Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.69%
2 SUPL 4.62%
3 IYT 4.42%
4 HWAY 4.41%
5 FTXR 4.14%
6 VSL 3.92%
7 UTRN 3.84%
8 SHPP 3.53%
9 STNC 3.33%
10 BAMG 3.20%
11 TPOR 3.20%
12 SHRY 3.15%
13 PAVE 2.99%
14 RNLC 2.90%
15 RIFR 2.69%
16 XTN 2.60%
17 FTDS 2.20%
18 AIVL 2.17%
19 PKW 2.08%
20 INFR 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 175.81M (9.38%) 324.65K
Increased by +0.18%
Mar 31, 25
2 BlackRock Inc 138.68M (7.40%) -13.75M
Decreased by -9.91%
Mar 31, 25
3 State Street Corp 87.26M (4.66%) 3.99M
Increased by +4.57%
Mar 31, 25
4 State Street Corporation 83.81M (4.47%) -259.24K
Decreased by -0.31%
Mar 31, 24
5 JPMorgan Chase & Co 76.30M (4.07%) -30.87M
Decreased by -40.46%
Mar 31, 25
6 Geode Capital Management, LLC 42.89M (2.29%) 1.25M
Increased by +2.92%
Mar 31, 25
7 Capital World Investors 41.68M (2.22%) -8.70M
Decreased by -20.87%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 31.37M (1.67%) 3.74M
Increased by +11.93%
Mar 31, 25
9 Bank of New York Mellon Corp 28.38M (1.51%) 5.03M
Increased by +17.73%
Mar 31, 25
10 T. Rowe Price Associates, Inc. 25.47M (1.36%) -24.68M
Decreased by -96.90%
Mar 31, 25
11 Fisher Asset Management, LLC 25.08M (1.34%) 127.43K
Increased by +0.51%
Mar 31, 25
12 Lazard Asset Management LLC 24.42M (1.30%) 3.29M
Increased by +13.48%
Mar 31, 25
13 NORGES BANK 24.18M (1.29%) 1.69M
Increased by +6.98%
Dec 31, 24
14 Ameriprise Financial Inc 23.46M (1.25%) 2.60M
Increased by +11.08%
Mar 31, 25
15 Royal Bank of Canada 22.98M (1.23%) 18.05K
Increased by +0.08%
Mar 31, 24
16 FMR Inc 22.18M (1.18%) 7.45M
Increased by +33.59%
Mar 31, 25
17 Northern Trust Corp 22.07M (1.18%) 969.57K
Increased by +4.39%
Mar 31, 25
18 Amvescap Plc. 20.54M (1.10%) -4.57M
Decreased by -22.24%
Mar 31, 25
19 Capital Research Global Investors 18.96M (1.01%) -1.03M
Decreased by -5.42%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 18.74M (1.00%) 1.86M
Increased by +9.90%
Mar 31, 25

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 Total Stock Mkt Idx Inv 61.94M (3.30%) 65.31K
Increased by +0.11%
May 31, 25
3 Vanguard US Total Market Shares ETF 61.32M (3.27%) -602.21K
Decreased by -0.98%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 54.85M (2.93%) 381.25K
Increased by +0.70%
May 31, 25
5 Invesco QQQ Trust 39.23M (2.09%) 0.00
Increased by 0.00%
May 31, 25
6 Fidelity 500 Index 24.22M (1.29%) 29.91K
Increased by +0.12%
Apr 30, 25
7 SPDR® S&P 500 ETF 24.00M (1.28%) -352.00K
Decreased by -1.47%
Mar 31, 25
8 Fidelity® 500 Index 23.38M (1.25%) 148.78K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500® ETF Trust 23.36M (1.25%) -122.36K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 23.26M (1.24%) -50.44K
Decreased by -0.22%
Apr 30, 24
11 SPDR® S&P 500® ETF 23.01M (1.23%) -103.01K
Decreased by -0.45%
May 31, 25
12 iShares Core S&P 500 ETF 22.34M (1.19%) 0.00
Increased by 0.00%
May 31, 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 Vanguard Value Index Inv 16.94M (0.90%) 12.37K
Increased by +0.07%
May 31, 25
16 AF High Growth (AFRIS) 16.85M (0.90%) 16.85M
Increased by +100.00%
Feb 29, 24
17 Lazard Glbl Listed Infrastruct USD Hedge 14.32M (0.76%) 2.81M
Increased by +19.62%
Mar 31, 25
18 Lazard Global Listed Infrastructure Inst 14.32M (0.76%) 2.81M
Increased by +19.62%
Mar 31, 25
19 Lazard Global Listed Infrastructure Open 14.32M (0.76%) 2.81M
Increased by +19.62%
Mar 31, 25
20 Six Circles U.S. Unconstrained Equity 12.71M (0.68%) 36.92K
Increased by +0.29%
Dec 31, 24