Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.96%
2 DIVB 4.78%
3 QQLV 4.51%
4 CTIF 4.45%
5 UTRN 4.02%
6 NEWZ 3.22%
7 BILD 3.07%
8 GAUD 2.81%
9 ETFT 2.78%
10 DVOL 2.72%
11 QOWZ 2.51%
12 DIVL 2.50%
13 RISN 2.48%
14 SHRY 2.43%
15 MTK 2.43%
16 STNC 2.37%
17 SCHD 2.29%
18 FTCS 2.27%
19 DEMZ 2.26%
20 MBOX 2.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.58M (10.43%) -109.72K
Decreased by -0.26%
Dec 31, 25
2 BlackRock Inc 35.50M (8.90%) -1.04M
Decreased by -2.94%
Mar 31, 26
3 Vanguard Capital Management, LLC 26.15M (6.56%) 26.15M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 19.33M (4.85%) 385.96K
Increased by +2.00%
Mar 31, 26
5 State Street Corporation 17.83M (4.47%) 228.92K
Increased by +1.28%
Mar 31, 24
6 Geode Capital Management, LLC 11.99M (3.01%) 416.63K
Increased by +3.47%
Mar 31, 26
7 Charles Schwab Investment Management Inc 11.56M (2.90%) 9.15M
Increased by +79.12%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 11.05M (2.77%) 11.05M
Increased by +100.00%
Mar 31, 26
9 Wellington Management Company LLP 10.10M (2.53%) 2.73M
Increased by +27.02%
Mar 31, 26
10 Capital Research Global Investors 8.56M (2.15%) 162.51K
Increased by +1.90%
Mar 31, 26
11 Wells Fargo & Co 6.91M (1.73%) -150.89K
Decreased by -2.18%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 6.39M (1.60%) -3.95M
Decreased by -61.84%
Mar 31, 26
13 Northern Trust Corp 6.00M (1.50%) -5.80K
Decreased by -0.10%
Mar 31, 26
14 JPMorgan Chase & Co 5.81M (1.46%) 3.00M
Increased by +51.58%
Sep 30, 25
15 Bank of America Corp 5.26M (1.32%) -607.87K
Decreased by -11.56%
Mar 31, 26
16 AllianceBernstein L.P. 5.10M (1.28%) -883.24K
Decreased by -17.31%
Mar 31, 26
17 Laurel Wealth Advisors, LLC 4.67M (1.17%) 4.65M
Increased by +99.67%
Jun 30, 25
18 The Goldman Sachs Group Inc 4.36M (1.09%) 35.79K
Increased by +0.82%
Mar 31, 26
19 Amvescap Plc. 4.21M (1.06%) 255.14K
Increased by +6.06%
Mar 31, 26
20 UBS Asset Mgmt Americas Inc 4.12M (1.03%) 735.75K
Increased by +17.85%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.91M (3.24%) -50.97K
Decreased by -0.39%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.83M (3.22%) 45.56K
Increased by +0.36%
Apr 30, 26
3 AF High Growth (AFRIS) 11.06M (2.77%) 11.06M
Increased by +100.00%
Feb 29, 24
4 Vanguard 500 Index Investor 10.44M (2.62%) 187.84K
Increased by +1.80%
Apr 30, 26
5 Schwab US Dividend Equity ETF™ 9.62M (2.41%) 18.70K
Increased by +0.19%
May 30, 26
6 Invesco QQQ Trust 8.72M (2.19%) 41.08K
Increased by +0.47%
May 29, 26
7 iShares Core S&P 500 ETF 5.30M (1.33%) 16.21K
Increased by +0.31%
May 29, 26
8 Fidelity 500 Index 5.16M (1.29%) 17.76K
Increased by +0.34%
Apr 30, 26
9 Global Balanced (AFRIS) 5.08M (1.27%) 5.08M
Increased by +100.00%
Feb 29, 24
10 SPDR® S&P 500 ETF 5.06M (1.27%) -79.96K
Decreased by -1.58%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 4.93M (1.24%) -25.81K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 4.91M (1.23%) 34.16K
Increased by +0.70%
May 30, 24
13 SPDR® S&P 500® ETF 4.90M (1.23%) 60.21K
Increased by +1.23%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 4.85M (1.22%) 5.15K
Increased by +0.11%
May 31, 26
15 Fidelity® 500 Index 4.80M (1.20%) 30.55K
Increased by +0.64%
Nov 30, 23
16 R233 Fundsmith Equity (GBP) 4.65M (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
17 Fundsmith Equity I Acc 3.97M (1.00%) -51.10K
Decreased by -1.29%
Dec 31, 25
18 Vanguard Value Index Inv 3.73M (0.94%) 10.61K
Increased by +0.28%
Apr 30, 26
19 First Eagle Global A 3.65M (0.91%) 167.62K
Increased by +4.59%
May 31, 26
20 Vanguard Dividend Growth Inv 3.51M (0.88%) 509.51K
Increased by +14.54%
Mar 31, 26