Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 18.95%
2 MVAL 4.43%
3 UGCE 4.15%
4 UTRN 4.01%
5 LUXX 3.81%
6 FMK 3.52%
7 NITE 3.46%
8 DJD 3.41%
9 FMTM 3.39%
10 DIP 3.28%
11 EDOW 3.04%
12 FTLS 3.03%
13 MILN 3.02%
14 BAMV 2.96%
15 HART 2.89%
16 MOTE 2.81%
17 AILG 2.74%
18 GDVD 2.68%
19 BFIT 2.65%
20 JHMC 2.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 113.82M (9.71%) 672.71K
Increased by +0.59%
Jun 30, 25
2 BlackRock Inc 92.13M (7.86%) -2.16M
Decreased by -2.35%
Jun 30, 25
3 State Street Corp 59.15M (5.05%) 1.59M
Increased by +2.69%
Jun 30, 25
4 State Street Corporation 55.83M (4.76%) -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 25.86M (2.21%) -212.39K
Decreased by -0.82%
Jun 30, 25
8 FMR Inc 24.91M (2.13%) 9.97M
Increased by +40.04%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 23.48M (2.00%) 3.65M
Increased by +15.53%
Jun 30, 25
10 Pershing Square Capital Management, L.p. 18.77M (1.60%) 2.49M
Increased by +13.26%
Dec 31, 24
11 Bank of New York Mellon Corp 18.76M (1.60%) -2.23M
Decreased by -11.89%
Jun 30, 25
12 UBS Group AG 18.33M (1.56%) 11.05M
Increased by +60.28%
Jun 30, 24
13 JPMorgan Chase & Co 18.29M (1.56%) 3.54M
Increased by +19.35%
Jun 30, 25
14 Bank of America Corp 16.48M (1.41%) 4.14M
Increased by +25.15%
Jun 30, 25
15 Goldman Sachs Group Inc 15.59M (1.33%) -7.25M
Decreased by -46.54%
Jun 30, 25
16 Northern Trust Corp 14.04M (1.20%) -455.23K
Decreased by -3.24%
Jun 30, 25
17 Wells Fargo & Co 13.64M (1.16%) 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 (1.12%) -4.07M
Decreased by -30.86%
Dec 31, 24
20 Amvescap Plc. 12.16M (1.04%) 4.84M
Increased by +39.81%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 62.74M (5.35%) 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 37.02M (3.16%) -857.58K
Decreased by -2.32%
Jul 31, 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 29.16M (2.49%) -4.27M
Decreased by -14.65%
Jul 31, 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 (1.27%) 6.42K
Increased by +0.04%
Jul 31, 25
9 SPDR® S&P 500 ETF 14.69M (1.25%) -341.88K
Decreased by -2.33%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 14.40M (1.23%) 32.53K
Increased by +0.23%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 14.30M (1.22%) -74.95K
Decreased by -0.52%
Mar 31, 25
12 Fidelity® 500 Index 14.28M (1.22%) 90.84K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF 14.24M (1.21%) 175.08K
Increased by +1.23%
Aug 31, 25
14 iShares Core S&P 500 ETF 14.17M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
15 American Funds American Balanced A 11.30M (0.96%) 0.00
Increased by 0.00%
Jun 30, 25
16 iShares MSCI USA Quality Factor ETF 11.26M (0.96%) 0.00
Increased by 0.00%
Aug 31, 25
17 Vanguard Value Index Inv 10.44M (0.89%) -10.87K
Decreased by -0.10%
Jul 31, 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 American Funds New Perspective A 7.15M (0.61%) -165.04K
Decreased by -2.31%
Jun 30, 25