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 CSMD 1.94%
9 PWC 1.92%
10 QTEC 1.84%
11 VSDA 1.83%
12 GDIV 1.78%
13 VNMC 1.77%
14 BDIV 1.71%
15 VTRN 1.63%
16 BMVP 1.62%
17 RYT 1.57%
18 PLC 1.30%
19 FDWM 1.23%
20 RSPT 1.14%

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 Morgan Stanley - Brokerage Accounts 12.20M (9.19%) -1.20M
Decreased by -9.81%
Jun 30, 24
3 BlackRock Inc 10.87M (8.19%) -13.11K
Decreased by -0.12%
Jun 30, 24
4 State Street Corp 5.65M (4.26%) 88.93K
Increased by +1.57%
Jun 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 Wellington Management Company LLP 3.82M (2.88%) 793.59K
Increased by +20.77%
Jun 30, 24
8 Geode Capital Management, LLC 3.45M (2.60%) 89.22K
Increased by +2.59%
Jun 30, 24
9 FMR Inc 3.44M (2.59%) -741.71K
Decreased by -21.55%
Sep 30, 24
10 Mawer Investment Management Ltd 3.10M (2.34%) 964.00
Increased by +0.03%
Jun 30, 24
11 AllianceBernstein L.P. 2.93M (2.21%) -261.69K
Decreased by -8.92%
Jun 30, 24
12 Longview Partners (Guernsey) Ltd. 2.67M (2.01%) 10.33K
Increased by +0.39%
Sep 30, 24
13 Amundi 2.57M (1.94%) -92.86K
Decreased by -3.61%
Jun 30, 24
14 Neuberger Berman Group LLC 2.14M (1.61%) 66.35K
Increased by +3.11%
Jun 30, 24
15 Amvescap Plc. 2.12M (1.60%) 576.48K
Increased by +27.18%
Jun 30, 24
16 Capital World Investors 1.99M (1.50%) 6.00
Increased by +0.00%
Dec 31, 23
17 Massachusetts Financial Services Company 1.84M (1.38%) 1.84M
Increased by +100.00%
Sep 30, 24
18 JPMorgan Chase & Co 1.56M (1.17%) -146.04K
Decreased by -9.37%
Jun 30, 24
19 Mitsubishi UFJ Asset Management Co.,Ltd 1.42M (1.07%) 33.60K
Increased by +2.37%
Sep 30, 24
20 Ameriprise Financial Inc 1.37M (1.03%) 1.20M
Increased by +87.66%
Jun 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 2.59M (1.95%) -11.98K
Decreased by -0.46%
Oct 31, 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 1.71M (1.28%) -33.45K
Decreased by -1.96%
Jun 30, 24
9 MS INVF Global Brands A USD 1.71M (1.28%) -33.45K
Decreased by -1.96%
Jun 30, 24
10 Morgan Stanley Glbl Franchise 1.71M (1.28%) -263.08K
Decreased by -15.43%
Jun 30, 24
11 Fidelity Magellan 1.67M (1.26%) 0.00
Increased by 0.00%
May 31, 24
12 Fidelity 500 Index 1.64M (1.24%) -13.70K
Decreased by -0.83%
Sep 30, 24
13 Vanguard Wellington™ Inv 1.63M (1.23%) 848.62K
Increased by +52.09%
Jun 30, 24
14 SPDR® S&P 500® ETF Trust 1.63M (1.23%) 8.53K
Increased by +0.52%
Oct 31, 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 1.49M (1.12%) 2.29K
Increased by +0.15%
Oct 31, 24
18 Mawer Global Equity A 1.16M (0.88%) -6.10K
Decreased by -0.52%
Sep 30, 24
19 Vanguard Value Index Inv 1.13M (0.85%) 2.92K
Increased by +0.26%
Oct 31, 24
20 Janus Inst Mid Cap Growth CF 1.11M (0.84%) 1.11M
Increased by +100.00%
Sep 30, 24