Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVB 5.42%
2 FCTE 4.96%
3 CTIF 4.82%
4 QQLV 4.33%
5 UTRN 4.02%
6 BILD 3.36%
7 ETFT 3.36%
8 NEWZ 3.22%
9 ACEP 3.02%
10 QOWZ 2.89%
11 RISN 2.88%
12 GAUD 2.81%
13 DVOL 2.72%
14 SCHD 2.71%
15 QFLR 2.66%
16 QQEW 2.48%
17 SHRY 2.46%
18 MTK 2.43%
19 WBIL 2.40%
20 STNC 2.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.58M (11.03%) -109.72K
Decreased by -0.26%
Dec 30, 25
2 BlackRock Inc 35.50M (9.42%) -1.04M
Decreased by -2.94%
Mar 30, 26
3 Vanguard Capital Management, LLC 26.15M (6.94%) 26.15M
Increased by +100.00%
Mar 30, 26
4 State Street Corp 19.33M (5.13%) 385.96K
Increased by +2.00%
Mar 30, 26
5 State Street Corporation 17.83M (4.73%) 228.92K
Increased by +1.28%
Mar 30, 24
6 Amvescap Plc. 12.66M (3.36%) -380.66K
Decreased by -3.01%
Mar 30, 26
7 Geode Capital Management, LLC 11.99M (3.18%) 416.63K
Increased by +3.47%
Mar 30, 26
8 Charles Schwab Investment Management Inc 11.56M (3.07%) 9.15M
Increased by +79.12%
Mar 30, 26
9 Vanguard Portfolio Management, LLC 11.05M (2.93%) 11.05M
Increased by +100.00%
Mar 30, 26
10 Wellington Management Company LLP 10.10M (2.68%) 2.73M
Increased by +27.02%
Mar 30, 26
11 Capital Research Global Investors 8.56M (2.27%) 162.51K
Increased by +1.90%
Mar 30, 26
12 Wells Fargo & Co 6.91M (1.83%) -150.89K
Decreased by -2.18%
Mar 30, 26
13 Morgan Stanley - Brokerage Accounts 6.39M (1.70%) -3.95M
Decreased by -61.84%
Mar 30, 26
14 Northern Trust Corp 6.00M (1.59%) -5.80K
Decreased by -0.10%
Mar 30, 26
15 JPMorgan Chase & Co 5.81M (1.54%) 3.00M
Increased by +51.58%
Sep 29, 25
16 Bank of America Corp 5.26M (1.39%) -607.87K
Decreased by -11.56%
Mar 30, 26
17 AllianceBernstein L.P. 5.10M (1.35%) -883.24K
Decreased by -17.31%
Mar 30, 26
18 Laurel Wealth Advisors, LLC 4.67M (1.24%) 4.65M
Increased by +99.67%
Jun 29, 25
19 The Goldman Sachs Group Inc 4.36M (1.16%) 35.79K
Increased by +0.82%
Mar 30, 26
20 UBS Asset Mgmt Americas Inc 4.12M (1.09%) 735.75K
Increased by +17.85%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.91M (3.42%) -50.97K
Decreased by -0.39%
Sep 29, 24
2 Vanguard Morn Total Stk Mkt Idx Investor 12.69M (3.37%) -123.37K
Decreased by -0.97%
Jun 29, 26
3 Vanguard Total Stock Mkt Idx Inv 12.69M (3.37%) -123.37K
Decreased by -0.97%
Jun 29, 26
4 AF High Growth (AFRIS) 11.06M (2.93%) 11.06M
Increased by +100.00%
Feb 28, 24
5 Schwab US Dividend Equity ETF™ 10.49M (2.78%) 21.80K
Increased by +0.21%
Jul 29, 26
6 Vanguard 500 Index Investor 10.38M (2.75%) -159.74K
Decreased by -1.54%
Jun 29, 26
7 Invesco QQQ Trust 8.42M (2.23%) -1.26K
Decreased by -0.01%
Jul 28, 26
8 iShares Core S&P 500 ETF 5.41M (1.43%) -12.53K
Decreased by -0.23%
Jul 27, 26
9 Fidelity 500 Index 5.13M (1.36%) -24.72K
Decreased by -0.48%
Jun 29, 26
10 Global Balanced (AFRIS) 5.08M (1.35%) 5.08M
Increased by +100.00%
Feb 28, 24
11 SPDR® S&P 500 ETF 5.06M (1.34%) -79.96K
Decreased by -1.58%
Mar 30, 25
12 State Street® SPDR® S&P 500® ETF 4.94M (1.31%) 1.39K
Increased by +0.03%
Jul 28, 26
13 SPDR® S&P 500® ETF Trust 4.93M (1.31%) -25.81K
Decreased by -0.52%
Mar 30, 25
14 SPDR® S&P 500 ETF Trust 4.91M (1.30%) 34.16K
Increased by +0.70%
May 29, 24
15 SPDR® S&P 500® ETF 4.90M (1.30%) 60.21K
Increased by +1.23%
Aug 30, 25
16 Fidelity® 500 Index 4.80M (1.27%) 30.55K
Increased by +0.64%
Nov 29, 23
17 R233 Fundsmith Equity (GBP) 4.65M (1.23%) 0.00
Increased by 0.00%
Dec 30, 24
18 Fundsmith Equity I Acc 3.97M (1.05%) -51.10K
Decreased by -1.29%
Dec 30, 25
19 Vanguard Morn Value Index Investor 3.80M (1.01%) 45.60K
Increased by +1.20%
Jun 29, 26
20 Vanguard Value Index Inv 3.80M (1.01%) 45.60K
Increased by +1.20%
Jun 29, 26