Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.21%
2 UTRN 3.93%
3 BAMD 3.41%
4 WBIE 3.38%
5 VSDA 3.30%
6 HIPR 2.46%
7 PEY 2.31%
8 FTCS 2.29%
9 SDOG 2.25%
10 WBIG 2.20%
11 JHDV 2.03%
12 QDIV 1.83%
13 SNPD 1.78%
14 SPHD 1.76%
15 LVHD 1.71%
16 FXO 1.70%
17 TMDV 1.69%
18 KCE 1.67%
19 KNG 1.66%
20 NOBL 1.66%

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 (9.77%) 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 Amvescap Plc. 3.43M (1.60%) 1.04M
Increased by +30.17%
Mar 31, 25
9 Victory Capital Management Inc. 2.98M (1.38%) -177.37K
Decreased by -5.96%
Dec 31, 24
10 American Century Companies Inc 2.96M (1.37%) 138.51K
Increased by +4.69%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 2.80M (1.30%) -38.85K
Decreased by -1.39%
Mar 31, 25
12 Provident Trust Company 2.59M (1.20%) -26.08K
Decreased by -1.01%
Mar 31, 25
13 JPMorgan Chase & Co 2.39M (1.11%) 1.12M
Increased by +46.91%
Sep 30, 24
14 Northern Trust Corp 2.37M (1.10%) 83.32K
Increased by +3.51%
Mar 31, 25
15 UBS Group AG 2.23M (1.03%) -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 (0.91%) 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%) 4.18K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 7.06M (3.28%) 4.97K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.33M (2.94%) 44.84K
Increased by +0.71%
May 31, 25
4 Schwab US Dividend Equity ETF™ 6.24M (2.90%) 1.55K
Increased by +0.02%
Jun 28, 25
5 Vanguard Mid Cap Index Institutional 4.89M (2.27%) 46.28K
Increased by +0.95%
May 31, 25
6 iShares Select Dividend ETF 3.01M (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
7 Fidelity 500 Index 2.81M (1.30%) 11.97K
Increased by +0.43%
May 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 2.66M (1.24%) -28.26K
Decreased by -1.06%
Jun 30, 25
12 Fidelity® 500 Index 2.61M (1.21%) 16.63K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 2.61M (1.21%) 30.57K
Increased by +1.17%
Jun 30, 25
14 SPDR® S&P Dividend ETF 2.60M (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Value Index Inv 1.96M (0.91%) 8.68K
Increased by +0.44%
May 31, 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 1.86M (0.86%) 0.00
Increased by 0.00%
Jun 30, 25
18 ProShares S&P 500 Dividend Aristocrats 1.83M (0.85%) -813.00
Decreased by -0.04%
Jun 30, 25
19 Invesco S&P 500® Equal Weight ETF 1.50M (0.70%) 17.82K
Increased by +1.19%
Jun 30, 25
20 The Financial Select Sector SPDR® ETF 1.49M (0.69%) -2.81K
Decreased by -0.19%
Jun 30, 25