Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 9.90%
2 HDLB 8.79%
3 WBIY 6.78%
4 ADPV 5.58%
5 FCOM 5.29%
6 GBLO 5.26%
7 SIXA 5.24%
8 VOX 5.19%
9 SIXH 4.93%
10 RSPC 4.92%
11 IXP 4.80%
12 XTL 4.75%
13 WBIF 4.57%
14 XLC 4.55%
15 DIVZ 4.45%
16 KNCT 4.40%
17 EWCO 4.38%
18 XUDV 4.23%
19 UTRN 4.05%
20 WBIG 4.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 642.86M (8.95%) 6.22M
Increased by +0.97%
Dec 31, 24
2 BlackRock Inc 546.91M (7.62%) -7.07M
Decreased by -1.29%
Dec 31, 24
3 State Street Corp 322.92M (4.50%) 6.83M
Increased by +2.12%
Dec 31, 24
4 State Street Corporation 311.13M (4.33%) 5.30M
Increased by +1.70%
Mar 31, 24
5 Newport Trust Co. 192.22M (2.68%) -2.08M
Decreased by -1.08%
Dec 31, 24
6 Geode Capital Management, LLC 163.76M (2.28%) 2.64M
Increased by +1.61%
Dec 31, 24
7 GQG Partners LLC 96.78M (1.35%) 26.28M
Increased by +27.16%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 96.74M (1.35%) 11.36M
Increased by +11.74%
Dec 31, 24
9 Bank of New York Mellon Corp 85.59M (1.19%) 5.65M
Increased by +6.60%
Dec 31, 24
10 NORGES BANK 81.62M (1.14%) 9.77M
Increased by +11.97%
Dec 31, 24
11 Northern Trust Corp 78.15M (1.09%) 10.95M
Increased by +14.01%
Dec 31, 24
12 FMR Inc 60.99M (0.85%) 1.15M
Increased by +1.89%
Sep 30, 24
13 Arrowstreet Capital Limited Partnership 58.48M (0.81%) -24.36M
Decreased by -41.65%
Dec 31, 24
14 Capital World Investors 57.43M (0.80%) 2.84M
Increased by +4.95%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 53.43M (0.74%) 12.88M
Increased by +24.11%
Dec 31, 24
16 Charles Schwab Investment Management Inc 53.06M (0.74%) 414.98K
Increased by +0.78%
Dec 31, 24
17 Bank of America Corp 52.46M (0.73%) -6.58M
Decreased by -12.55%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 52.03M (0.72%) 2.99M
Increased by +5.75%
Dec 31, 24
19 Ameriprise Financial Inc 51.83M (0.72%) -649.71K
Decreased by -1.25%
Dec 31, 24
20 Goldman Sachs Group Inc 48.75M (0.68%) -7.25M
Decreased by -14.88%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 227.26M (3.16%) 218.40K
Increased by +0.10%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 226.88M (3.16%) 603.63K
Increased by +0.27%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 199.51M (2.78%) 517.03K
Increased by +0.26%
Mar 31, 25
4 Fidelity 500 Index 89.87M (1.25%) 400.22K
Increased by +0.45%
Feb 28, 25
5 SPDR® S&P 500 ETF 89.30M (1.24%) -1.31M
Decreased by -1.46%
Mar 31, 25
6 iShares Core S&P 500 ETF 87.58M (1.22%) 253.74K
Increased by +0.29%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 86.93M (1.21%) -455.54K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 85.94M (1.20%) -1.44M
Decreased by -1.68%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 84.54M (1.18%) 191.03K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 82.78M (1.15%) 659.43K
Increased by +0.80%
Oct 31, 23
11 Performer (AFRIS) 69.21M (0.96%) 69.21M
Increased by +100.00%
Feb 29, 24
12 Vanguard Value Index Inv 62.96M (0.88%) 1.02M
Increased by +1.61%
Mar 31, 25
13 Communication Services Sel Sect SPDR®ETF 45.85M (0.64%) -31.51K
Decreased by -0.07%
Apr 30, 24
14 Vanguard Institutional Index I 44.18M (0.62%) -306.65K
Decreased by -0.69%
Mar 31, 25
15 American Funds Income Fund of Amer A 37.56M (0.52%) 2.60M
Increased by +6.93%
Mar 31, 25
16 State St S&P 500® Indx SL Cl III 37.03M (0.52%) 2.32M
Increased by +6.28%
Mar 31, 25
17 The Comm Svcs Sel Sect SPDR® ETF 35.47M (0.49%) -143.65K
Decreased by -0.41%
Mar 31, 25
18 Columbia Dividend Income Inst 28.94M (0.40%) -141.37K
Decreased by -0.49%
Mar 31, 25
19 Columbia Dividend Value 28.94M (0.40%) -208.87K
Decreased by -0.72%
Mar 31, 25
20 Vanguard High Dividend Yield ETF 27.33M (0.38%) -2.31M
Decreased by -8.46%
Mar 31, 25