Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 NEWZ 3.37%
3 BCUS 2.78%
4 PTF 2.67%
5 GRW 2.58%
6 AMID 2.52%
7 JMID 2.32%
8 PFUT 2.03%
9 RYT 1.60%
10 FTCS 1.60%
11 SRHQ 1.41%
12 BOUT 1.41%
13 RSPT 1.38%
14 PWB 1.38%
15 DVOL 1.27%
16 IWP 1.15%
17 IWLG 1.14%
18 SPGP 1.09%
19 NZRO 1.03%
20 NWLG 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.27M (12.45%) 100.92K
Increased by +1.09%
Dec 31, 24
2 BlackRock Inc 6.76M (9.08%) 318.33K
Increased by +4.71%
Dec 31, 24
3 BAMCO Inc 3.92M (5.26%) -106.18K
Decreased by -2.71%
Dec 31, 24
4 State Street Corp 3.32M (4.47%) 67.13K
Increased by +2.02%
Dec 31, 24
5 State Street Corporation 3.19M (4.29%) 31.81K
Increased by +1.00%
Mar 31, 24
6 FMR Inc 2.82M (3.79%) 223.09K
Increased by +7.90%
Dec 31, 24
7 Massachusetts Financial Services Company 2.78M (3.73%) -105.70K
Decreased by -3.81%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 2.17M (2.91%) -1.52K
Decreased by -0.07%
Dec 31, 24
9 Geode Capital Management, LLC 2.06M (2.77%) 45.22K
Increased by +2.19%
Dec 31, 24
10 Principal Financial Group Inc 2.01M (2.70%) 11.66K
Increased by +0.58%
Dec 31, 24
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 (1.55%) -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 (1.28%) 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 (6.67%) 4.97M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 2.31M (3.10%) 8.29K
Increased by +0.36%
Feb 28, 25
3 Global Balanced (AFRIS) 2.28M (3.06%) 2.28M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 2.14M (2.87%) 14.10K
Increased by +0.66%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 1.58M (2.13%) 6.66K
Increased by +0.42%
Feb 28, 25
6 Baron Growth Retail 1.36M (1.83%) -65.00K
Decreased by -4.78%
Dec 31, 24
7 Baron Small Cap Growth Strategy 1.36M (1.83%) -65.00K
Decreased by -4.78%
Dec 31, 24
8 Principal Aligned MidCap Equity 1.27M (1.71%) 14.46K
Increased by +1.14%
Dec 31, 24
9 Principal MidCap R5 1.27M (1.71%) 0.00
Increased by 0.00%
Feb 28, 25
10 Fidelity 500 Index 961.75K (1.29%) 4.24K
Increased by +0.44%
Jan 31, 25
11 Fidelity® Magellan® 954.75K (1.28%) -600.00
Decreased by -0.06%
Nov 30, 23
12 SPDR® S&P 500® ETF Trust 952.43K (1.28%) -7.02K
Decreased by -0.74%
Feb 28, 25
13 SPDR® S&P 500 ETF Trust 939.81K (1.26%) -7.27K
Decreased by -0.77%
Mar 31, 24
14 Fidelity® 500 Index 918.53K (1.23%) 5.85K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 906.03K (1.22%) -46.00
Decreased by -0.01%
Feb 28, 25
16 Baron Asset Retail 820.32K (1.10%) -30.00K
Decreased by -3.66%
Dec 31, 24
17 Baron Mid Cap Growth Strategy 820.32K (1.10%) -30.00K
Decreased by -3.66%
Dec 31, 24
18 Fidelity Magellan 810.65K (1.09%) -600.00
Decreased by -0.07%
Jan 31, 25
19 Vanguard Growth Index Investor 788.77K (1.06%) 539.00
Increased by +0.07%
Feb 28, 25
20 MFS Growth Equity 732.10K (0.98%) -26.62K
Decreased by -3.64%
Dec 31, 24