Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KAT 6.58%
2 RTH 5.49%
3 FCTE 5.47%
4 SEMG 5.38%
5 TXS 5.28%
6 EGGQ 5.26%
7 PPH 4.89%
8 FXG 4.72%
9 IYK 4.62%
10 GKAT 4.47%
11 AHOY 4.46%
12 UTRN 4.10%
13 STNC 4.09%
14 ATFV 4.07%
15 PEZ 3.64%
16 MFSV 3.62%
17 SSPX 3.61%
18 USSE 3.52%
19 PVAL 3.26%
20 BVNSC 3.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.07M (9.79%) 232.29K
Increased by +1.92%
Jun 30, 25
2 BlackRock Inc 11.25M (9.13%) 361.60K
Increased by +3.21%
Jun 30, 25
3 State Street Corporation 6.24M (5.06%) -76.51K
Decreased by -1.23%
Mar 31, 24
4 State Street Corp 5.70M (4.62%) 5.55K
Increased by +0.10%
Jun 30, 25
5 JPMorgan Chase & Co 4.81M (3.90%) 326.69K
Increased by +6.79%
Jun 30, 25
6 Massachusetts Financial Services Company 3.98M (3.23%) -618.95K
Decreased by -15.53%
Jun 30, 25
7 Geode Capital Management, LLC 2.82M (2.29%) 112.22K
Increased by +3.98%
Jun 30, 25
8 Franklin Resources Inc 2.59M (2.10%) -121.02K
Decreased by -4.67%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 2.41M (1.95%) 2.27K
Increased by +0.09%
Jun 30, 25
10 GAMMA Investing LLC 2.39M (1.94%) 2.39M
Increased by +99.87%
Mar 31, 25
11 AllianceBernstein L.P. 2.27M (1.84%) 1.36M
Increased by +60.07%
Jun 30, 25
12 Viking Global Investors LP 2.23M (1.81%) 775.48K
Increased by +34.72%
Dec 31, 23
13 FMR Inc 2.15M (1.74%) 533.10K
Increased by +24.83%
Jun 30, 25
14 Putnam Investments LLC 2.00M (1.62%) 62.24K
Increased by +3.12%
Dec 31, 23
15 Putnam Investments, LLC., a Franklin Templeton company 2.00M (1.62%) 62.24K
Increased by +3.12%
Dec 31, 23
16 NORGES BANK 1.84M (1.49%) -268.49K
Decreased by -14.61%
Jun 30, 25
17 T. Rowe Price Investment Management,Inc. 1.79M (1.45%) -1.05M
Decreased by -58.56%
Jun 30, 25
18 Bank of America Corp 1.72M (1.39%) 106.75K
Increased by +6.22%
Jun 30, 25
19 Northern Trust Corp 1.53M (1.24%) -16.14K
Decreased by -1.06%
Jun 30, 25
20 Royal Bank of Canada 1.50M (1.22%) -322.39K
Decreased by -21.44%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.50M (3.65%) 4.50M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 4.11M (3.33%) -11.16K
Decreased by -0.27%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.93M (3.19%) -91.25K
Decreased by -2.32%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 3.56M (2.89%) 24.51K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 3.10M (2.51%) -453.61K
Decreased by -14.65%
Jul 31, 25
6 MFS Large Cap Value Equity 2.36M (1.91%) -329.43K
Decreased by -13.98%
Jun 30, 25
7 MFS Value A 2.34M (1.90%) -13.70K
Decreased by -0.58%
Jul 31, 25
8 JPM US Large Cap Growth-MA 2.08M (1.68%) 1.91M
Increased by +91.88%
Sep 30, 23
9 Global Balanced (AFRIS) 2.07M (1.68%) 2.07M
Increased by +100.00%
Feb 29, 24
10 Fidelity 500 Index 1.59M (1.29%) 681.00
Increased by +0.04%
Jul 31, 25
11 Fidelity® 500 Index 1.57M (1.28%) 10.00K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF 1.56M (1.26%) -42.41K
Decreased by -2.72%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 1.55M (1.26%) 3.51K
Increased by +0.23%
Apr 30, 24
14 SPDR® S&P 500® ETF Trust 1.52M (1.23%) -7.99K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.51M (1.22%) 18.47K
Increased by +1.22%
Aug 31, 25
16 iShares Core S&P 500 ETF 1.51M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
17 JPMorgan Large Cap Growth I 1.25M (1.02%) -329.79K
Decreased by -26.29%
Jul 31, 25
18 Putnam Large Cap Value A 1.14M (0.93%) 0.00
Increased by 0.00%
Jul 31, 25
19 Putnam US Large Cap Value Equity 1.14M (0.93%) -101.92K
Decreased by -8.91%
Jun 30, 25
20 T. Rowe Price Capital Appreciation 1.13M (0.92%) -258.00
Decreased by -0.02%
Jul 31, 25