Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.01%
2 FMCX 4.80%
3 RTH 4.46%
4 UTRN 4.09%
5 XLY 3.82%
6 PKW 3.56%
7 XHB 3.45%
8 NAIL 3.32%
9 STNC 3.30%
10 CLAW 3.09%
11 HOMZ 3.01%
12 UCC 2.96%
13 DIVL 2.95%
14 AILV 2.91%
15 ESNG 2.79%
16 BDIV 2.75%
17 MILN 2.75%
18 RNLC 2.71%
19 WANT 2.61%
20 BCUS 2.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.38M (9.74%) -17.74K
Decreased by -0.03%
Dec 31, 24
2 BlackRock Inc 39.56M (7.08%) 643.55K
Increased by +1.63%
Dec 31, 24
3 FMR Inc 26.27M (4.70%) 259.77K
Increased by +0.99%
Dec 31, 24
4 JPMorgan Chase & Co 25.65M (4.59%) -26.92M
Decreased by -104.98%
Dec 31, 24
5 State Street Corp 25.53M (4.57%) 519.23K
Increased by +2.03%
Dec 31, 24
6 State Street Corporation 24.41M (4.37%) -478.64K
Decreased by -1.96%
Mar 31, 24
7 Geode Capital Management, LLC 11.98M (2.14%) 245.88K
Increased by +2.05%
Dec 31, 24
8 Wells Fargo & Co 10.48M (1.88%) -51.64K
Decreased by -0.49%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 10.38M (1.86%) 136.22K
Increased by +1.31%
Dec 31, 24
10 Bank of America Corp 9.69M (1.73%) -1.14M
Decreased by -11.72%
Dec 31, 24
11 NORGES BANK 7.47M (1.34%) 288.16K
Increased by +3.86%
Dec 31, 24
12 Massachusetts Financial Services Company 7.15M (1.28%) -329.44K
Decreased by -4.61%
Dec 31, 24
13 Northern Trust Corp 7.07M (1.27%) 993.83K
Increased by +14.05%
Dec 31, 24
14 Pershing Square Capital Management, L.p. 7.07M (1.27%) -402.23K
Decreased by -5.69%
Sep 30, 23
15 UBS Asset Mgmt Americas Inc 5.04M (0.90%) 323.37K
Increased by +6.42%
Dec 31, 24
16 Goldman Sachs Group Inc 4.81M (0.86%) -31.08K
Decreased by -0.65%
Dec 31, 24
17 Amvescap Plc. 4.71M (0.84%) -286.04K
Decreased by -6.08%
Dec 31, 24
18 Bank of New York Mellon Corp 4.19M (0.75%) 385.99K
Increased by +9.22%
Dec 31, 24
19 Aristotle Capital Management LLC 3.85M (0.69%) -25.66K
Decreased by -0.67%
Dec 31, 24
20 Legal & General Group PLC 3.70M (0.66%) -339.18K
Decreased by -9.16%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.81M (3.19%) 62.28K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 15.73M (2.82%) 107.17K
Increased by +0.68%
Feb 28, 25
3 AF High Growth (AFRIS) 12.85M (2.30%) 12.85M
Increased by +100.00%
Feb 29, 24
4 Fidelity 500 Index 7.07M (1.27%) 31.21K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 7.01M (1.25%) -51.95K
Decreased by -0.74%
Feb 28, 25
6 Fidelity® 500 Index 6.83M (1.22%) 43.45K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 6.82M (1.22%) 15.35K
Increased by +0.22%
Apr 30, 24
8 iShares Core S&P 500 ETF 6.66M (1.19%) -335.00
Decreased by -0.01%
Feb 28, 25
9 Global Balanced (AFRIS) 5.89M (1.06%) 5.89M
Increased by +100.00%
Feb 29, 24
10 Vanguard Value Index Inv 4.88M (0.87%) 32.41K
Increased by +0.66%
Feb 28, 25
11 MFS Large Cap Value Equity 4.87M (0.87%) -160.15K
Decreased by -3.29%
Dec 31, 24
12 JPM US Large Cap Growth-MA 4.86M (0.87%) 4.41M
Increased by +90.81%
Sep 30, 23
13 MFS Value A 4.73M (0.85%) -78.96K
Decreased by -1.67%
Feb 28, 25
14 The Consumer Discret Sel SectSPDR® ETF 3.64M (0.65%) -7.03K
Decreased by -0.19%
Feb 28, 25
15 Vanguard Institutional Index I 3.52M (0.63%) -41.87K
Decreased by -1.19%
Feb 28, 25
16 JPM US Equity Income-Composite 3.27M (0.59%) 140.76K
Increased by +4.30%
Dec 31, 24
17 JPMorgan Equity Income I 3.27M (0.59%) 0.00
Increased by 0.00%
Jan 31, 25
18 Vanguard Dividend Appreciation ETF 3.14M (0.56%) 14.90K
Increased by +0.47%
Feb 28, 25
19 Consumer Discret Sel Sect SPDR® ETF 3.11M (0.56%) -15.76K
Decreased by -0.51%
Apr 30, 24
20 JPM US Equity-MA 3.10M (0.55%) -46.56K
Decreased by -1.50%
Sep 30, 24