Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GDIV 4.78%
2 WBIL 4.52%
3 GFGF 4.12%
4 UTRN 3.99%
5 SSPX 3.61%
6 CAML 3.26%
7 CZAR 3.20%
8 PFI 3.11%
9 DIVS 3.04%
10 IWFG 2.94%
11 DVOL 2.86%
12 BCUS 2.80%
13 GVIP 2.59%
14 GGRW 2.46%
15 IWLG 2.15%
16 KIE 1.90%
17 RUNN 1.86%
18 VOE 1.84%
19 SOVF 1.56%
20 IMCG 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.67M (11.78%) 3.85M
Increased by +12.98%
Dec 31, 24
2 BlackRock Inc 19.51M (7.75%) 1.99M
Increased by +10.19%
Dec 31, 24
3 JPMorgan Chase & Co 12.56M (4.99%) 2.87M
Increased by +22.84%
Dec 31, 24
4 FMR Inc 11.96M (4.75%) -346.30K
Decreased by -2.90%
Dec 31, 24
5 State Street Corp 10.28M (4.08%) 1.35M
Increased by +13.13%
Dec 31, 24
6 Capital Research & Mgmt Co - Division 3 10.07M (4.00%) 305.88K
Increased by +3.04%
Dec 31, 24
7 State Street Corporation 8.92M (3.54%) 30.61K
Increased by +0.34%
Mar 31, 24
8 Capital World Investors 8.20M (3.26%) 1.91M
Increased by +23.30%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 6.48M (2.57%) -455.93K
Decreased by -7.03%
Dec 31, 24
10 Geode Capital Management, LLC 6.28M (2.49%) 787.26K
Increased by +12.54%
Dec 31, 24
11 NORGES BANK 5.01M (1.99%) -793.50K
Decreased by -15.84%
Dec 31, 24
12 Brown Advisory Holdings Inc 2.96M (1.17%) 260.53K
Increased by +8.81%
Dec 31, 24
13 Massachusetts Financial Services Company 2.93M (1.17%) -263.00K
Decreased by -8.96%
Dec 31, 24
14 Wellington Management Company LLP 2.82M (1.12%) 1.75M
Increased by +61.84%
Dec 31, 24
15 Goldman Sachs Group Inc 2.67M (1.06%) 1.57M
Increased by +58.67%
Dec 31, 23
16 Winslow Capital Management, LLC 2.53M (1.01%) 2.53M
Increased by +100.00%
Dec 31, 24
17 Citadel Advisors Llc 2.41M (0.96%) 2.38M
Increased by +98.76%
Dec 31, 24
18 Baillie Gifford & Co Limited. 2.38M (0.95%) -108.32K
Decreased by -4.55%
Sep 30, 24
19 Northern Trust Corp 2.36M (0.94%) 480.19K
Increased by +20.39%
Dec 31, 24
20 WCM Investment Management 2.33M (0.92%) -13.88K
Decreased by -0.60%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 10.36M (4.11%) 10.36M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 7.88M (3.13%) 28.46K
Increased by +0.36%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 6.93M (2.75%) 46.25K
Increased by +0.67%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 5.39M (2.14%) 23.21K
Increased by +0.43%
Feb 28, 25
5 Global Balanced (AFRIS) 4.75M (1.89%) 4.75M
Increased by +100.00%
Feb 29, 24
6 American Funds Washington Mutual A 4.52M (1.80%) 760.62K
Increased by +16.82%
Dec 31, 24
7 Capital Group Wash Mutual Invtrs Comp 4.52M (1.80%) 760.62K
Increased by +16.82%
Dec 31, 24
8 American Funds American Balanced A 3.45M (1.37%) 661.16K
Increased by +19.19%
Dec 31, 24
9 Fidelity 500 Index 3.11M (1.24%) 13.74K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 3.09M (1.23%) -22.93K
Decreased by -0.74%
Feb 28, 25
11 iShares Core S&P 500 ETF 2.93M (1.17%) -147.00
Decreased by -0.01%
Feb 28, 25
12 SPDR® S&P 500 ETF Trust 2.60M (1.03%) -20.38K
Decreased by -0.78%
Mar 31, 24
13 Fidelity® 500 Index 2.51M (1.00%) 15.98K
Increased by +0.64%
Nov 30, 23
14 Vanguard Value Index Inv 2.16M (0.86%) 15.19K
Increased by +0.70%
Feb 28, 25
15 American Funds New Perspective A 2.10M (0.83%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group New Perspective Comp 2.10M (0.83%) 0.00
Increased by 0.00%
Dec 31, 24
17 Morgan Stanley Glbl Franchise 2.10M (0.83%) -147.07K
Decreased by -7.01%
Sep 30, 24
18 American Funds Invmt Co of Amer A 2.02M (0.80%) 0.00
Increased by 0.00%
Dec 31, 24
19 Capital Group Investment Co of Amer Comp 2.02M (0.80%) 0.00
Increased by 0.00%
Dec 31, 24
20 JPMorgan US Equity L 1.98M (0.79%) 130.47K
Increased by +6.58%
Jan 31, 25