Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EGGQ 5.26%
2 SEMG 4.76%
3 FCTE 4.65%
4 CTEF 4.61%
5 GKAT 4.47%
6 AHOY 4.46%
7 UTRN 4.10%
8 STNC 4.09%
9 USSE 4.04%
10 TXS 4.02%
11 EASY 4.02%
12 EGGS 3.89%
13 CWS 3.83%
14 FXG 3.83%
15 PPH 3.72%
16 KAT 3.72%
17 IYK 3.67%
18 RTH 3.62%
19 SSPX 3.61%
20 BVNSC 3.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.10M (10.09%) 73.11K
Increased by +0.60%
Dec 31, 25
2 BlackRock Inc 11.49M (9.57%) 193.51K
Increased by +1.68%
Dec 31, 25
3 State Street Corporation 6.24M (5.20%) -76.51K
Decreased by -1.23%
Mar 31, 24
4 State Street Corp 5.78M (4.82%) 29.66K
Increased by +0.51%
Dec 31, 25
5 JPMorgan Chase & Co 3.27M (2.72%) 679.08K
Increased by +20.78%
Mar 31, 26
6 FMR Inc 3.21M (2.67%) 276.37K
Increased by +8.62%
Dec 31, 25
7 Franklin Resources Inc 3.06M (2.55%) 237.19K
Increased by +7.74%
Mar 31, 26
8 Massachusetts Financial Services Company 2.90M (2.42%) -545.89K
Decreased by -18.82%
Mar 31, 26
9 Geode Capital Management, LLC 2.86M (2.38%) 25.08K
Increased by +0.88%
Dec 31, 25
10 AllianceBernstein L.P. 2.49M (2.07%) 92.00K
Increased by +3.70%
Dec 31, 25
11 GAMMA Investing LLC 2.39M (1.99%) 2.39M
Increased by +99.87%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 2.39M (1.99%) -80.72K
Decreased by -3.38%
Dec 31, 25
13 Viking Global Investors LP 2.23M (1.86%) 775.48K
Increased by +34.72%
Dec 31, 23
14 NORGES BANK 2.01M (1.68%) 175.13K
Increased by +8.70%
Dec 31, 25
15 Putnam Investments LLC 2.00M (1.66%) 62.24K
Increased by +3.12%
Dec 31, 23
16 Putnam Investments, LLC., a Franklin Templeton company 2.00M (1.66%) 62.24K
Increased by +3.12%
Dec 31, 23
17 Bank of America Corp 1.50M (1.25%) -170.77K
Decreased by -11.36%
Dec 31, 25
18 Amvescap Plc. 1.49M (1.24%) 438.86K
Increased by +29.42%
Mar 31, 26
19 Northern Trust Corp 1.46M (1.22%) -28.05K
Decreased by -1.92%
Mar 31, 26
20 Royal Bank of Canada 1.44M (1.20%) -104.14K
Decreased by -7.23%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.50M (3.75%) 4.50M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 4.11M (3.42%) -11.16K
Decreased by -0.27%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.89M (3.24%) -13.21K
Decreased by -0.34%
Mar 31, 26
4 Vanguard 500 Index Investor 3.12M (2.60%) -55.40K
Decreased by -1.78%
Mar 31, 26
5 Global Balanced (AFRIS) 2.07M (1.72%) 2.07M
Increased by +100.00%
Feb 29, 24
6 MFS Large Cap Value Equity 1.65M (1.37%) -380.40K
Decreased by -23.11%
Mar 31, 26
7 MFS Value A 1.65M (1.37%) -299.79K
Decreased by -18.21%
Mar 31, 26
8 iShares Core S&P 500 ETF 1.58M (1.32%) 4.62K
Increased by +0.29%
Apr 30, 26
9 Fidelity® 500 Index 1.57M (1.31%) 10.00K
Increased by +0.64%
Nov 30, 23
10 Fidelity 500 Index 1.56M (1.30%) -6.51K
Decreased by -0.42%
Mar 31, 26
11 SPDR® S&P 500 ETF 1.56M (1.30%) -42.41K
Decreased by -2.72%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 1.55M (1.30%) 3.51K
Increased by +0.23%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 1.52M (1.26%) -7.99K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.51M (1.26%) 18.47K
Increased by +1.22%
Aug 31, 25
15 State Street® SPDR® S&P 500® ETF 1.46M (1.22%) 4.76K
Increased by +0.33%
Apr 30, 26
16 Putnam Large Cap Value A 1.23M (1.02%) 25.44K
Increased by +2.07%
Mar 31, 26
17 JPMorgan Large Cap Growth I 1.17M (0.98%) 0.00
Increased by 0.00%
Mar 31, 26
18 Putnam US Large Cap Value Equity 1.16M (0.97%) 0.00
Increased by 0.00%
Dec 31, 25
19 Vanguard Value Index Inv 1.13M (0.94%) -18.07K
Decreased by -1.60%
Mar 31, 26
20 T. Rowe Price Capital Appreciation 1.13M (0.94%) -258.00
Decreased by -0.02%
Jul 31, 25