Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.32%
2 GCIG 5.05%
3 QQQA 4.88%
4 EPRE 4.53%
5 UTRN 4.01%
6 PMR 3.17%
7 PRN 3.12%
8 JGRW 2.94%
9 BCUS 2.90%
10 GFGF 2.80%
11 RISN 2.72%
12 MGRO 2.72%
13 MDCP 2.66%
14 AKRE 2.53%
15 IBUY 2.50%
16 YALL 2.50%
17 ABIG 2.31%
18 PDP 2.18%
19 XOVR 2.08%
20 ENTR 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 106.41M (11.99%) 2.14M
Increased by +2.02%
Jun 30, 25
2 BlackRock Inc 64.32M (7.25%) -3.33M
Decreased by -5.18%
Jun 30, 25
3 Principal Financial Group Inc 38.94M (4.39%) -470.42K
Decreased by -1.21%
Jun 30, 25
4 State Street Corp 36.41M (4.10%) 1.17M
Increased by +3.21%
Jun 30, 25
5 State Street Corporation 34.42M (3.88%) 1.09M
Increased by +3.17%
Dec 31, 23
6 AllianceBernstein L.P. 25.66M (2.89%) -3.23M
Decreased by -12.58%
Jun 30, 25
7 Capital World Investors 22.44M (2.53%) 240.03K
Increased by +1.07%
Jun 30, 25
8 Geode Capital Management, LLC 20.46M (2.31%) 656.33K
Increased by +3.21%
Jun 30, 25
9 Edgewood Management LLC 19.92M (2.24%) -1.58M
Decreased by -7.93%
Jun 30, 25
10 Bank of New York Mellon Corp 18.86M (2.13%) -21.63K
Decreased by -0.11%
Jun 30, 25
11 FMR Inc 15.21M (1.71%) -174.24K
Decreased by -1.15%
Jun 30, 25
12 JPMorgan Chase & Co 14.13M (1.59%) -1.22M
Decreased by -8.61%
Jun 30, 25
13 Wellington Management Company LLP 14.01M (1.58%) -142.67K
Decreased by -1.02%
Mar 31, 25
14 Goldman Sachs Group Inc 11.65M (1.31%) 8.25M
Increased by +70.80%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 11.25M (1.27%) 1.42M
Increased by +12.63%
Jun 30, 25
16 NORGES BANK 11.20M (1.26%) -687.92K
Decreased by -6.14%
Jun 30, 25
17 Capital Research Global Investors 10.86M (1.22%) -897.52K
Decreased by -8.27%
Jun 30, 25
18 Amvescap Plc. 10.16M (1.15%) 670.06K
Increased by +6.59%
Jun 30, 25
19 Amundi 9.38M (1.06%) 2.30M
Increased by +24.51%
Mar 31, 25
20 Northern Trust Corp 8.83M (1.00%) -93.35K
Decreased by -1.06%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 65.91M (7.43%) 65.91M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 27.42M (3.09%) 19.77K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 27.33M (3.08%) -618.23K
Decreased by -2.26%
Jul 31, 25
4 Principal MidCap R5 25.27M (2.85%) 607.77K
Increased by +2.40%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 24.94M (2.81%) 175.16K
Increased by +0.70%
May 31, 25
6 Principal Aligned MidCap Equity 24.73M (2.79%) 172.03K
Increased by +0.70%
Jun 30, 25
7 Vanguard 500 Index Investor 21.76M (2.45%) -3.19M
Decreased by -14.65%
Jul 31, 25
8 Invesco QQQ Trust 19.91M (2.24%) 138.22K
Increased by +0.69%
Aug 29, 25
9 Vanguard Mid Cap Index Institutional 19.40M (2.19%) 209.00K
Increased by +1.08%
Jul 31, 25
10 VA CollegeAmerica Amcap 529A 14.85M (1.67%) 1.17M
Increased by +7.85%
Sep 30, 24
11 Fidelity 500 Index 11.14M (1.26%) 4.78K
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500 ETF 10.91M (1.23%) -159.65K
Decreased by -1.46%
Mar 31, 25
13 Edgewood Growth Instl 10.78M (1.22%) -514.52K
Decreased by -4.77%
Jun 30, 25
14 SPDR® S&P 500® ETF 10.64M (1.20%) 130.55K
Increased by +1.23%
Aug 31, 25
15 SPDR® S&P 500® ETF Trust 10.62M (1.20%) -55.62K
Decreased by -0.52%
Mar 31, 25
16 iShares Core S&P 500 ETF 10.58M (1.19%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® S&P 500 ETF Trust 10.30M (1.16%) 23.36K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 10.13M (1.14%) 64.44K
Increased by +0.64%
Nov 30, 23
19 American Funds New Perspective A 9.98M (1.12%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group New Perspective Comp 9.98M (1.12%) 0.00
Increased by 0.00%
Jun 30, 25