Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEDI 4.74%
2 FCTE 4.46%
3 PKB 4.23%
4 UTRN 4.09%
5 ITB 4.06%
6 RTH 3.85%
7 RSMV 3.70%
8 PKW 3.56%
9 CLAW 3.09%
10 XHB 3.07%
11 MAVF 3.07%
12 HOMZ 3.00%
13 AILV 2.91%
14 SHRY 2.86%
15 ESNG 2.79%
16 XLY 2.74%
17 CVRD 2.72%
18 DVGR 2.71%
19 RNLC 2.71%
20 BCUS 2.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.23M (10.05%) 924.63K
Increased by +1.64%
Dec 31, 25
2 BlackRock Inc 39.65M (7.08%) 474.78K
Increased by +1.20%
Dec 31, 25
3 JPMorgan Chase & Co 37.11M (6.63%) 1.04M
Increased by +2.81%
Mar 31, 26
4 FMR Inc 27.53M (4.92%) 1.75M
Increased by +6.35%
Dec 31, 25
5 State Street Corp 24.69M (4.41%) -342.14K
Decreased by -1.39%
Dec 31, 25
6 State Street Corporation 24.41M (4.36%) -478.64K
Decreased by -1.96%
Mar 31, 24
7 Geode Capital Management, LLC 13.33M (2.38%) 887.58K
Increased by +6.66%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 10.83M (1.93%) -739.13K
Decreased by -6.83%
Dec 31, 25
9 Bank of America Corp 9.32M (1.67%) -561.75K
Decreased by -6.03%
Dec 31, 25
10 Wells Fargo & Co 8.75M (1.56%) -226.67K
Decreased by -2.59%
Mar 31, 26
11 NORGES BANK 8.27M (1.48%) 273.13K
Increased by +3.30%
Dec 31, 25
12 Pershing Square Capital Management, L.p. 7.07M (1.26%) -402.23K
Decreased by -5.69%
Sep 30, 23
13 T. Rowe Price Associates, Inc. 6.56M (1.17%) 2.04M
Increased by +31.11%
Dec 31, 25
14 Northern Trust Corp 6.14M (1.10%) -418.23K
Decreased by -6.81%
Mar 31, 26
15 Massachusetts Financial Services Company 6.02M (1.08%) -351.67K
Decreased by -5.84%
Mar 31, 26
16 UBS Asset Mgmt Americas Inc 5.54M (0.99%) 508.16K
Increased by +9.18%
Mar 31, 26
17 Goldman Sachs Group Inc 5.10M (0.91%) 142.82K
Increased by +2.80%
Jun 30, 25
18 The Goldman Sachs Group Inc 4.37M (0.78%) -559.15K
Decreased by -12.78%
Dec 31, 25
19 Wellington Management Company LLP 4.26M (0.76%) 51.09K
Increased by +1.20%
Dec 31, 25
20 Amvescap Plc. 4.25M (0.76%) -100.17K
Decreased by -2.36%
Mar 31, 26

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 17.82M (3.18%) 80.38K
Increased by +0.45%
Mar 31, 26
3 Vanguard 500 Index Investor 14.28M (2.55%) -140.41K
Decreased by -0.98%
Mar 31, 26
4 AF High Growth (AFRIS) 12.85M (2.30%) 12.85M
Increased by +100.00%
Feb 29, 24
5 iShares Core S&P 500 ETF 7.26M (1.30%) 21.25K
Increased by +0.29%
Apr 30, 26
6 Fidelity 500 Index 7.16M (1.28%) 26.56K
Increased by +0.37%
Mar 31, 26
7 SPDR® S&P 500 ETF 7.02M (1.25%) -134.19K
Decreased by -1.91%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 6.84M (1.22%) -35.86K
Decreased by -0.52%
Mar 31, 25
9 Fidelity® 500 Index 6.83M (1.22%) 43.45K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 6.82M (1.22%) 15.35K
Increased by +0.22%
Apr 30, 24
11 SPDR® S&P 500® ETF 6.76M (1.21%) 83.24K
Increased by +1.23%
Aug 31, 25
12 State Street® SPDR® S&P 500® ETF 6.71M (1.20%) 21.84K
Increased by +0.33%
Apr 30, 26
13 Global Balanced (AFRIS) 5.89M (1.05%) 5.89M
Increased by +100.00%
Feb 29, 24
14 Fidelity Contrafund 5.86M (1.05%) 173.57K
Increased by +2.96%
Mar 31, 26
15 Vanguard Value Index Inv 5.18M (0.93%) -41.95K
Decreased by -0.81%
Mar 31, 26
16 JPM US Large Cap Growth-MA 4.86M (0.87%) 4.41M
Increased by +90.81%
Sep 30, 23
17 MFS Large Cap Value Equity 3.97M (0.71%) -295.67K
Decreased by -7.45%
Mar 31, 26
18 MFS Value A 3.97M (0.71%) -126.07K
Decreased by -3.18%
Mar 31, 26
19 JPM Tax-Smart - US Large Cap Leaders-MA 3.33M (0.59%) 3.31M
Increased by +99.39%
Mar 31, 26
20 JPM US Equity-MA 3.33M (0.59%) 3.32M
Increased by +99.91%
Mar 31, 26