Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 ZIG 4.29%
3 UTRN 4.06%
4 EATZ 3.51%
5 STNC 3.19%
6 DVOL 2.96%
7 MGRO 2.91%
8 BCUS 2.63%
9 CGMM 2.51%
10 SEIQ 2.24%
11 EMOT 2.01%
12 POWA 1.93%
13 RSPD 1.90%
14 SAGP 1.90%
15 RCD 1.87%
16 WBIF 1.70%
17 MOTE 1.44%
18 MPAY 1.44%
19 DVND 1.43%
20 EQUL 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.11M (12.30%) 483.92K
Increased by +1.42%
Mar 31, 25
2 BlackRock Inc 26.27M (9.48%) -445.52K
Decreased by -1.70%
Mar 31, 25
3 JPMorgan Chase & Co 20.15M (7.27%) -2.84M
Decreased by -14.10%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 15.51M (5.59%) 50.22K
Increased by +0.32%
Mar 31, 25
5 State Street Corp 12.83M (4.63%) -248.00K
Decreased by -1.93%
Mar 31, 25
6 State Street Corporation 12.81M (4.62%) 1.01M
Increased by +7.90%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 9.28M (3.35%) -1.10M
Decreased by -11.82%
Mar 31, 25
8 Geode Capital Management, LLC 8.00M (2.88%) 393.36K
Increased by +4.92%
Mar 31, 25
9 Capital World Investors 5.58M (2.01%) -4.19M
Decreased by -75.00%
Mar 31, 25
10 Bank of America Corp 4.42M (1.59%) 1.06M
Increased by +24.04%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 3.84M (1.39%) 148.24K
Increased by +3.86%
Mar 31, 25
12 Loomis, Sayles & Company LP 3.80M (1.37%) -42.90K
Decreased by -1.13%
Mar 31, 25
13 Sustainable Growth Advisers, LP 3.53M (1.27%) -2.04M
Decreased by -57.86%
Mar 31, 25
14 Goldman Sachs Group Inc 3.52M (1.27%) 2.15M
Increased by +61.01%
Dec 31, 23
15 Northern Trust Corp 3.33M (1.20%) -219.21K
Decreased by -6.59%
Mar 31, 25
16 NORGES BANK 3.12M (1.13%) 75.64K
Increased by +2.42%
Dec 31, 24
17 FMR Inc 2.92M (1.05%) 397.39K
Increased by +13.61%
Mar 31, 25
18 Citadel Advisors Llc 2.48M (0.90%) 1.91M
Increased by +76.76%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 2.34M (0.84%) 383.42K
Increased by +16.39%
Jun 30, 24
20 Bank of New York Mellon Corp 2.29M (0.83%) -62.76K
Decreased by -2.74%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 9.08M (3.27%) -2.09M
Decreased by -23.00%
Jun 30, 25
2 Capital Group Wash Mutual Invtrs Comp 9.08M (3.27%) -2.09M
Decreased by -23.00%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 8.93M (3.22%) -30.95K
Decreased by -0.35%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 8.88M (3.20%) -54.76K
Decreased by -0.62%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 7.94M (2.86%) 56.68K
Increased by +0.71%
May 31, 25
6 Vanguard 500 Index Investor 7.89M (2.85%) -49.59K
Decreased by -0.63%
Jun 30, 25
7 Vanguard Mid Cap Index Institutional 6.13M (2.21%) 7.36K
Increased by +0.12%
Jun 30, 25
8 JPMorgan Equity Premium Income ETF 3.61M (1.30%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity 500 Index 3.52M (1.27%) 999.00
Increased by +0.03%
Jun 30, 25
10 SPDR® S&P 500 ETF 3.47M (1.25%) -50.84K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 3.39M (1.22%) -26.39K
Decreased by -0.78%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 3.38M (1.22%) -17.71K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 3.37M (1.22%) -14.02K
Decreased by -0.42%
Jul 31, 25
14 iShares Core S&P 500 ETF 3.31M (1.19%) -328.00
Decreased by -0.01%
Jul 30, 25
15 Fidelity® 500 Index 3.27M (1.18%) 20.78K
Increased by +0.64%
Nov 30, 23
16 Vanguard Growth Index Investor 3.16M (1.14%) -39.17K
Decreased by -1.24%
Jun 30, 25
17 T. Rowe Price Mid-Cap Growth 3.00M (1.08%) 104.50K
Increased by +3.48%
Jun 30, 25
18 T. Rowe Price US Mid-Cap Growth Equity 3.00M (1.08%) 103.50K
Increased by +3.45%
Jun 30, 25
19 T. Rowe Price Capital Appreciation 2.76M (1.00%) 0.00
Increased by 0.00%
Jun 30, 25
20 American Funds Capital Income Bldr A 2.52M (0.91%) 374.06K
Increased by +14.82%
Jun 30, 25