Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.21%
2 UTRN 3.93%
3 WBIE 3.38%
4 VSDA 3.28%
5 BAMD 3.25%
6 XUDV 3.16%
7 HIPR 2.46%
8 PEY 2.31%
9 FTCS 2.29%
10 SDOG 2.23%
11 SPHD 2.21%
12 WBIG 2.20%
13 CNAV 2.19%
14 JHDV 2.01%
15 QDIV 1.83%
16 FXO 1.70%
17 KCE 1.69%
18 TMDV 1.67%
19 HEJD 1.66%
20 SNPD 1.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.29M (12.25%) 222.56K
Increased by +0.85%
Mar 31, 25
2 BlackRock Inc 21.02M (9.79%) 821.41K
Increased by +3.91%
Mar 31, 25
3 State Street Corporation 14.51M (6.76%) -667.17K
Decreased by -4.60%
Mar 31, 24
4 State Street Corp 14.30M (6.66%) -217.91K
Decreased by -1.52%
Mar 31, 25
5 Charles Schwab Investment Management Inc 7.71M (3.59%) 519.08K
Increased by +6.74%
Mar 31, 25
6 Geode Capital Management, LLC 5.82M (2.71%) 185.78K
Increased by +3.19%
Mar 31, 25
7 Fayez Sarofim & Company 5.62M (2.62%) -436.71K
Decreased by -7.78%
Mar 31, 25
8 Amvescap Plc. 3.43M (1.60%) 1.04M
Increased by +30.17%
Mar 31, 25
9 Victory Capital Management Inc. 2.98M (1.39%) -177.37K
Decreased by -5.96%
Dec 31, 24
10 American Century Companies Inc 2.96M (1.38%) 138.51K
Increased by +4.69%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 2.80M (1.31%) -38.85K
Decreased by -1.39%
Mar 31, 25
12 Provident Trust Company 2.55M (1.19%) -31.37K
Decreased by -1.23%
Jun 30, 25
13 JPMorgan Chase & Co 2.39M (1.11%) 1.12M
Increased by +46.91%
Sep 30, 24
14 Northern Trust Corp 2.37M (1.11%) 83.32K
Increased by +3.51%
Mar 31, 25
15 UBS Group AG 2.23M (1.04%) -8.41K
Decreased by -0.38%
Mar 31, 25
16 Legal & General Group PLC 2.19M (1.02%) 110.97K
Increased by +5.07%
Mar 31, 25
17 Fisher Asset Management, LLC 1.96M (0.92%) 94.14K
Increased by +4.79%
Mar 31, 25
18 ProShare Advisors LLC 1.89M (0.88%) 337.11K
Increased by +17.86%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc 1.87M (0.87%) 109.98K
Increased by +5.87%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 1.78M (0.83%) 39.56K
Increased by +2.22%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.08M (3.30%) -61.51K
Decreased by -0.87%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 7.06M (3.29%) 4.97K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.33M (2.95%) 44.84K
Increased by +0.71%
May 31, 25
4 Schwab US Dividend Equity ETF™ 6.26M (2.92%) -1.08K
Decreased by -0.02%
Jul 31, 25
5 Vanguard 500 Index Investor 6.25M (2.91%) -79.60K
Decreased by -1.27%
Jun 30, 25
6 Vanguard Mid Cap Index Institutional 4.86M (2.27%) -25.26K
Decreased by -0.52%
Jun 30, 25
7 iShares Select Dividend ETF 3.00M (1.40%) 0.00
Increased by 0.00%
Jul 31, 25
8 Fidelity 500 Index 2.79M (1.30%) -17.06K
Decreased by -0.61%
Jun 30, 25
9 SPDR® S&P 500 ETF 2.77M (1.29%) -40.61K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF 2.70M (1.26%) 11.48K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500 ETF Trust 2.70M (1.26%) -21.01K
Decreased by -0.78%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 2.69M (1.25%) -14.15K
Decreased by -0.53%
Mar 31, 25
13 Fidelity® 500 Index 2.61M (1.22%) 16.63K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 2.61M (1.21%) 0.00
Increased by 0.00%
Jul 31, 25
15 SPDR® S&P Dividend ETF 2.13M (0.99%) -465.60K
Decreased by -21.84%
Jul 31, 25
16 Vanguard Value Index Inv 1.96M (0.91%) 121.00
Increased by +0.01%
Jun 30, 25
17 Victory Sycamore Established Value R 1.91M (0.89%) 0.00
Increased by 0.00%
Dec 31, 24
18 First Trust Capital Strength ETF 1.86M (0.87%) 0.00
Increased by 0.00%
Jun 30, 25
19 ProShares S&P 500 Dividend Aristocrats 1.81M (0.84%) 0.00
Increased by 0.00%
Jul 31, 25
20 The Financial Select Sector SPDR® ETF 1.57M (0.73%) 11.86K
Increased by +0.75%
Jul 31, 25