Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 5.18%
2 FXG 4.38%
3 UTRN 4.14%
4 VSMV 4.01%
5 JMID 3.85%
6 PGAL 3.67%
7 PTH 3.52%
8 PPH 3.51%
9 NEWZ 3.35%
10 HCOW 3.15%
11 COWS 3.12%
12 RTH 3.09%
13 GDOC 3.07%
14 SAMT 2.92%
15 STNC 2.85%
16 DVOL 2.83%
17 IYK 2.77%
18 VLLU 2.71%
19 FTGS 2.69%
20 MID 2.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.48M (12.11%) 1.13M
Increased by +5.01%
Jun 30, 25
2 BlackRock Inc 18.70M (10.08%) 712.93K
Increased by +3.81%
Jun 30, 25
3 State Street Corp 8.41M (4.53%) -6.73K
Decreased by -0.08%
Jun 30, 25
4 State Street Corporation 7.92M (4.27%) 25.14K
Increased by +0.32%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 7.79M (4.20%) -1.85M
Decreased by -23.77%
Jun 30, 25
6 Walgreens Boots Alliance Inc 7.47M (4.03%) -2.91M
Decreased by -38.90%
Jun 30, 25
7 Geode Capital Management, LLC 4.79M (2.58%) 284.23K
Increased by +5.94%
Jun 30, 25
8 Bank of America Corp 4.72M (2.54%) -333.23K
Decreased by -7.06%
Jun 30, 25
9 Boston Partners Global Investors, Inc 4.42M (2.38%) -991.53K
Decreased by -22.43%
Jun 30, 25
10 Amvescap Plc. 4.04M (2.18%) -570.08K
Decreased by -14.12%
Jun 30, 25
11 JPMorgan Chase & Co 3.91M (2.10%) 407.69K
Increased by +10.44%
Jun 30, 25
12 Wellington Management Company LLP 3.86M (2.08%) -1.57M
Decreased by -40.60%
Jun 30, 25
13 FMR Inc 3.13M (1.69%) 1.02M
Increased by +32.69%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 3.09M (1.66%) -37.15K
Decreased by -1.20%
Jun 30, 25
15 Capital Research Global Investors 2.65M (1.43%) -262.20K
Decreased by -9.91%
Jun 30, 25
16 NORGES BANK 2.32M (1.25%) 189.70K
Increased by +8.18%
Jun 30, 25
17 Pacer Advisors, INC. 2.20M (1.19%) 138.87K
Increased by +6.30%
Dec 31, 24
18 Morningstar Investment Services LLC 2.19M (1.18%) 715.03K
Increased by +32.66%
Dec 31, 23
19 Northern Trust Corp 2.15M (1.16%) 10.84K
Increased by +0.51%
Jun 30, 25
20 Viking Global Investors LP 2.08M (1.12%) 1.01M
Increased by +48.71%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 10.60M (5.71%) 10.60M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 5.77M (3.11%) -135.51K
Decreased by -2.35%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 5.58M (3.01%) 267.84K
Increased by +4.80%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.91M (2.64%) 34.12K
Increased by +0.70%
May 31, 25
5 Vanguard 500 Index Investor 4.27M (2.30%) -625.40K
Decreased by -14.64%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 4.11M (2.21%) 44.29K
Increased by +1.08%
Jul 31, 25
7 Vanguard Health Care Inv 2.28M (1.23%) 501.89K
Increased by +22.02%
Jun 30, 25
8 Fidelity 500 Index 2.19M (1.18%) 938.00
Increased by +0.04%
Jul 31, 25
9 T. Rowe Price U.S. Value Equity Tr-Z 2.18M (1.17%) 103.81K
Increased by +4.77%
Mar 31, 25
10 Pacer US Cash Cows 100 ETF 2.16M (1.17%) 3.19K
Increased by +0.15%
Feb 28, 25
11 SPDR® S&P 500 ETF 2.15M (1.16%) -64.46K
Decreased by -3.00%
Mar 31, 25
12 JPM US Equity Income-MA 2.11M (1.14%) 2.11M
Increased by +99.90%
Sep 30, 23
13 SPDR® S&P 500® ETF Trust 2.09M (1.13%) -10.91K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.09M (1.12%) 25.55K
Increased by +1.22%
Aug 31, 25
15 iShares Core S&P 500 ETF 2.08M (1.12%) 0.00
Increased by 0.00%
Aug 31, 25
16 SPDR® S&P 500 ETF Trust 2.01M (1.08%) -15.48K
Decreased by -0.77%
Mar 31, 24
17 Fidelity® 500 Index 1.94M (1.05%) 12.36K
Increased by +0.64%
Nov 30, 23
18 T. Rowe Price U.S. Value Equity Tr-D 1.71M (0.92%) -466.49K
Decreased by -27.29%
Jun 30, 25
19 Vanguard Value Index Inv 1.63M (0.88%) -2.15K
Decreased by -0.13%
Jul 31, 25
20 Fidelity Magellan 1.60M (0.86%) -94.05K
Decreased by -5.89%
Sep 30, 24