 15.73M (3.98%) 90.10K
Increased by +0.57%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 11.93M (3.01%) 138.66K
Increased by +1.16%
Dec 31, 24
8 Geode Capital Management, LLC 11.13M (2.81%) 95.03K
Increased by +0.85%
Dec 31, 24
9 Franklin Resources Inc 7.79M (1.97%) 435.37K
Increased by +5.59%
Dec 31, 24
10 Massachusetts Financial Services Company 7.61M (1.92%) -438.13K
Decreased by -5.76%
Dec 31, 24
11 NORGES BANK 7.02M (1.77%) -255.38K
Decreased by -3.64%
Dec 31, 24
12 Fiera Capital Corporation 6.60M (1.67%) -306.54K
Decreased by -4.65%
Dec 31, 24
13 Fundsmith LLP 5.97M (1.51%) -174.45K
Decreased by -2.92%
Dec 31, 24
14 Grantham, Mayo, Van Otterloo & Co., LLC 5.16M (1.30%) 60.56K
Increased by +1.17%
Dec 31, 24
15 Dodge & Cox 5.03M (1.27%) -78.10K
Decreased by -1.55%
Dec 31, 23
16 Boston Partners Global Investors, Inc 4.64M (1.17%) -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 StonePine Asset Management Inc. 4.46M (1.13%) 2.59M
Increased by +58.04%
Jun 30, 24
19 Goldman Sachs Group Inc 4.45M (1.13%) 2.45M
Increased by +55.10%
Dec 31, 23
20 BLS Capital Fondsmæglerselskab A/S 4.20M (1.06%) -353.74K
Decreased by -8.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.60M (3.18%) 43.78K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 11.08M (2.80%) 72.62K
Increased by +0.66%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 8.63M (2.18%) 37.10K
Increased by +0.43%
Feb 28, 25
4 Fundsmith Equity I Acc 5.77M (1.46%) 0.00
Increased by 0.00%
Sep 30, 24
5 AllianceBernstein US L/C Growth Eqty MF 5.56M (1.41%) 179.51K
Increased by +3.23%
Jan 31, 25
6 Fidelity 500 Index 4.98M (1.26%) 21.98K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 4.94M (1.25%) -36.66K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 4.82M (1.22%) -10.36K
Decreased by -0.22%
Apr 30, 24
9 Fidelity® 500 Index 4.80M (1.21%) 30.53K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 4.69M (1.19%) -236.00
Decreased by -0.01%
Feb 28, 25
11 American Funds Growth Fund of Amer A 4.15M (1.05%) -266.93K
Decreased by -6.43%
Dec 31, 23
12 Capital Group Growth Fnd of Amer Comp 4.15M (1.05%) -266.93K
Decreased by -6.43%
Dec 31, 23
13 MS INVF Global Brands A USD 4.14M (1.05%) -59.46K
Decreased by -1.44%
Mar 31, 24
14 Dodge & Cox Stock I 4.08M (1.03%) 0.00
Increased by 0.00%
Dec 31, 23
15 AB Large Cap Growth A 3.80M (0.96%) -73.52K
Decreased by -1.94%
Jan 31, 25
16 JPMorgan Equity Premium Income ETF 3.67M (0.93%) 6.26K
Increased by +0.17%
Feb 28, 25
17 MS INVF Global Brands A 3.51M (0.89%) -49.34K
Decreased by -1.41%
Dec 31, 24
18 Morgan Stanley Glbl Franchise 3.51M (0.89%) -254.84K
Decreased by -7.26%
Dec 31, 24
19 Vanguard Value Index Inv 3.45M (0.87%) 14.85K
Increased by +0.43%
Feb 28, 25
20 Putnam Large Cap Value A 3.37M (0.85%) 0.00
Increased by 0.00%
Feb 28, 25