Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.03%
2 WBIL 4.66%
3 IGN 3.67%
4 WCBR 3.66%
5 NEWZ 3.38%
6 IDGT 2.94%
7 WFH 2.54%
8 QQQN 2.37%
9 VSDA 2.24%
10 RDVY 2.17%
11 GLRY 2.16%
12 FTCS 2.12%
13 QDIV 2.08%
14 SKYY 1.99%
15 AIVC 1.97%
16 IVES 1.97%
17 SMRI 1.85%
18 FIVG 1.84%
19 RNDV 1.82%
20 PTF 1.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.44M (13.06%) 429.34K
Increased by +1.62%
Dec 31, 24
2 BlackRock Inc 24.06M (11.88%) 782.67K
Increased by +3.25%
Dec 31, 24
3 PRIMECAP Management Company 12.22M (6.04%) -1.21M
Decreased by -9.88%
Dec 31, 24
4 State Street Corp 10.40M (5.14%) 140.99K
Increased by +1.36%
Dec 31, 24
5 State Street Corporation 9.56M (4.72%) -210.59K
Decreased by -2.20%
Mar 31, 24
6 Ameriprise Financial Inc 7.02M (3.47%) 888.67K
Increased by +12.65%
Dec 31, 24
7 Geode Capital Management, LLC 5.78M (2.86%) -201.30K
Decreased by -3.48%
Dec 31, 24
8 First Trust Advisors L.P. 5.64M (2.79%) 2.06M
Increased by +36.49%
Dec 31, 23
9 Capital Research & Mgmt Co - Division 3 5.29M (2.61%) 888.00
Increased by +0.02%
Mar 31, 24
10 JPMorgan Chase & Co 3.16M (1.56%) 629.37K
Increased by +19.92%
Sep 30, 24
11 Amvescap Plc. 3.12M (1.54%) 529.47K
Increased by +16.95%
Dec 31, 24
12 UBS Asset Mgmt Americas Inc 2.99M (1.48%) 220.39K
Increased by +7.38%
Dec 31, 24
13 Beutel, Goodman & Company Ltd. 2.89M (1.43%) 12.92K
Increased by +0.45%
Dec 31, 24
14 Northern Trust Corp 2.82M (1.40%) 550.61K
Increased by +19.50%
Dec 31, 24
15 Goldman Sachs Group Inc 2.82M (1.39%) 661.37K
Increased by +23.42%
Dec 31, 24
16 NORGES BANK 2.64M (1.30%) 62.29K
Increased by +2.36%
Dec 31, 24
17 Arrowstreet Capital Limited Partnership 2.45M (1.21%) -1.12M
Decreased by -45.45%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 2.42M (1.19%) 106.28K
Increased by +4.40%
Dec 31, 24
19 Acadian Asset Management LLC 2.38M (1.17%) 773.77K
Increased by +32.57%
Mar 31, 24
20 Bank of New York Mellon Corp 2.20M (1.09%) -92.50K
Decreased by -4.20%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 31.60M (15.61%) 31.60M
Increased by +100.00%
Feb 29, 24
2 Vanguard PRIMECAP Inv 7.42M (3.67%) -604.78K
Decreased by -8.15%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 6.40M (3.16%) 9.47K
Increased by +0.15%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 5.68M (2.81%) 38.53K
Increased by +0.68%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 4.39M (2.17%) 18.71K
Increased by +0.43%
Feb 28, 25
6 Columbia Seligman Tech & Inf SMA Cmp 2.68M (1.32%) 2.68M
Increased by +100.00%
Dec 31, 23
7 Fidelity 500 Index 2.55M (1.26%) 11.27K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 2.53M (1.25%) -18.72K
Decreased by -0.74%
Feb 28, 25
9 Vanguard Capital Opportunity Inv 2.49M (1.23%) -73.90K
Decreased by -2.97%
Dec 31, 24
10 SPDR® S&P 500 ETF Trust 2.48M (1.23%) 17.08K
Increased by +0.69%
May 30, 24
11 Columbia Seligman Tech & Info A 2.47M (1.22%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity® 500 Index 2.46M (1.21%) 15.63K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 2.41M (1.19%) -121.00
Decreased by -0.01%
Feb 28, 25
14 Columbia Seligman Technology Growth 2.40M (1.19%) 227.10K
Increased by +9.44%
Dec 31, 24
15 AF High Growth (AFRIS) 2.40M (1.19%) 2.40M
Increased by +100.00%
Feb 29, 24
16 First Trust Capital Strength ETF 2.15M (1.06%) 0.00
Increased by 0.00%
Dec 28, 23
17 First Trust Rising Dividend Achiev ETF 2.09M (1.03%) 2.87K
Increased by +0.14%
Jan 31, 24
18 Vanguard Value Index Inv 1.75M (0.87%) 7.52K
Increased by +0.43%
Feb 28, 25
19 Vanguard Information Technology ETF 1.68M (0.83%) 4.66K
Increased by +0.28%
Feb 28, 25
20 American Funds Fundamental Invs A 1.66M (0.82%) -1.40K
Decreased by -0.08%
Mar 31, 24