Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 4.80%
2 PKB 4.33%
3 RTH 4.17%
4 UTRN 4.09%
5 NAIL 3.63%
6 PKW 3.56%
7 XHB 3.47%
8 XLY 3.35%
9 CLAW 3.09%
10 HOMZ 2.97%
11 AILV 2.91%
12 DIVL 2.81%
13 ESNG 2.79%
14 RNLC 2.71%
15 MILN 2.62%
16 BCUS 2.60%
17 BDIV 2.55%
18 JHMC 2.55%
19 SHRY 2.49%
20 FIXT 2.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.61M (9.77%) 230.36K
Increased by +0.42%
Mar 31, 25
2 BlackRock Inc 39.53M (7.07%) -28.59K
Decreased by -0.07%
Mar 31, 25
3 JPMorgan Chase & Co 27.71M (4.96%) 2.07M
Increased by +7.46%
Mar 31, 25
4 FMR Inc 27.29M (4.88%) 1.02M
Increased by +3.73%
Mar 31, 25
5 State Street Corp 24.70M (4.42%) -828.94K
Decreased by -3.36%
Mar 31, 25
6 State Street Corporation 24.41M (4.37%) -478.64K
Decreased by -1.96%
Mar 31, 24
7 Geode Capital Management, LLC 12.31M (2.20%) 330.26K
Increased by +2.68%
Mar 31, 25
8 Bank of America Corp 10.89M (1.95%) 1.20M
Increased by +11.02%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 10.74M (1.92%) 364.06K
Increased by +3.39%
Mar 31, 25
10 Wells Fargo & Co 10.48M (1.87%) -51.64K
Decreased by -0.49%
Dec 31, 24
11 NORGES BANK 7.47M (1.34%) 288.16K
Increased by +3.86%
Dec 31, 24
12 Northern Trust Corp 7.07M (1.27%) 993.83K
Increased by +14.05%
Dec 31, 24
13 Pershing Square Capital Management, L.p. 7.07M (1.26%) -402.23K
Decreased by -5.69%
Sep 30, 23
14 Massachusetts Financial Services Company 6.98M (1.25%) -168.58K
Decreased by -2.42%
Mar 31, 25
15 Goldman Sachs Group Inc 4.95M (0.89%) 141.70K
Increased by +2.86%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 4.79M (0.86%) -246.21K
Decreased by -5.14%
Mar 31, 25
17 Amvescap Plc. 4.71M (0.84%) -286.04K
Decreased by -6.08%
Dec 31, 24
18 Franklin Resources Inc 4.63M (0.83%) 1.26M
Increased by +27.23%
Mar 31, 25
19 Bank of New York Mellon Corp 4.09M (0.73%) -99.96K
Decreased by -2.45%
Mar 31, 25
20 T. Rowe Price Associates, Inc. 3.78M (0.68%) 225.96K
Increased by +5.98%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.12M (3.24%) 275.19K
Increased by +1.52%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 18.04M (3.23%) 754.00
Increased by +0.00%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 15.95M (2.85%) 254.81K
Increased by +1.60%
Apr 30, 25
4 AF High Growth (AFRIS) 12.85M (2.30%) 12.85M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 7.08M (1.27%) -20.89K
Decreased by -0.29%
Mar 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 6.80M (1.22%) -40.84K
Decreased by -0.60%
Apr 30, 25
11 iShares Core S&P 500 ETF 6.69M (1.20%) -6.99K
Decreased by -0.10%
Apr 30, 25
12 Global Balanced (AFRIS) 5.89M (1.05%) 5.89M
Increased by +100.00%
Feb 29, 24
13 Vanguard Value Index Inv 4.95M (0.89%) 1.18K
Increased by +0.02%
Apr 30, 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 4.70M (0.84%) -162.41K
Decreased by -3.45%
Mar 31, 25
16 MFS Value A 4.63M (0.83%) -75.53K
Decreased by -1.63%
Apr 30, 25
17 Vanguard Institutional Index I 3.47M (0.62%) -9.24K
Decreased by -0.27%
Apr 30, 25
18 JPM US Equity Income-Composite 3.27M (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
19 JPMorgan Equity Income I 3.27M (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
20 The Consumer Discret Sel SectSPDR® ETF 3.11M (0.56%) -7.97K
Decreased by -0.26%
Apr 30, 25