Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 12.13%
2 CAMX 6.34%
3 UTRN 3.92%
4 STNC 3.46%
5 AILV 3.21%
6 CVRD 3.13%
7 QLTY 2.74%
8 HART 2.74%
9 SHRY 2.69%
10 VFLO 2.64%
11 RNLC 2.52%
12 SPVU 2.50%
13 BLCR 2.34%
14 FTDS 2.30%
15 SMRI 2.23%
16 GFGF 2.20%
17 AIEQ 2.17%
18 WBIL 2.16%
19 FXH 2.11%
20 VMAX 2.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.49M (9.47%) 138.38K
Increased by +0.64%
Dec 31, 24
2 BlackRock Inc 20.44M (9.01%) -591.44K
Decreased by -2.89%
Dec 31, 24
3 State Street Corp 10.68M (4.71%) -5.71K
Decreased by -0.05%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 10.62M (4.68%) 464.14K
Increased by +4.37%
Dec 31, 24
5 State Street Corporation 10.48M (4.62%) 70.14K
Increased by +0.67%
Mar 31, 24
6 Wellington Management Company LLP 6.36M (2.80%) 1.89M
Increased by +29.80%
Dec 31, 24
7 Geode Capital Management, LLC 4.96M (2.19%) 115.97K
Increased by +2.34%
Dec 31, 24
8 Sanders Capital, LLC 4.69M (2.07%) 76.90K
Increased by +1.64%
Dec 31, 24
9 Goldman Sachs Group Inc 4.28M (1.88%) 2.24M
Increased by +52.27%
Dec 31, 23
10 Capital Research & Mgmt Co - Division 3 3.88M (1.71%) 35.58K
Increased by +0.92%
Dec 31, 24
11 Ameriprise Financial Inc 3.79M (1.67%) -4.99K
Decreased by -0.13%
Sep 30, 24
12 Arnhold & S. Bleichroeder Advisers, LLC 3.23M (1.42%) 1.04M
Increased by +32.23%
Dec 31, 24
13 NORGES BANK 3.08M (1.36%) 28.53K
Increased by +0.93%
Dec 31, 24
14 Artisan Partners Limited Partnership 2.88M (1.27%) 437.10K
Increased by +15.20%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 2.87M (1.26%) -584.57K
Decreased by -20.38%
Dec 31, 24
16 Nuveen Asset Management, LLC 2.61M (1.15%) -291.53K
Decreased by -11.17%
Sep 30, 24
17 JPMorgan Chase & Co 2.52M (1.11%) 142.14K
Increased by +5.63%
Sep 30, 24
18 Massachusetts Financial Services Company 2.49M (1.10%) 91.65K
Increased by +3.68%
Dec 31, 24
19 Baillie Gifford & Co Limited. 2.49M (1.10%) -282.18K
Decreased by -11.34%
Dec 31, 24
20 Northern Trust Corp 2.45M (1.08%) 346.56K
Increased by +14.15%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 31.71M (13.98%) 31.71M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 7.32M (3.22%) 22.61K
Increased by +0.31%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 6.43M (2.84%) 44.55K
Increased by +0.69%
Feb 28, 25
4 Fidelity 500 Index 2.89M (1.27%) 12.76K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 2.87M (1.26%) -21.22K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 2.78M (1.22%) 6.30K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 2.75M (1.21%) 17.48K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 2.72M (1.20%) -137.00
Decreased by -0.01%
Feb 28, 25
9 Loomis Sayles Long Corp Disc Alpha 2.54M (1.12%) 2.54M
Increased by +100.00%
Dec 31, 24
10 AF High Growth (AFRIS) 2.41M (1.06%) 2.41M
Increased by +100.00%
Feb 29, 24
11 First Eagle Global A 2.30M (1.01%) 0.00
Increased by 0.00%
Feb 28, 25
12 Vanguard Health Care Inv 2.14M (0.94%) -94.90K
Decreased by -4.43%
Dec 31, 24
13 Vanguard Value Index Inv 2.00M (0.88%) 11.16K
Increased by +0.56%
Feb 28, 25
14 MFS Large Cap Value Equity 1.80M (0.79%) 94.39K
Increased by +5.25%
Dec 31, 24
15 Vanguard Windsor™ II Inv 1.79M (0.79%) 273.60K
Increased by +15.26%
Dec 31, 24
16 MFS Value A 1.75M (0.77%) -29.18K
Decreased by -1.67%
Feb 28, 25
17 Health Care Select Sector SPDR® ETF 1.71M (0.76%) -2.23K
Decreased by -0.13%
Apr 30, 24
18 The Health Care Select Sector SPDR® ETF 1.70M (0.75%) 22.26K
Increased by +1.31%
Feb 28, 25
19 American Funds Washington Mutual A 1.69M (0.74%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group Wash Mutual Invtrs Comp 1.69M (0.74%) 0.00
Increased by 0.00%
Dec 31, 24