Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.96%
2 QQLV 4.30%
3 WBIL 4.09%
4 UTRN 4.02%
5 BILD 3.22%
6 NEWZ 3.22%
7 ETFT 2.83%
8 DVOL 2.72%
9 GAUD 2.71%
10 DIVL 2.50%
11 MTK 2.43%
12 RISN 2.39%
13 STNC 2.37%
14 QOWZ 2.37%
15 SHRY 2.31%
16 IGF 2.24%
17 SCHD 2.23%
18 FTCS 2.18%
19 DEMZ 2.11%
20 SEMG 2.08%

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 36.54M (9.16%) 361.46K
Increased by +0.99%
Dec 31, 25
3 State Street Corp 18.94M (4.75%) 133.04K
Increased by +0.70%
Dec 31, 25
4 State Street Corporation 17.83M (4.47%) 228.92K
Increased by +1.28%
Mar 31, 24
5 Geode Capital Management, LLC 11.58M (2.90%) 136.88K
Increased by +1.18%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 10.35M (2.59%) -1.71M
Decreased by -16.50%
Dec 31, 25
7 Charles Schwab Investment Management Inc 8.63M (2.16%) -43.63K
Decreased by -0.51%
Dec 31, 23
8 Capital Research Global Investors 8.39M (2.10%) 372.41K
Increased by +4.44%
Dec 31, 25
9 Wellington Management Company LLP 7.37M (1.85%) 544.21K
Increased by +7.38%
Dec 31, 25
10 Wells Fargo & Co 7.06M (1.77%) -78.94K
Decreased by -1.12%
Dec 31, 25
11 Bank of New York Mellon Corp 6.40M (1.61%) -227.74K
Decreased by -3.56%
Dec 31, 25
12 Northern Trust Corp 6.01M (1.51%) -110.00K
Decreased by -1.83%
Dec 31, 25
13 AllianceBernstein L.P. 5.99M (1.50%) -608.88K
Decreased by -10.17%
Dec 31, 25
14 Bank of America Corp 5.87M (1.47%) 32.95K
Increased by +0.56%
Dec 31, 25
15 JPMorgan Chase & Co 5.81M (1.46%) 3.00M
Increased by +51.58%
Sep 30, 25
16 Laurel Wealth Advisors, LLC 4.67M (1.17%) 4.65M
Increased by +99.67%
Jun 30, 25
17 The Goldman Sachs Group Inc 4.33M (1.08%) 254.73K
Increased by +5.89%
Dec 31, 25
18 Fundsmith LLP 4.18M (1.05%) -133.63K
Decreased by -3.20%
Dec 31, 25
19 Amvescap Plc. 3.95M (0.99%) -883.37K
Decreased by -22.34%
Dec 31, 25
20 Ameriprise Financial Inc 3.95M (0.99%) -376.70K
Decreased by -9.54%
Dec 31, 25

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 12.78M (3.21%) -4.21K
Decreased by -0.03%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 11.57M (2.90%) 79.35K
Increased by +0.69%
May 31, 25
4 AF High Growth (AFRIS) 11.06M (2.77%) 11.06M
Increased by +100.00%
Feb 29, 24
5 Vanguard 500 Index Investor 10.25M (2.57%) -150.52K
Decreased by -1.47%
Mar 31, 26
6 Schwab US Dividend Equity ETF™ 9.30M (2.33%) 7.50K
Increased by +0.08%
Apr 29, 26
7 Invesco QQQ Trust 8.55M (2.14%) 20.93K
Increased by +0.24%
Apr 29, 26
8 iShares Core S&P 500 ETF 5.19M (1.30%) 7.42K
Increased by +0.14%
Apr 29, 26
9 Fidelity 500 Index 5.15M (1.29%) 8.48K
Increased by +0.16%
Feb 28, 26
10 Global Balanced (AFRIS) 5.08M (1.27%) 5.08M
Increased by +100.00%
Feb 29, 24
11 SPDR® S&P 500 ETF 5.06M (1.27%) -79.96K
Decreased by -1.58%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 4.93M (1.24%) -25.81K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 4.91M (1.23%) 34.16K
Increased by +0.70%
May 30, 24
14 SPDR® S&P 500® ETF 4.90M (1.23%) 60.21K
Increased by +1.23%
Aug 31, 25
15 Fidelity® 500 Index 4.80M (1.20%) 30.55K
Increased by +0.64%
Nov 30, 23
16 State Street® SPDR® S&P 500® ETF 4.79M (1.20%) 28.78K
Increased by +0.60%
Apr 29, 26
17 R233 Fundsmith Equity (GBP) 4.65M (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
18 Fundsmith Equity I Acc 3.97M (1.00%) -51.10K
Decreased by -1.29%
Dec 31, 25
19 Vanguard Value Index Inv 3.72M (0.93%) 1.84M
Increased by +49.42%
Mar 31, 26
20 Vanguard Dividend Growth Inv 3.51M (0.88%) 509.51K
Increased by +14.54%
Mar 31, 26