Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 ZIG 4.29%
3 UTRN 4.06%
4 EATZ 3.55%
5 STNC 3.19%
6 DVOL 2.96%
7 MGRO 2.91%
8 BCUS 2.63%
9 CGMM 2.35%
10 SEIQ 2.21%
11 EMOT 1.98%
12 POWA 1.93%
13 RSPD 1.87%
14 RCD 1.87%
15 SAGP 1.87%
16 WBIF 1.70%
17 TCAF 1.54%
18 MOTE 1.45%
19 DVND 1.44%
20 MPAY 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.56M (12.49%) 448.39K
Increased by +1.30%
Jun 30, 25
2 BlackRock Inc 26.27M (9.49%) -445.52K
Decreased by -1.70%
Mar 31, 25
3 JPMorgan Chase & Co 20.15M (7.28%) -2.84M
Decreased by -14.10%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 15.69M (5.67%) 181.77K
Increased by +1.16%
Jun 30, 25
5 State Street Corp 12.83M (4.64%) -248.00K
Decreased by -1.93%
Mar 31, 25
6 State Street Corporation 12.81M (4.63%) 1.01M
Increased by +7.90%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 10.78M (3.90%) 1.51M
Increased by +13.96%
Jun 30, 25
8 Geode Capital Management, LLC 8.00M (2.89%) 393.36K
Increased by +4.92%
Mar 31, 25
9 Bank of America Corp 4.42M (1.60%) 1.06M
Increased by +24.04%
Mar 31, 25
10 NORGES BANK 4.07M (1.47%) 945.51K
Increased by +23.25%
Jun 30, 25
11 Loomis, Sayles & Company LP 3.84M (1.39%) 40.76K
Increased by +1.06%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 3.84M (1.39%) 148.24K
Increased by +3.86%
Mar 31, 25
13 Goldman Sachs Group Inc 3.52M (1.27%) 2.15M
Increased by +61.01%
Dec 31, 23
14 Capital World Investors 3.41M (1.23%) -2.18M
Decreased by -63.81%
Jun 30, 25
15 Northern Trust Corp 3.33M (1.20%) -219.21K
Decreased by -6.59%
Mar 31, 25
16 FMR Inc 2.92M (1.05%) 397.39K
Increased by +13.61%
Mar 31, 25
17 Sustainable Growth Advisers, LP 2.63M (0.95%) -903.48K
Decreased by -34.34%
Jun 30, 25
18 UBS Asset Mgmt Americas Inc 2.54M (0.92%) 438.70K
Increased by +17.29%
Jun 30, 25
19 Citadel Advisors Llc 2.48M (0.90%) 1.91M
Increased by +76.76%
Mar 31, 25
20 T. Rowe Price Associates, Inc. 2.34M (0.85%) 383.42K
Increased by +16.39%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 9.08M (3.28%) -2.09M
Decreased by -23.00%
Jun 30, 25
2 Capital Group Wash Mutual Invtrs Comp 9.08M (3.28%) -2.09M
Decreased by -23.00%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 8.93M (3.23%) -30.95K
Decreased by -0.35%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 8.88M (3.21%) -54.76K
Decreased by -0.62%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 7.94M (2.87%) 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 (2.22%) 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 3.40M (1.23%) 14.51K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500 ETF Trust 3.39M (1.22%) -26.39K
Decreased by -0.78%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 3.38M (1.22%) -17.71K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 3.32M (1.20%) 15.09K
Increased by +0.45%
Jul 31, 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