Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 4.80%
2 PKB 4.33%
3 RTH 4.24%
4 UTRN 4.09%
5 PKW 3.56%
6 XLY 3.55%
7 STNC 3.30%
8 XHB 3.30%
9 CLAW 3.09%
10 NAIL 3.09%
11 HOMZ 2.98%
12 AILV 2.91%
13 DIVL 2.87%
14 ESNG 2.79%
15 MILN 2.72%
16 RNLC 2.71%
17 BDIV 2.60%
18 BCUS 2.60%
19 JHMC 2.55%
20 UCC 2.46%

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 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 (1.27%) -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 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 US Total Market Shares ETF 18.04M (3.23%) 754.00
Increased by +0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 17.85M (3.20%) 36.48K
Increased by +0.20%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 15.69M (2.81%) -40.30K
Decreased by -0.26%
Mar 31, 25
4 AF High Growth (AFRIS) 12.85M (2.30%) 12.85M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 7.08M (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 6.85M (1.23%) 5.64K
Increased by +0.08%
Apr 30, 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 iShares Core S&P 500 ETF 6.70M (1.20%) -6.66K
Decreased by -0.10%
Apr 29, 25
12 Global Balanced (AFRIS) 5.89M (1.06%) 5.89M
Increased by +100.00%
Feb 29, 24
13 Vanguard Value Index Inv 4.95M (0.89%) 75.70K
Increased by +1.53%
Mar 31, 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 4.70M (0.84%) -26.47K
Decreased by -0.56%
Mar 31, 25
17 Vanguard Institutional Index I 3.48M (0.62%) -41.30K
Decreased by -1.19%
Mar 31, 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 3.12M (0.56%) 3.19K
Increased by +0.10%
Apr 30, 25