Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEDI 5.63%
2 RTH 4.94%
3 FMCX 4.80%
4 ITB 4.41%
5 PKB 4.33%
6 UTRN 4.09%
7 XLY 3.57%
8 PKW 3.56%
9 XHB 3.38%
10 NAIL 3.21%
11 HOMZ 3.10%
12 CLAW 3.09%
13 DIVL 3.08%
14 CVRD 3.08%
15 SHRY 3.01%
16 AILV 2.91%
17 MILN 2.84%
18 BDIV 2.80%
19 ESNG 2.79%
20 RNLC 2.71%

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 39.53M (7.06%) -28.59K
Decreased by -0.07%
Mar 31, 25
3 JPMorgan Chase & Co 27.71M (4.95%) 2.07M
Increased by +7.46%
Mar 31, 25
4 FMR Inc 27.29M (4.87%) 1.02M
Increased by +3.73%
Mar 31, 25
5 State Street Corp 24.70M (4.41%) -828.94K
Decreased by -3.36%
Mar 31, 25
6 State Street Corporation 24.41M (4.36%) -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 (1.94%) 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 10.36M (1.85%) -115.60K
Decreased by -1.12%
Mar 31, 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 6.92M (1.24%) -149.79K
Decreased by -2.16%
Mar 31, 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 Amvescap Plc. 5.21M (0.93%) 501.15K
Increased by +9.62%
Mar 31, 25
17 Goldman Sachs Group Inc 5.10M (0.91%) 142.82K
Increased by +2.80%
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 4.09M (0.73%) -99.96K
Decreased by -2.45%
Mar 31, 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 Institutional 500 Index Trust 16.06M (2.87%) 111.72K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 13.86M (2.47%) -2.03M
Decreased by -14.65%
Jul 31, 25
5 AF High Growth (AFRIS) 12.85M (2.29%) 12.85M
Increased by +100.00%
Feb 29, 24
6 Fidelity 500 Index 7.09M (1.27%) -32.05K
Decreased by -0.45%
Jun 30, 25
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 6.85M (1.22%) 29.28K
Increased by +0.43%
Jul 31, 25
9 SPDR® S&P 500® ETF Trust 6.84M (1.22%) -35.86K
Decreased by -0.52%
Mar 31, 25
10 Fidelity® 500 Index 6.83M (1.22%) 43.45K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 6.82M (1.22%) 15.35K
Increased by +0.22%
Apr 30, 24
12 iShares Core S&P 500 ETF 6.69M (1.19%) 30.36K
Increased by +0.45%
Jul 31, 25
13 Global Balanced (AFRIS) 5.89M (1.05%) 5.89M
Increased by +100.00%
Feb 29, 24
14 Vanguard Value Index Inv 4.96M (0.89%) -5.06K
Decreased by -0.10%
Jul 31, 25
15 JPM US Large Cap Growth-MA 4.86M (0.87%) 4.41M
Increased by +90.81%
Sep 30, 23
16 MFS Large Cap Value Equity 4.55M (0.81%) -155.33K
Decreased by -3.42%
Jun 30, 25
17 MFS Value A 4.55M (0.81%) -51.32K
Decreased by -1.13%
Jun 30, 25
18 Vanguard Institutional Index I 3.38M (0.60%) -38.03K
Decreased by -1.12%
Jul 31, 25
19 JPM US Equity Income-Composite 3.27M (0.58%) 0.00
Increased by 0.00%
Jun 30, 25
20 JPMorgan Equity Income I 3.27M (0.58%) 0.00
Increased by 0.00%
Jun 30, 25