Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 18.95%
2 MVAL 4.77%
3 UGCE 4.15%
4 UTRN 4.01%
5 EDOW 3.85%
6 LUXX 3.81%
7 DJD 3.65%
8 FMK 3.52%
9 BAMV 3.43%
10 MILN 3.36%
11 DIP 3.28%
12 NITE 3.25%
13 FTLS 3.07%
14 TIME 3.05%
15 HART 2.89%
16 MOTE 2.79%
17 AILG 2.74%
18 GDVD 2.68%
19 MOAT 2.66%
20 BFIT 2.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 113.82M (9.72%) 672.71K
Increased by +0.59%
Jun 30, 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 Capital World Investors 41.95M (3.58%) 910.50K
Increased by +2.17%
Jun 30, 25
6 Wellington Management Company LLP 32.30M (2.76%) -13.08M
Decreased by -40.50%
Jun 30, 25
7 Geode Capital Management, LLC 26.08M (2.23%) 700.61K
Increased by +2.69%
Mar 31, 25
8 Bank of New York Mellon Corp 20.99M (1.79%) 620.21K
Increased by +2.96%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 19.84M (1.69%) -860.47K
Decreased by -4.34%
Mar 31, 25
10 Pershing Square Capital Management, L.p. 18.77M (1.60%) 2.49M
Increased by +13.26%
Dec 31, 24
11 UBS Group AG 18.33M (1.57%) 11.05M
Increased by +60.28%
Jun 30, 24
12 Goldman Sachs Group Inc 15.59M (1.33%) -7.25M
Decreased by -46.54%
Jun 30, 25
13 FMR Inc 14.93M (1.28%) 129.91K
Increased by +0.87%
Mar 31, 25
14 JPMorgan Chase & Co 14.75M (1.26%) 9.63M
Increased by +65.28%
Mar 31, 25
15 Northern Trust Corp 14.50M (1.24%) -191.15K
Decreased by -1.32%
Mar 31, 25
16 Wells Fargo & Co 13.64M (1.17%) 579.09K
Increased by +4.25%
Mar 31, 25
17 T. Rowe Price Associates, Inc. 13.60M (1.16%) -3.53M
Decreased by -25.99%
Mar 31, 24
18 Capital Research & Mgmt Co - Division 3 13.17M (1.13%) -4.07M
Decreased by -30.86%
Dec 31, 24
19 Bank of America Corp 12.33M (1.05%) 2.46M
Increased by +19.98%
Mar 31, 25
20 NORGES BANK 11.75M (1.00%) -3.13M
Decreased by -26.62%
Jun 30, 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 37.88M (3.24%) -57.38K
Decreased by -0.15%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 33.60M (2.87%) 233.67K
Increased by +0.70%
May 31, 25
5 Vanguard 500 Index Investor 33.43M (2.86%) -163.34K
Decreased by -0.49%
Jun 30, 25
6 Pershing Square Holdings Ord 16.95M (1.45%) 16.95M
Increased by +100.00%
Dec 31, 24
7 Vanguard Dividend Growth Inv 15.59M (1.33%) -5.12M
Decreased by -32.87%
Jun 30, 25
8 Fidelity 500 Index 14.93M (1.28%) 24.38K
Increased by +0.16%
Jun 30, 25
9 SPDR® S&P 500 ETF 14.69M (1.26%) -341.88K
Decreased by -2.33%
Mar 31, 25
10 SPDR® S&P 500® ETF 14.42M (1.23%) 61.59K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500 ETF Trust 14.40M (1.23%) 32.53K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 14.30M (1.22%) -74.95K
Decreased by -0.52%
Mar 31, 25
13 Fidelity® 500 Index 14.28M (1.22%) 90.84K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 14.06M (1.20%) 63.94K
Increased by +0.45%
Jul 31, 25
15 American Funds American Balanced A 11.30M (0.97%) 0.00
Increased by 0.00%
Jun 30, 25
16 iShares MSCI USA Quality Factor ETF 11.23M (0.96%) -11.74K
Decreased by -0.10%
Jul 31, 25
17 Vanguard Value Index Inv 10.45M (0.89%) 72.29K
Increased by +0.69%
Jun 30, 25
18 American Funds Growth Fund of Amer A 9.41M (0.80%) -2.38M
Decreased by -25.32%
Jun 30, 25
19 Capital Group Growth Fnd of Amer Comp 9.41M (0.80%) -2.38M
Decreased by -25.32%
Jun 30, 25
20 Vanguard Institutional Index I 7.20M (0.62%) -52.40K
Decreased by -0.73%
Jun 30, 25