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 3.50%
7 FPX 3.16%
8 BAMV 2.83%
9 DVOL 2.72%
10 DIVS 2.42%
11 DEF 1.97%
12 EMOT 1.89%
13 BIDD 1.88%
14 MGRO 1.70%
15 POWA 1.68%
16 MPAY 1.41%
17 STNC 1.32%
18 SCLZ 1.28%
19 AIVL 1.20%
20 MOTE 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.60M (11.89%) 1.59M
Increased by +3.42%
Mar 31, 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 Franklin Resources Inc 7.80M (1.99%) 10.68K
Increased by +0.14%
Mar 31, 25
10 Massachusetts Financial Services Company 7.17M (1.83%) -437.23K
Decreased by -6.10%
Mar 31, 25
11 NORGES BANK 7.02M (1.79%) -255.38K
Decreased by -3.64%
Dec 31, 24
12 Fundsmith LLP 5.87M (1.50%) -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 (1.38%) -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 StonePine Asset Management Inc. 4.64M (1.18%) 543.93K
Increased by +11.73%
Jun 30, 25
18 Northern Trust Corp 4.58M (1.17%) 7.22K
Increased by +0.16%
Mar 31, 25
19 Goldman Sachs Group Inc 4.45M (1.14%) 2.45M
Increased by +55.10%
Dec 31, 23
20 Amvescap Plc. 4.24M (1.08%) 190.40K
Increased by +4.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.74M (3.25%) 15.37K
Increased by +0.12%
May 31, 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 Mid Cap Index Institutional 8.70M (2.22%) 82.28K
Increased by +0.95%
May 31, 25
5 Fundsmith Equity I Acc 5.65M (1.44%) 0.00
Increased by 0.00%
Mar 31, 25
6 R233 Fundsmith Equity (GBP) 5.65M (1.44%) 0.00
Increased by 0.00%
Dec 31, 24
7 AllianceBernstein US L/C Growth Eqty MF 5.34M (1.36%) 14.73K
Increased by +0.28%
May 30, 25
8 Fidelity 500 Index 5.00M (1.28%) 21.77K
Increased by +0.44%
May 31, 25
9 SPDR® S&P 500 ETF 4.93M (1.26%) -112.38K
Decreased by -2.28%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 4.82M (1.23%) -10.36K
Decreased by -0.22%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 4.80M (1.23%) -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 (1.22%) -16.70K
Decreased by -0.35%
Jun 30, 25
14 iShares Core S&P 500 ETF 4.68M (1.19%) 7.46K
Increased by +0.16%
Jun 30, 25
15 American Funds Growth Fund of Amer A 4.15M (1.06%) -266.93K
Decreased by -6.43%
Dec 31, 23
16 Capital Group Growth Fnd of Amer Comp 4.15M (1.06%) -266.93K
Decreased by -6.43%
Dec 31, 23
17 MS INVF Global Brands A USD 4.14M (1.06%) -59.46K
Decreased by -1.44%
Mar 31, 24
18 Dodge & Cox Stock I 4.08M (1.04%) 0.00
Increased by 0.00%
Dec 31, 23
19 MS INVF Global Brands A 3.94M (1.01%) -30.11K
Decreased by -0.76%
Mar 31, 25
20 Morgan Stanley Glbl Franchise 3.94M (1.01%) 430.34K
Increased by +10.93%
Mar 31, 25