Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.72%
2 IHI 4.51%
3 WBIG 4.39%
4 WBIL 4.31%
5 USFE 3.98%
6 VSL 3.93%
7 UTRN 3.77%
8 EQTY 3.69%
9 LBAY 3.46%
10 FPAG 3.10%
11 FLV 2.97%
12 GAUD 2.80%
13 EPOL 2.67%
14 DIVP 2.64%
15 MVFD 2.50%
16 FEGE 2.38%
17 YLDE 2.27%
18 BUSA 2.17%
19 SWIN_old 2.14%
20 OAKG 2.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.68M (12.92%) 4.22M
Increased by +11.51%
Dec 31, 25
2 BlackRock Inc 27.75M (9.77%) 472.43K
Increased by +1.70%
Sep 30, 25
3 T. Rowe Price Investment Management,Inc. 24.60M (8.66%) 8.37M
Increased by +34.03%
Dec 31, 25
4 State Street Corp 13.87M (4.88%) 459.22K
Increased by +3.31%
Sep 30, 25
5 State Street Corporation 13.53M (4.76%) 615.79K
Increased by +4.55%
Mar 31, 24
6 Arnhold & S. Bleichroeder Advisers, LLC 11.65M (4.10%) 1.65M
Increased by +14.18%
Dec 31, 25
7 JPMorgan Chase & Co 10.58M (3.72%) 6.03M
Increased by +57.03%
Sep 30, 25
8 Massachusetts Financial Services Company 9.49M (3.34%) 336.11K
Increased by +3.54%
Dec 31, 25
9 Geode Capital Management, LLC 6.89M (2.42%) 53.88K
Increased by +0.78%
Dec 31, 25
10 Franklin Resources Inc 6.74M (2.37%) 4.05M
Increased by +60.14%
Sep 30, 25
11 Wellington Management Company LLP 5.30M (1.87%) 66.94K
Increased by +1.26%
Dec 31, 25
12 T. Rowe Price Associates, Inc. 4.62M (1.63%) -4.26M
Decreased by -92.18%
Sep 30, 25
13 ClearBridge Advisors, LLC 4.09M (1.44%) -314.65K
Decreased by -7.69%
Dec 31, 25
14 NORGES BANK 3.78M (1.33%) -9.40K
Decreased by -0.25%
Dec 31, 25
15 Wells Fargo & Co 3.73M (1.31%) -52.04K
Decreased by -1.39%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 3.47M (1.22%) -524.87K
Decreased by -15.14%
Sep 30, 25
17 Kovitz Investment Group Partners, LLC 3.42M (1.20%) 2.72M
Increased by +79.69%
Dec 31, 24
18 Bank of New York Mellon Corp 3.26M (1.15%) -1.31M
Decreased by -40.15%
Dec 31, 24
19 Charles Schwab Investment Management Inc 3.20M (1.13%) -102.62K
Decreased by -3.21%
Dec 31, 25
20 American Century Companies Inc 3.13M (1.10%) -123.95K
Decreased by -3.96%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.16M (3.22%) 6.59K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.03M (3.18%) 38.79K
Increased by +0.43%
Feb 28, 26
3 T. Rowe Price Capital Appreciation 8.96M (3.16%) 0.00
Increased by 0.00%
Jan 31, 26
4 First Eagle Global A 8.06M (2.84%) 0.00
Increased by 0.00%
Feb 28, 26
5 Vanguard 500 Index Investor 7.37M (2.60%) 70.15K
Increased by +0.95%
Feb 28, 26
6 Vanguard Mid Cap Index Institutional 6.20M (2.18%) 21.52K
Increased by +0.35%
Feb 28, 26
7 iShares Core S&P 500 ETF 3.65M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
8 Fidelity 500 Index 3.64M (1.28%) 16.88K
Increased by +0.46%
Jan 31, 26
9 SPDR® S&P 500 ETF 3.57M (1.26%) -76.66K
Decreased by -2.15%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 3.48M (1.22%) -18.25K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 3.45M (1.22%) 42.50K
Increased by +1.23%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 3.43M (1.21%) 7.74K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 3.38M (1.19%) 21.51K
Increased by +0.64%
Nov 30, 23
14 State Street® SPDR® S&P 500® ETF 3.37M (1.19%) -25.55K
Decreased by -0.76%
Feb 28, 26
15 MS INVF Global Brands A USD 3.08M (1.08%) -60.35K
Decreased by -1.96%
Jun 30, 24
16 Putnam Large Cap Value A 2.98M (1.05%) 98.18K
Increased by +3.30%
Feb 28, 26
17 Putnam US Large Cap Value Equity 2.88M (1.01%) 0.00
Increased by 0.00%
Dec 31, 25
18 Vanguard Value Index Inv 2.66M (0.94%) 30.44K
Increased by +1.15%
Feb 28, 26
19 MS INVF Global Brands A 2.38M (0.84%) -285.41K
Decreased by -11.98%
Mar 31, 25
20 Morgan Stanley Glbl Franchise 2.38M (0.84%) -356.91K
Decreased by -14.99%
Mar 31, 25