Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 12.53%
2 CAMX 6.50%
3 UTRN 3.92%
4 STNC 3.46%
5 AILV 3.21%
6 QLTY 3.18%
7 CVRD 3.13%
8 HART 2.76%
9 SHRY 2.69%
10 VFLO 2.64%
11 SPVU 2.58%
12 RNLC 2.52%
13 FTDS 2.49%
14 BLCR 2.45%
15 SMRI 2.23%
16 GFGF 2.20%
17 OAKM 2.20%
18 EAGL 2.19%
19 AIEQ 2.17%
20 VMAX 2.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.49M (9.53%) 138.38K
Increased by +0.64%
Dec 31, 24
2 BlackRock Inc 20.44M (9.07%) -591.44K
Decreased by -2.89%
Dec 31, 24
3 State Street Corp 10.68M (4.74%) -5.71K
Decreased by -0.05%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 10.62M (4.71%) 464.14K
Increased by +4.37%
Dec 31, 24
5 State Street Corporation 10.48M (4.65%) 70.14K
Increased by +0.67%
Mar 31, 24
6 Wellington Management Company LLP 6.36M (2.82%) 1.89M
Increased by +29.80%
Dec 31, 24
7 Geode Capital Management, LLC 4.96M (2.20%) 115.97K
Increased by +2.34%
Dec 31, 24
8 Sanders Capital, LLC 4.69M (2.08%) 76.90K
Increased by +1.64%
Dec 31, 24
9 Goldman Sachs Group Inc 4.28M (1.90%) 2.24M
Increased by +52.27%
Dec 31, 23
10 Capital Research & Mgmt Co - Division 3 3.88M (1.72%) 35.58K
Increased by +0.92%
Dec 31, 24
11 Ameriprise Financial Inc 3.79M (1.68%) -4.99K
Decreased by -0.13%
Sep 30, 24
12 Arnhold & S. Bleichroeder Advisers, LLC 3.23M (1.43%) 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 (1.28%) 437.10K
Increased by +15.20%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 2.87M (1.27%) -584.57K
Decreased by -20.38%
Dec 31, 24
16 Nuveen Asset Management, LLC 2.61M (1.16%) -291.53K
Decreased by -11.17%
Sep 30, 24
17 JPMorgan Chase & Co 2.52M (1.12%) 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 (1.09%) 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 (14.07%) 31.71M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 7.35M (3.26%) -11.62K
Decreased by -0.16%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.06M (3.13%) -255.18K
Decreased by -3.61%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 6.33M (2.81%) -107.33K
Decreased by -1.70%
Mar 31, 25
5 Fidelity 500 Index 2.90M (1.29%) 12.94K
Increased by +0.45%
Feb 28, 25
6 SPDR® S&P 500 ETF 2.89M (1.28%) -42.16K
Decreased by -1.46%
Mar 31, 25
7 iShares Core S&P 500 ETF 2.83M (1.26%) 8.22K
Increased by +0.29%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 2.81M (1.25%) -14.69K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 2.78M (1.23%) 6.30K
Increased by +0.23%
Apr 30, 24
10 SPDR® S&P 500® ETF 2.78M (1.23%) -46.51K
Decreased by -1.67%
Mar 31, 25
11 Fidelity® 500 Index 2.75M (1.22%) 17.48K
Increased by +0.64%
Nov 30, 23
12 Loomis Sayles Long Corp Disc Alpha 2.54M (1.13%) 2.54M
Increased by +100.00%
Dec 31, 24
13 AF High Growth (AFRIS) 2.41M (1.07%) 2.41M
Increased by +100.00%
Feb 29, 24
14 First Eagle Global A 2.30M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
15 Vanguard Health Care Inv 2.14M (0.95%) -94.90K
Decreased by -4.43%
Dec 31, 24
16 American Funds Washington Mutual A 2.05M (0.91%) 366.79K
Increased by +17.86%
Mar 31, 25
17 Vanguard Value Index Inv 1.96M (0.87%) -37.35K
Decreased by -1.90%
Mar 31, 25
18 MFS Large Cap Value Equity 1.80M (0.80%) 94.39K
Increased by +5.25%
Dec 31, 24
19 Vanguard Windsor™ II Inv 1.79M (0.80%) 273.60K
Increased by +15.26%
Dec 31, 24
20 MFS Value A 1.75M (0.78%) -29.18K
Decreased by -1.67%
Feb 28, 25