Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 5.72%
2 EATZ 5.52%
3 PEZ 4.97%
4 FFLS 4.92%
5 GGRW 4.44%
6 RUFF 4.31%
7 UTRN 4.03%
8 FDG 3.97%
9 FFND 3.87%
10 MID 3.58%
11 DIP 3.28%
12 MILN 3.19%
13 RJMG 3.05%
14 PGRO 2.51%
15 FTCS 2.47%
16 IWFG 2.46%
17 XLY 2.43%
18 RSPD 2.35%
19 CGGO 2.30%
20 PFUT 2.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.71M (9.93%) 23.15K
Increased by +0.86%
Dec 31, 23
2 BlackRock Inc 2.03M (7.47%) -23.64K
Decreased by -1.16%
Dec 31, 23
3 JPMorgan Chase & Co 1.20M (4.42%) 113.00K
Increased by +9.38%
Dec 31, 23
4 Capital World Investors 1.13M (4.13%) 8.54K
Increased by +0.76%
Dec 31, 23
5 T. Rowe Price Associates, Inc. 1.12M (4.11%) -115.81K
Decreased by -10.33%
Dec 31, 23
6 State Street Corporation 1.10M (4.04%) 31.62K
Increased by +2.87%
Dec 31, 23
7 Capital Research & Mgmt Co - Division 3 926.47K (3.40%) -46.29K
Decreased by -5.00%
Dec 31, 23
8 Pershing Square Capital Management, L.p. 825.00K (3.03%) -128.61K
Decreased by -15.59%
Dec 31, 23
9 Edgewood Management LLC 726.90K (2.67%) -11.61K
Decreased by -1.60%
Dec 31, 23
10 FMR Inc 567.66K (2.08%) 117.71K
Increased by +20.74%
Dec 31, 23
11 Geode Capital Management, LLC 522.08K (1.92%) 9.64K
Increased by +1.85%
Dec 31, 23
12 Artisan Partners Limited Partnership 484.57K (1.78%) -25.38K
Decreased by -5.24%
Dec 31, 23
13 AllianceBernstein L.P. 460.38K (1.69%) 29.46K
Increased by +6.40%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 430.61K (1.58%) 81.85K
Increased by +19.01%
Dec 31, 23
15 American Century Companies Inc 412.31K (1.51%) 12.41K
Increased by +3.01%
Dec 31, 23
16 Goldman Sachs Group Inc 390.32K (1.43%) 301.53K
Increased by +77.25%
Dec 31, 23
17 NORGES BANK 352.23K (1.29%) 27.50K
Increased by +7.81%
Dec 31, 23
18 Wellington Management Company LLP 287.05K (1.05%) -110.13K
Decreased by -38.37%
Dec 31, 23
19 Northern Trust Corp 274.61K (1.01%) -8.59K
Decreased by -3.13%
Dec 31, 23
20 HHG PLC 250.54K (0.92%) -1.52K
Decreased by -0.61%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 2.36M (8.65%) 2.36M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 1.08M (3.97%) 1.08M
Increased by +100.00%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 861.77K (3.16%) 1.05K
Increased by +0.12%
Mar 31, 24
4 American Funds Growth Fund of Amer A 733.96K (2.69%) -111.13K
Decreased by -15.14%
Mar 31, 24
5 Capital Group Growth Fnd of Amer Comp 733.96K (2.69%) -111.13K
Decreased by -15.14%
Mar 31, 24
6 Vanguard Institutional 500 Index Trust 691.13K (2.54%) 5.90K
Increased by +0.85%
Mar 31, 24
7 JPMorgan Large Cap Growth I 388.71K (1.43%) 0.00
Increased by 0.00%
Mar 31, 24
8 Edgewood Growth Instl 381.12K (1.40%) 112.00
Increased by +0.03%
Dec 31, 23
9 Fidelity 500 Index 331.40K (1.22%) 2.24K
Increased by +0.68%
Mar 31, 24
10 SPDR® S&P 500 ETF Trust 324.42K (1.19%) 720.00
Increased by +0.22%
Apr 30, 24
11 Fidelity® 500 Index 319.43K (1.17%) 2.54K
Increased by +0.80%
Oct 31, 23
12 JPM US Large Cap Growth-MA 310.49K (1.14%) 280.39K
Increased by +90.31%
Sep 30, 23
13 AF Global Equity (AFRIS) 309.13K (1.13%) 309.13K
Increased by +100.00%
Feb 29, 24
14 Vanguard Mid Cap Index Institutional 297.80K (1.09%) -8.84K
Decreased by -2.97%
Mar 31, 24
15 iShares Core S&P 500 ETF 282.38K (1.04%) 240.00
Increased by +0.08%
Apr 30, 24
16 Vanguard Growth Index Investor 259.91K (0.95%) 4.84K
Increased by +1.86%
Mar 31, 24
17 iShares MSCI USA Quality Factor ETF 221.84K (0.81%) 42.00
Increased by +0.02%
Apr 30, 24
18 T. Rowe Price Blue Chip Growth 216.69K (0.80%) -9.51K
Decreased by -4.39%
Mar 31, 24
19 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 216.69K (0.80%) -9.51K
Decreased by -4.39%
Mar 31, 24
20 American Century US Premier Lg Cp Gr 197.00K (0.72%) 0.00
Increased by 0.00%
Mar 31, 24