Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 COMT 1000.00%
3 TMET 1000.00%
4 RYZZ 359.30%
5 MSFX 69.86%
6 REW 17.29%
7 IXN 16.87%
8 HLAL 15.46%
9 LRGG 15.12%
10 IYW 14.93%
11 BCHP 14.89%
12 TGRW 14.77%
13 MFSG 14.48%
14 ESGY 14.43%
15 ACGR 14.43%
16 UBCB 14.38%
17 TCHP 14.31%
18 PGRO 13.89%
19 XLK 13.89%
20 FTEC 13.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Barclays PLC 821.08M (11.06%) 793.46M
Increased by +96.64%
Jun 30, 25
2 Vanguard Group Inc 705.08M (9.50%) 13.69M
Increased by +1.94%
Jun 30, 25
3 BlackRock Inc 583.28M (7.86%) 7.06M
Increased by +1.21%
Mar 31, 25
4 State Street Corporation 300.35M (4.05%) 2.73M
Increased by +0.91%
Mar 31, 24
5 State Street Corp 296.03M (3.99%) 920.62K
Increased by +0.31%
Mar 31, 25
6 FMR Inc 204.94M (2.76%) 10.35M
Increased by +5.05%
Jun 30, 25
7 Geode Capital Management, LLC 175.47M (2.36%) 7.34M
Increased by +4.18%
Mar 31, 25
8 JPMorgan Chase & Co 142.01M (1.91%) 7.07M
Increased by +4.98%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 136.87M (1.84%) 5.36M
Increased by +3.91%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 123.85M (1.67%) -1.65M
Decreased by -1.34%
Mar 31, 25
11 NORGES BANK 101.51M (1.37%) -3.69M
Decreased by -3.63%
Jun 30, 25
12 Northern Trust Corp 82.54M (1.11%) -1.25M
Decreased by -1.51%
Mar 31, 25
13 Capital Research & Mgmt Co - Division 3 79.51M (1.07%) 833.10K
Increased by +1.05%
Jun 30, 25
14 Bank of America Corp 73.13M (0.99%) 5.05M
Increased by +6.91%
Mar 31, 25
15 Capital Research Global Investors 71.78M (0.97%) -3.11M
Decreased by -4.33%
Jun 30, 25
16 Capital World Investors 66.42M (0.89%) 11.39K
Increased by +0.02%
Jun 30, 25
17 UBS Asset Mgmt Americas Inc 62.27M (0.84%) 2.31M
Increased by +3.70%
Mar 31, 25
18 Bank of New York Mellon Corp 59.90M (0.81%) -2.24M
Decreased by -3.74%
Mar 31, 25
19 Wellington Management Company LLP 53.30M (0.72%) 3.31M
Increased by +6.22%
Jun 30, 25
20 Charles Schwab Investment Management Inc 50.77M (0.68%) 1.53M
Increased by +3.02%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 705.72M (9.51%) 705.72M
Increased by +100.00%
Feb 29, 24
2 Morningstar Wide Moat Focus SMA 322.78M (4.35%) 322.78M
Increased by +100.00%
Dec 31, 23
3 Wide Moat Focus SMA - DIWMF (S) 322.78M (4.35%) 322.78M
Increased by +100.00%
Dec 31, 23
4 Vanguard US Total Market Shares ETF 235.48M (3.17%) 96.65K
Increased by +0.04%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 233.55M (3.15%) -5.40M
Decreased by -2.31%
Jul 31, 25
6 Vanguard 500 Index Investor 183.98M (2.48%) -26.95M
Decreased by -14.65%
Jul 31, 25
7 Fidelity 500 Index 94.22M (1.27%) 40.46K
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 92.47M (1.25%) -1.39M
Decreased by -1.50%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 90.02M (1.21%) -471.85K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 89.66M (1.21%) -696.94K
Decreased by -0.78%
Mar 31, 24
11 iShares Core S&P 500 ETF 89.44M (1.20%) -26.32K
Decreased by -0.03%
Aug 29, 25
12 SPDR® S&P 500® ETF 88.66M (1.19%) -353.56K
Decreased by -0.40%
Aug 29, 25
13 Fidelity® 500 Index 86.58M (1.17%) 550.96K
Increased by +0.64%
Nov 30, 23
14 Vanguard Growth Index Investor 74.12M (1.00%) 274.28K
Increased by +0.37%
Jul 31, 25
15 Invesco QQQ Trust 62.27M (0.84%) 432.18K
Increased by +0.69%
Aug 29, 25
16 AF High Growth (AFRIS) 53.65M (0.72%) 53.65M
Increased by +100.00%
Feb 29, 24
17 Vanguard Institutional Index I 44.93M (0.61%) -500.37K
Decreased by -1.11%
Jul 31, 25
18 State St S&P 500® Indx SL Cl III 39.73M (0.54%) 69.49K
Increased by +0.17%
Jul 31, 25
19 Technology Select Sector SPDR® ETF 35.65M (0.48%) -1.79M
Decreased by -5.01%
Mar 31, 24
20 The Technology Select Sector SPDR® ETF 34.94M (0.47%) 73.10K
Increased by +0.21%
Jun 30, 24