Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 ZIG 4.29%
3 BRNY 4.20%
4 UTRN 4.06%
5 EATZ 3.70%
6 STNC 3.19%
7 DVOL 2.96%
8 CGMM 2.86%
9 BCUS 2.69%
10 EMOT 2.17%
11 POWA 2.05%
12 RSPD 1.86%
13 RCD 1.86%
14 SAGP 1.74%
15 DVND 1.73%
16 WBIF 1.70%
17 MPAY 1.44%
18 JGLO 1.40%
19 JEPI 1.32%
20 EQUL 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.63M (12.13%) 76.50K
Increased by +0.23%
Dec 31, 24
2 BlackRock Inc 26.72M (9.64%) 2.23M
Increased by +8.36%
Dec 31, 24
3 JPMorgan Chase & Co 22.99M (8.29%) -22.03M
Decreased by -95.80%
Dec 31, 24
4 Capital Research & Mgmt Co - Division 3 15.46M (5.58%) -163.78K
Decreased by -1.06%
Dec 31, 24
5 State Street Corp 13.08M (4.72%) 374.23K
Increased by +2.86%
Dec 31, 24
6 State Street Corporation 12.81M (4.62%) 1.01M
Increased by +7.90%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 10.37M (3.74%) -273.92K
Decreased by -2.64%
Dec 31, 24
8 Capital World Investors 9.77M (3.53%) -1.56M
Decreased by -15.93%
Dec 31, 24
9 Geode Capital Management, LLC 7.60M (2.74%) 163.46K
Increased by +2.15%
Dec 31, 24
10 Sustainable Growth Advisers, LP 5.58M (2.01%) -923.55K
Decreased by -16.55%
Dec 31, 24
11 Loomis, Sayles & Company LP 3.85M (1.39%) -129.08K
Decreased by -3.36%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 3.69M (1.33%) -151.79K
Decreased by -4.11%
Dec 31, 24
13 Northern Trust Corp 3.55M (1.28%) 601.36K
Increased by +16.96%
Dec 31, 24
14 Goldman Sachs Group Inc 3.52M (1.27%) 2.15M
Increased by +61.01%
Dec 31, 23
15 Bank of America Corp 3.36M (1.21%) -440.52K
Decreased by -13.13%
Dec 31, 24
16 NORGES BANK 3.12M (1.13%) 75.64K
Increased by +2.42%
Dec 31, 24
17 FMR Inc 2.52M (0.91%) 24.68K
Increased by +0.98%
Dec 31, 24
18 Bank of New York Mellon Corp 2.36M (0.85%) 94.03K
Increased by +3.99%
Dec 31, 24
19 T. Rowe Price Associates, Inc. 2.34M (0.84%) 383.42K
Increased by +16.39%
Jun 30, 24
20 Amvescap Plc. 2.28M (0.82%) 244.26K
Increased by +10.69%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 11.17M (4.03%) -675.17K
Decreased by -6.05%
Mar 31, 25
2 Capital Group Wash Mutual Invtrs Comp 11.17M (4.03%) -675.17K
Decreased by -6.05%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 8.88M (3.20%) -54.76K
Decreased by -0.62%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.82M (3.18%) 19.82K
Increased by +0.22%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 7.76M (2.80%) 15.78K
Increased by +0.20%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 6.01M (2.17%) -16.75K
Decreased by -0.28%
Mar 31, 25
7 Fidelity 500 Index 3.50M (1.26%) 6.04K
Increased by +0.17%
Mar 31, 25
8 SPDR® S&P 500 ETF 3.47M (1.25%) -50.84K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF 3.39M (1.22%) 2.79K
Increased by +0.08%
Apr 30, 25
10 SPDR® S&P 500 ETF Trust 3.39M (1.22%) -26.39K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 3.38M (1.22%) -17.71K
Decreased by -0.52%
Mar 31, 25
12 JPMorgan Equity Premium Income ETF 3.38M (1.22%) 23.72K
Increased by +0.70%
Apr 30, 25
13 iShares Core S&P 500 ETF 3.31M (1.19%) -3.44K
Decreased by -0.10%
Apr 30, 25
14 Fidelity® 500 Index 3.27M (1.18%) 20.78K
Increased by +0.64%
Nov 30, 23
15 Vanguard Growth Index Investor 3.17M (1.14%) 165.95K
Increased by +5.24%
Mar 31, 25
16 T. Rowe Price Mid-Cap Growth 2.90M (1.04%) -3.50K
Decreased by -0.12%
Mar 31, 25
17 T. Rowe Price US Mid-Cap Growth Equity 2.90M (1.04%) -22.60K
Decreased by -0.78%
Mar 31, 25
18 Bridge Builder Large Cap Growth 2.46M (0.89%) 0.00
Increased by 0.00%
Oct 31, 24
19 Vanguard Mid-Cap Growth ETF 2.18M (0.79%) 81.25K
Increased by +3.73%
Mar 31, 25
20 American Funds Fundamental Invs A 2.17M (0.78%) -711.90K
Decreased by -32.75%
Dec 31, 24