Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 18.95%
2 MVAL 4.73%
3 UGCE 4.15%
4 UTRN 4.01%
5 EDOW 3.88%
6 LUXX 3.81%
7 DJD 3.68%
8 FMK 3.52%
9 CBLS 3.49%
10 MILN 3.37%
11 BAMV 3.33%
12 DIP 3.28%
13 NITE 3.26%
14 FTLS 3.00%
15 HART 2.94%
16 MOTE 2.78%
17 AILG 2.74%
18 GDVD 2.68%
19 BFIT 2.65%
20 MOAT 2.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 113.15M (9.67%) 4.96M
Increased by +4.38%
Mar 31, 25
2 BlackRock Inc 94.29M (8.06%) 478.52K
Increased by +0.51%
Mar 31, 25
3 State Street Corp 57.56M (4.92%) -1.12M
Decreased by -1.94%
Mar 31, 25
4 State Street Corporation 55.83M (4.77%) -412.96K
Decreased by -0.74%
Mar 31, 24
5 Wellington Management Company LLP 45.38M (3.88%) 9.04M
Increased by +19.93%
Mar 31, 25
6 Capital World Investors 41.04M (3.51%) 16.50M
Increased by +40.19%
Mar 31, 25
7 Geode Capital Management, LLC 26.08M (2.23%) 700.61K
Increased by +2.69%
Mar 31, 25
8 Goldman Sachs Group Inc 22.84M (1.95%) 15.91M
Increased by +69.63%
Mar 31, 25
9 Bank of New York Mellon Corp 20.99M (1.79%) 620.21K
Increased by +2.96%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 19.84M (1.69%) -860.47K
Decreased by -4.34%
Mar 31, 25
11 Pershing Square Capital Management, L.p. 18.77M (1.60%) 2.49M
Increased by +13.26%
Dec 31, 24
12 UBS Group AG 18.33M (1.57%) 11.05M
Increased by +60.28%
Jun 30, 24
13 FMR Inc 14.93M (1.28%) 129.91K
Increased by +0.87%
Mar 31, 25
14 NORGES BANK 14.88M (1.27%) 691.23K
Increased by +4.64%
Dec 31, 24
15 JPMorgan Chase & Co 14.75M (1.26%) 9.63M
Increased by +65.28%
Mar 31, 25
16 Northern Trust Corp 14.50M (1.24%) -191.15K
Decreased by -1.32%
Mar 31, 25
17 Wells Fargo & Co 13.64M (1.17%) 579.09K
Increased by +4.25%
Mar 31, 25
18 T. Rowe Price Associates, Inc. 13.60M (1.16%) -3.53M
Decreased by -25.99%
Mar 31, 24
19 Capital Research & Mgmt Co - Division 3 13.17M (1.13%) -4.07M
Decreased by -30.86%
Dec 31, 24
20 Bank of America Corp 12.33M (1.05%) 2.46M
Increased by +19.98%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 62.74M (5.36%) 62.74M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 38.07M (3.25%) -304.72K
Decreased by -0.80%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 37.94M (3.24%) 37.48K
Increased by +0.10%
May 31, 25
4 Vanguard Institutional 500 Index Trust 33.60M (2.87%) 233.67K
Increased by +0.70%
May 31, 25
5 Vanguard Dividend Growth Inv 20.71M (1.77%) 3.69M
Increased by +17.83%
Mar 31, 25
6 Fidelity 500 Index 14.90M (1.27%) 64.68K
Increased by +0.43%
May 31, 25
7 SPDR® S&P 500 ETF 14.69M (1.26%) -341.88K
Decreased by -2.33%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 14.40M (1.23%) 32.53K
Increased by +0.23%
Apr 30, 24
9 SPDR® S&P 500® ETF Trust 14.30M (1.22%) -74.95K
Decreased by -0.52%
Mar 31, 25
10 Fidelity® 500 Index 14.28M (1.22%) 90.84K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF 14.23M (1.22%) -49.90K
Decreased by -0.35%
Jun 30, 25
12 iShares Core S&P 500 ETF 13.96M (1.19%) 22.24K
Increased by +0.16%
Jun 30, 25
13 iShares MSCI USA Quality Factor ETF 11.32M (0.97%) -7.82K
Decreased by -0.07%
Jun 30, 25
14 American Funds American Balanced A 11.30M (0.97%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Value Index Inv 10.38M (0.89%) 21.79K
Increased by +0.21%
May 31, 25
16 American Funds Growth Fund of Amer A 9.41M (0.80%) -2.38M
Decreased by -25.32%
Jun 30, 25
17 Capital Group Growth Fnd of Amer Comp 9.41M (0.80%) -2.38M
Decreased by -25.32%
Jun 30, 25
18 Vanguard Institutional Index I 7.25M (0.62%) 612.00
Increased by +0.01%
May 31, 25
19 American Funds New Perspective A 7.15M (0.61%) -165.04K
Decreased by -2.31%
Jun 30, 25
20 Capital Group New Perspective Comp 7.15M (0.61%) -165.04K
Decreased by -2.31%
Jun 30, 25