Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 BCUS 2.99%
3 PTF 2.67%
4 NEWZ 2.55%
5 RYT 1.60%
6 BMVP 1.58%
7 NUMG 1.49%
8 SRHQ 1.43%
9 BOUT 1.41%
10 PWB 1.38%
11 AMID 1.37%
12 FTCS 1.36%
13 DVOL 1.27%
14 SEIQ 1.19%
15 PFUT 1.18%
16 JMID 1.16%
17 HUSV 1.16%
18 IWLG 1.14%
19 SHRT 1.12%
20 UPGD 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.57M (13.06%) 138.83K
Increased by +1.45%
Jun 30, 25
2 BlackRock Inc 6.78M (9.26%) 25.34K
Increased by +0.37%
Mar 31, 25
3 BAMCO Inc 3.77M (5.15%) -144.59K
Decreased by -3.83%
Mar 31, 25
4 State Street Corp 3.32M (4.53%) -7.26K
Decreased by -0.22%
Mar 31, 25
5 State Street Corporation 3.19M (4.35%) 31.81K
Increased by +1.00%
Mar 31, 24
6 FMR Inc 3.17M (4.33%) 348.02K
Increased by +10.98%
Mar 31, 25
7 Geode Capital Management, LLC 2.17M (2.96%) 104.78K
Increased by +4.83%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 1.96M (2.68%) -200.78K
Decreased by -10.22%
Mar 31, 25
9 Massachusetts Financial Services Company 1.74M (2.38%) -1.03M
Decreased by -59.27%
Mar 31, 25
10 Principal Financial Group Inc 1.62M (2.22%) -374.16K
Decreased by -23.04%
Jun 30, 25
11 Mackenzie Investments 1.52M (2.08%) 698.28K
Increased by +45.90%
Dec 31, 24
12 Generation Investment Management LLP 1.34M (1.83%) 189.51K
Increased by +14.13%
Mar 31, 25
13 T. Rowe Price Investment Management,Inc. 1.26M (1.72%) 197.22K
Increased by +15.60%
Jun 30, 25
14 JPMorgan Chase & Co 1.25M (1.70%) 211.84K
Increased by +17.01%
Mar 31, 25
15 Sustainable Growth Advisers, LP 1.16M (1.58%) 485.19K
Increased by +41.77%
Jun 30, 25
16 Goldman Sachs Group Inc 1.15M (1.56%) 189.44K
Increased by +16.54%
Jun 30, 25
17 Northern Trust Corp 1.01M (1.37%) 99.82K
Increased by +9.92%
Mar 31, 25
18 NORGES BANK 975.05K (1.33%) 24.44K
Increased by +2.51%
Jun 30, 25
19 Brown Advisory Holdings Inc 924.20K (1.26%) -14.37K
Decreased by -1.56%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 842.99K (1.15%) 172.48K
Increased by +20.46%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.97M (6.78%) 4.97M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 2.32M (3.17%) -9.64K
Decreased by -0.42%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.30M (3.13%) -53.71K
Decreased by -2.34%
Jul 31, 25
4 Global Balanced (AFRIS) 2.28M (3.11%) 2.28M
Increased by +100.00%
Feb 29, 24
5 Vanguard Institutional 500 Index Trust 2.18M (2.98%) 15.20K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 1.91M (2.60%) -279.06K
Decreased by -14.64%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 1.63M (2.23%) 17.59K
Increased by +1.08%
Jul 31, 25
8 Baron Growth Retail 1.25M (1.71%) -50.00K
Decreased by -4.00%
Jun 30, 25
9 Baron Small Cap Growth Strategy 1.25M (1.71%) -50.00K
Decreased by -4.00%
Jun 30, 25
10 Principal Aligned MidCap Equity 1.16M (1.58%) -109.51K
Decreased by -9.45%
Jun 30, 25
11 Principal MidCap R5 1.16M (1.58%) -109.51K
Decreased by -9.45%
Jun 30, 25
12 Fidelity Magellan 1.01M (1.38%) -1.80K
Decreased by -0.18%
May 31, 25
13 Fidelity 500 Index 975.22K (1.33%) 6.11K
Increased by +0.63%
Jun 30, 25
14 SPDR® S&P 500 ETF 958.55K (1.31%) -13.95K
Decreased by -1.46%
Mar 31, 25
15 Fidelity® Magellan® 954.75K (1.30%) -600.00
Decreased by -0.06%
Nov 30, 23
16 SPDR® S&P 500® ETF 943.55K (1.29%) 4.00K
Increased by +0.42%
Jul 31, 25
17 SPDR® S&P 500 ETF Trust 939.81K (1.28%) -7.27K
Decreased by -0.77%
Mar 31, 24
18 SPDR® S&P 500® ETF Trust 933.30K (1.27%) -4.86K
Decreased by -0.52%
Mar 31, 25
19 iShares Core S&P 500 ETF 918.89K (1.25%) 4.14K
Increased by +0.45%
Jul 31, 25
20 Fidelity® 500 Index 918.53K (1.25%) 5.85K
Increased by +0.64%
Nov 30, 23