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 QTEC 2.30%
8 VETS 2.16%
9 PWC 1.92%
10 CSMD 1.88%
11 VSDA 1.83%
12 GDIV 1.80%
13 VNMC 1.77%
14 BDIV 1.71%
15 VTRN 1.63%
16 BMVP 1.62%
17 RYT 1.57%
18 JMID 1.56%
19 RSPT 1.42%
20 CZA 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.57M (12.55%) 95.82K
Increased by +0.58%
Sep 30, 24
2 BlackRock Inc 10.76M (8.15%) -112.03K
Decreased by -1.04%
Sep 30, 24
3 Morgan Stanley - Brokerage Accounts 5.93M (4.49%) -6.27M
Decreased by -105.81%
Sep 30, 24
4 State Street Corp 5.72M (4.33%) 64.70K
Increased by +1.13%
Sep 30, 24
5 State Street Corporation 5.57M (4.22%) 67.98K
Increased by +1.22%
Mar 31, 24
6 Select Equity Group LP 4.79M (3.63%) -61.53K
Decreased by -1.28%
Sep 30, 24
7 Geode Capital Management, LLC 3.48M (2.64%) 31.86K
Increased by +0.92%
Sep 30, 24
8 FMR Inc 3.44M (2.61%) -741.71K
Decreased by -21.55%
Sep 30, 24
9 Mawer Investment Management Ltd 3.08M (2.33%) -26.40K
Decreased by -0.86%
Sep 30, 24
10 Amundi 2.80M (2.12%) 225.12K
Increased by +8.04%
Sep 30, 24
11 Longview Partners 2.67M (2.02%) 10.33K
Increased by +0.39%
Sep 30, 24
12 Longview Partners (Guernsey) Limited 2.67M (2.02%) 10.33K
Increased by +0.39%
Sep 30, 24
13 Longview Partners (Guernsey) Ltd. 2.67M (2.02%) 10.33K
Increased by +0.39%
Sep 30, 24
14 AllianceBernstein L.P. 2.67M (2.02%) -267.18K
Decreased by -10.02%
Sep 30, 24
15 Neuberger Berman Group LLC 2.12M (1.60%) -18.17K
Decreased by -0.86%
Sep 30, 24
16 Capital World Investors 1.99M (1.51%) 6.00
Increased by +0.00%
Dec 31, 23
17 Wellington Management Company LLP 1.96M (1.49%) -1.86M
Decreased by -94.55%
Sep 30, 24
18 Amvescap Plc. 1.90M (1.44%) -219.03K
Decreased by -11.51%
Sep 30, 24
19 Massachusetts Financial Services Company 1.84M (1.39%) 1.84M
Increased by +100.00%
Sep 30, 24
20 JPMorgan Chase & Co 1.73M (1.31%) -1.38M
Decreased by -79.93%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.03M (3.81%) 5.03M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 4.20M (3.18%) 16.88K
Increased by +0.40%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 3.70M (2.80%) 25.21K
Increased by +0.68%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 2.88M (2.18%) 12.27K
Increased by +0.43%
Feb 28, 25
5 Invesco QQQ Trust 2.73M (2.07%) -2.37K
Decreased by -0.09%
Mar 31, 25
6 Global Balanced (AFRIS) 2.31M (1.75%) 2.31M
Increased by +100.00%
Feb 29, 24
7 Fidelity® Magellan® 1.74M (1.32%) -1.10K
Decreased by -0.06%
Nov 30, 23
8 MS INVF Global Brands A USD 1.71M (1.29%) -33.45K
Decreased by -1.96%
Jun 30, 24
9 Fidelity Magellan 1.67M (1.27%) 0.00
Increased by 0.00%
May 31, 24
10 Fidelity 500 Index 1.67M (1.26%) 7.43K
Increased by +0.45%
Feb 28, 25
11 Vanguard Wellington™ Inv 1.63M (1.23%) 848.62K
Increased by +52.09%
Jun 30, 24
12 iShares Core S&P 500 ETF 1.63M (1.23%) 4.68K
Increased by +0.29%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 1.62M (1.23%) -12.64K
Decreased by -0.78%
Mar 31, 24
14 SPDR® S&P 500® ETF Trust 1.61M (1.22%) -8.42K
Decreased by -0.52%
Mar 31, 25
15 Fidelity® 500 Index 1.56M (1.18%) 9.94K
Increased by +0.64%
Nov 30, 23
16 MS INVF Global Brands A 1.52M (1.15%) -21.33K
Decreased by -1.41%
Dec 31, 24
17 Morgan Stanley Glbl Franchise 1.52M (1.15%) -110.20K
Decreased by -7.27%
Dec 31, 24
18 Janus Henderson Enterprise D 1.27M (0.96%) 36.17K
Increased by +2.86%
Jan 31, 25
19 Janus Inst Mid Cap Growth CF 1.23M (0.93%) 114.86K
Increased by +9.35%
Dec 31, 24
20 Vanguard Value Index Inv 1.15M (0.87%) 4.89K
Increased by +0.43%
Feb 28, 25