Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 13.22%
2 FCTE 4.77%
3 GBDV 4.53%
4 SHRY 4.13%
5 IVFVC 4.09%
6 UTRN 4.08%
7 BLCR 3.56%
8 BASV 3.52%
9 PEZ 3.31%
10 VSMV 3.18%
11 SELV 2.58%
12 STNC 2.47%
13 BOUT 2.42%
14 SMRI 2.42%
15 DVOL 2.36%
16 BVNSC 2.29%
17 FCFY 2.26%
18 RYJ 2.24%
19 UPGD 2.24%
20 FLOW 2.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.82M (13.36%) -371.34K
Decreased by -1.17%
Mar 31, 25
2 Vanguard Group Inc 30.58M (12.83%) -163.98K
Decreased by -0.54%
Jun 30, 25
3 State Street Corporation 14.11M (5.92%) -398.98K
Decreased by -2.83%
Mar 31, 24
4 State Street Corp 13.04M (5.47%) -779.16K
Decreased by -5.97%
Mar 31, 25
5 Geode Capital Management, LLC 6.18M (2.60%) 324.38K
Increased by +5.25%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 4.91M (2.06%) -172.59K
Decreased by -3.52%
Mar 31, 25
7 Pacer Advisors, INC. 4.29M (1.80%) 191.57K
Increased by +4.46%
Sep 30, 24
8 JPMorgan Chase & Co 4.18M (1.75%) 1.19M
Increased by +28.59%
Mar 31, 25
9 FMR Inc 4.00M (1.68%) -205.00K
Decreased by -5.12%
Mar 31, 25
10 Acadian Asset Management LLC 3.72M (1.56%) 598.00K
Increased by +16.06%
Mar 31, 24
11 Bank of America Corp 3.52M (1.48%) 856.28K
Increased by +24.31%
Mar 31, 25
12 NORGES BANK 3.48M (1.46%) 1.39M
Increased by +40.03%
Jun 30, 25
13 Millennium Management LLC 3.40M (1.43%) 2.61M
Increased by +76.80%
Dec 31, 24
14 Northern Trust Corp 3.14M (1.32%) 105.15K
Increased by +3.35%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 3.08M (1.29%) -642.60K
Decreased by -20.87%
Sep 30, 24
16 Ameriprise Financial Inc 2.94M (1.23%) -210.32K
Decreased by -7.16%
Sep 30, 24
17 Citadel Advisors Llc 2.85M (1.20%) -342.13K
Decreased by -12.00%
Mar 31, 25
18 Amvescap Plc. 2.83M (1.19%) -352.48K
Decreased by -12.46%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 2.58M (1.08%) 284.16K
Increased by +11.01%
Jun 30, 25
20 Legal & General Group PLC 2.35M (0.99%) 45.81K
Increased by +1.95%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 27.82M (11.68%) 27.82M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 7.71M (3.24%) 5.36K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.48M (3.14%) -179.62K
Decreased by -2.40%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 6.87M (2.88%) 47.35K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 5.91M (2.48%) -865.56K
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 5.32M (2.23%) 57.46K
Increased by +1.08%
Jul 31, 25
7 Fidelity 500 Index 3.02M (1.27%) -23.72K
Decreased by -0.78%
Jun 30, 25
8 SPDR® S&P 500 ETF 3.01M (1.26%) -44.02K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 2.97M (1.25%) -22.75K
Decreased by -0.77%
Mar 31, 24
10 Fidelity® 500 Index 2.97M (1.25%) 18.88K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 2.93M (1.23%) -15.34K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.93M (1.23%) 12.46K
Increased by +0.43%
Jul 31, 25
13 iShares Core S&P 500 ETF 2.85M (1.20%) 12.97K
Increased by +0.45%
Jul 31, 25
14 BlackRock Equity Dividend Instl 2.28M (0.96%) -1.13M
Decreased by -49.58%
Jun 30, 25
15 Vanguard Value Index Inv 2.12M (0.89%) -2.85K
Decreased by -0.13%
Jul 31, 25
16 AF High Growth (AFRIS) 2.11M (0.89%) 2.11M
Increased by +100.00%
Feb 29, 24
17 BlackRock Large Cap Core (SMA) 1.92M (0.81%) 0.00
Increased by 0.00%
Jul 31, 25
18 Health Care Select Sector SPDR® ETF 1.82M (0.77%) -9.18K
Decreased by -0.50%
Mar 31, 24
19 The Health Care Select Sector SPDR® ETF 1.62M (0.68%) -14.85K
Decreased by -0.92%
Jul 31, 25
20 Vanguard Mid-Cap Value ETF 1.50M (0.63%) -852.00
Decreased by -0.06%
Jul 31, 25