Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 18.95%
2 UGCE 4.15%
3 UTRN 4.01%
4 LUXX 3.81%
5 FMK 3.52%
6 CBLS 3.49%
7 DIP 3.28%
8 DJD 3.18%
9 MILN 2.88%
10 BUZZ 2.86%
11 EDOW 2.76%
12 AILG 2.74%
13 GDVD 2.68%
14 BFIT 2.65%
15 ULTY 2.58%
16 AIEQ 2.54%
17 JHMC 2.53%
18 OCEN 2.43%
19 CBSE 2.40%
20 BVAL 2.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 108.19M (9.33%) -2.33M
Decreased by -2.15%
Dec 31, 24
2 BlackRock Inc 93.82M (8.09%) 1.59M
Increased by +1.70%
Dec 31, 24
3 State Street Corp 58.68M (5.06%) 762.35K
Increased by +1.30%
Dec 31, 24
4 State Street Corporation 55.83M (4.81%) -412.96K
Decreased by -0.74%
Mar 31, 24
5 Wellington Management Company LLP 36.34M (3.13%) 8.90M
Increased by +24.49%
Dec 31, 24
6 Geode Capital Management, LLC 25.38M (2.19%) 347.18K
Increased by +1.37%
Dec 31, 24
7 Capital World Investors 24.55M (2.12%) 2.29M
Increased by +9.32%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 20.70M (1.78%) 909.65K
Increased by +4.40%
Dec 31, 24
9 Bank of New York Mellon Corp 20.37M (1.76%) 3.12M
Increased by +15.33%
Dec 31, 24
10 Pershing Square Capital Management, L.p. 18.77M (1.62%) 2.49M
Increased by +13.26%
Dec 31, 24
11 UBS Group AG 18.33M (1.58%) 11.05M
Increased by +60.28%
Jun 30, 24
12 NORGES BANK 14.88M (1.28%) 691.23K
Increased by +4.64%
Dec 31, 24
13 FMR Inc 14.80M (1.28%) -1.25M
Decreased by -8.43%
Dec 31, 24
14 Northern Trust Corp 14.69M (1.27%) 1.18M
Increased by +8.06%
Dec 31, 24
15 T. Rowe Price Associates, Inc. 13.60M (1.17%) -3.53M
Decreased by -25.99%
Mar 31, 24
16 Capital Research & Mgmt Co - Division 3 13.17M (1.14%) -4.07M
Decreased by -30.86%
Dec 31, 24
17 Wells Fargo & Co 13.06M (1.13%) -1.35M
Decreased by -10.36%
Dec 31, 24
18 Goldman Sachs Group Inc 11.11M (0.96%) -3.63M
Decreased by -32.69%
Sep 30, 24
19 Edgewood Management LLC 10.46M (0.90%) -305.66K
Decreased by -2.92%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 10.29M (0.89%) -876.45K
Decreased by -8.51%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 62.74M (5.41%) 62.74M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 38.07M (3.28%) -304.72K
Decreased by -0.80%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 37.31M (3.22%) -248.80K
Decreased by -0.67%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 32.83M (2.83%) -192.16K
Decreased by -0.59%
Mar 31, 25
5 Vanguard Dividend Growth Inv 20.71M (1.79%) 3.69M
Increased by +17.83%
Mar 31, 25
6 Fidelity 500 Index 14.82M (1.28%) -91.65K
Decreased by -0.62%
Mar 31, 25
7 SPDR® S&P 500 ETF 14.69M (1.27%) -341.88K
Decreased by -2.33%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 14.40M (1.24%) 32.53K
Increased by +0.23%
Apr 30, 24
9 SPDR® S&P 500® ETF 14.33M (1.23%) 11.80K
Increased by +0.08%
Apr 30, 25
10 SPDR® S&P 500® ETF Trust 14.30M (1.23%) -74.95K
Decreased by -0.52%
Mar 31, 25
11 Fidelity® 500 Index 14.28M (1.23%) 90.84K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 13.99M (1.21%) -14.62K
Decreased by -0.10%
Apr 30, 25
13 American Funds Growth Fund of Amer A 11.80M (1.02%) 7.19M
Increased by +60.92%
Mar 31, 25
14 Capital Group Growth Fnd of Amer Comp 11.80M (1.02%) 7.19M
Increased by +60.92%
Mar 31, 25
15 iShares MSCI USA Quality Factor ETF 11.43M (0.99%) 14.06K
Increased by +0.12%
Apr 30, 25
16 American Funds American Balanced A 11.30M (0.97%) 2.59M
Increased by +22.92%
Mar 31, 25
17 Vanguard Value Index Inv 10.36M (0.89%) 75.04K
Increased by +0.72%
Mar 31, 25
18 American Funds New Perspective A 7.32M (0.63%) 1.29M
Increased by +17.64%
Mar 31, 25
19 Capital Group New Perspective Comp 7.32M (0.63%) 1.29M
Increased by +17.64%
Mar 31, 25
20 Vanguard Institutional Index I 7.27M (0.63%) -110.41K
Decreased by -1.52%
Mar 31, 25