Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AKRE 12.59%
2 KYC 8.14%
3 STBQ 7.41%
4 FNTC 6.84%
5 IYG 5.94%
6 IPAY 5.91%
7 LMBO 5.88%
8 TFNS 5.65%
9 BCFN 5.47%
10 XLF 5.27%
11 FCTE 5.20%
12 BCHP 5.15%
13 PCLG 5.13%
14 VFH 5.06%
15 IYJ 5.04%
16 PFI 4.98%
17 FNCL 4.84%
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 79.90M (9.12%) 466.51K
Increased by +0.58%
Dec 31, 25
2 J Stern & Co LLP 72.60M (8.29%) 72.46M
Increased by +99.81%
Dec 31, 25
3 BlackRock Inc 67.01M (7.65%) -1.29M
Decreased by -1.93%
Mar 31, 26
4 Mastercard Foundation Asset Management Corp 65.23M (7.45%) -4.89M
Decreased by -7.49%
Mar 31, 26
5 State Street Corp 36.48M (4.17%) -133.45K
Decreased by -0.37%
Mar 31, 26
6 State Street Corporation 35.04M (4.00%) 211.78K
Increased by +0.60%
Mar 31, 24
7 JPMorgan Chase & Co 32.66M (3.73%) 1.44M
Increased by +4.42%
Mar 31, 26
8 FMR Inc 24.26M (2.77%) -913.74K
Decreased by -3.77%
Mar 31, 26
9 Geode Capital Management, LLC 21.07M (2.41%) 384.84K
Increased by +1.83%
Mar 31, 26
10 T. Rowe Price Associates, Inc. 18.57M (2.12%) -466.79K
Decreased by -2.51%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 15.16M (1.73%) -883.97K
Decreased by -5.83%
Mar 31, 26
12 Capital Research Global Investors 13.88M (1.59%) 3.09M
Increased by +22.27%
Mar 31, 26
13 Laurel Wealth Advisors, LLC 13.42M (1.53%) 13.40M
Increased by +99.82%
Jun 30, 25
14 Wellington Management Company LLP 13.00M (1.48%) -495.18K
Decreased by -3.81%
Mar 31, 26
15 NORGES BANK 11.75M (1.34%) -221.77K
Decreased by -1.89%
Dec 31, 25
16 Capital Research & Mgmt Co - Division 3 10.68M (1.22%) -7.28M
Decreased by -68.19%
Mar 31, 26
17 Akre Capital Management, LLC 9.22M (1.05%) 4.16M
Increased by +45.10%
Mar 31, 24
18 Northern Trust Corp 8.69M (0.99%) -55.75K
Decreased by -0.64%
Mar 31, 26
19 Nuveen, LLC 8.23M (0.94%) 829.79K
Increased by +10.08%
Mar 31, 26
20 GAMMA Investing LLC 8.23M (0.94%) 8.21M
Increased by +99.85%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 26.12M (2.98%) -179.40K
Decreased by -0.69%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 25.39M (2.90%) 79.93K
Increased by +0.31%
Apr 30, 26
3 AF High Growth (AFRIS) 21.16M (2.42%) 21.16M
Increased by +100.00%
Feb 29, 24
4 Vanguard 500 Index Investor 21.12M (2.41%) 379.31K
Increased by +1.80%
Apr 30, 26
5 iShares Core S&P 500 ETF 10.53M (1.20%) 30.88K
Increased by +0.29%
Apr 30, 26
6 Fidelity 500 Index 10.40M (1.19%) -34.49K
Decreased by -0.33%
Mar 31, 26
7 SPDR® S&P 500 ETF 10.13M (1.16%) -218.61K
Decreased by -2.16%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 9.96M (1.14%) -77.42K
Decreased by -0.78%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 9.86M (1.13%) -51.73K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 9.80M (1.12%) 120.43K
Increased by +1.23%
Aug 31, 25
11 State Street® SPDR® S&P 500® ETF 9.74M (1.11%) 31.76K
Increased by +0.33%
Apr 30, 26
12 Global Balanced (AFRIS) 9.71M (1.11%) 9.71M
Increased by +100.00%
Feb 29, 24
13 Fidelity® 500 Index 9.70M (1.11%) 61.70K
Increased by +0.64%
Nov 30, 23
14 Vanguard Growth Index Investor 8.51M (0.97%) 44.17K
Increased by +0.52%
Apr 30, 26
15 JPM US Large Cap Growth-MA 5.94M (0.68%) 5.46M
Increased by +91.95%
Dec 31, 25
16 The Financial Select Sector SPDR® ETF 5.78M (0.66%) -18.30K
Decreased by -0.32%
Aug 31, 25
17 State Street®FinSelSectSPDR®ETF 5.70M (0.65%) 69.50K
Increased by +1.22%
Apr 30, 26
18 Financial Select Sector SPDR® ETF 5.45M (0.62%) -6.90K
Decreased by -0.13%
Mar 31, 24
19 American Funds Growth Fund of Amer A 5.15M (0.59%) -563.23K
Decreased by -10.94%
Mar 31, 26
20 Capital Group Growth Fnd of Amer Comp 5.15M (0.59%) -563.23K
Decreased by -10.94%
Mar 31, 26