Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQLV 4.84%
2 DIVL 4.41%
3 WBIL 4.09%
4 DEMZ 4.02%
5 UTRN 4.02%
6 JGRW 3.93%
7 NEWZ 3.49%
8 BILD 3.41%
9 VSMV 3.23%
10 XLI 3.03%
11 DVOL 2.99%
12 SCHD 2.94%
13 ESN 2.71%
14 QOWZ 2.69%
15 KONG 2.68%
16 BGIG 2.64%
17 MTK 2.43%
18 FIDU 2.38%
19 VIS 2.35%
20 RDVY 2.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 40.95M (10.11%) 218.61K
Increased by +0.53%
Mar 31, 25
2 BlackRock Inc 36.17M (8.93%) -235.79K
Decreased by -0.65%
Mar 31, 25
3 State Street Corp 18.59M (4.59%) -93.19K
Decreased by -0.50%
Mar 31, 25
4 State Street Corporation 17.83M (4.40%) 228.92K
Increased by +1.28%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 11.14M (2.75%) 227.04K
Increased by +2.04%
Mar 31, 25
6 Geode Capital Management, LLC 11.04M (2.73%) 459.53K
Increased by +4.16%
Mar 31, 25
7 Charles Schwab Investment Management Inc 8.63M (2.13%) -43.63K
Decreased by -0.51%
Dec 31, 23
8 Wells Fargo & Co 7.71M (1.90%) -190.70K
Decreased by -2.47%
Dec 31, 24
9 AllianceBernstein L.P. 7.57M (1.87%) 9.09K
Increased by +0.12%
Dec 31, 24
10 Bank of New York Mellon Corp 7.56M (1.87%) -534.36K
Decreased by -7.07%
Mar 31, 25
11 Capital Research Global Investors 6.96M (1.72%) 823.35K
Increased by +11.83%
Mar 31, 25
12 Northern Trust Corp 6.17M (1.52%) 902.35K
Increased by +14.61%
Dec 31, 24
13 Bank of America Corp 6.04M (1.49%) 294.21K
Increased by +4.87%
Mar 31, 25
14 Wellington Management Company LLP 4.66M (1.15%) -1.02M
Decreased by -21.83%
Mar 31, 25
15 Fundsmith LLP 4.51M (1.11%) -499.81K
Decreased by -11.07%
Mar 31, 25
16 Ameriprise Financial Inc 4.43M (1.09%) 601.40K
Increased by +13.57%
Mar 31, 25
17 Amvescap Plc. 3.89M (0.96%) 219.03K
Increased by +5.64%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 3.85M (0.95%) 77.30K
Increased by +2.01%
Mar 31, 25
19 State Farm Mutual Automobile Ins Co 3.66M (0.90%) -84.46K
Decreased by -2.31%
Mar 31, 25
20 FMR Inc 3.24M (0.80%) 60.74K
Increased by +1.87%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.06M (3.22%) 206.79K
Increased by +1.58%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 12.91M (3.19%) -50.97K
Decreased by -0.39%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 11.49M (2.84%) 183.64K
Increased by +1.60%
Apr 30, 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 Trust 4.93M (1.22%) -25.81K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 4.91M (1.21%) 34.16K
Increased by +0.70%
May 30, 24
12 SPDR® S&P 500® ETF 4.90M (1.21%) -29.40K
Decreased by -0.60%
Apr 30, 25
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 4.34M (1.07%) 39.90K
Increased by +0.92%
Apr 30, 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%) -6.46K
Decreased by -0.26%
Apr 30, 25