Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEDI 5.24%
2 FMCX 4.80%
3 ITB 4.39%
4 PKB 4.33%
5 RTH 4.27%
6 UTRN 4.09%
7 PKW 3.56%
8 XHB 3.21%
9 XLY 3.19%
10 CLAW 3.09%
11 CVRD 3.00%
12 HOMZ 2.94%
13 AILV 2.91%
14 NAIL 2.83%
15 DIVL 2.83%
16 ESNG 2.79%
17 SHRY 2.75%
18 RNLC 2.71%
19 MILN 2.65%
20 BCUS 2.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.98M (9.82%) 366.98K
Increased by +0.67%
Jun 30, 25
2 BlackRock Inc 39.29M (7.02%) -238.54K
Decreased by -0.61%
Jun 30, 25
3 JPMorgan Chase & Co 31.52M (5.63%) 3.81M
Increased by +12.08%
Jun 30, 25
4 FMR Inc 26.78M (4.78%) -511.60K
Decreased by -1.91%
Jun 30, 25
5 State Street Corp 24.91M (4.45%) 207.83K
Increased by +0.83%
Jun 30, 25
6 State Street Corporation 24.41M (4.36%) -478.64K
Decreased by -1.96%
Mar 31, 24
7 Geode Capital Management, LLC 12.35M (2.21%) 42.19K
Increased by +0.34%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 11.26M (2.01%) 517.77K
Increased by +4.60%
Jun 30, 25
9 Wells Fargo & Co 10.26M (1.83%) -99.50K
Decreased by -0.97%
Jun 30, 25
10 Bank of America Corp 10.17M (1.82%) -722.06K
Decreased by -7.10%
Jun 30, 25
11 NORGES BANK 7.99M (1.43%) 526.58K
Increased by +6.59%
Jun 30, 25
12 Pershing Square Capital Management, L.p. 7.07M (1.26%) -402.23K
Decreased by -5.69%
Sep 30, 23
13 Northern Trust Corp 6.73M (1.20%) -198.35K
Decreased by -2.95%
Jun 30, 25
14 Massachusetts Financial Services Company 6.72M (1.20%) -258.85K
Decreased by -3.85%
Jun 30, 25
15 UBS Asset Mgmt Americas Inc 5.92M (1.06%) 1.13M
Increased by +19.04%
Jun 30, 25
16 Goldman Sachs Group Inc 5.10M (0.91%) 142.82K
Increased by +2.80%
Jun 30, 25
17 Amvescap Plc. 4.59M (0.82%) -616.83K
Decreased by -13.44%
Jun 30, 25
18 Franklin Resources Inc 4.58M (0.82%) -49.29K
Decreased by -1.08%
Jun 30, 25
19 T. Rowe Price Associates, Inc. 4.28M (0.76%) 501.49K
Increased by +11.72%
Jun 30, 25
20 Bank of New York Mellon Corp 3.83M (0.68%) -255.00K
Decreased by -6.65%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 18.04M (3.22%) 754.00
Increased by +0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 17.58M (3.14%) -409.76K
Decreased by -2.33%
Jul 31, 25
3 Vanguard 500 Index Investor 13.86M (2.48%) -2.03M
Decreased by -14.65%
Jul 31, 25
4 AF High Growth (AFRIS) 12.85M (2.30%) 12.85M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 7.09M (1.27%) 3.06K
Increased by +0.04%
Jul 31, 25
6 SPDR® S&P 500 ETF 7.02M (1.26%) -134.19K
Decreased by -1.91%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 6.84M (1.22%) -35.86K
Decreased by -0.52%
Mar 31, 25
8 Fidelity® 500 Index 6.83M (1.22%) 43.45K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 6.82M (1.22%) 15.35K
Increased by +0.22%
Apr 30, 24
10 SPDR® S&P 500® ETF 6.76M (1.21%) 83.24K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 6.73M (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
12 Global Balanced (AFRIS) 5.89M (1.05%) 5.89M
Increased by +100.00%
Feb 29, 24
13 Vanguard Value Index Inv 4.96M (0.89%) -5.06K
Decreased by -0.10%
Jul 31, 25
14 JPM US Large Cap Growth-MA 4.86M (0.87%) 4.41M
Increased by +90.81%
Sep 30, 23
15 MFS Large Cap Value Equity 4.55M (0.81%) -155.33K
Decreased by -3.42%
Jun 30, 25
16 MFS Value A 4.52M (0.81%) -26.44K
Decreased by -0.58%
Jul 31, 25
17 Vanguard Institutional Index I 3.38M (0.60%) -38.03K
Decreased by -1.12%
Jul 31, 25
18 JPM US Equity Income-Composite 3.27M (0.58%) 0.00
Increased by 0.00%
Jun 30, 25
19 JPMorgan Equity Income I 3.27M (0.58%) 0.00
Increased by 0.00%
Jul 31, 25
20 The Consumer Discret Sel SectSPDR® ETF 3.17M (0.57%) 1.92K
Increased by +0.06%
Aug 31, 25