Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.29%
2 EGGQ 5.26%
3 PPH 5.25%
4 RTH 4.90%
5 WBIF 4.73%
6 USSE 4.62%
7 AHOY 4.46%
8 TXS 4.40%
9 FXG 4.28%
10 UTRN 4.10%
11 STNC 4.09%
12 ATFV 3.98%
13 SSPX 3.95%
14 IYK 3.94%
15 PEZ 3.44%
16 JDOC 3.28%
17 BVNSC 3.26%
18 MFSV 3.19%
19 VSMV 3.17%
20 RNLC 3.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.89M (9.50%) -162.59K
Decreased by -1.37%
Dec 31, 24
2 BlackRock Inc 10.44M (8.35%) -685.00K
Decreased by -6.56%
Dec 31, 24
3 State Street Corporation 6.24M (4.99%) -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 4.72M (3.77%) -223.84K
Decreased by -4.74%
Dec 31, 24
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 (2.03%) -423.40K
Decreased by -16.64%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.40M (1.92%) -88.20K
Decreased by -3.67%
Dec 31, 24
12 Viking Global Investors LP 2.23M (1.79%) 775.48K
Increased by +34.72%
Dec 31, 23
13 NORGES BANK 2.11M (1.68%) -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 1.84M (1.47%) 146.62K
Increased by +7.99%
Dec 31, 24
17 Northern Trust Corp 1.53M (1.22%) 126.94K
Increased by +8.28%
Dec 31, 24
18 Bank of America Corp 1.52M (1.21%) -271.58K
Decreased by -17.90%
Dec 31, 24
19 Swedbank AB 1.20M (0.96%) -50.90K
Decreased by -4.26%
Jun 30, 24
20 Manufacturers Life Insurance Co 1.19M (0.95%) 425.88K
Increased by +35.81%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.50M (3.60%) 4.50M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 4.11M (3.28%) -11.16K
Decreased by -0.27%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.00M (3.20%) 12.72K
Increased by +0.32%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 3.52M (2.81%) 24.20K
Increased by +0.69%
Feb 28, 25
5 MFS Value A 2.70M (2.16%) 52.89K
Increased by +1.96%
Feb 28, 25
6 MFS Large Cap Value Equity 2.68M (2.14%) -88.17K
Decreased by -3.29%
Dec 31, 24
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 1.94M (1.55%) 109.40K
Increased by +5.64%
Feb 28, 25
10 Fidelity 500 Index 1.59M (1.27%) 7.08K
Increased by +0.45%
Feb 28, 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 (1.24%) 3.51K
Increased by +0.23%
Apr 30, 24
14 iShares Core S&P 500 ETF 1.53M (1.22%) 4.44K
Increased by +0.29%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 1.52M (1.21%) -7.99K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.50M (1.20%) -25.31K
Decreased by -1.69%
Mar 31, 25
17 JPMorgan Large Cap Growth I 1.44M (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
18 Putnam Large Cap Value A 1.22M (0.97%) 0.00
Increased by 0.00%
Feb 28, 25
19 Putnam US Large Cap Value Equity 1.19M (0.95%) 54.02K
Increased by +4.54%
Dec 31, 24
20 Vanguard Value Index Inv 1.10M (0.88%) 8.25K
Increased by +0.75%
Feb 28, 25