Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.39%
2 IHE 4.11%
3 UTRN 4.04%
4 WBIY 3.87%
5 LBAY 3.61%
6 DWLD 3.47%
7 FTXH 3.28%
8 ADPV 3.13%
9 DUSA 3.12%
10 XUDV 3.06%
11 RDIV 2.51%
12 PJP 2.51%
13 XPH 2.47%
14 STNC 2.28%
15 CALF 2.16%
16 WBIG 2.08%
17 SDOG 2.01%
18 FXH 1.92%
19 SPDV 1.91%
20 WBIF 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 145.12M (12.53%) 487.58K
Increased by +0.34%
Jun 30, 25
2 BlackRock Inc 82.86M (7.15%) -14.16M
Decreased by -17.09%
Jun 30, 25
3 T. Rowe Price Associates, Inc. 78.77M (6.80%) 4.31M
Increased by +5.47%
Jun 30, 25
4 Davis Selected Advisers 66.38M (5.73%) 1.43M
Increased by +2.15%
Jun 30, 25
5 State Street Corporation 62.76M (5.42%) 837.69K
Increased by +1.33%
Mar 31, 24
6 State Street Corp 55.29M (4.77%) -6.17M
Decreased by -11.16%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 31.26M (2.70%) 10.00M
Increased by +32.00%
Jun 30, 25
8 Geode Capital Management, LLC 31.23M (2.70%) 52.78K
Increased by +0.17%
Jun 30, 25
9 Amvescap Plc. 27.63M (2.39%) 855.49K
Increased by +3.10%
Jun 30, 25
10 Deerfield Management Co 24.02M (2.07%) 32.31K
Increased by +0.13%
Jun 30, 25
11 Ameriprise Financial Inc 23.15M (2.00%) 1.09M
Increased by +4.69%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 15.74M (1.36%) 1.37M
Increased by +8.70%
Jun 30, 25
13 Camber Capital Management LLC 15.00M (1.30%) 0.00
Increased by 0.00%
Dec 31, 24
14 JPMorgan Chase & Co 14.67M (1.27%) 4.50M
Increased by +30.67%
Sep 30, 24
15 AQR Capital Management LLC 12.75M (1.10%) -481.10K
Decreased by -3.77%
Sep 30, 23
16 Charles Schwab Investment Management Inc 12.73M (1.10%) 577.83K
Increased by +4.54%
Jun 30, 25
17 Rubric Capital Management LP 12.00M (1.04%) 12.00M
Increased by +100.00%
Jun 30, 25
18 AustralianSuper Pty Ltd 11.62M (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
19 NORGES BANK 11.54M (1.00%) 91.56K
Increased by +0.79%
Jun 30, 25
20 Northern Trust Corp 11.24M (0.97%) -861.95K
Decreased by -7.67%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 37.62M (3.25%) 29.20K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 37.14M (3.21%) -870.02K
Decreased by -2.34%
Jul 31, 25
3 Pacer US Cash Cows 100 ETF 34.84M (3.01%) 51.49K
Increased by +0.15%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 33.94M (2.93%) 213.73K
Increased by +0.63%
May 31, 25
5 Vanguard 500 Index Investor 29.06M (2.51%) -4.26M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Small Cap Index 28.51M (2.46%) -181.45K
Decreased by -0.64%
Jul 31, 25
7 Davis NY Venture A 20.34M (1.76%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 18.33M (1.58%) 35.65K
Increased by +0.19%
Jul 31, 25
9 Invesco S&P 500® Equal Weight ETF 15.78M (1.36%) 23.14K
Increased by +0.15%
Aug 29, 25
10 SPDR® S&P 500 ETF 14.89M (1.29%) -218.08K
Decreased by -1.46%
Mar 31, 25
11 Fidelity 500 Index 14.88M (1.28%) 6.36K
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 14.50M (1.25%) -75.71K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 14.21M (1.23%) 174.32K
Increased by +1.23%
Aug 31, 25
14 SPDR® S&P 500 ETF Trust 14.15M (1.22%) -30.62K
Decreased by -0.22%
Apr 30, 24
15 iShares Core S&P 500 ETF 14.12M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
16 Fidelity® 500 Index 13.98M (1.21%) 88.94K
Increased by +0.64%
Nov 30, 23
17 T. Rowe Price US Mid-Cap Value Equity 13.14M (1.13%) 1.20M
Increased by +9.16%
Jun 30, 25
18 T. Rowe Price Mid-Cap Value 13.12M (1.13%) -19.78K
Decreased by -0.15%
Jul 31, 25
19 Vanguard Mid Cap Index Institutional 13.10M (1.13%) 124.23K
Increased by +0.95%
May 31, 25
20 T. Rowe Price US Lg-Cp Equity Inc Comp 12.35M (1.07%) -5.63K
Decreased by -0.05%
Jun 30, 25