Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.21%
2 UTRN 3.93%
3 VSDA 3.45%
4 WBIE 3.38%
5 HIPR 2.46%
6 WBIG 2.20%
7 FTCS 2.04%
8 SDOG 2.03%
9 PEY 1.94%
10 JHDV 1.69%
11 FXO 1.64%
12 SPHD 1.61%
13 KCE 1.53%
14 LVHD 1.50%
15 KNGZ 1.48%
16 RNDV 1.48%
17 KVLE 1.48%
18 QDIV 1.45%
19 RYF 1.45%
20 DVY 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.29M (12.21%) 222.56K
Increased by +0.85%
Mar 31, 25
2 BlackRock Inc 21.02M (9.76%) 821.41K
Increased by +3.91%
Mar 31, 25
3 State Street Corporation 14.51M (6.74%) -667.17K
Decreased by -4.60%
Mar 31, 24
4 State Street Corp 14.30M (6.64%) -217.91K
Decreased by -1.52%
Mar 31, 25
5 Charles Schwab Investment Management Inc 7.71M (3.58%) 519.08K
Increased by +6.74%
Mar 31, 25
6 Geode Capital Management, LLC 5.82M (2.70%) 185.78K
Increased by +3.19%
Mar 31, 25
7 Fayez Sarofim & Company 5.62M (2.61%) -436.71K
Decreased by -7.78%
Mar 31, 25
8 Victory Capital Management Inc. 2.98M (1.38%) -177.37K
Decreased by -5.96%
Dec 31, 24
9 American Century Companies Inc 2.96M (1.37%) 138.51K
Increased by +4.69%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 2.80M (1.30%) -38.85K
Decreased by -1.39%
Mar 31, 25
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 2.19M (1.02%) 110.97K
Increased by +5.07%
Mar 31, 25
17 Fisher Asset Management, LLC 1.96M (0.91%) 94.14K
Increased by +4.79%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 1.87M (0.87%) 109.98K
Increased by +5.87%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 1.78M (0.83%) 39.56K
Increased by +2.22%
Mar 31, 25
20 Goldman Sachs Group Inc 1.78M (0.83%) 218.84K
Increased by +12.31%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.14M (3.32%) 111.85K
Increased by +1.57%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 7.06M (3.28%) 4.97K
Increased by +0.07%
Sep 30, 24
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 6.29M (2.92%) 100.18K
Increased by +1.59%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 4.84M (2.25%) 46.49K
Increased by +0.96%
Apr 30, 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 Trust 2.70M (1.25%) -21.01K
Decreased by -0.78%
Mar 31, 24
10 SPDR® S&P 500® ETF Trust 2.69M (1.25%) -14.15K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500® ETF 2.68M (1.24%) -16.11K
Decreased by -0.60%
Apr 30, 25
12 iShares Core S&P 500 ETF 2.64M (1.23%) 0.00
Increased by 0.00%
Apr 30, 25
13 SPDR® S&P Dividend ETF 2.63M (1.22%) 138.20K
Increased by +5.26%
Apr 30, 25
14 Fidelity® 500 Index 2.61M (1.21%) 16.63K
Increased by +0.64%
Nov 30, 23
15 Vanguard Value Index Inv 1.95M (0.90%) -11.81K
Decreased by -0.61%
Apr 30, 25
16 Victory Sycamore Established Value R 1.91M (0.89%) 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 1.60M (0.74%) -12.00K
Decreased by -0.75%
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