Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EGGQ 5.26%
2 FCTE 4.73%
3 PPH 4.56%
4 AHOY 4.46%
5 USSE 4.39%
6 UTRN 4.10%
7 STNC 4.09%
8 RTH 3.99%
9 TXS 3.83%
10 IYK 3.75%
11 FXG 3.74%
12 FMKT 3.68%
13 BVNSC 3.26%
14 SSPX 3.25%
15 PEZ 3.22%
16 VSMV 3.17%
17 RNLC 3.13%
18 PVAL 2.88%
19 MFSV 2.86%
20 LCAP 2.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.84M (9.53%) -47.05K
Decreased by -0.40%
Mar 31, 25
2 BlackRock Inc 10.89M (8.77%) 449.31K
Increased by +4.13%
Mar 31, 25
3 State Street Corporation 6.24M (5.03%) -76.51K
Decreased by -1.23%
Mar 31, 24
4 State Street Corp 5.69M (4.58%) -17.36K
Decreased by -0.30%
Mar 31, 25
5 Massachusetts Financial Services Company 4.60M (3.71%) -116.15K
Decreased by -2.52%
Mar 31, 25
6 JPMorgan Chase & Co 4.49M (3.61%) 135.93K
Increased by +3.03%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 2.83M (2.28%) -16.02K
Decreased by -0.57%
Mar 31, 25
8 Franklin Resources Inc 2.71M (2.18%) 90.45K
Increased by +3.34%
Mar 31, 25
9 Geode Capital Management, LLC 2.71M (2.18%) 45.20K
Increased by +1.67%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 2.41M (1.94%) 1.74K
Increased by +0.07%
Mar 31, 25
11 GAMMA Investing LLC 2.39M (1.93%) 2.39M
Increased by +99.87%
Mar 31, 25
12 Viking Global Investors LP 2.23M (1.80%) 775.48K
Increased by +34.72%
Dec 31, 23
13 NORGES BANK 2.11M (1.70%) -176.84K
Decreased by -8.40%
Dec 31, 24
14 Putnam Investments LLC 2.00M (1.61%) 62.24K
Increased by +3.12%
Dec 31, 23
15 Putnam Investments, LLC., a Franklin Templeton company 2.00M (1.61%) 62.24K
Increased by +3.12%
Dec 31, 23
16 Royal Bank of Canada 1.83M (1.47%) -8.66K
Decreased by -0.47%
Mar 31, 25
17 FMR Inc 1.61M (1.30%) -930.84K
Decreased by -57.67%
Mar 31, 25
18 Bank of America Corp 1.61M (1.30%) 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 (1.18%) 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 (3.63%) 4.50M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 4.11M (3.31%) -11.16K
Decreased by -0.27%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.02M (3.24%) -8.23K
Decreased by -0.20%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 3.56M (2.87%) 24.51K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 3.55M (2.86%) -13.60K
Decreased by -0.38%
Jun 30, 25
6 MFS Large Cap Value Equity 2.36M (1.90%) -329.43K
Decreased by -13.98%
Jun 30, 25
7 MFS Value A 2.36M (1.90%) -26.58K
Decreased by -1.13%
Jun 30, 25
8 JPM US Large Cap Growth-MA 2.08M (1.67%) 1.91M
Increased by +91.88%
Sep 30, 23
9 Global Balanced (AFRIS) 2.07M (1.66%) 2.07M
Increased by +100.00%
Feb 29, 24
10 Fidelity 500 Index 1.59M (1.28%) 4.07K
Increased by +0.26%
Jun 30, 25
11 JPMorgan Large Cap Growth I 1.58M (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity® 500 Index 1.57M (1.27%) 10.00K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500 ETF 1.56M (1.26%) -42.41K
Decreased by -2.72%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 1.55M (1.25%) 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 1.52M (1.22%) -6.36K
Decreased by -0.42%
Jul 31, 25
17 iShares Core S&P 500 ETF 1.49M (1.20%) -148.00
Decreased by -0.01%
Jul 30, 25
18 Putnam Large Cap Value A 1.14M (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
19 Putnam US Large Cap Value Equity 1.14M (0.92%) -101.92K
Decreased by -8.91%
Jun 30, 25
20 T. Rowe Price Capital Appreciation 1.13M (0.91%) -230.20K
Decreased by -20.36%
Jun 30, 25