Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 4.86%
2 LBAY 4.61%
3 DIP 4.39%
4 FTXH 4.06%
5 UTRN 4.04%
6 XPH 4.00%
7 WBIY 3.87%
8 ADPV 3.13%
9 XUDV 3.05%
10 PILL 2.98%
11 PPH 2.57%
12 RDIV 2.56%
13 PJP 2.37%
14 STNC 2.30%
15 WBIG 2.08%
16 SDOG 1.99%
17 FXH 1.92%
18 WBIF 1.88%
19 SPHD 1.82%
20 FLOW 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 142.13M (12.19%) 1.11M
Increased by +0.78%
Dec 31, 24
2 BlackRock Inc 94.13M (8.08%) 101.93K
Increased by +0.11%
Dec 31, 24
3 State Street Corp 63.75M (5.47%) 633.51K
Increased by +0.99%
Dec 31, 24
4 State Street Corporation 62.76M (5.38%) 837.69K
Increased by +1.33%
Mar 31, 24
5 Davis Selected Advisers 62.57M (5.37%) -73.70K
Decreased by -0.12%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 58.68M (5.03%) 9.89M
Increased by +16.86%
Dec 31, 24
7 Pacer Advisors, INC. 35.15M (3.02%) 35.04M
Increased by +99.67%
Dec 31, 24
8 Geode Capital Management, LLC 30.07M (2.58%) 631.78K
Increased by +2.10%
Dec 31, 24
9 Amvescap Plc. 29.33M (2.52%) -1.22M
Decreased by -4.15%
Dec 31, 24
10 Deerfield Management Co 24.00M (2.06%) 3.01K
Increased by +0.01%
Dec 31, 24
11 Ameriprise Financial Inc 21.35M (1.83%) -354.40K
Decreased by -1.66%
Dec 31, 24
12 Rubric Capital Management LP 20.14M (1.73%) 0.00
Increased by 0.00%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 15.42M (1.32%) 1.32M
Increased by +8.53%
Dec 31, 24
14 Camber Capital Management LLC 15.00M (1.29%) 0.00
Increased by 0.00%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 14.76M (1.27%) 182.27K
Increased by +1.23%
Dec 31, 24
16 JPMorgan Chase & Co 14.67M (1.26%) 4.50M
Increased by +30.67%
Sep 30, 24
17 AQR Capital Management LLC 12.75M (1.09%) -481.10K
Decreased by -3.77%
Sep 30, 23
18 Northern Trust Corp 12.28M (1.05%) 1.50M
Increased by +12.26%
Dec 31, 24
19 Charles Schwab Investment Management Inc 11.89M (1.02%) 264.88K
Increased by +2.23%
Dec 31, 24
20 AustralianSuper Pty Ltd 11.62M (1.00%) -597.82K
Decreased by -5.14%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 37.71M (3.24%) 112.41K
Increased by +0.30%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 37.62M (3.23%) 29.20K
Increased by +0.08%
Sep 30, 24
3 Pacer US Cash Cows 100 ETF 34.84M (2.99%) 51.49K
Increased by +0.15%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 33.19M (2.85%) 77.54K
Increased by +0.23%
Mar 31, 25
5 Davis NY Venture A 20.34M (1.75%) 0.00
Increased by 0.00%
Jan 31, 25
6 Invesco S&P 500® Equal Weight ETF 15.21M (1.31%) -49.68K
Decreased by -0.33%
Apr 30, 25
7 Fidelity 500 Index 14.97M (1.28%) 25.86K
Increased by +0.17%
Mar 31, 25
8 Vanguard Small Cap Index 14.90M (1.28%) 14.90M
Increased by +100.00%
Mar 31, 25
9 SPDR® S&P 500 ETF 14.89M (1.28%) -218.08K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500® ETF 14.52M (1.25%) 11.92K
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 14.50M (1.24%) -75.71K
Decreased by -0.52%
Mar 31, 25
12 iShares Core S&P 500 ETF 14.15M (1.21%) -14.06K
Decreased by -0.10%
Apr 29, 25
13 SPDR® S&P 500 ETF Trust 14.15M (1.21%) -30.62K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 13.98M (1.20%) 88.94K
Increased by +0.64%
Nov 30, 23
15 Vanguard Mid Cap Index Institutional 12.85M (1.10%) -12.93M
Decreased by -100.56%
Mar 31, 25
16 T. Rowe Price Equity Income 12.36M (1.06%) 165.63K
Increased by +1.34%
Mar 31, 25
17 T. Rowe Price US Lg-Cp Equity Inc Comp 12.36M (1.06%) 1.40M
Increased by +11.31%
Mar 31, 25
18 T. Rowe Price Mid-Cap Value 11.94M (1.02%) 3.68M
Increased by +30.86%
Mar 31, 25
19 T. Rowe Price US Mid-Cap Value Equity 11.94M (1.02%) 3.68M
Increased by +30.81%
Mar 31, 25
20 Vanguard Value Index Inv 10.30M (0.88%) 44.37K
Increased by +0.43%
Feb 28, 25