Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.21%
2 UTRN 3.93%
3 VSDA 3.62%
4 WBIE 3.38%
5 HIPR 2.46%
6 WBIG 2.20%
7 FTCS 2.14%
8 SDOG 2.12%
9 PEY 2.00%
10 JHDV 1.79%
11 FXO 1.71%
12 SPHD 1.64%
13 LVHD 1.60%
14 KCE 1.58%
15 KVLE 1.58%
16 RNDV 1.53%
17 KNGZ 1.53%
18 QDIV 1.50%
19 DVY 1.50%
20 RYF 1.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.06M (12.11%) 135.20K
Increased by +0.52%
Dec 31, 24
2 BlackRock Inc 20.20M (9.38%) 83.05K
Increased by +0.41%
Dec 31, 24
3 State Street Corp 14.52M (6.74%) 166.68K
Increased by +1.15%
Dec 31, 24
4 State Street Corporation 14.51M (6.74%) -667.17K
Decreased by -4.60%
Mar 31, 24
5 Charles Schwab Investment Management Inc 7.19M (3.34%) 346.37K
Increased by +4.82%
Dec 31, 24
6 Fayez Sarofim & Company 6.05M (2.81%) 425.14K
Increased by +7.02%
Dec 31, 24
7 Geode Capital Management, LLC 5.63M (2.62%) 116.23K
Increased by +2.06%
Dec 31, 24
8 Victory Capital Management Inc. 2.98M (1.38%) -177.37K
Decreased by -5.96%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 2.84M (1.32%) 91.19K
Increased by +3.21%
Dec 31, 24
10 American Century Companies Inc 2.82M (1.31%) -58.38K
Decreased by -2.07%
Dec 31, 24
11 Provident Trust Company 2.59M (1.20%) -26.08K
Decreased by -1.01%
Mar 31, 25
12 Amvescap Plc. 2.40M (1.11%) 40.51K
Increased by +1.69%
Dec 31, 24
13 JPMorgan Chase & Co 2.39M (1.11%) 1.12M
Increased by +46.91%
Sep 30, 24
14 Northern Trust Corp 2.29M (1.06%) 208.30K
Increased by +9.09%
Dec 31, 24
15 UBS Group AG 2.23M (1.04%) 1.16M
Increased by +51.85%
Dec 31, 24
16 Legal & General Group PLC 2.08M (0.96%) 218.46K
Increased by +10.52%
Dec 31, 24
17 Fisher Asset Management, LLC 1.87M (0.87%) 8.99K
Increased by +0.48%
Dec 31, 24
18 Goldman Sachs Group Inc 1.78M (0.83%) 218.84K
Increased by +12.31%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 1.76M (0.82%) 387.60K
Increased by +21.99%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 1.74M (0.81%) 15.86K
Increased by +0.91%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.06M (3.28%) 4.97K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.03M (3.26%) 23.86K
Increased by +0.34%
Mar 31, 25
3 Schwab US Dividend Equity ETF™ 6.30M (2.93%) 1.09K
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 6.19M (2.87%) 25.22K
Increased by +0.41%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 4.79M (2.23%) -3.52K
Decreased by -0.07%
Mar 31, 25
6 iShares Select Dividend ETF 2.99M (1.39%) 0.00
Increased by 0.00%
Apr 30, 25
7 Fidelity 500 Index 2.79M (1.30%) 10.77K
Increased by +0.39%
Mar 31, 25
8 SPDR® S&P 500 ETF 2.77M (1.28%) -40.61K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF 2.70M (1.25%) 2.23K
Increased by +0.08%
Apr 30, 25
10 SPDR® S&P 500 ETF Trust 2.70M (1.25%) -21.01K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 2.69M (1.25%) -14.15K
Decreased by -0.53%
Mar 31, 25
12 iShares Core S&P 500 ETF 2.64M (1.23%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity® 500 Index 2.61M (1.21%) 16.63K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P Dividend ETF 2.49M (1.16%) 0.00
Increased by 0.00%
Apr 30, 25
15 Vanguard Value Index Inv 1.96M (0.91%) 42.77K
Increased by +2.18%
Mar 31, 25
16 Victory Sycamore Established Value R 1.91M (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
17 First Trust Capital Strength ETF 1.87M (0.87%) -1.00K
Decreased by -0.05%
Apr 30, 25
18 The Financial Select Sector SPDR® ETF 1.62M (0.75%) 10.72K
Increased by +0.66%
Apr 30, 25
19 Invesco S&P 500® Equal Weight ETF 1.51M (0.70%) -4.86K
Decreased by -0.32%
Apr 30, 25
20 ProShares S&P 500 Dividend Aristocrats 1.50M (0.70%) -645.00
Decreased by -0.04%
Apr 30, 25