Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTF 4.38%
2 SRHQ 3.88%
3 SHRY 3.62%
4 XTH 3.60%
5 CHAT 3.30%
6 COWS 3.15%
7 RUFF 3.07%
8 LOUP 2.99%
9 TIME 2.97%
10 FFLS 2.77%
11 CBSE 2.77%
12 ULTY 2.70%
13 FLOW 2.61%
14 CBLS 2.60%
15 DVLU 2.53%
16 AIEQ 2.24%
17 AHOY 1.97%
18 SKYY 1.88%
19 AIVC 1.87%
20 IVES 1.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.30M (8.69%) 7.72M
Increased by +30.52%
Sep 30, 24
2 BlackRock Inc 15.48M (5.32%) 2.75M
Increased by +17.76%
Jun 30, 24
3 State Street Corp 12.77M (4.38%) 6.13M
Increased by +48.03%
Sep 30, 24
4 Capital World Investors 12.39M (4.25%) -1.07M
Decreased by -8.61%
Sep 30, 24
5 FMR Inc 11.90M (4.09%) -2.53M
Decreased by -21.26%
Sep 30, 24
6 Dodge & Cox 10.97M (3.77%) -5.59M
Decreased by -50.94%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 10.40M (3.57%) -10.54M
Decreased by -101.35%
Sep 30, 24
8 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 7.42M (2.55%) 3.70M
Increased by +49.91%
Mar 31, 24
9 Coatue Management LLC 7.31M (2.51%) 3.09M
Increased by +42.27%
Jun 30, 24
10 Michael & Susan Dell Foundation 6.33M (2.17%) 6.33M
Increased by +100.00%
Dec 31, 23
11 Geode Capital Management, LLC 6.32M (2.17%) 2.64M
Increased by +41.81%
Sep 30, 24
12 Arrowstreet Capital Limited Partnership 5.34M (1.83%) -2.48M
Decreased by -46.40%
Jun 30, 24
13 Citadel Advisors Llc 5.15M (1.77%) -818.06K
Decreased by -15.90%
Sep 30, 23
14 Boston Partners Global Investors, Inc 5.12M (1.76%) 331.53K
Increased by +6.47%
Sep 30, 24
15 Bank of America Corp 4.99M (1.71%) 1.13M
Increased by +22.68%
Jun 30, 24
16 ING Investment Management LLC 4.46M (1.53%) 3.67M
Increased by +82.25%
Jun 30, 24
17 JPMorgan Chase & Co 4.44M (1.53%) 1.34M
Increased by +30.21%
Sep 30, 24
18 State Street Corporation 4.30M (1.48%) 55.45K
Increased by +1.29%
Mar 31, 24
19 LSV Asset Management 3.40M (1.17%) -108.62K
Decreased by -3.20%
Sep 30, 24
20 AQR Capital Management LLC 3.22M (1.11%) 1.29M
Increased by +40.11%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 66.25M (22.75%) 66.25M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 10.00M (3.44%) 39.51K
Increased by +0.39%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 8.52M (2.93%) 61.02K
Increased by +0.72%
Feb 28, 25
4 Dodge & Cox Stock I 7.69M (2.64%) 7.64M
Increased by +99.35%
Sep 30, 23
5 AF High Growth (AFRIS) 5.03M (1.73%) 5.03M
Increased by +100.00%
Feb 29, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 4.07M (1.40%) 5.14K
Increased by +0.13%
Aug 31, 24
7 American Funds Growth Fund of Amer A 4.06M (1.39%) 0.00
Increased by 0.00%
Dec 31, 24
8 Capital Group Growth Fnd of Amer Comp 4.06M (1.39%) 0.00
Increased by 0.00%
Dec 31, 24
9 Fidelity 500 Index 3.83M (1.32%) 16.90K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 3.80M (1.30%) -28.24K
Decreased by -0.74%
Feb 28, 25
11 iShares Core S&P 500 ETF 3.61M (1.24%) -181.00
Decreased by -0.01%
Feb 28, 25
12 American Funds Fundamental Invs A 2.96M (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
13 Capital Group Fundamental Invtrs Comp 2.96M (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
14 Fidelity Global Innovators Cl F 2.92M (1.00%) 445.00K
Increased by +15.22%
Jun 30, 24
15 Vanguard Value Index Inv 2.74M (0.94%) 20.05K
Increased by +0.73%
Feb 28, 25
16 Fidelity Advisor Growth Opps M 2.63M (0.90%) 148.50K
Increased by +5.65%
Jan 31, 25
17 UniGlobal Vorsorge 2.50M (0.86%) 638.13K
Increased by +25.48%
Mar 31, 24
18 The Technology Select Sector SPDR® ETF 2.40M (0.82%) -16.13K
Decreased by -0.67%
Feb 28, 25
19 Global Balanced (AFRIS) 2.31M (0.79%) 2.31M
Increased by +100.00%
Feb 29, 24
20 Vanguard Information Technology ETF 2.21M (0.76%) 6.01K
Increased by +0.27%
Feb 28, 25