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 2.40%
8 VETS 2.16%
9 CSMD 2.08%
10 PWC 1.92%
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 CZA 1.52%
19 RSPT 1.52%
20 PLC 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.57M (12.63%) 95.82K
Increased by +0.58%
Sep 30, 24
2 BlackRock Inc 10.76M (8.20%) -112.03K
Decreased by -1.04%
Sep 30, 24
3 Morgan Stanley - Brokerage Accounts 5.93M (4.52%) -6.27M
Decreased by -105.81%
Sep 30, 24
4 State Street Corp 5.72M (4.36%) 64.70K
Increased by +1.13%
Sep 30, 24
5 State Street Corporation 5.57M (4.24%) 67.98K
Increased by +1.22%
Mar 31, 24
6 Select Equity Group LP 4.79M (3.65%) -61.53K
Decreased by -1.28%
Sep 30, 24
7 Geode Capital Management, LLC 3.48M (2.65%) 31.86K
Increased by +0.92%
Sep 30, 24
8 FMR Inc 3.44M (2.62%) -741.71K
Decreased by -21.55%
Sep 30, 24
9 Mawer Investment Management Ltd 3.08M (2.34%) -26.40K
Decreased by -0.86%
Sep 30, 24
10 Amundi 2.80M (2.13%) 225.12K
Increased by +8.04%
Sep 30, 24
11 Longview Partners 2.67M (2.03%) 10.33K
Increased by +0.39%
Sep 30, 24
12 Longview Partners (Guernsey) Limited 2.67M (2.03%) 10.33K
Increased by +0.39%
Sep 30, 24
13 Longview Partners (Guernsey) Ltd. 2.67M (2.03%) 10.33K
Increased by +0.39%
Sep 30, 24
14 AllianceBernstein L.P. 2.67M (2.03%) -267.18K
Decreased by -10.02%
Sep 30, 24
15 Neuberger Berman Group LLC 2.12M (1.61%) -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 (1.50%) -1.86M
Decreased by -94.55%
Sep 30, 24
18 Amvescap Plc. 1.90M (1.45%) -219.03K
Decreased by -11.51%
Sep 30, 24
19 Massachusetts Financial Services Company 1.84M (1.40%) 1.84M
Increased by +100.00%
Sep 30, 24
20 JPMorgan Chase & Co 1.73M (1.32%) -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 (3.83%) 5.03M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 4.22M (3.22%) -29.55K
Decreased by -0.70%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.18M (3.19%) -18.83K
Decreased by -0.45%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 3.70M (2.82%) 6.47K
Increased by +0.17%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 2.85M (2.17%) -24.94K
Decreased by -0.87%
Mar 31, 25
6 Invesco QQQ Trust 2.70M (2.06%) -2.79K
Decreased by -0.10%
Apr 30, 25
7 Global Balanced (AFRIS) 2.31M (1.76%) 2.31M
Increased by +100.00%
Feb 29, 24
8 Fidelity® Magellan® 1.74M (1.33%) -1.10K
Decreased by -0.06%
Nov 30, 23
9 MS INVF Global Brands A USD 1.71M (1.30%) -33.45K
Decreased by -1.96%
Jun 30, 24
10 Fidelity Magellan 1.67M (1.28%) 0.00
Increased by 0.00%
May 31, 24
11 Fidelity 500 Index 1.67M (1.27%) 2.88K
Increased by +0.17%
Mar 31, 25
12 SPDR® S&P 500 ETF 1.66M (1.26%) -24.18K
Decreased by -1.46%
Mar 31, 25
13 Vanguard Wellington™ Inv 1.63M (1.24%) 848.62K
Increased by +52.09%
Jun 30, 24
14 SPDR® S&P 500 ETF Trust 1.62M (1.23%) -12.64K
Decreased by -0.78%
Mar 31, 24
15 SPDR® S&P 500® ETF 1.62M (1.23%) 1.33K
Increased by +0.08%
Apr 30, 25
16 SPDR® S&P 500® ETF Trust 1.61M (1.23%) -8.42K
Decreased by -0.52%
Mar 31, 25
17 iShares Core S&P 500 ETF 1.58M (1.20%) -1.56K
Decreased by -0.10%
Apr 29, 25
18 Fidelity® 500 Index 1.56M (1.19%) 9.94K
Increased by +0.64%
Nov 30, 23
19 MS INVF Global Brands A 1.52M (1.16%) -21.33K
Decreased by -1.41%
Dec 31, 24
20 Morgan Stanley Glbl Franchise 1.52M (1.16%) -110.20K
Decreased by -7.27%
Dec 31, 24