Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQLV 4.86%
2 DIVL 4.26%
3 WBIL 4.09%
4 UTRN 4.02%
5 DEMZ 3.98%
6 JGRW 3.77%
7 NEWZ 3.49%
8 BILD 3.37%
9 VSMV 3.05%
10 XLI 2.99%
11 SCHD 2.94%
12 DVOL 2.83%
13 QOWZ 2.67%
14 ESN 2.60%
15 BGIG 2.59%
16 KONG 2.47%
17 MTK 2.43%
18 VIS 2.39%
19 FIDU 2.34%
20 IGF 2.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 40.73M (10.06%) 277.32K
Increased by +0.68%
Dec 31, 24
2 BlackRock Inc 36.41M (8.99%) 476.44K
Increased by +1.31%
Dec 31, 24
3 State Street Corp 18.69M (4.61%) 353.60K
Increased by +1.89%
Dec 31, 24
4 State Street Corporation 17.83M (4.40%) 228.92K
Increased by +1.28%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 10.91M (2.69%) -397.22K
Decreased by -3.64%
Dec 31, 24
6 Geode Capital Management, LLC 10.58M (2.61%) 65.97K
Increased by +0.62%
Dec 31, 24
7 Charles Schwab Investment Management Inc 8.63M (2.13%) -43.63K
Decreased by -0.51%
Dec 31, 23
8 Bank of New York Mellon Corp 8.09M (2.00%) -43.53K
Decreased by -0.54%
Dec 31, 24
9 Wells Fargo & Co 7.71M (1.90%) -190.70K
Decreased by -2.47%
Dec 31, 24
10 AllianceBernstein L.P. 7.57M (1.87%) 9.09K
Increased by +0.12%
Dec 31, 24
11 Northern Trust Corp 6.17M (1.52%) 902.35K
Increased by +14.61%
Dec 31, 24
12 Capital Research Global Investors 6.14M (1.52%) 1.30M
Increased by +21.17%
Dec 31, 24
13 Bank of America Corp 5.75M (1.42%) -598.83K
Decreased by -10.42%
Dec 31, 24
14 Wellington Management Company LLP 5.67M (1.40%) -336.16K
Decreased by -5.92%
Dec 31, 24
15 Fundsmith LLP 5.01M (1.24%) -558.11K
Decreased by -11.13%
Dec 31, 24
16 Amvescap Plc. 3.89M (0.96%) 219.03K
Increased by +5.64%
Dec 31, 24
17 Ameriprise Financial Inc 3.83M (0.95%) 549.13K
Increased by +14.34%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 3.77M (0.93%) 532.49K
Increased by +14.12%
Dec 31, 24
19 State Farm Mutual Automobile Ins Co 3.74M (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
20 Goldman Sachs Group Inc 3.40M (0.84%) 1.10M
Increased by +32.32%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.91M (3.19%) -50.97K
Decreased by -0.39%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.85M (3.17%) 1.25K
Increased by +0.01%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 11.31M (2.79%) 9.43K
Increased by +0.08%
Mar 31, 25
4 AF High Growth (AFRIS) 11.06M (2.73%) 11.06M
Increased by +100.00%
Feb 29, 24
5 Invesco QQQ Trust 8.31M (2.05%) -8.59K
Decreased by -0.10%
Apr 30, 25
6 Schwab US Dividend Equity ETF™ 6.50M (1.61%) -3.80K
Decreased by -0.06%
Jan 31, 24
7 Fidelity 500 Index 5.10M (1.26%) 1.47K
Increased by +0.03%
Mar 31, 25
8 Global Balanced (AFRIS) 5.08M (1.25%) 5.08M
Increased by +100.00%
Feb 29, 24
9 SPDR® S&P 500 ETF 5.06M (1.25%) -79.96K
Decreased by -1.58%
Mar 31, 25
10 SPDR® S&P 500® ETF 4.93M (1.22%) 4.06K
Increased by +0.08%
Apr 30, 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 (1.21%) 34.16K
Increased by +0.70%
May 30, 24
13 iShares Core S&P 500 ETF 4.82M (1.19%) -5.04K
Decreased by -0.10%
Apr 30, 25
14 Fidelity® 500 Index 4.80M (1.19%) 30.55K
Increased by +0.64%
Nov 30, 23
15 Fundsmith Equity I Acc 4.65M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
16 R233 Fundsmith Equity (GBP) 4.65M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
17 Vanguard Growth Index Investor 4.30M (1.06%) 93.44K
Increased by +2.17%
Mar 31, 25
18 Vanguard Dividend Growth Inv 3.33M (0.82%) -736.11K
Decreased by -22.13%
Mar 31, 25
19 iShares MSCI USA Quality Factor ETF 2.89M (0.71%) 3.55K
Increased by +0.12%
Apr 30, 25
20 Vanguard Institutional Index I 2.50M (0.62%) -21.99K
Decreased by -0.88%
Mar 31, 25