Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.09%
2 WBIL 4.12%
3 WBIG 3.09%
4 AMID 2.86%
5 MID 2.72%
6 TDV 2.25%
7 VETS 2.16%
8 QTEC 1.99%
9 FTDS 1.94%
10 PWC 1.92%
11 BMVP 1.87%
12 SMRI 1.83%
13 VSDA 1.83%
14 GDIV 1.80%
15 VNMC 1.77%
16 BDIV 1.71%
17 QQJG 1.64%
18 VTRN 1.63%
19 RYT 1.57%
20 DIVB 1.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.44M (13.70%) 235.87K
Increased by +1.35%
Dec 31, 25
2 BlackRock Inc 14.72M (11.56%) 1.07M
Increased by +7.26%
Mar 31, 26
3 Vanguard Capital Management, LLC 8.42M (6.61%) 8.42M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 8.18M (6.43%) 8.18M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 5.73M (4.50%) -54.80K
Decreased by -0.96%
Mar 31, 26
6 State Street Corporation 5.57M (4.37%) 67.98K
Increased by +1.22%
Mar 31, 24
7 Harris Associates L.P. 5.38M (4.23%) 857.25K
Increased by +15.92%
Mar 31, 26
8 Boston Partners Global Investors, Inc 3.94M (3.09%) 159.39K
Increased by +4.05%
Mar 31, 26
9 Geode Capital Management, LLC 3.79M (2.98%) 105.31K
Increased by +2.78%
Mar 31, 26
10 JPMorgan Chase & Co 3.21M (2.52%) 33.32K
Increased by +1.04%
Mar 31, 26
11 Massachusetts Financial Services Company 3.16M (2.49%) 371.50K
Increased by +11.74%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 3.00M (2.35%) 983.99K
Increased by +32.84%
Mar 31, 26
13 Amundi 2.80M (2.20%) 225.12K
Increased by +8.04%
Sep 30, 24
14 Macquarie Group Ltd 2.67M (2.10%) -333.71K
Decreased by -12.50%
Sep 30, 25
15 Longview Partners 2.67M (2.10%) 10.33K
Increased by +0.39%
Sep 30, 24
16 Longview Partners (Guernsey) Ltd. 2.67M (2.10%) 10.33K
Increased by +0.39%
Sep 30, 24
17 AllianceBernstein L.P. 2.67M (2.09%) -267.18K
Decreased by -10.02%
Sep 30, 24
18 Amvescap Plc. 2.66M (2.09%) 588.04K
Increased by +22.09%
Mar 31, 26
19 Allspring Global Investments Holdings, LLC 2.54M (1.99%) 599.90K
Increased by +23.64%
Mar 31, 26
20 Longview Partners (Guernsey) Limited 2.30M (1.81%) -258.38K
Decreased by -11.22%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.03M (3.95%) 5.03M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 4.22M (3.32%) -29.55K
Decreased by -0.70%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.11M (3.23%) 9.31K
Increased by +0.23%
Apr 30, 26
4 Vanguard Institutional 500 Index Trust 3.79M (2.98%) 26.64K
Increased by +0.70%
May 31, 25
5 Vanguard 500 Index Investor 3.38M (2.65%) 60.85K
Increased by +1.80%
Apr 30, 26
6 Invesco QQQ Trust 2.71M (2.13%) 18.87K
Increased by +0.70%
Aug 29, 25
7 Vanguard Windsor II Inv 2.67M (2.10%) 1.33M
Increased by +49.80%
Mar 31, 26
8 Allspring Special Mid Cap Value Inst 2.56M (2.01%) 615.30K
Increased by +24.04%
Apr 30, 26
9 Global Balanced (AFRIS) 2.31M (1.81%) 2.31M
Increased by +100.00%
Feb 29, 24
10 Oakmark Investor 2.05M (1.61%) 129.00K
Increased by +6.31%
Mar 31, 26
11 Allspring Mid Value SMA 1.94M (1.53%) 441.80K
Increased by +22.73%
Mar 31, 26
12 Allspring Special US Mid Cap Value Eq 1.94M (1.53%) 441.80K
Increased by +22.73%
Mar 31, 26
13 BlackRock Equity Dividend Instl 1.77M (1.39%) -16.88K
Decreased by -0.95%
Apr 30, 26
14 Fidelity® Magellan® 1.74M (1.37%) -1.10K
Decreased by -0.06%
Nov 30, 23
15 iShares Core S&P 500 ETF 1.72M (1.35%) 5.24K
Increased by +0.31%
May 29, 26
16 MS INVF Global Brands A USD 1.71M (1.34%) -33.45K
Decreased by -1.96%
Jun 30, 24
17 Fidelity Magellan 1.67M (1.32%) 0.00
Increased by 0.00%
May 31, 24
18 Fidelity 500 Index 1.67M (1.31%) 5.75K
Increased by +0.34%
Apr 30, 26
19 SPDR® S&P 500 ETF 1.66M (1.30%) -24.18K
Decreased by -1.46%
Mar 31, 25
20 Pzena Large Cap Value 1.63M (1.28%) 389.62K
Increased by +23.90%
May 31, 26