Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 IRBO 1000.00%
3 COMT 1000.00%
4 RYZZ 359.30%
5 MSFX 81.40%
6 IXN 17.93%
7 REW 17.29%
8 HLAL 16.17%
9 IYW 16.02%
10 VGT 15.13%
11 FTEC 15.10%
12 LRGG 14.43%
13 UBCB 14.38%
14 XLK 14.18%
15 MFSG 13.53%
16 USXF 13.50%
17 BELT 13.38%
18 ACGR 13.19%
19 ESGY 13.19%
20 BCHP 13.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 691.39M (9.32%) 7.31M
Increased by +1.06%
Mar 31, 25
2 BlackRock Inc 583.28M (7.86%) 7.06M
Increased by +1.21%
Mar 31, 25
3 State Street Corporation 300.35M (4.05%) 2.73M
Increased by +0.91%
Mar 31, 24
4 State Street Corp 296.03M (3.99%) 920.62K
Increased by +0.31%
Mar 31, 25
5 FMR Inc 194.59M (2.62%) -2.92M
Decreased by -1.50%
Mar 31, 25
6 Geode Capital Management, LLC 175.47M (2.36%) 7.34M
Increased by +4.18%
Mar 31, 25
7 JPMorgan Chase & Co 142.01M (1.91%) 7.07M
Increased by +4.98%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 131.51M (1.77%) -3.64M
Decreased by -2.77%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 123.85M (1.67%) -1.65M
Decreased by -1.34%
Mar 31, 25
10 NORGES BANK 105.20M (1.42%) 8.13M
Increased by +7.73%
Dec 31, 24
11 Northern Trust Corp 82.54M (1.11%) -1.25M
Decreased by -1.51%
Mar 31, 25
12 Capital Research & Mgmt Co - Division 3 78.68M (1.06%) 1.85M
Increased by +2.35%
Mar 31, 25
13 Capital Research Global Investors 74.88M (1.01%) -298.16K
Decreased by -0.40%
Mar 31, 25
14 Bank of America Corp 73.13M (0.99%) 5.05M
Increased by +6.91%
Mar 31, 25
15 Capital World Investors 66.41M (0.89%) -1.92M
Decreased by -2.89%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 62.27M (0.84%) 2.31M
Increased by +3.70%
Mar 31, 25
17 Bank of New York Mellon Corp 59.90M (0.81%) -2.24M
Decreased by -3.74%
Mar 31, 25
18 Legal & General Group PLC 52.33M (0.71%) 1.08M
Increased by +2.06%
Mar 31, 25
19 Nuveen Asset Management, LLC 50.43M (0.68%) -770.90K
Decreased by -1.53%
Dec 31, 24
20 Wellington Management Company LLP 49.98M (0.67%) -3.01M
Decreased by -6.02%
Mar 31, 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 Total Stock Mkt Idx Inv 238.82M (3.22%) 282.87K
Increased by +0.12%
May 31, 25
5 Vanguard US Total Market Shares ETF 235.48M (3.17%) 96.65K
Increased by +0.04%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 211.43M (2.85%) 1.47M
Increased by +0.69%
May 31, 25
7 Fidelity 500 Index 93.38M (1.26%) 115.29K
Increased by +0.12%
Apr 30, 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 SPDR® S&P 500® ETF 88.86M (1.20%) -397.03K
Decreased by -0.45%
May 31, 25
12 Fidelity® 500 Index 86.58M (1.17%) 550.96K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 86.10M (1.16%) 0.00
Increased by 0.00%
May 31, 25
14 Vanguard Growth Index Investor 72.27M (0.97%) 142.88K
Increased by +0.20%
May 31, 25
15 Invesco QQQ Trust 62.57M (0.84%) 0.00
Increased by 0.00%
May 31, 25
16 AF High Growth (AFRIS) 53.65M (0.72%) 53.65M
Increased by +100.00%
Feb 29, 24
17 Vanguard Institutional Index I 45.64M (0.61%) 1.52K
Increased by +0.00%
May 31, 25
18 State St S&P 500® Indx SL Cl III 39.50M (0.53%) 675.00K
Increased by +1.71%
May 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