Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCUS 4.08%
2 UTRN 3.93%
3 NEWZ 3.37%
4 PTF 2.67%
5 GRW 2.58%
6 AMID 2.55%
7 JMID 2.23%
8 FTCS 2.04%
9 PFUT 1.91%
10 BMVP 1.88%
11 RYT 1.60%
12 SRHQ 1.43%
13 BOUT 1.41%
14 PWB 1.38%
15 DVOL 1.27%
16 RSPT 1.24%
17 IWLG 1.14%
18 SPGP 1.07%
19 NZRO 1.03%
20 IWP 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.43M (12.65%) 164.81K
Increased by +1.75%
Mar 31, 25
2 BlackRock Inc 6.78M (9.09%) 25.34K
Increased by +0.37%
Mar 31, 25
3 BAMCO Inc 3.77M (5.06%) -144.59K
Decreased by -3.83%
Mar 31, 25
4 State Street Corp 3.32M (4.45%) -7.26K
Decreased by -0.22%
Mar 31, 25
5 State Street Corporation 3.19M (4.28%) 31.81K
Increased by +1.00%
Mar 31, 24
6 FMR Inc 3.17M (4.25%) 348.02K
Increased by +10.98%
Mar 31, 25
7 Geode Capital Management, LLC 2.17M (2.91%) 104.78K
Increased by +4.83%
Mar 31, 25
8 Principal Financial Group Inc 2.00M (2.68%) -14.60K
Decreased by -0.73%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 1.96M (2.63%) -200.78K
Decreased by -10.22%
Mar 31, 25
10 Massachusetts Financial Services Company 1.74M (2.34%) -1.03M
Decreased by -59.27%
Mar 31, 25
11 Mackenzie Investments 1.52M (2.04%) 698.28K
Increased by +45.90%
Dec 31, 24
12 Generation Investment Management LLP 1.34M (1.80%) 189.51K
Increased by +14.13%
Mar 31, 25
13 JPMorgan Chase & Co 1.25M (1.67%) 211.84K
Increased by +17.01%
Mar 31, 25
14 T. Rowe Price Investment Management,Inc. 1.07M (1.43%) 932.08K
Increased by +87.38%
Mar 31, 25
15 Goldman Sachs Group Inc 956.22K (1.28%) 82.31K
Increased by +8.61%
Mar 31, 25
16 Amvescap Plc. 955.13K (1.28%) 60.31K
Increased by +6.31%
Dec 31, 24
17 NORGES BANK 950.61K (1.27%) 28.73K
Increased by +3.02%
Dec 31, 24
18 Wellington Management Company LLP 944.07K (1.27%) -717.93K
Decreased by -76.05%
Mar 31, 25
19 Brown Advisory Holdings Inc 924.20K (1.24%) -14.37K
Decreased by -1.56%
Sep 30, 24
20 Northern Trust Corp 906.83K (1.22%) 88.80K
Increased by +9.79%
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 Total Stock Mkt Idx Inv 2.34M (3.14%) 36.54K
Increased by +1.56%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.32M (3.11%) -9.64K
Decreased by -0.42%
Sep 30, 24
4 Global Balanced (AFRIS) 2.28M (3.06%) 2.28M
Increased by +100.00%
Feb 29, 24
5 Vanguard Institutional 500 Index Trust 2.17M (2.91%) 35.03K
Increased by +1.61%
Apr 30, 25
6 Vanguard Mid Cap Index Institutional 1.59M (2.13%) 15.28K
Increased by +0.96%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Magellan 1.03M (1.38%) 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 (1.28%) -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 Trust 933.30K (1.25%) -4.86K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 928.44K (1.24%) -5.54K
Decreased by -0.60%
Apr 30, 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 909.87K (1.22%) -945.00
Decreased by -0.10%
Apr 30, 25
20 Vanguard Growth Index Investor 862.53K (1.16%) 8.22K
Increased by +0.95%
Apr 30, 25