Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 DVP 5.63%
3 FCTE 4.88%
4 UTRN 4.00%
5 SHRY 3.84%
6 KNGZ 3.65%
7 RNDV 3.62%
8 LSAT 3.34%
9 RNLC 3.17%
10 STNC 3.06%
11 AHOY 2.77%
12 FCFY 2.71%
13 VLLU 2.56%
14 TTFS 2.11%
15 AIVC 2.00%
16 IVES 2.00%
17 BVAL 1.94%
18 SDOG 1.80%
19 FLOW 1.78%
20 VMAX 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 124.14M (13.26%) -2.09M
Decreased by -1.68%
Mar 31, 25
2 BlackRock Inc 112.38M (12.00%) 446.72K
Increased by +0.40%
Mar 31, 25
3 Berkshire Hathaway Inc 102.52M (10.95%) -18.43M
Decreased by -17.98%
Sep 30, 23
4 State Street Corp 50.16M (5.36%) -832.27K
Decreased by -1.66%
Mar 31, 25
5 State Street Corporation 44.95M (4.80%) -148.69K
Decreased by -0.33%
Mar 31, 24
6 Dodge & Cox 33.41M (3.57%) -340.35K
Decreased by -1.02%
Mar 31, 25
7 Geode Capital Management, LLC 25.76M (2.75%) 412.64K
Increased by +1.60%
Mar 31, 25
8 Bank of America Corp 22.60M (2.41%) -2.63M
Decreased by -11.62%
Mar 31, 25
9 PRIMECAP Management Company 21.62M (2.31%) -292.51K
Decreased by -1.35%
Mar 31, 25
10 Pacer Advisors, INC. 14.78M (1.58%) 592.39K
Increased by +4.01%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 14.37M (1.54%) 841.53K
Increased by +5.86%
Mar 31, 25
12 Northern Trust Corp 12.84M (1.37%) 1.76M
Increased by +13.67%
Dec 31, 24
13 LSV Asset Management 11.79M (1.26%) -280.46K
Decreased by -2.38%
Mar 31, 25
14 UBS Asset Mgmt Americas Inc 10.01M (1.07%) 724.02K
Increased by +7.23%
Mar 31, 25
15 Nuveen Asset Management, LLC 9.65M (1.03%) 481.94K
Increased by +5.00%
Sep 30, 24
16 Amvescap Plc. 9.51M (1.02%) 643.19K
Increased by +6.76%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 9.04M (0.97%) -429.69K
Decreased by -4.75%
Jun 30, 24
18 Amundi 9.02M (0.96%) 2.00M
Increased by +22.20%
Mar 31, 24
19 Royal Bank of Canada 8.36M (0.89%) 1.78M
Increased by +21.27%
Jun 30, 24
20 Deutsche Bank AG 8.24M (0.88%) 189.97K
Increased by +2.31%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 179.76M (19.20%) 179.76M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 31.02M (3.31%) 1.59M
Increased by +5.14%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 30.30M (3.24%) 539.05K
Increased by +1.78%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 26.48M (2.83%) 422.42K
Increased by +1.59%
Apr 30, 25
5 Dodge & Cox Stock I 25.07M (2.68%) -231.90K
Decreased by -0.92%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 20.50M (2.19%) 196.95K
Increased by +0.96%
Apr 30, 25
7 AF High Growth (AFRIS) 13.66M (1.46%) 13.66M
Increased by +100.00%
Feb 29, 24
8 Vanguard PRIMECAP Inv 13.64M (1.46%) 0.00
Increased by 0.00%
Mar 31, 25
9 Fidelity 500 Index 11.77M (1.26%) -304.32K
Decreased by -2.59%
Mar 31, 25
10 SPDR® S&P 500 ETF 11.67M (1.25%) -504.62K
Decreased by -4.33%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 11.36M (1.21%) -59.51K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 11.30M (1.21%) -67.77K
Decreased by -0.60%
Apr 30, 25
13 iShares Core S&P 500 ETF 11.11M (1.19%) -11.59K
Decreased by -0.10%
Apr 30, 25
14 SPDR® S&P 500 ETF Trust 10.37M (1.11%) 72.38K
Increased by +0.70%
May 30, 24
15 Fidelity® 500 Index 10.11M (1.08%) 64.34K
Increased by +0.64%
Nov 30, 23
16 BlackRock Equity Dividend Instl 9.15M (0.98%) 1.75M
Increased by +19.11%
Apr 30, 25
17 Vanguard Value Index Inv 8.26M (0.88%) -1.13K
Decreased by -0.01%
Apr 30, 25
18 Pacer US Cash Cows 100 ETF 7.85M (0.84%) -9.70K
Decreased by -0.12%
Apr 30, 25
19 Vanguard Information Technology ETF 7.61M (0.81%) 59.37K
Increased by +0.78%
Apr 30, 25
20 The Technology Select Sector SPDR® ETF 7.29M (0.78%) 8.25K
Increased by +0.11%
Apr 30, 25