Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 4.05%
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 2.80%
9 DVOL 2.72%
10 POWA 2.01%
11 DEF 1.97%
12 EMOT 1.93%
13 BIDD 1.84%
14 PLDR 1.80%
15 JGLO 1.57%
16 JDIV 1.57%
17 AIVL 1.43%
18 MPAY 1.41%
19 STNC 1.32%
20 TPHD 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.00M (11.42%) 149.12K
Increased by +0.33%
Dec 31, 24
2 JPMorgan Chase & Co 35.52M (9.02%) -20.63M
Decreased by -58.07%
Dec 31, 24
3 BlackRock Inc 32.92M (8.36%) 395.39K
Increased by +1.20%
Dec 31, 24
4 AllianceBernstein L.P. 19.78M (5.02%) -1.77M
Decreased by -8.93%
Dec 31, 24
5 State Street Corp 16.06M (4.08%) -12.95K
Decreased by -0.08%
Dec 31, 24
6 State Street Corporation 15.73M (3.99%) 90.10K
Increased by +0.57%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 11.93M (3.03%) 138.66K
Increased by +1.16%
Dec 31, 24
8 Geode Capital Management, LLC 11.13M (2.82%) 95.03K
Increased by +0.85%
Dec 31, 24
9 Franklin Resources Inc 7.79M (1.98%) 435.37K
Increased by +5.59%
Dec 31, 24
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 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 (1.31%) 60.56K
Increased by +1.17%
Dec 31, 24
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 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 (1.07%) -353.74K
Decreased by -8.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.67M (3.21%) -140.43K
Decreased by -1.11%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.53M (3.18%) -71.49K
Decreased by -0.57%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 11.02M (2.80%) -56.45K
Decreased by -0.51%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 8.54M (2.17%) -88.64K
Decreased by -1.04%
Mar 31, 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 Fidelity 500 Index 4.97M (1.26%) -28.26K
Decreased by -0.57%
Mar 31, 25
8 AllianceBernstein US L/C Growth Eqty MF 4.97M (1.26%) -593.23K
Decreased by -11.94%
Feb 28, 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 4.81M (1.22%) 3.96K
Increased by +0.08%
Apr 30, 25
12 SPDR® S&P 500® ETF Trust 4.80M (1.22%) -25.16K
Decreased by -0.52%
Mar 31, 25
13 Fidelity® 500 Index 4.80M (1.22%) 30.53K
Increased by +0.64%
Nov 30, 23
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