Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARU 7.71%
2 CARD 7.08%
3 PEZ 5.65%
4 VNSE 4.86%
5 RTH 4.79%
6 USSE 4.73%
7 PMR 4.72%
8 QQQA 4.52%
9 QQLV 4.28%
10 FMCX 4.07%
11 UTRN 3.73%
12 PDP 3.22%
13 IWFG 3.20%
14 BCUS 3.13%
15 RISN 3.11%
16 STNC 3.09%
17 RUFF 3.02%
18 EQRR 2.61%
19 CAML 2.59%
20 PKW 2.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.16M (9.10%) 17.32K
Increased by +0.34%
Dec 31, 24
2 BlackRock Inc 4.10M (7.23%) 78.19K
Increased by +1.91%
Dec 31, 24
3 State Street Corp 2.48M (4.38%) 85.88K
Increased by +3.46%
Dec 31, 24
4 State Street Corporation 2.42M (4.26%) -19.88K
Decreased by -0.82%
Mar 31, 24
5 Principal Financial Group Inc 1.79M (3.16%) -31.91K
Decreased by -1.78%
Dec 31, 24
6 Wellington Management Company LLP 1.59M (2.81%) -131.68K
Decreased by -8.26%
Dec 31, 24
7 Geode Capital Management, LLC 1.48M (2.61%) 3.53K
Increased by +0.24%
Dec 31, 24
8 FMR Inc 1.44M (2.54%) 11.04K
Increased by +0.76%
Dec 31, 24
9 Bank of New York Mellon Corp 1.31M (2.31%) -67.49K
Decreased by -5.15%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 1.16M (2.05%) 1.04K
Increased by +0.09%
Dec 31, 24
11 Akre Capital Management, LLC 895.28K (1.58%) -23.79K
Decreased by -2.66%
Dec 31, 24
12 International Assets Investment Management, LLC 854.49K (1.51%) 853.63K
Increased by +99.90%
Sep 30, 24
13 Jennison Associates LLC 841.84K (1.48%) -52.14K
Decreased by -6.19%
Dec 31, 24
14 Amvescap Plc. 799.85K (1.41%) 46.98K
Increased by +5.87%
Dec 31, 24
15 NORGES BANK 731.31K (1.29%) 32.91K
Increased by +4.50%
Dec 31, 24
16 Amundi 701.40K (1.24%) -51.34K
Decreased by -7.32%
Dec 31, 24
17 Northern Trust Corp 651.97K (1.15%) 94.46K
Increased by +14.49%
Dec 31, 24
18 Franklin Resources Inc 628.74K (1.11%) -54.12K
Decreased by -8.61%
Sep 30, 24
19 Bank of America Corp 602.28K (1.06%) -87.05K
Decreased by -14.45%
Dec 31, 24
20 Massachusetts Financial Services Company 601.61K (1.06%) 133.14K
Increased by +22.13%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.82M (3.21%) 6.17K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 1.60M (2.82%) 10.75K
Increased by +0.67%
Feb 28, 25
3 AF High Growth (AFRIS) 1.28M (2.25%) 1.28M
Increased by +100.00%
Feb 29, 24
4 Invesco QQQ Trust 1.19M (2.10%) -94.00
Decreased by -0.01%
Feb 28, 25
5 Principal Aligned MidCap Equity 1.02M (1.80%) -6.44K
Decreased by -0.63%
Dec 31, 24
6 Principal MidCap R5 1.02M (1.80%) -2.75K
Decreased by -0.27%
Feb 28, 25
7 Fidelity 500 Index 719.83K (1.27%) 3.18K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 713.96K (1.26%) -5.30K
Decreased by -0.74%
Feb 28, 25
9 Fidelity® 500 Index 703.85K (1.24%) 4.48K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 699.52K (1.23%) 1.57K
Increased by +0.23%
Apr 30, 24
11 iShares Core S&P 500 ETF 678.11K (1.19%) -34.00
Decreased by -0.01%
Feb 28, 25
12 Akre Focus Instl 665.00K (1.17%) -16.00K
Decreased by -2.41%
Oct 31, 24
13 Vanguard Wellington™ Inv 616.04K (1.09%) -38.17K
Decreased by -6.20%
Dec 31, 24
14 Vanguard Growth Index Investor 603.62K (1.06%) 467.00
Increased by +0.08%
Feb 28, 25
15 Global Balanced (AFRIS) 585.79K (1.03%) 585.79K
Increased by +100.00%
Feb 29, 24
16 The Consumer Discret Sel SectSPDR® ETF 369.43K (0.65%) -716.00
Decreased by -0.19%
Feb 28, 25
17 Fidelity® Magellan® 366.80K (0.65%) -200.00
Decreased by -0.05%
Nov 30, 23
18 Fidelity Magellan 365.30K (0.64%) -300.00
Decreased by -0.08%
Jan 31, 25
19 Vanguard Institutional Index I 357.86K (0.63%) -4.41K
Decreased by -1.23%
Feb 28, 25
20 Fidelity® Contrafund® 345.44K (0.61%) 0.00
Increased by 0.00%
Nov 30, 23