Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.29%
2 EGGQ 5.26%
3 PPH 4.70%
4 FXG 4.55%
5 RTH 4.53%
6 AHOY 4.46%
7 USSE 4.39%
8 IYK 4.13%
9 TXS 4.11%
10 UTRN 4.10%
11 STNC 4.09%
12 SSPX 3.52%
13 BVNSC 3.26%
14 VSMV 3.17%
15 MFSV 3.15%
16 RNLC 3.13%
17 SHRY 3.10%
18 PEZ 3.07%
19 JDOC 3.05%
20 PVAL 3.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.84M (9.48%) -47.05K
Decreased by -0.40%
Mar 31, 25
2 BlackRock Inc 10.89M (8.72%) 449.31K
Increased by +4.13%
Mar 31, 25
3 State Street Corporation 6.24M (5.00%) -76.51K
Decreased by -1.23%
Mar 31, 24
4 State Street Corp 5.69M (4.56%) -17.36K
Decreased by -0.30%
Mar 31, 25
5 Massachusetts Financial Services Company 4.60M (3.69%) -116.15K
Decreased by -2.52%
Mar 31, 25
6 JPMorgan Chase & Co 4.49M (3.59%) 135.93K
Increased by +3.03%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 2.83M (2.27%) -16.02K
Decreased by -0.57%
Mar 31, 25
8 Franklin Resources Inc 2.71M (2.17%) 90.45K
Increased by +3.34%
Mar 31, 25
9 Geode Capital Management, LLC 2.71M (2.17%) 45.20K
Increased by +1.67%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 2.41M (1.93%) 1.74K
Increased by +0.07%
Mar 31, 25
11 GAMMA Investing LLC 2.39M (1.92%) 2.39M
Increased by +99.87%
Mar 31, 25
12 Viking Global Investors LP 2.23M (1.79%) 775.48K
Increased by +34.72%
Dec 31, 23
13 NORGES BANK 2.11M (1.69%) -176.84K
Decreased by -8.40%
Dec 31, 24
14 Putnam Investments LLC 2.00M (1.60%) 62.24K
Increased by +3.12%
Dec 31, 23
15 Putnam Investments, LLC., a Franklin Templeton company 2.00M (1.60%) 62.24K
Increased by +3.12%
Dec 31, 23
16 Royal Bank of Canada 1.83M (1.46%) -8.66K
Decreased by -0.47%
Mar 31, 25
17 FMR Inc 1.61M (1.29%) -930.84K
Decreased by -57.67%
Mar 31, 25
18 Bank of America Corp 1.61M (1.29%) 92.78K
Increased by +5.76%
Mar 31, 25
19 Northern Trust Corp 1.54M (1.24%) 10.18K
Increased by +0.66%
Mar 31, 25
20 Boston Partners Global Investors, Inc 1.46M (1.17%) 365.48K
Increased by +25.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.50M (3.61%) 4.50M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 4.11M (3.29%) -11.16K
Decreased by -0.27%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.02M (3.22%) 61.58K
Increased by +1.53%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 3.54M (2.83%) 56.75K
Increased by +1.60%
Apr 30, 25
5 MFS Large Cap Value Equity 2.69M (2.15%) 6.40K
Increased by +0.24%
Mar 31, 25
6 MFS Value A 2.53M (2.03%) -155.57K
Decreased by -6.15%
Apr 30, 25
7 JPM US Large Cap Growth-MA 2.08M (1.66%) 1.91M
Increased by +91.88%
Sep 30, 23
8 Global Balanced (AFRIS) 2.07M (1.65%) 2.07M
Increased by +100.00%
Feb 29, 24
9 T. Rowe Price Capital Appreciation 1.84M (1.48%) -96.90K
Decreased by -5.25%
Mar 31, 25
10 JPMorgan Large Cap Growth I 1.58M (1.27%) 140.31K
Increased by +8.86%
Apr 30, 25
11 Fidelity 500 Index 1.57M (1.26%) 1.94K
Increased by +0.12%
Apr 30, 25
12 Fidelity® 500 Index 1.57M (1.26%) 10.00K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500 ETF 1.56M (1.25%) -42.41K
Decreased by -2.72%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 1.55M (1.24%) 3.51K
Increased by +0.23%
Apr 30, 24
15 SPDR® S&P 500® ETF Trust 1.52M (1.22%) -7.99K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.50M (1.20%) -6.73K
Decreased by -0.45%
May 31, 25
17 iShares Core S&P 500 ETF 1.45M (1.16%) 0.00
Increased by 0.00%
May 31, 25
18 Putnam US Large Cap Value Equity 1.25M (1.00%) 55.00K
Increased by +4.42%
Mar 31, 25
19 Putnam Large Cap Value A 1.14M (0.92%) -101.92K
Decreased by -8.91%
Apr 30, 25
20 Vanguard Value Index Inv 1.10M (0.88%) -209.00
Decreased by -0.02%
Apr 30, 25