Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 5.38%
2 WBIL 5.24%
3 QQQA 4.33%
4 FTXR 3.78%
5 MDCP 3.25%
6 DIP 3.15%
7 FTGS 2.30%
8 FTIF 2.27%
9 TUSA 2.21%
10 UPGD 2.16%
11 BMVP 2.13%
12 SMRI 2.12%
13 BOUT 2.03%
14 PWC 2.01%
15 DIV 1.94%
16 FTCS 1.87%
17 RYJ 1.86%
18 FTDS 1.86%
19 KVLE 1.84%
20 WBIF 1.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.17M (12.10%) -215.27K
Decreased by -0.35%
Dec 31, 23
2 BlackRock Inc 36.73M (7.15%) 227.13K
Increased by +0.62%
Dec 31, 23
3 State Street Corporation 21.64M (4.21%) 474.42K
Increased by +2.19%
Dec 31, 23
4 Geode Capital Management, LLC 12.63M (2.46%) 254.02K
Increased by +2.01%
Dec 31, 23
5 FMR Inc 12.08M (2.35%) 1.21M
Increased by +9.98%
Dec 31, 23
6 Bank of America Corp 11.06M (2.15%) 328.58K
Increased by +2.97%
Dec 31, 23
7 Massachusetts Financial Services Company 7.81M (1.52%) -773.87K
Decreased by -9.90%
Dec 31, 23
8 Goldman Sachs Group Inc 7.25M (1.41%) 3.75M
Increased by +51.74%
Dec 31, 23
9 Morgan Stanley - Brokerage Accounts 6.46M (1.26%) 252.88K
Increased by +3.91%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 5.38M (1.05%) -163.03K
Decreased by -3.03%
Dec 31, 23
11 Northern Trust Corp 5.30M (1.03%) -236.66K
Decreased by -4.46%
Dec 31, 23
12 AllianceBernstein L.P. 5.05M (0.98%) -73.00K
Decreased by -1.45%
Dec 31, 23
13 Fisher Asset Management, LLC 4.91M (0.96%) 83.44K
Increased by +1.70%
Dec 31, 23
14 NORGES BANK 4.59M (0.89%) -318.07K
Decreased by -6.93%
Dec 31, 23
15 Legal & General Group PLC 4.48M (0.87%) 627.68K
Increased by +14.01%
Dec 31, 23
16 Amvescap Plc. 3.77M (0.73%) 122.53K
Increased by +3.25%
Dec 31, 23
17 Bank of New York Mellon Corp 3.76M (0.73%) 16.57K
Increased by +0.44%
Dec 31, 23
18 Citadel Advisors Llc 3.64M (0.71%) -179.98K
Decreased by -4.94%
Sep 30, 23
19 U.S. Bancorp 3.63M (0.71%) 1.19K
Increased by +0.03%
Dec 31, 23
20 Ontario Teachers Pension Plan Board 3.50M (0.68%) -393.67K
Decreased by -11.24%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.46M (3.20%) 56.18K
Increased by +0.34%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 13.18M (2.57%) 123.77K
Increased by +0.94%
Mar 31, 24
3 Vanguard Mid Cap Index Institutional 11.38M (2.21%) -309.11K
Decreased by -2.72%
Mar 31, 24
4 Invesco QQQ Trust 9.82M (1.91%) 0.00
Increased by 0.00%
Mar 31, 24
5 SPDR® S&P 500 ETF Trust 6.31M (1.23%) -49.14K
Decreased by -0.78%
Mar 31, 24
6 Fidelity 500 Index 6.27M (1.22%) 63.13K
Increased by +1.01%
Feb 29, 24
7 Fidelity® 500 Index 6.09M (1.19%) 38.77K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 5.42M (1.06%) 39.81K
Increased by +0.73%
Mar 28, 24
9 Vanguard Value Index Inv 4.35M (0.85%) -18.34K
Decreased by -0.42%
Mar 31, 24
10 Fidelity Contrafund 4.35M (0.85%) 0.00
Increased by 0.00%
Feb 29, 24
11 Fidelity® Contrafund® 4.08M (0.79%) 228.97K
Increased by +5.62%
Nov 30, 23
12 MFS Large Cap Value Equity 3.89M (0.76%) -93.12K
Decreased by -2.39%
Mar 31, 24
13 MFS Value A 3.89M (0.76%) -18.25K
Decreased by -0.47%
Mar 31, 24
14 Vanguard Mid-Cap Value ETF 3.70M (0.72%) -162.85K
Decreased by -4.40%
Mar 31, 24
15 Vanguard Institutional Index I 3.44M (0.67%) -3.47K
Decreased by -0.10%
Mar 31, 24
16 American Funds Washington Mutual A 3.27M (0.64%) 719.94K
Increased by +21.99%
Mar 31, 24
17 Capital Group Wash Mutual Invtrs Comp 2.55M (0.50%) 0.00
Increased by 0.00%
Dec 31, 23
18 State St S&P 500® Indx SL Cl III 2.54M (0.49%) 9.40K
Increased by +0.37%
Mar 31, 24
19 Industrial Select Sector SPDR® ETF 2.44M (0.48%) -16.13K
Decreased by -0.66%
Mar 31, 24
20 Vanguard High Dividend Yield ETF 2.06M (0.40%) -225.34K
Decreased by -10.92%
Mar 31, 24