Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.21%
2 UTRN 3.93%
3 WBIE 3.38%
4 HIPR 2.46%
5 WBIG 2.20%
6 VSDA 2.08%
7 SDOG 1.95%
8 PEY 1.82%
9 JHDV 1.69%
10 KCE 1.63%
11 SPHD 1.53%
12 RYF 1.45%
13 QDIV 1.41%
14 FXO 1.39%
15 DVY 1.37%
16 RSPF 1.30%
17 KVLE 1.26%
18 VMAX 1.17%
19 PXLG 1.13%
20 SDY 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.06M (11.99%) 135.20K
Increased by +0.52%
Dec 31, 24
2 BlackRock Inc 20.20M (9.29%) 83.05K
Increased by +0.41%
Dec 31, 24
3 State Street Corp 14.52M (6.68%) 166.68K
Increased by +1.15%
Dec 31, 24
4 State Street Corporation 14.51M (6.67%) -667.17K
Decreased by -4.60%
Mar 31, 24
5 Charles Schwab Investment Management Inc 7.19M (3.31%) 346.37K
Increased by +4.82%
Dec 31, 24
6 Fayez Sarofim & Company 6.05M (2.78%) 425.14K
Increased by +7.02%
Dec 31, 24
7 Geode Capital Management, LLC 5.63M (2.59%) 116.23K
Increased by +2.06%
Dec 31, 24
8 Victory Capital Management Inc. 2.98M (1.37%) -177.37K
Decreased by -5.96%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 2.84M (1.31%) 91.19K
Increased by +3.21%
Dec 31, 24
10 American Century Companies Inc 2.82M (1.30%) -58.38K
Decreased by -2.07%
Dec 31, 24
11 Provident Trust Company 2.61M (1.20%) 213.57K
Increased by +8.18%
Dec 31, 24
12 Amvescap Plc. 2.40M (1.10%) 40.51K
Increased by +1.69%
Dec 31, 24
13 JPMorgan Chase & Co 2.39M (1.10%) 1.12M
Increased by +46.91%
Sep 30, 24
14 Northern Trust Corp 2.29M (1.05%) 208.30K
Increased by +9.09%
Dec 31, 24
15 UBS Group AG 2.23M (1.03%) 1.16M
Increased by +51.85%
Dec 31, 24
16 Legal & General Group PLC 2.08M (0.95%) 218.46K
Increased by +10.52%
Dec 31, 24
17 Fisher Asset Management, LLC 1.87M (0.86%) 8.99K
Increased by +0.48%
Dec 31, 24
18 Goldman Sachs Group Inc 1.78M (0.82%) 218.84K
Increased by +12.31%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 1.76M (0.81%) 387.60K
Increased by +21.99%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 1.74M (0.80%) 15.86K
Increased by +0.91%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.00M (3.22%) 29.97K
Increased by +0.43%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.16M (2.83%) 42.22K
Increased by +0.69%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 5.85M (2.69%) 4.84K
Increased by +0.08%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 4.80M (2.21%) 20.43K
Increased by +0.43%
Feb 28, 25
5 Fidelity 500 Index 2.77M (1.27%) 12.22K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 2.75M (1.26%) -20.44K
Decreased by -0.74%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 2.70M (1.24%) -21.01K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 2.61M (1.20%) 16.63K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 2.61M (1.20%) -131.00
Decreased by -0.01%
Feb 28, 25
10 SPDR® S&P Dividend ETF 2.44M (1.12%) -2.46K
Decreased by -0.10%
Feb 28, 25
11 iShares Select Dividend ETF 2.03M (0.93%) 15.94K
Increased by +0.79%
Feb 28, 25
12 Vanguard Value Index Inv 1.92M (0.88%) 8.27K
Increased by +0.43%
Feb 28, 25
13 Victory Sycamore Established Value R 1.91M (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
14 The Financial Select Sector SPDR® ETF 1.67M (0.77%) 1.98K
Increased by +0.12%
Feb 28, 25
15 Vanguard Mid-Cap Value ETF 1.49M (0.69%) 2.75K
Increased by +0.18%
Feb 28, 25
16 ProShares S&P 500 Dividend Aristocrats 1.48M (0.68%) 0.00
Increased by 0.00%
Feb 28, 25
17 Financial Select Sector SPDR® ETF 1.48M (0.68%) -1.86K
Decreased by -0.13%
Mar 31, 24
18 Vanguard Institutional Index I 1.38M (0.63%) -16.12K
Decreased by -1.17%
Feb 28, 25
19 Invesco S&P 500® Equal Weight ETF 1.25M (0.58%) 1.41K
Increased by +0.11%
Feb 28, 25
20 State St S&P 500® Indx SL Cl III 1.07M (0.49%) 800.00
Increased by +0.07%
Feb 28, 25