Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 13.22%
2 FCTE 5.36%
3 EASY 4.96%
4 GBDV 4.53%
5 EGGS 4.33%
6 SHRY 4.13%
7 IVFVC 4.09%
8 UTRN 4.08%
9 BOUT 4.08%
10 AIEQ 3.98%
11 PEZ 3.85%
12 BASV 3.77%
13 FTXH 3.36%
14 VSMV 3.18%
15 BCUS 3.18%
16 FMTM 3.12%
17 BLCR 3.11%
18 CPAI 2.66%
19 DVOL 2.66%
20 SELV 2.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.44M (13.45%) 617.77K
Increased by +1.96%
Dec 31, 25
2 BlackRock Inc 28.64M (12.25%) -2.82M
Decreased by -9.86%
Dec 31, 25
3 State Street Corporation 14.11M (6.04%) -398.98K
Decreased by -2.83%
Mar 31, 24
4 State Street Corp 12.51M (5.35%) 221.50K
Increased by +1.77%
Dec 31, 25
5 Geode Capital Management, LLC 6.53M (2.79%) 43.92K
Increased by +0.67%
Dec 31, 25
6 Wellington Management Company LLP 5.17M (2.21%) -637.40K
Decreased by -12.34%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 5.12M (2.19%) -107.63K
Decreased by -2.10%
Dec 31, 25
8 FMR Inc 4.60M (1.97%) -818.95K
Decreased by -17.80%
Dec 31, 25
9 Pacer Advisors, INC. 4.29M (1.84%) 191.57K
Increased by +4.46%
Sep 30, 24
10 WCM Investment Management 4.03M (1.73%) 4.03M
Increased by +100.00%
Dec 31, 25
11 NORGES BANK 3.85M (1.65%) 367.26K
Increased by +9.55%
Dec 31, 25
12 Amvescap Plc. 3.51M (1.50%) 927.54K
Increased by +26.41%
Mar 31, 26
13 Bank of America Corp 3.29M (1.41%) -304.05K
Decreased by -9.25%
Dec 31, 25
14 Arrowstreet Capital Limited Partnership 3.08M (1.32%) -642.60K
Decreased by -20.87%
Sep 30, 24
15 Ameriprise Financial Inc 2.94M (1.26%) -210.32K
Decreased by -7.16%
Sep 30, 24
16 Northern Trust Corp 2.79M (1.20%) -61.02K
Decreased by -2.18%
Mar 31, 26
17 Victory Capital Management Inc. 2.70M (1.15%) 414.07K
Increased by +15.35%
Dec 31, 25
18 UBS Asset Mgmt Americas Inc 2.32M (0.99%) 8.63K
Increased by +0.37%
Mar 31, 26
19 JPMorgan Chase & Co 2.32M (0.99%) -314.16K
Decreased by -13.56%
Mar 31, 26
20 Nuveen Asset Management, LLC 2.31M (0.99%) 267.23K
Increased by +11.55%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 27.82M (11.90%) 27.82M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 7.71M (3.30%) 5.36K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.47M (3.20%) -43.10K
Decreased by -0.58%
Mar 31, 26
4 Vanguard 500 Index Investor 5.99M (2.56%) -119.87K
Decreased by -2.00%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 5.08M (2.17%) -80.74K
Decreased by -1.59%
Mar 31, 26
6 iShares Core S&P 500 ETF 3.04M (1.30%) 8.90K
Increased by +0.29%
Apr 30, 26
7 SPDR® S&P 500 ETF 3.01M (1.29%) -44.02K
Decreased by -1.46%
Mar 31, 25
8 Fidelity 500 Index 3.01M (1.29%) -18.53K
Decreased by -0.62%
Mar 31, 26
9 SPDR® S&P 500 ETF Trust 2.97M (1.27%) -22.75K
Decreased by -0.77%
Mar 31, 24
10 Fidelity® 500 Index 2.97M (1.27%) 18.88K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 2.93M (1.25%) -15.34K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.89M (1.24%) 35.42K
Increased by +1.23%
Aug 31, 25
13 State Street® SPDR® S&P 500® ETF 2.81M (1.20%) 9.18K
Increased by +0.33%
Apr 30, 26
14 Vanguard Health Care Inv 2.40M (1.03%) -814.34K
Decreased by -33.86%
Mar 31, 26
15 Vanguard Value Index Inv 2.17M (0.93%) -37.03K
Decreased by -1.70%
Mar 31, 26
16 AF High Growth (AFRIS) 2.11M (0.90%) 2.11M
Increased by +100.00%
Feb 29, 24
17 Health Care Select Sector SPDR® ETF 1.82M (0.78%) -9.18K
Decreased by -0.50%
Mar 31, 24
18 State Street®HlthCrSelSectSPDR®ETF 1.70M (0.73%) -16.68K
Decreased by -0.98%
Apr 30, 26
19 The Health Care Select Sector SPDR® ETF 1.63M (0.70%) 2.64K
Increased by +0.16%
Aug 31, 25
20 BlackRock Equity Dividend Instl 1.62M (0.69%) -7.44K
Decreased by -0.46%
Mar 31, 26