Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.63%
2 QUSA 4.51%
3 UTRN 3.99%
4 GDIV 3.93%
5 CZAR 3.45%
6 GFGF 3.43%
7 SSPX 3.32%
8 BASG 3.18%
9 PFI 2.98%
10 GGRW 2.80%
11 BCUS 2.52%
12 DIVS 2.50%
13 DVOL 2.47%
14 GVIP 2.32%
15 CAML 2.11%
16 TSEL 2.00%
17 SPMV 1.88%
18 RUNN 1.86%
19 KIE 1.78%
20 VOE 1.49%

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 20.14M (7.95%) 632.84K
Increased by +3.14%
Mar 31, 25
3 JPMorgan Chase & Co 17.37M (6.85%) 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 11.68M (4.61%) 107.64K
Increased by +0.92%
Jun 30, 25
6 State Street Corp 10.63M (4.19%) 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 7.15M (2.82%) -76.46K
Decreased by -1.07%
Jun 30, 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 (2.61%) 347.33K
Increased by +5.24%
Mar 31, 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 Brown Advisory Holdings Inc 2.79M (1.10%) -167.67K
Decreased by -6.01%
Mar 31, 25
14 Massachusetts Financial Services Company 2.73M (1.08%) -138.41K
Decreased by -5.06%
Jun 30, 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 WCM Investment Management 2.46M (0.97%) 128.07K
Increased by +5.20%
Jun 30, 25
18 Citadel Advisors Llc 2.41M (0.95%) 2.38M
Increased by +98.76%
Dec 31, 24
19 Mitsubishi UFJ Asset Management Co.,Ltd 2.38M (0.94%) 94.94K
Increased by +3.99%
Jun 30, 25
20 Baillie Gifford & Co Limited. 2.38M (0.94%) -108.32K
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 (4.09%) 10.36M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 8.24M (3.25%) 58.05K
Increased by +0.70%
Jun 30, 25
3 Vanguard 500 Index Investor 7.27M (2.87%) 33.46K
Increased by +0.46%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 7.23M (2.85%) 49.79K
Increased by +0.69%
May 31, 25
5 Vanguard US Total Market Shares ETF 6.95M (2.74%) 31.87K
Increased by +0.46%
Sep 30, 24
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 5.65M (2.23%) 60.44K
Increased by +1.07%
Jun 30, 25
9 Global Balanced (AFRIS) 4.75M (1.88%) 4.75M
Increased by +100.00%
Feb 29, 24
10 Fidelity 500 Index 3.24M (1.28%) 35.96K
Increased by +1.11%
Jun 30, 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 3.13M (1.23%) 13.35K
Increased by +0.43%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 3.08M (1.22%) -16.09K
Decreased by -0.52%
Mar 31, 25
14 American Funds American Balanced A 3.06M (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
15 iShares Core S&P 500 ETF 3.06M (1.21%) 13.89K
Increased by +0.45%
Jul 31, 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%) 34.47K
Increased by +1.52%
Jun 30, 25
19 JPM US Equity-MA 1.99M (0.79%) 1.61M
Increased by +81.00%
Jun 30, 25
20 JPMorgan US Equity L 1.99M (0.79%) 104.50K
Increased by +5.24%
Jun 30, 25