Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 7.08%
2 FNTC 6.84%
3 IYJ 6.53%
4 BELT 6.46%
5 XLF 6.39%
6 TFNS 6.17%
7 LMBO 5.95%
8 IPAY 5.84%
9 FNCL 5.58%
10 VFH 5.44%
11 GRW 5.43%
12 BCHP 5.20%
13 LCOW 5.15%
14 FCTE 5.10%
15 TMFE 5.05%
16 QUSA 4.95%
17 SPHQ 4.85%
18 SKF 4.83%
19 SEF 4.83%
20 FINZ 4.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 78.48M (8.76%) 931.13K
Increased by +1.19%
Jun 30, 25
2 Mastercard Foundation Asset Management Corp 75.19M (8.39%) -4.35M
Decreased by -5.78%
Jun 30, 25
3 BlackRock Inc 69.53M (7.76%) -902.33K
Decreased by -1.30%
Mar 31, 25
4 State Street Corp 36.06M (4.02%) 5.46K
Increased by +0.02%
Mar 31, 25
5 State Street Corporation 35.04M (3.91%) 211.78K
Increased by +0.60%
Mar 31, 24
6 JPMorgan Chase & Co 31.01M (3.46%) 772.09K
Increased by +2.49%
Mar 31, 25
7 FMR Inc 22.80M (2.54%) 532.89K
Increased by +2.34%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 20.31M (2.27%) 209.27K
Increased by +1.03%
Jun 30, 25
9 Geode Capital Management, LLC 19.22M (2.14%) 559.92K
Increased by +2.91%
Mar 31, 25
10 Capital Research & Mgmt Co - Division 3 17.43M (1.95%) 77.91K
Increased by +0.45%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 16.12M (1.80%) 3.26K
Increased by +0.02%
Mar 31, 25
12 Wellington Management Company LLP 12.28M (1.37%) -1.24M
Decreased by -10.12%
Jun 30, 25
13 NORGES BANK 11.97M (1.34%) 531.33K
Increased by +4.44%
Jun 30, 25
14 Capital Research Global Investors 9.72M (1.08%) -504.12K
Decreased by -5.19%
Jun 30, 25
15 Akre Capital Management, LLC 9.22M (1.03%) 4.16M
Increased by +45.10%
Mar 31, 24
16 Northern Trust Corp 9.07M (1.01%) -79.22K
Decreased by -0.87%
Mar 31, 25
17 Bank of New York Mellon Corp 8.73M (0.97%) -261.20K
Decreased by -2.99%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 8.23M (0.92%) 1.05M
Increased by +12.78%
Jun 30, 25
19 GAMMA Investing LLC 8.23M (0.92%) 8.21M
Increased by +99.85%
Mar 31, 25
20 International Assets Investment Management, LLC 8.04M (0.90%) 8.04M
Increased by +99.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 26.12M (2.92%) -179.40K
Decreased by -0.69%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 26.07M (2.91%) -102.29K
Decreased by -0.39%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 23.16M (2.59%) 161.40K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 23.02M (2.57%) -142.18K
Decreased by -0.62%
Jun 30, 25
5 AF High Growth (AFRIS) 21.16M (2.36%) 21.16M
Increased by +100.00%
Feb 29, 24
6 Fidelity 500 Index 10.28M (1.15%) 2.75K
Increased by +0.03%
Jun 30, 25
7 SPDR® S&P 500 ETF 10.13M (1.13%) -218.61K
Decreased by -2.16%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 9.96M (1.11%) -77.42K
Decreased by -0.78%
Mar 31, 24
9 SPDR® S&P 500® ETF 9.92M (1.11%) 42.45K
Increased by +0.43%
Jul 31, 25
10 SPDR® S&P 500® ETF Trust 9.86M (1.10%) -51.73K
Decreased by -0.52%
Mar 31, 25
11 Global Balanced (AFRIS) 9.71M (1.08%) 9.71M
Increased by +100.00%
Feb 29, 24
12 Fidelity® 500 Index 9.70M (1.08%) 61.70K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 9.69M (1.08%) 44.07K
Increased by +0.45%
Jul 31, 25
14 Vanguard Growth Index Investor 8.38M (0.94%) -51.53K
Decreased by -0.62%
Jun 30, 25
15 JPMorgan Large Cap Growth I 5.99M (0.67%) 0.00
Increased by 0.00%
Jun 30, 25
16 American Funds Growth Fund of Amer A 5.83M (0.65%) -599.67K
Decreased by -10.29%
Jun 30, 25
17 Capital Group Growth Fnd of Amer Comp 5.83M (0.65%) -599.67K
Decreased by -10.29%
Jun 30, 25
18 The Financial Select Sector SPDR® ETF 5.78M (0.65%) 43.62K
Increased by +0.75%
Jul 31, 25
19 Financial Select Sector SPDR® ETF 5.45M (0.61%) -6.90K
Decreased by -0.13%
Mar 31, 24
20 Vanguard Institutional Index I 4.96M (0.55%) -41.33K
Decreased by -0.83%
Jun 30, 25