Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCUS 4.00%
2 UTRN 3.93%
3 NEWZ 3.37%
4 PTF 2.67%
5 GRW 2.65%
6 AMID 2.59%
7 JMID 2.23%
8 FTCS 2.10%
9 BMVP 1.93%
10 PFUT 1.91%
11 RYT 1.60%
12 SRHQ 1.43%
13 BOUT 1.41%
14 PWB 1.38%
15 RSPT 1.34%
16 DVOL 1.27%
17 IWLG 1.14%
18 SPGP 1.11%
19 IWP 1.09%
20 NZRO 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.27M (12.43%) 100.92K
Increased by +1.09%
Dec 31, 24
2 BlackRock Inc 6.76M (9.06%) 318.33K
Increased by +4.71%
Dec 31, 24
3 BAMCO Inc 3.92M (5.25%) -106.18K
Decreased by -2.71%
Dec 31, 24
4 State Street Corp 3.32M (4.46%) 67.13K
Increased by +2.02%
Dec 31, 24
5 State Street Corporation 3.19M (4.28%) 31.81K
Increased by +1.00%
Mar 31, 24
6 FMR Inc 2.82M (3.78%) 223.09K
Increased by +7.90%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 2.17M (2.90%) -1.52K
Decreased by -0.07%
Dec 31, 24
8 Geode Capital Management, LLC 2.06M (2.77%) 45.22K
Increased by +2.19%
Dec 31, 24
9 Principal Financial Group Inc 2.00M (2.68%) -14.60K
Decreased by -0.73%
Mar 31, 25
10 Massachusetts Financial Services Company 1.74M (2.34%) -1.03M
Decreased by -59.27%
Mar 31, 25
11 Wellington Management Company LLP 1.66M (2.23%) 187.85K
Increased by +11.30%
Dec 31, 24
12 Mackenzie Investments 1.52M (2.04%) 698.28K
Increased by +45.90%
Dec 31, 24
13 Generation Investment Management LLP 1.15M (1.54%) -63.04K
Decreased by -5.47%
Dec 31, 24
14 JPMorgan Chase & Co 1.03M (1.39%) -1.03M
Decreased by -99.47%
Dec 31, 24
15 Amvescap Plc. 955.13K (1.28%) 60.31K
Increased by +6.31%
Dec 31, 24
16 NORGES BANK 950.61K (1.27%) 28.73K
Increased by +3.02%
Dec 31, 24
17 Brown Advisory Holdings Inc 924.20K (1.24%) -14.37K
Decreased by -1.56%
Sep 30, 24
18 Northern Trust Corp 906.83K (1.22%) 88.80K
Increased by +9.79%
Dec 31, 24
19 Polen Capital 902.69K (1.21%) -566.70K
Decreased by -62.78%
Dec 31, 24
20 Goldman Sachs Group Inc 873.92K (1.17%) 116.38K
Increased by +13.32%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.97M (6.66%) 4.97M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 2.32M (3.11%) -9.64K
Decreased by -0.42%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.30M (3.09%) -8.53K
Decreased by -0.37%
Mar 31, 25
4 Global Balanced (AFRIS) 2.28M (3.06%) 2.28M
Increased by +100.00%
Feb 29, 24
5 Vanguard Institutional 500 Index Trust 2.13M (2.86%) -4.42K
Decreased by -0.21%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 1.57M (2.11%) -11.02K
Decreased by -0.70%
Mar 31, 25
7 Baron Growth Retail 1.30M (1.74%) -60.00K
Decreased by -4.62%
Mar 31, 25
8 Baron Small Cap Growth Strategy 1.30M (1.74%) -60.00K
Decreased by -4.62%
Mar 31, 25
9 Principal Aligned MidCap Equity 1.27M (1.70%) -2.42K
Decreased by -0.19%
Mar 31, 25
10 Principal MidCap R5 1.27M (1.70%) -2.42K
Decreased by -0.19%
Mar 31, 25
11 Fidelity Magellan 1.03M (1.39%) 222.40K
Increased by +21.53%
Mar 31, 25
12 Fidelity 500 Index 963.76K (1.29%) -2.29K
Decreased by -0.24%
Mar 31, 25
13 SPDR® S&P 500 ETF 958.55K (1.29%) -13.95K
Decreased by -1.46%
Mar 31, 25
14 Fidelity® Magellan® 954.75K (1.28%) -600.00
Decreased by -0.06%
Nov 30, 23
15 SPDR® S&P 500 ETF Trust 939.81K (1.26%) -7.27K
Decreased by -0.77%
Mar 31, 24
16 SPDR® S&P 500® ETF 934.74K (1.25%) 765.00
Increased by +0.08%
Apr 30, 25
17 SPDR® S&P 500® ETF Trust 933.30K (1.25%) -4.86K
Decreased by -0.52%
Mar 31, 25
18 Fidelity® 500 Index 918.53K (1.23%) 5.85K
Increased by +0.64%
Nov 30, 23
19 iShares Core S&P 500 ETF 910.82K (1.22%) -900.00
Decreased by -0.10%
Apr 29, 25
20 Vanguard Growth Index Investor 854.31K (1.15%) 65.54K
Increased by +7.67%
Mar 31, 25