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 COWS 3.15%
6 RUFF 3.07%
7 LOUP 2.99%
8 TIME 2.97%
9 IVES 2.74%
10 AIVC 2.74%
11 CBSE 2.66%
12 RVER 2.64%
13 CBLS 2.62%
14 FLOW 2.61%
15 DVLU 2.53%
16 CHAT 2.29%
17 AIEQ 2.24%
18 CAML 2.15%
19 SKYY 2.13%
20 ULTY 2.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.96M (9.03%) 2.66M
Increased by +9.52%
Dec 31, 24
2 BlackRock Inc 22.31M (7.20%) -485.26K
Decreased by -2.18%
Dec 31, 24
3 State Street Corp 13.64M (4.40%) 874.61K
Increased by +6.41%
Dec 31, 24
4 Capital World Investors 12.46M (4.02%) 72.27K
Increased by +0.58%
Dec 31, 24
5 Dodge & Cox 10.97M (3.54%) -5.59M
Decreased by -50.94%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 10.45M (3.37%) 50.36K
Increased by +0.48%
Dec 31, 24
7 FMR Inc 9.95M (3.21%) -1.95M
Decreased by -19.59%
Dec 31, 24
8 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 7.42M (2.39%) 3.70M
Increased by +49.91%
Mar 31, 24
9 Coatue Management LLC 7.31M (2.36%) 3.09M
Increased by +42.27%
Jun 30, 24
10 Geode Capital Management, LLC 6.87M (2.22%) 552.21K
Increased by +8.04%
Dec 31, 24
11 Arrowstreet Capital Limited Partnership 5.34M (1.72%) -2.48M
Decreased by -46.40%
Jun 30, 24
12 Citadel Advisors Llc 5.15M (1.66%) -818.06K
Decreased by -15.90%
Sep 30, 23
13 Bank of America Corp 4.90M (1.58%) -422.91K
Decreased by -8.63%
Dec 31, 24
14 ING Investment Management LLC 4.46M (1.44%) 3.67M
Increased by +82.25%
Jun 30, 24
15 State Street Corporation 4.30M (1.39%) 55.45K
Increased by +1.29%
Mar 31, 24
16 JPMorgan Chase & Co 4.24M (1.37%) -4.64M
Decreased by -109.47%
Dec 31, 24
17 NORGES BANK 3.95M (1.27%) 3.69M
Increased by +93.46%
Dec 31, 24
18 Boston Partners Global Investors, Inc 3.82M (1.23%) -1.30M
Decreased by -34.10%
Dec 31, 24
19 Northern Trust Corp 3.32M (1.07%) 460.48K
Increased by +13.88%
Dec 31, 24
20 AQR Capital Management LLC 3.22M (1.04%) 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 (21.39%) 66.25M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 9.74M (3.14%) 146.37K
Increased by +1.50%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 8.82M (2.85%) 582.78K
Increased by +6.61%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 8.81M (2.84%) 140.26K
Increased by +1.59%
Apr 30, 25
5 Dodge & Cox Stock I 7.69M (2.48%) 7.64M
Increased by +99.35%
Sep 30, 23
6 AF High Growth (AFRIS) 5.03M (1.63%) 5.03M
Increased by +100.00%
Feb 29, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 4.07M (1.32%) 5.14K
Increased by +0.13%
Aug 31, 24
8 Capital Group Growth Fnd of Amer Comp 4.06M (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
9 American Funds Growth Fund of Amer A 4.06M (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity 500 Index 3.91M (1.26%) 66.81K
Increased by +1.71%
Mar 31, 25
11 SPDR® S&P 500 ETF 3.88M (1.25%) 1.02K
Increased by +0.03%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 3.78M (1.22%) -19.76K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 3.76M (1.21%) -22.51K
Decreased by -0.60%
Apr 30, 25
14 iShares Core S&P 500 ETF 3.70M (1.19%) -3.86K
Decreased by -0.10%
Apr 30, 25
15 Capital Group Fundamental Invtrs Comp 2.96M (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
16 American Funds Fundamental Invs A 2.96M (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
17 Fidelity Global Innovators Cl F 2.92M (0.94%) 445.00K
Increased by +15.22%
Jun 30, 24
18 Vanguard Value Index Inv 2.66M (0.86%) -366.00
Decreased by -0.01%
Apr 30, 25
19 UniGlobal Vorsorge 2.50M (0.81%) 638.13K
Increased by +25.48%
Mar 31, 24
20 The Technology Select Sector SPDR® ETF 2.43M (0.78%) 2.74K
Increased by +0.11%
Apr 30, 25