Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.09%
2 WBIL 4.12%
3 WBIF 4.09%
4 AMID 3.58%
5 WBIG 3.09%
6 CSMD 2.41%
7 QTEC 2.25%
8 GDIV 2.20%
9 VETS 2.16%
10 PWC 1.92%
11 BDIV 1.88%
12 VSDA 1.83%
13 VNMC 1.77%
14 BMVP 1.66%
15 VTRN 1.63%
16 RYT 1.57%
17 PLC 1.30%
18 FDWM 1.25%
19 GTEK 1.12%
20 ROE 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.48M (12.38%) 70.47K
Increased by +0.43%
Jun 30, 24
2 BlackRock Inc 10.87M (8.17%) -13.11K
Decreased by -0.12%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 6.10M (4.58%) -7.30M
Decreased by -119.62%
Jun 30, 24
4 State Street Corp 5.65M (4.25%) 88.93K
Increased by +1.57%
Jun 30, 24
5 State Street Corporation 5.57M (4.18%) 67.98K
Increased by +1.22%
Mar 31, 24
6 Select Equity Group LP 4.85M (3.65%) -198.88K
Decreased by -4.10%
Jun 30, 24
7 FMR Inc 4.18M (3.14%) -3.55M
Decreased by -84.80%
Jun 30, 24
8 Wellington Management Company LLP 3.82M (2.87%) 793.59K
Increased by +20.77%
Jun 30, 24
9 Geode Capital Management, LLC 3.45M (2.59%) 89.22K
Increased by +2.59%
Jun 30, 24
10 Mawer Investment Management Ltd 3.10M (2.33%) 964.00
Increased by +0.03%
Jun 30, 24
11 AllianceBernstein L.P. 2.93M (2.20%) -261.69K
Decreased by -8.92%
Jun 30, 24
12 Longview Partners (Guernsey) Ltd. 2.66M (2.00%) -365.61K
Decreased by -13.76%
Jun 30, 24
13 Amundi 2.57M (1.93%) -92.86K
Decreased by -3.61%
Jun 30, 24
14 Neuberger Berman Group LLC 2.14M (1.60%) 66.35K
Increased by +3.11%
Jun 30, 24
15 Amvescap Plc. 2.12M (1.59%) 576.48K
Increased by +27.18%
Jun 30, 24
16 Capital World Investors 1.99M (1.49%) 6.00
Increased by +0.00%
Dec 31, 23
17 JPMorgan Chase & Co 1.56M (1.17%) -146.04K
Decreased by -9.37%
Jun 30, 24
18 Mitsubishi UFJ Asset Management Co.,Ltd 1.38M (1.04%) -49.91K
Decreased by -3.61%
Jun 30, 24
19 Ameriprise Financial Inc 1.37M (1.03%) 1.20M
Increased by +87.66%
Jun 30, 24
20 Northern Trust Corp 1.33M (1.00%) 70.94K
Increased by +5.34%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.03M (3.78%) 5.03M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 4.25M (3.19%) 13.82K
Increased by +0.33%
Aug 31, 24
3 Vanguard Institutional 500 Index Trust 3.52M (2.64%) 26.51K
Increased by +0.75%
Aug 31, 24
4 Vanguard Mid Cap Index Institutional 2.88M (2.16%) -460.00
Decreased by -0.02%
Aug 31, 24
5 Invesco QQQ Trust 2.59M (1.95%) -14.19K
Decreased by -0.55%
Sep 30, 24
6 Global Balanced (AFRIS) 2.31M (1.73%) 2.31M
Increased by +100.00%
Feb 29, 24
7 Fidelity® Magellan® 1.74M (1.31%) -1.10K
Decreased by -0.06%
Nov 30, 23
8 MS INVF Global Brands A USD 1.71M (1.28%) -33.45K
Decreased by -1.96%
Jun 30, 24
9 Morgan Stanley Glbl Franchise 1.71M (1.28%) -263.08K
Decreased by -15.43%
Jun 30, 24
10 Fidelity Magellan 1.67M (1.26%) 0.00
Increased by 0.00%
May 31, 24
11 Fidelity 500 Index 1.66M (1.24%) 12.82K
Increased by +0.77%
Aug 31, 24
12 Vanguard Wellington™ Inv 1.63M (1.22%) 848.62K
Increased by +52.09%
Jun 30, 24
13 SPDR® S&P 500® ETF Trust 1.62M (1.21%) -6.56K
Decreased by -0.41%
Sep 30, 24
14 SPDR® S&P 500 ETF Trust 1.62M (1.21%) -12.64K
Decreased by -0.78%
Mar 31, 24
15 Fidelity® 500 Index 1.56M (1.17%) 9.94K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 1.46M (1.10%) 4.82K
Increased by +0.33%
Sep 30, 24
17 Mawer Global Equity A 1.17M (0.88%) 4.60K
Increased by +0.39%
Aug 31, 24
18 Vanguard Value Index Inv 1.11M (0.84%) 10.45K
Increased by +0.94%
Aug 31, 24
19 The Technology Select Sector SPDR® ETF 1.03M (0.78%) 0.00
Increased by 0.00%
Sep 30, 24
20 Vanguard Information Technology ETF 1.01M (0.76%) 110.19K
Increased by +10.88%
Aug 31, 24