Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEDI 5.06%
2 FMCX 4.80%
3 RTH 4.42%
4 PKB 4.33%
5 ITB 4.27%
6 UTRN 4.09%
7 PKW 3.56%
8 NAIL 3.43%
9 XHB 3.23%
10 XLY 3.18%
11 CLAW 3.09%
12 AILV 2.91%
13 HOMZ 2.90%
14 ESNG 2.79%
15 DIVL 2.78%
16 RNLC 2.71%
17 SHRY 2.65%
18 BCUS 2.60%
19 MILN 2.57%
20 JHMC 2.55%

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 10.36M (1.85%) -115.60K
Decreased by -1.12%
Mar 31, 25
11 NORGES BANK 7.47M (1.34%) 288.16K
Increased by +3.86%
Dec 31, 24
12 Pershing Square Capital Management, L.p. 7.07M (1.26%) -402.23K
Decreased by -5.69%
Sep 30, 23
13 Massachusetts Financial Services Company 6.98M (1.25%) -168.58K
Decreased by -2.42%
Mar 31, 25
14 Northern Trust Corp 6.92M (1.24%) -149.79K
Decreased by -2.16%
Mar 31, 25
15 Amvescap Plc. 5.21M (0.93%) 501.15K
Increased by +9.62%
Mar 31, 25
16 Goldman Sachs Group Inc 4.95M (0.89%) 141.70K
Increased by +2.86%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 4.79M (0.86%) -246.21K
Decreased by -5.14%
Mar 31, 25
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 18.14M (3.24%) 16.64K
Increased by +0.09%
May 31, 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 16.06M (2.87%) 111.72K
Increased by +0.70%
May 31, 25
4 AF High Growth (AFRIS) 12.85M (2.30%) 12.85M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 7.12M (1.27%) 30.97K
Increased by +0.43%
May 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 6.75M (1.21%) -23.69K
Decreased by -0.35%
Jun 30, 25
11 iShares Core S&P 500 ETF 6.64M (1.19%) 10.56K
Increased by +0.16%
Jun 30, 25
12 Global Balanced (AFRIS) 5.89M (1.05%) 5.89M
Increased by +100.00%
Feb 29, 24
13 Vanguard Value Index Inv 4.96M (0.89%) 9.90K
Increased by +0.20%
May 31, 25
14 JPM US Large Cap Growth-MA 4.86M (0.87%) 4.41M
Increased by +90.81%
Sep 30, 23
15 MFS Value A 4.60M (0.82%) -28.48K
Decreased by -0.62%
May 31, 25
16 MFS Large Cap Value Equity 4.55M (0.81%) -155.33K
Decreased by -3.42%
Jun 30, 25
17 Vanguard Institutional Index I 3.47M (0.62%) 135.00
Increased by +0.00%
May 31, 25
18 JPM US Equity Income-Composite 3.27M (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
19 JPMorgan Equity Income I 3.27M (0.59%) 0.00
Increased by 0.00%
May 31, 25
20 The Consumer Discret Sel SectSPDR® ETF 3.27M (0.58%) -12.62K
Decreased by -0.39%
Jun 30, 25