Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 ZIG 4.29%
3 UTRN 4.06%
4 EATZ 3.36%
5 STNC 3.19%
6 DVOL 2.96%
7 MGRO 2.91%
8 BCUS 2.63%
9 CGMM 2.51%
10 SEIQ 2.32%
11 EMOT 2.04%
12 RSPD 1.95%
13 SAGP 1.94%
14 RCD 1.93%
15 POWA 1.93%
16 WBIF 1.70%
17 MOTE 1.50%
18 DVND 1.49%
19 MPAY 1.44%
20 JEPI 1.35%

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 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 Total Stock Mkt Idx Inv 8.96M (3.23%) 10.50K
Increased by +0.12%
May 31, 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 Mid Cap Index Institutional 6.13M (2.21%) 58.09K
Increased by +0.95%
May 31, 25
7 Fidelity 500 Index 3.51M (1.26%) 4.33K
Increased by +0.12%
Apr 30, 25
8 JPMorgan Equity Premium Income ETF 3.50M (1.26%) -36.39K
Decreased by -1.04%
May 30, 25
9 SPDR® S&P 500 ETF 3.47M (1.25%) -50.84K
Decreased by -1.46%
Mar 31, 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 SPDR® S&P 500® ETF 3.34M (1.21%) -14.92K
Decreased by -0.45%
May 31, 25
13 Fidelity® 500 Index 3.27M (1.18%) 20.78K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 3.23M (1.17%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Growth Index Investor 3.20M (1.16%) 6.13K
Increased by +0.19%
May 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 American Funds Fundamental Invs A 2.17M (0.78%) -711.90K
Decreased by -32.75%
Dec 31, 24
20 Capital Group Fundamental Invtrs Comp 2.17M (0.78%) -711.90K
Decreased by -32.75%
Dec 31, 24