Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GDIV 4.70%
2 WBIL 4.63%
3 UTRN 3.99%
4 GFGF 3.97%
5 GGRW 3.74%
6 SSPX 3.49%
7 CZAR 3.20%
8 PFI 3.11%
9 DIVS 2.83%
10 BCUS 2.78%
11 DVOL 2.66%
12 CAML 2.58%
13 GVIP 2.32%
14 IWFG 2.20%
15 KIE 1.96%
16 RUNN 1.86%
17 VOE 1.81%
18 AMOM 1.69%
19 FXO 1.67%
20 IWLG 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.41M (12.01%) 739.13K
Increased by +2.43%
Mar 31, 25
2 BlackRock Inc 20.14M (7.96%) 632.84K
Increased by +3.14%
Mar 31, 25
3 JPMorgan Chase & Co 17.37M (6.86%) 4.82M
Increased by +27.72%
Mar 31, 25
4 FMR Inc 13.73M (5.42%) 1.77M
Increased by +12.89%
Mar 31, 25
5 Capital World Investors 11.57M (4.57%) 3.37M
Increased by +29.16%
Mar 31, 25
6 State Street Corp 10.63M (4.20%) 343.78K
Increased by +3.24%
Mar 31, 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 7.23M (2.85%) -2.84M
Decreased by -39.33%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 7.14M (2.82%) 658.61K
Increased by +9.22%
Mar 31, 25
10 Geode Capital Management, LLC 6.63M (2.62%) 347.33K
Increased by +5.24%
Mar 31, 25
11 NORGES BANK 5.01M (1.98%) -793.50K
Decreased by -15.84%
Dec 31, 24
12 Wellington Management Company LLP 2.96M (1.17%) 137.35K
Increased by +4.64%
Mar 31, 25
13 Massachusetts Financial Services Company 2.87M (1.13%) -60.94K
Decreased by -2.12%
Mar 31, 25
14 Brown Advisory Holdings Inc 2.79M (1.10%) -167.67K
Decreased by -6.01%
Mar 31, 25
15 Goldman Sachs Group Inc 2.67M (1.05%) 1.57M
Increased by +58.67%
Dec 31, 23
16 Winslow Capital Management, LLC 2.53M (1.00%) 2.53M
Increased by +100.00%
Dec 31, 24
17 Citadel Advisors Llc 2.41M (0.95%) 2.38M
Increased by +98.76%
Dec 31, 24
18 Baillie Gifford & Co Limited. 2.38M (0.94%) -108.32K
Decreased by -4.55%
Sep 30, 24
19 Northern Trust Corp 2.36M (0.93%) 480.19K
Increased by +20.39%
Dec 31, 24
20 WCM Investment Management 2.34M (0.92%) 7.59K
Increased by +0.33%
Mar 31, 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 8.18M (3.23%) 124.40K
Increased by +1.52%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 7.18M (2.84%) 115.17K
Increased by +1.60%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 6.95M (2.74%) 31.87K
Increased by +0.46%
Sep 30, 24
5 American Funds Washington Mutual A 5.86M (2.31%) 1.33M
Increased by +22.79%
Mar 31, 25
6 Capital Group Wash Mutual Invtrs Comp 5.86M (2.31%) 1.33M
Increased by +22.79%
Mar 31, 25
7 Vanguard Mid Cap Index Institutional 5.54M (2.19%) 53.19K
Increased by +0.96%
Apr 30, 25
8 Global Balanced (AFRIS) 4.75M (1.88%) 4.75M
Increased by +100.00%
Feb 29, 24
9 Fidelity 500 Index 3.19M (1.26%) 62.53K
Increased by +1.96%
Mar 31, 25
10 SPDR® S&P 500 ETF 3.16M (1.25%) 12.46K
Increased by +0.39%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 3.08M (1.22%) -16.09K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.06M (1.21%) -18.33K
Decreased by -0.60%
Apr 30, 25
13 American Funds American Balanced A 3.06M (1.21%) -383.75K
Decreased by -12.53%
Mar 31, 25
14 iShares Core S&P 500 ETF 3.01M (1.19%) -3.15K
Decreased by -0.10%
Apr 30, 25
15 SPDR® S&P 500 ETF Trust 2.60M (1.03%) -20.38K
Decreased by -0.78%
Mar 31, 24
16 Fidelity® 500 Index 2.51M (0.99%) 15.98K
Increased by +0.64%
Nov 30, 23
17 Vanguard Value Index Inv 2.24M (0.88%) 1.99K
Increased by +0.09%
Apr 30, 25
18 Morgan Stanley Glbl Franchise 2.10M (0.83%) -147.07K
Decreased by -7.01%
Sep 30, 24
19 JPM US Equity-MA 2.09M (0.83%) 1.76M
Increased by +84.18%
Mar 31, 25
20 JPMorgan US Equity L 2.09M (0.83%) 108.00K
Increased by +5.16%
Mar 31, 25