Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.09%
2 WBIL 4.12%
3 WBIF 4.09%
4 WBIG 3.09%
5 AMID 2.86%
6 MID 2.72%
7 TDV 2.37%
8 VETS 2.16%
9 QTEC 2.11%
10 PWC 1.92%
11 VSDA 1.83%
12 GDIV 1.80%
13 VNMC 1.77%
14 BDIV 1.71%
15 CSMD 1.70%
16 BMVP 1.67%
17 VTRN 1.63%
18 RYT 1.57%
19 RSPT 1.32%
20 PLC 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.84M (12.89%) 88.74K
Increased by +0.53%
Jun 30, 25
2 BlackRock Inc 11.41M (8.74%) 372.85K
Increased by +3.27%
Mar 31, 25
3 State Street Corp 5.83M (4.47%) 27.69K
Increased by +0.47%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 5.75M (4.41%) -270.33K
Decreased by -4.70%
Mar 31, 25
5 State Street Corporation 5.57M (4.26%) 67.98K
Increased by +1.22%
Mar 31, 24
6 Select Equity Group LP 3.70M (2.83%) 198.01K
Increased by +5.36%
Mar 31, 25
7 Geode Capital Management, LLC 3.65M (2.80%) 119.40K
Increased by +3.27%
Mar 31, 25
8 FMR Inc 3.44M (2.64%) -741.71K
Decreased by -21.55%
Sep 30, 24
9 Macquarie Group Ltd 3.28M (2.51%) 1.84M
Increased by +56.23%
Mar 31, 25
10 Massachusetts Financial Services Company 3.16M (2.42%) 371.50K
Increased by +11.74%
Jun 30, 25
11 Mawer Investment Management Ltd 2.83M (2.17%) -212.90K
Decreased by -7.53%
Mar 31, 25
12 Amundi 2.80M (2.14%) 225.12K
Increased by +8.04%
Sep 30, 24
13 Longview Partners 2.67M (2.04%) 10.33K
Increased by +0.39%
Sep 30, 24
14 Longview Partners (Guernsey) Ltd. 2.67M (2.04%) 10.33K
Increased by +0.39%
Sep 30, 24
15 AllianceBernstein L.P. 2.67M (2.04%) -267.18K
Decreased by -10.02%
Sep 30, 24
16 Amvescap Plc. 2.47M (1.89%) 45.22K
Increased by +1.83%
Mar 31, 25
17 Longview Partners (Guernsey) Limited 2.27M (1.74%) -142.10K
Decreased by -6.27%
Jun 30, 25
18 HHG PLC 2.00M (1.53%) 173.49K
Increased by +8.67%
Jun 30, 25
19 Wellington Management Company LLP 1.96M (1.50%) -1.86M
Decreased by -94.55%
Sep 30, 24
20 Neuberger Berman Group LLC 1.85M (1.42%) -197.44K
Decreased by -10.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.03M (3.85%) 5.03M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 4.22M (3.23%) -29.55K
Decreased by -0.70%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.14M (3.17%) -99.55K
Decreased by -2.41%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 3.79M (2.90%) 26.64K
Increased by +0.70%
May 31, 25
5 Vanguard 500 Index Investor 3.26M (2.50%) -477.38K
Decreased by -14.64%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 2.94M (2.25%) 31.66K
Increased by +1.08%
Jul 31, 25
7 Invesco QQQ Trust 2.70M (2.07%) -1.70K
Decreased by -0.06%
Jul 31, 25
8 Global Balanced (AFRIS) 2.31M (1.77%) 2.31M
Increased by +100.00%
Feb 29, 24
9 Fidelity® Magellan® 1.74M (1.34%) -1.10K
Decreased by -0.06%
Nov 30, 23
10 MS INVF Global Brands A USD 1.71M (1.31%) -33.45K
Decreased by -1.96%
Jun 30, 24
11 Fidelity Magellan 1.67M (1.28%) 0.00
Increased by 0.00%
May 31, 24
12 Fidelity 500 Index 1.67M (1.28%) -12.74K
Decreased by -0.76%
Jun 30, 25
13 SPDR® S&P 500 ETF 1.66M (1.27%) -24.18K
Decreased by -1.46%
Mar 31, 25
14 Vanguard Wellington™ Inv 1.63M (1.25%) 848.62K
Increased by +52.09%
Jun 30, 24
15 SPDR® S&P 500 ETF Trust 1.62M (1.24%) -12.64K
Decreased by -0.78%
Mar 31, 24
16 SPDR® S&P 500® ETF 1.61M (1.24%) 6.85K
Increased by +0.42%
Jul 31, 25
17 SPDR® S&P 500® ETF Trust 1.61M (1.24%) -8.42K
Decreased by -0.52%
Mar 31, 25
18 iShares Core S&P 500 ETF 1.57M (1.20%) 7.18K
Increased by +0.46%
Jul 31, 25
19 Fidelity® 500 Index 1.56M (1.20%) 9.94K
Increased by +0.64%
Nov 30, 23
20 MS INVF Global Brands A 1.47M (1.12%) -11.17K
Decreased by -0.76%
Mar 31, 25