Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BELT 7.54%
2 IYG 7.32%
3 LMBO 7.32%
4 FNTC 6.84%
5 XLF 6.45%
6 IPAY 6.38%
7 PFI 5.99%
8 VFH 5.69%
9 FNCL 5.63%
10 FDFF 5.56%
11 CARK 5.47%
12 SPHQ 5.44%
13 TMFE 5.22%
14 LCLG 5.17%
15 VSLU 5.10%
16 PJFG 4.95%
17 FINZ 4.83%
18 SKF 4.83%
19 SEF 4.83%
20 BAFE 4.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mastercard Foundation Asset Management Corp 84.75M (9.38%) 84.75M
Increased by +100.00%
Dec 31, 24
2 Vanguard Group Inc 77.18M (8.54%) 377.30K
Increased by +0.49%
Dec 31, 24
3 BlackRock Inc 70.44M (7.79%) 1.15M
Increased by +1.63%
Dec 31, 24
4 State Street Corp 36.06M (3.99%) 769.41K
Increased by +2.13%
Dec 31, 24
5 State Street Corporation 35.04M (3.88%) 211.78K
Increased by +0.60%
Mar 31, 24
6 JPMorgan Chase & Co 30.24M (3.35%) -29.20M
Decreased by -96.56%
Dec 31, 24
7 FMR Inc 22.27M (2.46%) 912.86K
Increased by +4.10%
Dec 31, 24
8 Capital Research & Mgmt Co - Division 3 20.28M (2.24%) -1.28M
Decreased by -6.33%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 19.19M (2.12%) 4.24K
Increased by +0.02%
Dec 31, 24
10 Geode Capital Management, LLC 18.66M (2.06%) 282.74K
Increased by +1.52%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 16.11M (1.78%) -238.87K
Decreased by -1.48%
Dec 31, 24
12 NORGES BANK 11.44M (1.27%) 36.59K
Increased by +0.32%
Dec 31, 24
13 Capital Research Global Investors 10.24M (1.13%) -1.94M
Decreased by -18.93%
Dec 31, 24
14 Wellington Management Company LLP 9.76M (1.08%) 817.84K
Increased by +8.38%
Dec 31, 24
15 Goldman Sachs Group Inc 9.30M (1.03%) 4.91M
Increased by +52.82%
Dec 31, 23
16 Akre Capital Management, LLC 9.22M (1.02%) 4.16M
Increased by +45.10%
Mar 31, 24
17 Northern Trust Corp 9.15M (1.01%) 1.21M
Increased by +13.20%
Dec 31, 24
18 Bank of New York Mellon Corp 8.99M (0.99%) -360.28K
Decreased by -4.01%
Dec 31, 24
19 International Assets Investment Management, LLC 8.04M (0.89%) 8.04M
Increased by +99.92%
Sep 30, 24
20 Franklin Resources Inc 7.71M (0.85%) 212.26K
Increased by +2.75%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 25.86M (2.86%) 89.35K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 22.73M (2.52%) 154.54K
Increased by +0.68%
Feb 28, 25
3 AF High Growth (AFRIS) 21.16M (2.34%) 21.16M
Increased by +100.00%
Feb 29, 24
4 Fidelity 500 Index 10.22M (1.13%) 45.10K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 10.13M (1.12%) -71.59K
Decreased by -0.71%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 9.96M (1.10%) -77.42K
Decreased by -0.78%
Mar 31, 24
7 Global Balanced (AFRIS) 9.71M (1.07%) 9.71M
Increased by +100.00%
Feb 29, 24
8 Fidelity® 500 Index 9.70M (1.07%) 61.70K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 9.63M (1.07%) -484.00
Decreased by -0.01%
Feb 28, 25
10 Vanguard Growth Index Investor 8.34M (0.92%) 6.37K
Increased by +0.08%
Feb 28, 25
11 American Funds Growth Fund of Amer A 7.46M (0.83%) -1.42M
Decreased by -18.98%
Dec 31, 24
12 Capital Group Growth Fnd of Amer Comp 7.46M (0.83%) -1.42M
Decreased by -18.98%
Dec 31, 24
13 The Financial Select Sector SPDR® ETF 6.13M (0.68%) 7.30K
Increased by +0.12%
Feb 28, 25
14 JPMorgan Large Cap Growth I 5.99M (0.66%) 388.06K
Increased by +6.48%
Jan 31, 25
15 Financial Select Sector SPDR® ETF 5.45M (0.60%) -6.90K
Decreased by -0.13%
Mar 31, 24
16 Vanguard Institutional Index I 5.08M (0.56%) -60.18K
Decreased by -1.18%
Feb 28, 25
17 JPM US Large Cap Growth-MA 4.61M (0.51%) 4.39M
Increased by +95.20%
Sep 30, 23
18 American Funds American Balanced A 4.57M (0.51%) 0.00
Increased by 0.00%
Dec 31, 24
19 Vanguard Dividend Appreciation ETF 4.53M (0.50%) 21.40K
Increased by +0.47%
Feb 28, 25
20 iShares MSCI USA Quality Factor ETF 4.33M (0.48%) 24.31K
Increased by +0.56%
Feb 28, 25