Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.29%
2 EGGQ 5.26%
3 PPH 5.19%
4 WBIF 4.73%
5 RTH 4.71%
6 AHOY 4.46%
7 FXG 4.35%
8 USSE 4.32%
9 TXS 4.10%
10 UTRN 4.10%
11 STNC 4.09%
12 IYK 4.03%
13 SSPX 3.61%
14 MFSV 3.47%
15 BVNSC 3.26%
16 PEZ 3.18%
17 VSMV 3.17%
18 RNLC 3.13%
19 SHRY 3.10%
20 JDOC 3.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.89M (9.52%) -162.59K
Decreased by -1.37%
Dec 31, 24
2 BlackRock Inc 10.44M (8.36%) -685.00K
Decreased by -6.56%
Dec 31, 24
3 State Street Corporation 6.24M (5.00%) -76.51K
Decreased by -1.23%
Mar 31, 24
4 State Street Corp 5.71M (4.57%) -170.27K
Decreased by -2.98%
Dec 31, 24
5 Massachusetts Financial Services Company 4.60M (3.69%) -116.15K
Decreased by -2.52%
Mar 31, 25
6 JPMorgan Chase & Co 4.35M (3.48%) -3.60M
Decreased by -82.64%
Dec 31, 24
7 T. Rowe Price Investment Management,Inc. 2.85M (2.28%) 222.50K
Increased by +7.81%
Dec 31, 24
8 Geode Capital Management, LLC 2.66M (2.13%) 10.02K
Increased by +0.38%
Dec 31, 24
9 Franklin Resources Inc 2.62M (2.10%) 114.40K
Increased by +4.36%
Dec 31, 24
10 FMR Inc 2.54M (2.04%) -423.40K
Decreased by -16.64%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.40M (1.93%) -88.20K
Decreased by -3.67%
Dec 31, 24
12 GAMMA Investing LLC 2.39M (1.92%) 2.39M
Increased by +99.87%
Mar 31, 25
13 Viking Global Investors LP 2.23M (1.79%) 775.48K
Increased by +34.72%
Dec 31, 23
14 NORGES BANK 2.11M (1.69%) -176.84K
Decreased by -8.40%
Dec 31, 24
15 Putnam Investments LLC 2.00M (1.60%) 62.24K
Increased by +3.12%
Dec 31, 23
16 Putnam Investments, LLC., a Franklin Templeton company 2.00M (1.60%) 62.24K
Increased by +3.12%
Dec 31, 23
17 Royal Bank of Canada 1.84M (1.47%) 146.62K
Increased by +7.99%
Dec 31, 24
18 Northern Trust Corp 1.53M (1.23%) 126.94K
Increased by +8.28%
Dec 31, 24
19 Bank of America Corp 1.52M (1.22%) -271.58K
Decreased by -17.90%
Dec 31, 24
20 Swedbank AB 1.20M (0.96%) -50.90K
Decreased by -4.26%
Jun 30, 24

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 3.96M (3.17%) -43.36K
Decreased by -1.09%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 3.48M (2.79%) -37.53K
Decreased by -1.08%
Mar 31, 25
5 MFS Large Cap Value Equity 2.69M (2.15%) 6.40K
Increased by +0.24%
Mar 31, 25
6 MFS Value A 2.69M (2.15%) -15.11K
Decreased by -0.56%
Mar 31, 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 Fidelity 500 Index 1.57M (1.26%) -17.50K
Decreased by -1.11%
Mar 31, 25
11 Fidelity® 500 Index 1.57M (1.26%) 10.00K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF 1.56M (1.25%) -42.41K
Decreased by -2.72%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 1.55M (1.25%) 3.51K
Increased by +0.23%
Apr 30, 24
14 SPDR® S&P 500® ETF 1.52M (1.22%) 1.26K
Increased by +0.08%
Apr 30, 25
15 SPDR® S&P 500® ETF Trust 1.52M (1.22%) -7.99K
Decreased by -0.53%
Mar 31, 25
16 iShares Core S&P 500 ETF 1.48M (1.19%) -1.55K
Decreased by -0.10%
Apr 30, 25
17 JPMorgan Large Cap Growth I 1.44M (1.16%) 0.00
Increased by 0.00%
Mar 31, 25
18 Putnam Large Cap Value A 1.25M (1.00%) 27.87K
Increased by +2.24%
Mar 31, 25
19 Putnam US Large Cap Value Equity 1.25M (1.00%) 55.00K
Increased by +4.42%
Mar 31, 25
20 Vanguard Value Index Inv 1.10M (0.88%) 2.65K
Increased by +0.24%
Mar 31, 25