Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.99%
2 GDIV 3.87%
3 GFGF 3.42%
4 DIVS 3.27%
5 CZAR 3.18%
6 PFI 3.11%
7 DVOL 2.86%
8 SSPX 2.80%
9 CAML 2.61%
10 KIE 1.83%
11 RUNN 1.70%
12 SOVF 1.49%
13 GGRW 1.43%
14 VOE 1.37%
15 RYF 1.30%
16 PSET 1.27%
17 RSPF 1.22%
18 IYF 1.06%
19 HUSV 1.03%
20 DSTL 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.82M (11.92%) 191.15K
Increased by +0.74%
Sep 30, 24
2 BlackRock Inc 17.23M (7.96%) -51.64K
Decreased by -0.30%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 14.07M (6.50%) 1.55M
Increased by +10.98%
Jun 30, 24
4 FMR Inc 12.31M (5.68%) 580.13K
Increased by +4.71%
Sep 30, 24
5 Capital Research & Mgmt Co - Division 3 9.76M (4.51%) -431.20K
Decreased by -4.42%
Sep 30, 24
6 State Street Corporation 8.92M (4.12%) 30.61K
Increased by +0.34%
Mar 31, 24
7 State Street Corp 8.88M (4.10%) -36.88K
Decreased by -0.42%
Jun 30, 24
8 Capital World Investors 6.29M (2.90%) 483.86K
Increased by +7.69%
Sep 30, 24
9 NORGES BANK 5.80M (2.68%) -16.10K
Decreased by -0.28%
Jun 30, 24
10 Geode Capital Management, LLC 5.41M (2.50%) 169.32K
Increased by +3.13%
Jun 30, 24
11 JPMorgan Chase & Co 4.70M (2.17%) 168.64K
Increased by +3.59%
Jun 30, 24
12 Massachusetts Financial Services Company 3.20M (1.48%) 383.13K
Increased by +11.98%
Sep 30, 24
13 Brown Advisory Holdings Inc 2.70M (1.25%) -51.15K
Decreased by -1.90%
Sep 30, 24
14 Goldman Sachs Group Inc 2.67M (1.23%) 1.57M
Increased by +58.67%
Dec 31, 23
15 Wellington Management Company LLP 2.57M (1.19%) -178.36K
Decreased by -6.95%
Sep 30, 23
16 Baillie Gifford & Co Limited. 2.38M (1.10%) -108.32K
Decreased by -4.55%
Sep 30, 24
17 WCM Investment Management 2.34M (1.08%) -261.18K
Decreased by -11.15%
Sep 30, 24
18 Amvescap Plc. 2.12M (0.98%) -161.77K
Decreased by -7.64%
Jun 30, 24
19 Mitsubishi UFJ Asset Management Co.,Ltd 2.09M (0.97%) 170.13K
Increased by +8.13%
Sep 30, 24
20 Northern Trust Corp 1.88M (0.87%) -85.29K
Decreased by -4.55%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 10.36M (4.79%) 10.36M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 6.92M (3.20%) -25.14K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 5.81M (2.68%) 68.31K
Increased by +1.18%
Oct 31, 24
4 Global Balanced (AFRIS) 4.75M (2.20%) 4.75M
Increased by +100.00%
Feb 29, 24
5 Vanguard Mid Cap Index Institutional 4.65M (2.15%) 8.43K
Increased by +0.18%
Oct 31, 24
6 American Funds Washington Mutual A 3.76M (1.74%) 252.50K
Increased by +6.71%
Sep 30, 24
7 Capital Group Wash Mutual Invtrs Comp 3.76M (1.74%) 252.50K
Increased by +6.71%
Sep 30, 24
8 American Funds American Balanced A 2.78M (1.29%) 0.00
Increased by 0.00%
Sep 30, 24
9 Fidelity 500 Index 2.69M (1.24%) 1.53K
Increased by +0.06%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 2.67M (1.23%) 13.93K
Increased by +0.52%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 2.60M (1.20%) -20.38K
Decreased by -0.78%
Mar 31, 24
12 Fidelity® 500 Index 2.51M (1.16%) 15.98K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 2.44M (1.13%) 3.74K
Increased by +0.15%
Oct 31, 24
14 Morgan Stanley Glbl Franchise 2.24M (1.04%) 462.56K
Increased by +20.61%
Jun 30, 24
15 MS INVF Global Brands A 2.13M (0.98%) 396.13K
Increased by +18.62%
Jun 30, 24
16 American Funds New Perspective A 2.10M (0.97%) 0.00
Increased by 0.00%
Sep 30, 24
17 Capital Group New Perspective Comp 2.10M (0.97%) 0.00
Increased by 0.00%
Sep 30, 24
18 American Funds Invmt Co of Amer A 2.02M (0.93%) -414.44K
Decreased by -20.55%
Sep 30, 24
19 Capital Group Investment Co of Amer Comp 2.02M (0.93%) -414.44K
Decreased by -20.55%
Sep 30, 24
20 JPM US Equity Income-MA 1.87M (0.87%) 1.87M
Increased by +99.90%
Sep 30, 23