Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BELT 7.77%
2 IYG 7.45%
3 FNTC 6.84%
4 PFI 6.66%
5 XLF 6.57%
6 IPAY 6.43%
7 FDFF 6.39%
8 VFH 5.81%
9 FNCL 5.79%
10 CEPI 5.56%
11 GGRW 5.45%
12 SPHQ 5.41%
13 PCGG 5.21%
14 LMBO 5.03%
15 NUGO 4.98%
16 LCLG 4.96%
17 TMFE 4.95%
18 CARK 4.84%
19 SKF 4.83%
20 SEF 4.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mastercard Foundation Asset Management Corp 79.54M (8.84%) -5.21M
Decreased by -6.55%
Mar 31, 25
2 Vanguard Group Inc 77.54M (8.62%) 365.54K
Increased by +0.47%
Mar 31, 25
3 BlackRock Inc 69.53M (7.73%) -902.33K
Decreased by -1.30%
Mar 31, 25
4 State Street Corp 36.06M (4.01%) 5.46K
Increased by +0.02%
Mar 31, 25
5 State Street Corporation 35.04M (3.89%) 211.78K
Increased by +0.60%
Mar 31, 24
6 JPMorgan Chase & Co 31.01M (3.45%) 772.09K
Increased by +2.49%
Mar 31, 25
7 FMR Inc 22.80M (2.53%) 532.89K
Increased by +2.34%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 20.10M (2.23%) 907.18K
Increased by +4.51%
Mar 31, 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 17.35M (1.93%) -2.93M
Decreased by -16.89%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 16.12M (1.79%) 3.26K
Increased by +0.02%
Mar 31, 25
12 Wellington Management Company LLP 13.53M (1.50%) 3.77M
Increased by +27.84%
Mar 31, 25
13 NORGES BANK 11.44M (1.27%) 36.59K
Increased by +0.32%
Dec 31, 24
14 Capital Research Global Investors 10.22M (1.14%) -20.81K
Decreased by -0.20%
Mar 31, 25
15 Akre Capital Management, LLC 9.22M (1.02%) 4.16M
Increased by +45.10%
Mar 31, 24
16 Northern Trust Corp 9.15M (1.02%) 1.21M
Increased by +13.20%
Dec 31, 24
17 Bank of New York Mellon Corp 8.73M (0.97%) -261.20K
Decreased by -2.99%
Mar 31, 25
18 GAMMA Investing LLC 8.23M (0.91%) 8.21M
Increased by +99.85%
Mar 31, 25
19 International Assets Investment Management, LLC 8.04M (0.89%) 8.04M
Increased by +99.92%
Sep 30, 24
20 Franklin Resources Inc 7.80M (0.87%) 90.76K
Increased by +1.16%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 26.14M (2.90%) 391.26K
Increased by +1.50%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 26.12M (2.90%) -179.40K
Decreased by -0.69%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 23.00M (2.56%) 367.29K
Increased by +1.60%
Apr 30, 25
4 AF High Growth (AFRIS) 21.16M (2.35%) 21.16M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 10.22M (1.14%) -48.62K
Decreased by -0.48%
Mar 31, 25
6 SPDR® S&P 500 ETF 10.13M (1.13%) -218.61K
Decreased by -2.16%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 9.96M (1.11%) -77.42K
Decreased by -0.78%
Mar 31, 24
8 SPDR® S&P 500® ETF Trust 9.86M (1.10%) -51.73K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 9.81M (1.09%) -58.92K
Decreased by -0.60%
Apr 30, 25
10 Global Balanced (AFRIS) 9.71M (1.08%) 9.71M
Increased by +100.00%
Feb 29, 24
11 Fidelity® 500 Index 9.70M (1.08%) 61.70K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 9.65M (1.07%) -10.08K
Decreased by -0.10%
Apr 30, 25
13 Vanguard Growth Index Investor 8.41M (0.93%) 77.97K
Increased by +0.93%
Apr 30, 25
14 American Funds Growth Fund of Amer A 6.43M (0.71%) -1.03M
Decreased by -15.99%
Mar 31, 25
15 Capital Group Growth Fnd of Amer Comp 6.43M (0.71%) -1.03M
Decreased by -15.99%
Mar 31, 25
16 JPMorgan Large Cap Growth I 5.99M (0.67%) 0.00
Increased by 0.00%
Mar 31, 25
17 The Financial Select Sector SPDR® ETF 5.85M (0.65%) -43.65K
Decreased by -0.75%
Apr 30, 25
18 Financial Select Sector SPDR® ETF 5.45M (0.61%) -6.90K
Decreased by -0.13%
Mar 31, 24
19 Vanguard Institutional Index I 5.00M (0.56%) -12.83K
Decreased by -0.26%
Apr 30, 25
20 JPM US Large Cap Growth-MA 4.61M (0.51%) 4.39M
Increased by +95.20%
Sep 30, 23