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 VETS 2.16%
8 PWC 1.92%
9 CSMD 1.84%
10 VSDA 1.83%
11 GDIV 1.80%
12 VNMC 1.77%
13 QTEC 1.76%
14 BDIV 1.71%
15 VTRN 1.63%
16 BMVP 1.62%
17 RYT 1.57%
18 PLC 1.30%
19 RSPT 1.09%
20 FDWM 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.57M (12.48%) 95.82K
Increased by +0.58%
Sep 30, 24
2 BlackRock Inc 10.87M (8.19%) -13.11K
Decreased by -0.12%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 5.93M (4.46%) -6.27M
Decreased by -105.81%
Sep 30, 24
4 State Street Corp 5.72M (4.31%) 64.70K
Increased by +1.13%
Sep 30, 24
5 State Street Corporation 5.57M (4.19%) 67.98K
Increased by +1.22%
Mar 31, 24
6 Select Equity Group LP 4.79M (3.61%) -61.53K
Decreased by -1.28%
Sep 30, 24
7 Geode Capital Management, LLC 3.48M (2.62%) 31.86K
Increased by +0.92%
Sep 30, 24
8 FMR Inc 3.44M (2.59%) -741.71K
Decreased by -21.55%
Sep 30, 24
9 Mawer Investment Management Ltd 3.08M (2.32%) -26.40K
Decreased by -0.86%
Sep 30, 24
10 Amundi 2.80M (2.11%) 225.12K
Increased by +8.04%
Sep 30, 24
11 Longview Partners 2.67M (2.01%) 10.33K
Increased by +0.39%
Sep 30, 24
12 Longview Partners (Guernsey) Ltd. 2.67M (2.01%) 10.33K
Increased by +0.39%
Sep 30, 24
13 AllianceBernstein L.P. 2.67M (2.01%) -267.18K
Decreased by -10.02%
Sep 30, 24
14 Neuberger Berman Group LLC 2.12M (1.59%) -18.17K
Decreased by -0.86%
Sep 30, 24
15 Capital World Investors 1.99M (1.50%) 6.00
Increased by +0.00%
Dec 31, 23
16 Wellington Management Company LLP 1.96M (1.48%) -1.86M
Decreased by -94.55%
Sep 30, 24
17 Amvescap Plc. 1.90M (1.43%) -219.03K
Decreased by -11.51%
Sep 30, 24
18 Massachusetts Financial Services Company 1.84M (1.38%) 1.84M
Increased by +100.00%
Sep 30, 24
19 JPMorgan Chase & Co 1.56M (1.17%) -146.04K
Decreased by -9.37%
Jun 30, 24
20 HHG PLC 1.47M (1.10%) 1.45M
Increased by +98.60%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.03M (3.79%) 5.03M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 4.21M (3.17%) -14.20K
Decreased by -0.34%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 3.54M (2.67%) 40.64K
Increased by +1.15%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 2.83M (2.13%) 5.10K
Increased by +0.18%
Oct 31, 24
5 Invesco QQQ Trust 2.65M (2.00%) 2.34K
Increased by +0.09%
Nov 29, 24
6 Global Balanced (AFRIS) 2.31M (1.74%) 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 Fidelity Magellan 1.67M (1.26%) 0.00
Increased by 0.00%
May 31, 24
10 SPDR® S&P 500® ETF Trust 1.65M (1.24%) 9.80K
Increased by +0.59%
Nov 30, 24
11 Fidelity 500 Index 1.64M (1.23%) -2.69K
Decreased by -0.16%
Oct 31, 24
12 Vanguard Wellington™ Inv 1.63M (1.23%) 848.62K
Increased by +52.09%
Jun 30, 24
13 MS INVF Global Brands A 1.63M (1.22%) -24.44K
Decreased by -1.50%
Sep 30, 24
14 Morgan Stanley Glbl Franchise 1.63M (1.22%) -78.37K
Decreased by -4.82%
Sep 30, 24
15 SPDR® S&P 500 ETF Trust 1.62M (1.22%) -12.64K
Decreased by -0.78%
Mar 31, 24
16 Fidelity® 500 Index 1.56M (1.18%) 9.94K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 1.51M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
18 Mawer Global Equity A 1.16M (0.88%) 0.00
Increased by 0.00%
Oct 31, 24
19 Vanguard Value Index Inv 1.13M (0.85%) 2.92K
Increased by +0.26%
Oct 31, 24
20 Janus Henderson Enterprise D 1.11M (0.84%) 398.01K
Increased by +35.72%
Sep 30, 24