Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.05%
2 QQLV 4.16%
3 WBIL 4.09%
4 UTRN 4.02%
5 BILD 3.58%
6 NEWZ 3.49%
7 SCHD 2.94%
8 DIVL 2.93%
9 DVOL 2.72%
10 RISN 2.67%
11 STNC 2.55%
12 SEMG 2.47%
13 MTK 2.43%
14 QNXT 2.38%
15 IGF 2.24%
16 QOWZ 2.24%
17 JGRW 2.24%
18 XLI 2.22%
19 GII 2.18%
20 DEMZ 2.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.30M (10.23%) 350.30K
Increased by +0.85%
Jun 30, 25
2 BlackRock Inc 35.54M (8.81%) -630.98K
Decreased by -1.78%
Jun 30, 25
3 State Street Corp 18.78M (4.65%) 187.41K
Increased by +1.00%
Jun 30, 25
4 State Street Corporation 17.83M (4.42%) 228.92K
Increased by +1.28%
Mar 31, 24
5 Geode Capital Management, LLC 11.39M (2.82%) 345.80K
Increased by +3.04%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 10.64M (2.64%) -502.77K
Decreased by -4.73%
Jun 30, 25
7 Charles Schwab Investment Management Inc 8.63M (2.14%) -43.63K
Decreased by -0.51%
Dec 31, 23
8 Capital Research Global Investors 7.91M (1.96%) 945.00K
Increased by +11.95%
Jun 30, 25
9 Wells Fargo & Co 7.25M (1.80%) -308.69K
Decreased by -4.26%
Jun 30, 25
10 AllianceBernstein L.P. 7.14M (1.77%) -261.52K
Decreased by -3.67%
Jun 30, 25
11 Bank of New York Mellon Corp 7.11M (1.76%) -448.24K
Decreased by -6.31%
Jun 30, 25
12 Northern Trust Corp 6.10M (1.51%) -58.15K
Decreased by -0.95%
Jun 30, 25
13 Bank of America Corp 5.94M (1.47%) -100.22K
Decreased by -1.69%
Jun 30, 25
14 Laurel Wealth Advisors, LLC 4.67M (1.16%) 4.65M
Increased by +99.67%
Jun 30, 25
15 Wellington Management Company LLP 4.62M (1.15%) -36.34K
Decreased by -0.79%
Jun 30, 25
16 Amvescap Plc. 4.58M (1.13%) 544.97K
Increased by +11.91%
Jun 30, 25
17 Fundsmith LLP 4.36M (1.08%) -151.80K
Decreased by -3.48%
Jun 30, 25
18 UBS Asset Mgmt Americas Inc 4.22M (1.05%) 369.45K
Increased by +8.76%
Jun 30, 25
19 Ameriprise Financial Inc 4.19M (1.04%) -244.07K
Decreased by -5.83%
Jun 30, 25
20 State Farm Mutual Automobile Ins Co 3.66M (0.91%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.91M (3.20%) -50.97K
Decreased by -0.39%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.75M (3.16%) -294.97K
Decreased by -2.31%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 11.57M (2.87%) 79.35K
Increased by +0.69%
May 31, 25
4 AF High Growth (AFRIS) 11.06M (2.74%) 11.06M
Increased by +100.00%
Feb 29, 24
5 Vanguard 500 Index Investor 10.05M (2.49%) -1.47M
Decreased by -14.65%
Jul 31, 25
6 Invesco QQQ Trust 8.37M (2.07%) 58.03K
Increased by +0.69%
Aug 29, 25
7 Schwab US Dividend Equity ETF™ 6.50M (1.61%) -3.80K
Decreased by -0.06%
Jan 31, 24
8 Fidelity 500 Index 5.15M (1.28%) 2.21K
Increased by +0.04%
Jul 31, 25
9 Global Balanced (AFRIS) 5.08M (1.26%) 5.08M
Increased by +100.00%
Feb 29, 24
10 SPDR® S&P 500 ETF 5.06M (1.25%) -79.96K
Decreased by -1.58%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 4.93M (1.22%) -25.81K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 4.91M (1.22%) 34.16K
Increased by +0.70%
May 30, 24
13 SPDR® S&P 500® ETF 4.90M (1.22%) 60.21K
Increased by +1.23%
Aug 31, 25
14 iShares Core S&P 500 ETF 4.89M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
15 Fidelity® 500 Index 4.80M (1.19%) 30.55K
Increased by +0.64%
Nov 30, 23
16 R233 Fundsmith Equity (GBP) 4.65M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
17 Vanguard Growth Index Investor 4.31M (1.07%) 14.71K
Increased by +0.34%
Jul 31, 25
18 Fundsmith Equity I Acc 4.24M (1.05%) -282.67K
Decreased by -6.67%
Mar 31, 25
19 Vanguard Dividend Growth Inv 3.30M (0.82%) -24.70K
Decreased by -0.75%
Jun 30, 25
20 iShares MSCI USA Quality Factor ETF 2.83M (0.70%) 0.00
Increased by 0.00%
Aug 31, 25