Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.63%
2 QUSA 4.18%
3 UTRN 3.99%
4 GDIV 3.86%
5 SSPX 3.68%
6 CZAR 3.38%
7 GFGF 3.32%
8 BASG 3.14%
9 PFI 2.88%
10 GGRW 2.80%
11 BCUS 2.52%
12 DIVS 2.51%
13 DVOL 2.51%
14 GVIP 2.32%
15 CAML 2.04%
16 TSEL 2.00%
17 KIE 1.94%
18 RUNN 1.86%
19 VOE 1.52%
20 TCAF 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.10M (12.27%) 685.28K
Increased by +2.20%
Jun 30, 25
2 BlackRock Inc 18.98M (7.49%) -1.16M
Decreased by -6.11%
Jun 30, 25
3 JPMorgan Chase & Co 17.01M (6.71%) -364.42K
Decreased by -2.14%
Jun 30, 25
4 FMR Inc 13.06M (5.15%) -665.04K
Decreased by -5.09%
Jun 30, 25
5 Capital World Investors 11.68M (4.61%) 107.64K
Increased by +0.92%
Jun 30, 25
6 State Street Corp 10.74M (4.24%) 117.65K
Increased by +1.10%
Jun 30, 25
7 State Street Corporation 8.92M (3.52%) 30.61K
Increased by +0.34%
Mar 31, 24
8 Capital Research & Mgmt Co - Division 3 7.15M (2.82%) -76.46K
Decreased by -1.07%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 7.09M (2.80%) -48.81K
Decreased by -0.69%
Jun 30, 25
10 Geode Capital Management, LLC 5.91M (2.33%) -713.86K
Decreased by -12.08%
Jun 30, 25
11 NORGES BANK 4.80M (1.89%) -209.33K
Decreased by -4.36%
Jun 30, 25
12 Wellington Management Company LLP 2.88M (1.13%) -84.17K
Decreased by -2.93%
Jun 30, 25
13 Massachusetts Financial Services Company 2.73M (1.08%) -138.41K
Decreased by -5.06%
Jun 30, 25
14 Goldman Sachs Group Inc 2.67M (1.05%) 1.57M
Increased by +58.67%
Dec 31, 23
15 Winslow Capital Management, LLC 2.53M (1.00%) 2.53M
Increased by +100.00%
Dec 31, 24
16 WCM Investment Management 2.46M (0.97%) 128.07K
Increased by +5.20%
Jun 30, 25
17 Citadel Advisors Llc 2.41M (0.95%) 2.38M
Increased by +98.76%
Dec 31, 24
18 Mitsubishi UFJ Asset Management Co.,Ltd 2.38M (0.94%) 94.94K
Increased by +3.99%
Jun 30, 25
19 Baillie Gifford & Co Limited. 2.38M (0.94%) -108.32K
Decreased by -4.55%
Sep 30, 24
20 Amvescap Plc. 2.35M (0.93%) 503.20K
Increased by +21.37%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 10.36M (4.09%) 10.36M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 8.05M (3.18%) -186.65K
Decreased by -2.32%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 7.23M (2.85%) 49.79K
Increased by +0.69%
May 31, 25
4 Vanguard US Total Market Shares ETF 6.95M (2.74%) 31.87K
Increased by +0.46%
Sep 30, 24
5 Vanguard 500 Index Investor 6.34M (2.50%) -928.76K
Decreased by -14.65%
Jul 31, 25
6 American Funds Washington Mutual A 5.86M (2.31%) 0.00
Increased by 0.00%
Jun 30, 25
7 Capital Group Wash Mutual Invtrs Comp 5.86M (2.31%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Mid Cap Index Institutional 5.71M (2.25%) 61.59K
Increased by +1.08%
Jul 31, 25
9 Global Balanced (AFRIS) 4.75M (1.88%) 4.75M
Increased by +100.00%
Feb 29, 24
10 Fidelity 500 Index 3.25M (1.28%) 1.39K
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500 ETF 3.16M (1.25%) 12.46K
Increased by +0.39%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.09M (1.22%) 37.95K
Increased by +1.23%
Aug 31, 25
13 iShares Core S&P 500 ETF 3.08M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
14 SPDR® S&P 500® ETF Trust 3.08M (1.22%) -16.09K
Decreased by -0.52%
Mar 31, 25
15 American Funds American Balanced A 3.06M (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
16 SPDR® S&P 500 ETF Trust 2.60M (1.03%) -20.38K
Decreased by -0.78%
Mar 31, 24
17 Fidelity® 500 Index 2.51M (0.99%) 15.98K
Increased by +0.64%
Nov 30, 23
18 Vanguard Value Index Inv 2.27M (0.90%) -2.49K
Decreased by -0.11%
Jul 31, 25
19 JPMorgan US Equity L 2.00M (0.79%) 9.99K
Increased by +0.50%
Jul 31, 25
20 JPM US Equity-MA 1.99M (0.79%) 1.61M
Increased by +81.00%
Jun 30, 25