Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTF 4.38%
2 SRHQ 3.88%
3 ACSI 3.78%
4 SHRY 3.62%
5 XTH 3.60%
6 BAMV 3.12%
7 RUFF 3.07%
8 LOUP 2.99%
9 TIME 2.97%
10 CBSE 2.66%
11 FLOW 2.61%
12 BASV 2.58%
13 CBLS 2.56%
14 BDVG 2.55%
15 NXTV 2.54%
16 DVLU 2.53%
17 HCOW 2.48%
18 RVER 2.41%
19 COWS 2.40%
20 RJMG 2.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.12M (9.20%) 15.31K
Increased by +0.05%
Jun 30, 25
2 BlackRock Inc 23.66M (7.48%) 304.63K
Increased by +1.29%
Jun 30, 25
3 State Street Corp 14.10M (4.45%) 292.17K
Increased by +2.07%
Jun 30, 25
4 Capital World Investors 12.46M (3.94%) 72.27K
Increased by +0.58%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 11.70M (3.70%) 275.93K
Increased by +2.36%
Jun 30, 25
6 Dodge & Cox 10.97M (3.47%) -5.59M
Decreased by -50.94%
Sep 30, 23
7 Jane Street Group LLC 7.45M (2.35%) 4.30M
Increased by +57.71%
Jun 30, 25
8 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 7.42M (2.34%) 3.70M
Increased by +49.91%
Mar 31, 24
9 Coatue Management LLC 7.31M (2.31%) 3.09M
Increased by +42.27%
Jun 30, 24
10 Geode Capital Management, LLC 7.17M (2.26%) -66.19K
Decreased by -0.92%
Jun 30, 25
11 Boston Partners Global Investors, Inc 5.90M (1.87%) 771.97K
Increased by +13.07%
Jun 30, 25
12 Bank of America Corp 5.74M (1.81%) 437.64K
Increased by +7.62%
Jun 30, 25
13 Goldman Sachs Group Inc 5.37M (1.70%) 3.30M
Increased by +61.46%
Jun 30, 25
14 Arrowstreet Capital Limited Partnership 5.34M (1.69%) -2.48M
Decreased by -46.40%
Jun 30, 24
15 FMR Inc 5.25M (1.66%) -638.49K
Decreased by -12.15%
Jun 30, 25
16 Citadel Advisors Llc 5.15M (1.63%) -818.06K
Decreased by -15.90%
Sep 30, 23
17 Fidelity International Ltd 4.69M (1.48%) 1.86M
Increased by +39.55%
Jun 30, 25
18 ING Investment Management LLC 4.46M (1.41%) 3.67M
Increased by +82.25%
Jun 30, 24
19 NORGES BANK 4.31M (1.36%) 360.43K
Increased by +8.36%
Jun 30, 25
20 State Street Corporation 4.30M (1.36%) 55.45K
Increased by +1.29%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 66.25M (20.93%) 66.25M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 9.20M (2.91%) -217.22K
Decreased by -2.36%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 8.82M (2.79%) 582.78K
Increased by +6.61%
Sep 30, 24
4 Dodge & Cox Stock I 7.69M (2.43%) 7.64M
Increased by +99.35%
Sep 30, 23
5 Vanguard 500 Index Investor 7.41M (2.34%) -1.09M
Decreased by -14.65%
Jul 31, 25
6 AF High Growth (AFRIS) 5.03M (1.59%) 5.03M
Increased by +100.00%
Feb 29, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 4.07M (1.29%) 5.14K
Increased by +0.13%
Aug 31, 24
8 American Funds Growth Fund of Amer A 4.06M (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
9 Capital Group Growth Fnd of Amer Comp 4.06M (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity Global Technology A-Dis-EUR 3.99M (1.26%) -209.57K
Decreased by -5.25%
Jul 31, 25
11 SPDR® S&P 500 ETF 3.88M (1.23%) 1.02K
Increased by +0.03%
Mar 31, 25
12 Fidelity 500 Index 3.80M (1.20%) 1.63K
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 3.78M (1.19%) -19.76K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.63M (1.15%) 44.53K
Increased by +1.23%
Aug 31, 25
15 iShares Core S&P 500 ETF 3.61M (1.14%) 0.00
Increased by 0.00%
Aug 31, 25
16 American Funds Fundamental Invs A 2.96M (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
17 Capital Group Fundamental Invtrs Comp 2.96M (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
18 Fidelity Global Innovators Cl F 2.92M (0.92%) 445.00K
Increased by +15.22%
Jun 30, 24
19 Vanguard Value Index Inv 2.59M (0.82%) -3.65K
Decreased by -0.14%
Jul 31, 25
20 UniGlobal Vorsorge 2.50M (0.79%) 638.13K
Increased by +25.48%
Mar 31, 24