Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BUL 4.84%
2 UTRN 4.03%
3 WBIG 3.99%
4 QQLV 3.45%
5 MDCP 3.04%
6 KMID 2.92%
7 RTH 2.49%
8 CVRD 2.29%
9 IEDI 2.18%
10 FGSI 2.17%
11 FTCS 2.16%
12 FTGS 2.16%
13 STNC 2.14%
14 WBIL 2.11%
15 RCD 1.92%
16 RSPD 1.92%
17 QQXT 1.92%
18 CPAI 1.89%
19 RDVI 1.86%
20 RDVY 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.12M (10.68%) 4.95M
Increased by +14.50%
Mar 31, 25
2 BlackRock Inc 23.54M (7.37%) -177.55K
Decreased by -0.75%
Mar 31, 25
3 JPMorgan Chase & Co 19.84M (6.21%) 206.71K
Increased by +1.04%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 17.85M (5.59%) -1.67M
Decreased by -9.36%
Mar 31, 25
5 State Street Corporation 14.04M (4.40%) -570.31K
Decreased by -4.06%
Mar 31, 24
6 State Street Corp 13.91M (4.36%) -670.13K
Decreased by -4.82%
Mar 31, 25
7 PRIMECAP Management Company 10.22M (3.20%) -147.89K
Decreased by -1.45%
Mar 31, 25
8 Geode Capital Management, LLC 8.54M (2.67%) 253.66K
Increased by +2.97%
Mar 31, 25
9 Bank of America Corp 8.14M (2.55%) 651.99K
Increased by +8.00%
Mar 31, 25
10 FMR Inc 7.49M (2.35%) -128.54K
Decreased by -1.72%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 5.00M (1.57%) -734.87K
Decreased by -14.70%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 4.65M (1.46%) -299.26K
Decreased by -6.44%
Mar 31, 25
13 Goldman Sachs Group Inc 4.39M (1.37%) -222.44K
Decreased by -5.07%
Sep 30, 24
14 Viking Global Investors LP 4.32M (1.35%) 2.61M
Increased by +60.50%
Mar 31, 25
15 NORGES BANK 4.29M (1.34%) 200.38K
Increased by +4.67%
Dec 31, 24
16 EdgePoint Investment Group, Inc. 4.06M (1.27%) 1.51M
Increased by +37.23%
Mar 31, 25
17 Amvescap Plc. 4.00M (1.25%) 192.15K
Increased by +4.81%
Mar 31, 25
18 Amundi 3.95M (1.24%) -503.45K
Decreased by -12.75%
Mar 31, 25
19 Marshfield Associates 3.91M (1.22%) -8.43K
Decreased by -0.22%
Mar 31, 25
20 Wellington Management Company LLP 3.86M (1.21%) 1.51M
Increased by +39.04%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.60M (3.32%) 12.36K
Increased by +0.12%
May 31, 25
2 Vanguard US Total Market Shares ETF 10.58M (3.31%) -25.49K
Decreased by -0.24%
Sep 30, 24
3 Performer (AFRIS) 10.32M (3.23%) 10.32M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 9.38M (2.94%) 65.05K
Increased by +0.69%
May 31, 25
5 Vanguard PRIMECAP Inv 7.55M (2.36%) -21.50K
Decreased by -0.28%
Mar 31, 25
6 Invesco QQQ Trust 6.78M (2.12%) -32.92K
Decreased by -0.49%
Jun 30, 25
7 Fidelity 500 Index 4.16M (1.30%) 18.01K
Increased by +0.43%
May 31, 25
8 SPDR® S&P 500 ETF 4.10M (1.28%) -85.51K
Decreased by -2.08%
Mar 31, 25
9 JPMorgan Equity Premium Income ETF 4.10M (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
10 SPDR® S&P 500 ETF Trust 4.00M (1.25%) 9.00K
Increased by +0.22%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 4.00M (1.25%) -20.95K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.97M (1.24%) -13.97K
Decreased by -0.35%
Jun 30, 25
13 Fidelity® 500 Index 3.97M (1.24%) 25.26K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 3.90M (1.22%) 6.21K
Increased by +0.16%
Jun 30, 25
15 Vanguard Growth Index Investor 3.79M (1.19%) 7.07K
Increased by +0.19%
May 31, 25
16 Vanguard Mid Cap Index Institutional 3.62M (1.13%) 34.30K
Increased by +0.95%
May 31, 25
17 T. Rowe Price U.S. Value Equity Tr-Z 2.76M (0.86%) 1.22M
Increased by +44.12%
Mar 31, 25
18 Franklin Rising Dividends A 2.68M (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
19 Franklin Rising Dividends Fund A 2.68M (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
20 First Eagle Global A 2.63M (0.82%) 0.00
Increased by 0.00%
Nov 30, 23