Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.40%
2 SUPL 4.25%
3 HWAY 3.99%
4 FTXR 3.95%
5 VSL 3.92%
6 UTRN 3.84%
7 SHPP 3.47%
8 STNC 3.33%
9 TPOR 3.19%
10 RNLC 2.90%
11 XTN 2.68%
12 SHRY 2.65%
13 PKW 2.08%
14 FTCS 2.01%
15 FTIF 1.97%
16 FTDS 1.96%
17 AIVL 1.95%
18 INFR 1.76%
19 SYE 1.71%
20 QQXT 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 175.48M (9.36%) 319.77K
Increased by +0.18%
Dec 31, 24
2 BlackRock Inc 152.43M (8.13%) 3.26M
Increased by +2.14%
Dec 31, 24
3 JPMorgan Chase & Co 107.17M (5.72%) -75.23M
Decreased by -70.20%
Dec 31, 24
4 State Street Corporation 83.81M (4.47%) -259.24K
Decreased by -0.31%
Mar 31, 24
5 State Street Corp 83.27M (4.44%) 1.02M
Increased by +1.23%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 50.16M (2.68%) -7.96M
Decreased by -15.87%
Dec 31, 24
7 Capital World Investors 41.68M (2.22%) -8.70M
Decreased by -20.87%
Mar 31, 24
8 Geode Capital Management, LLC 41.63M (2.22%) 726.51K
Increased by +1.75%
Dec 31, 24
9 Capital Research & Mgmt Co - Division 3 32.75M (1.75%) -1.96M
Decreased by -5.97%
Dec 31, 24
10 Bank of America Corp 29.72M (1.59%) -2.78M
Decreased by -9.35%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 27.63M (1.47%) 2.46M
Increased by +8.90%
Dec 31, 24
12 Amvescap Plc. 25.10M (1.34%) 2.98M
Increased by +11.86%
Dec 31, 24
13 Fisher Asset Management, LLC 24.96M (1.33%) 299.54K
Increased by +1.20%
Dec 31, 24
14 NORGES BANK 24.18M (1.29%) 1.69M
Increased by +6.98%
Dec 31, 24
15 Bank of New York Mellon Corp 23.35M (1.25%) 6.73M
Increased by +28.82%
Dec 31, 24
16 Royal Bank of Canada 22.98M (1.23%) 18.05K
Increased by +0.08%
Mar 31, 24
17 Lazard Asset Management LLC 21.12M (1.13%) 707.93K
Increased by +3.35%
Dec 31, 24
18 Northern Trust Corp 21.10M (1.13%) 2.55M
Increased by +12.09%
Dec 31, 24
19 Ameriprise Financial Inc 20.86M (1.11%) 9.86M
Increased by +47.29%
Dec 31, 24
20 Capital Research Global Investors 18.96M (1.01%) -1.03M
Decreased by -5.42%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 221.68M (11.83%) 221.68M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 61.32M (3.27%) -602.21K
Decreased by -0.98%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 60.92M (3.25%) 127.38K
Increased by +0.21%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 53.60M (2.86%) 113.92K
Increased by +0.21%
Mar 31, 25
5 Invesco QQQ Trust 38.68M (2.06%) -40.01K
Decreased by -0.10%
Apr 30, 25
6 Fidelity 500 Index 24.19M (1.29%) 41.74K
Increased by +0.17%
Mar 31, 25
7 SPDR® S&P 500 ETF 24.00M (1.28%) -352.00K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF 23.40M (1.25%) 19.26K
Increased by +0.08%
Apr 30, 25
9 Fidelity® 500 Index 23.38M (1.25%) 148.78K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500® ETF Trust 23.36M (1.25%) -122.36K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 23.26M (1.24%) -50.44K
Decreased by -0.22%
Apr 30, 24
12 iShares Core S&P 500 ETF 22.87M (1.22%) -22.72K
Decreased by -0.10%
Apr 29, 25
13 American Funds Fundamental Invs A 19.80M (1.06%) -2.47M
Decreased by -12.47%
Dec 31, 23
14 Capital Group Fundamental Invtrs Comp 19.80M (1.06%) -2.47M
Decreased by -12.47%
Dec 31, 23
15 American Funds Washington Mutual A 19.29M (1.03%) -5.69M
Decreased by -29.48%
Dec 31, 24
16 Vanguard Value Index Inv 16.91M (0.90%) 280.17K
Increased by +1.66%
Mar 31, 25
17 AF High Growth (AFRIS) 16.85M (0.90%) 16.85M
Increased by +100.00%
Feb 29, 24
18 JPM US Equity-MA 16.13M (0.86%) 13.23M
Increased by +81.97%
Dec 31, 24
19 Lazard Glbl Listed Infrastruct USD Hedge 14.32M (0.76%) 2.81M
Increased by +19.62%
Mar 31, 25
20 Lazard Global Listed Infrastructure Inst 14.32M (0.76%) 2.81M
Increased by +19.62%
Mar 31, 25