Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 IRBO 1000.00%
4 RYZZ 359.30%
5 MSFU 17.54%
6 IXN 17.30%
7 REW 17.29%
8 IYW 15.06%
9 ESGY 14.85%
10 UBCB 14.38%
11 HLAL 14.34%
12 CNEQ 14.30%
13 FTEC 14.02%
14 VGT 13.92%
15 ALAI 13.68%
16 XLK 13.57%
17 USXF 13.50%
18 NWLG 13.11%
19 BELT 13.09%
20 LRGG 13.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 667.99M (9.00%) 3.08M
Increased by +0.46%
Mar 31, 24
2 BlackRock Inc 546.02M (7.36%) 7.08M
Increased by +1.30%
Mar 31, 24
3 State Street Corporation 300.35M (4.05%) 2.73M
Increased by +0.91%
Mar 31, 24
4 FMR Inc 220.86M (2.98%) 2.02M
Increased by +0.92%
Mar 31, 24
5 Geode Capital Management, LLC 157.59M (2.12%) 3.32M
Increased by +2.11%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 142.20M (1.92%) -2.21M
Decreased by -1.55%
Mar 31, 24
7 JPMorgan Chase & Co 127.74M (1.72%) 3.69M
Increased by +2.89%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 122.19M (1.65%) -1.76M
Decreased by -1.44%
Mar 31, 24
9 NORGES BANK 95.52M (1.29%) 9.20M
Increased by +9.64%
Dec 31, 23
10 Goldman Sachs Group Inc 88.51M (1.19%) 47.51M
Increased by +53.68%
Dec 31, 23
11 Capital Research & Mgmt Co - Division 3 83.57M (1.13%) 842.88K
Increased by +1.01%
Mar 31, 24
12 Capital World Investors 82.59M (1.11%) -7.93M
Decreased by -9.60%
Mar 31, 24
13 Capital Research Global Investors 78.21M (1.05%) 8.39K
Increased by +0.01%
Mar 31, 24
14 Northern Trust Corp 74.92M (1.01%) -2.84M
Decreased by -3.78%
Mar 31, 24
15 Bank of America Corp 67.68M (0.91%) 1.91M
Increased by +2.82%
Mar 31, 24
16 Bank of New York Mellon Corp 65.87M (0.89%) -2.25M
Decreased by -3.41%
Mar 31, 24
17 Legal & General Group PLC 63.05M (0.85%) 1.26M
Increased by +2.00%
Mar 31, 24
18 Wellington Management Company LLP 58.80M (0.79%) -3.27M
Decreased by -5.55%
Mar 31, 24
19 Nuveen Asset Management, LLC 52.57M (0.71%) -548.86K
Decreased by -1.04%
Mar 31, 24
20 Charles Schwab Investment Management Inc 45.40M (0.61%) 982.07K
Increased by +2.16%
Mar 31, 24

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 234.80M (3.16%) 292.76K
Increased by +0.12%
Jun 30, 24
5 Vanguard Institutional 500 Index Trust 191.02M (2.57%) 314.00K
Increased by +0.16%
Jun 30, 24
6 Fidelity 500 Index 90.45M (1.22%) 458.79K
Increased by +0.51%
May 31, 24
7 SPDR® S&P 500 ETF Trust 89.66M (1.21%) -696.94K
Decreased by -0.78%
Mar 31, 24
8 SPDR® S&P 500® ETF Trust 88.52M (1.19%) 833.30K
Increased by +0.94%
Jun 30, 24
9 Fidelity® 500 Index 86.58M (1.17%) 550.96K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 79.32M (1.07%) 402.49K
Increased by +0.51%
Jun 28, 24
11 Vanguard Growth Index Investor 73.36M (0.99%) 1.88M
Increased by +2.56%
Jun 30, 24
12 Invesco QQQ Trust 55.69M (0.75%) 268.54K
Increased by +0.48%
Jun 30, 24
13 AF High Growth (AFRIS) 53.65M (0.72%) 53.65M
Increased by +100.00%
Feb 29, 24
14 Vanguard Institutional Index I 48.20M (0.65%) -273.27K
Decreased by -0.57%
Jun 30, 24
15 American Funds Growth Fund of Amer A 40.61M (0.55%) 23.42K
Increased by +0.06%
Jun 30, 24
16 Capital Group Growth Fnd of Amer Comp 40.58M (0.55%) 0.00
Increased by 0.00%
Mar 31, 24
17 State St S&P 500® Indx SL Cl III 36.25M (0.49%) 186.93K
Increased by +0.52%
Jun 30, 24
18 Technology Select Sector SPDR® ETF 35.65M (0.48%) -1.79M
Decreased by -5.01%
Mar 31, 24
19 The Technology Select Sector SPDR® ETF 34.94M (0.47%) 73.10K
Increased by +0.21%
Jun 30, 24
20 Vanguard Information Technology ETF 32.74M (0.44%) 491.51K
Increased by +1.50%
Jun 30, 24