Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQQA 4.46%
2 DIP 4.32%
3 UTRN 3.90%
4 VICE 3.72%
5 DIVZ 3.72%
6 CGVV 3.42%
7 FTCE 3.36%
8 ULTY 3.16%
9 MILN 3.10%
10 ACSI 3.02%
11 GVLE 2.95%
12 PCLG 2.89%
13 AQGX 2.88%
14 TGLR 2.72%
15 STNC 2.70%
16 XLY 2.67%
17 LOGO 2.53%
18 CGCV 2.52%
19 CGDV 2.49%
20 EATZ 2.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 114.41M (10.06%) 971.77K
Increased by +0.85%
Dec 31, 25
2 Capital World Investors 103.32M (9.08%) 18.59M
Increased by +17.99%
Mar 31, 26
3 Capital Research Global Investors 102.35M (9.00%) 20.17M
Increased by +19.70%
Mar 31, 26
4 BlackRock Inc 80.37M (7.07%) 1.82M
Increased by +2.26%
Dec 31, 25
5 State Street Corp 47.87M (4.21%) 327.16K
Increased by +0.68%
Dec 31, 25
6 State Street Corporation 45.84M (4.03%) -474.93K
Decreased by -1.04%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 33.36M (2.93%) 21.63M
Increased by +64.86%
Dec 31, 25
8 Geode Capital Management, LLC 26.37M (2.32%) 225.17K
Increased by +0.85%
Dec 31, 25
9 FMR Inc 25.91M (2.28%) -2.26M
Decreased by -8.72%
Dec 31, 25
10 Barclays PLC 23.66M (2.08%) 14.75M
Increased by +62.34%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 21.28M (1.87%) -4.91M
Decreased by -23.07%
Dec 31, 25
12 JPMorgan Chase & Co 16.88M (1.48%) 4.74M
Increased by +28.08%
Sep 30, 25
13 Wellington Management Company LLP 16.07M (1.41%) -3.35M
Decreased by -20.82%
Jun 30, 25
14 NORGES BANK 14.64M (1.29%) 1.04M
Increased by +7.08%
Dec 31, 25
15 Bank of America Corp 14.46M (1.27%) -986.73K
Decreased by -6.82%
Dec 31, 25
16 Amvescap Plc. 14.26M (1.25%) -347.06K
Decreased by -2.43%
Mar 31, 26
17 Capital Research & Mgmt Co - Division 3 14.01M (1.23%) -1.75M
Decreased by -12.45%
Mar 31, 26
18 T. Rowe Price Associates, Inc. 13.90M (1.22%) -326.74K
Decreased by -2.35%
Mar 31, 25
19 Nuveen Asset Management, LLC 13.73M (1.21%) -631.33K
Decreased by -4.60%
Dec 31, 24
20 Wells Fargo & Co 13.63M (1.20%) -4.18M
Decreased by -30.70%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 36.18M (3.18%) 220.68K
Increased by +0.61%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 35.89M (3.16%) 42.18K
Increased by +0.12%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 32.31M (2.84%) 224.31K
Increased by +0.69%
May 31, 25
4 American Funds American Balanced A 29.25M (2.57%) 12.54M
Increased by +42.85%
Mar 31, 26
5 Vanguard 500 Index Investor 29.01M (2.55%) -229.79K
Decreased by -0.79%
Mar 31, 26
6 American Funds American Mutual A 26.37M (2.32%) 5.13M
Increased by +19.47%
Mar 31, 26
7 Capital Group American Mutual Comp 26.37M (2.32%) 5.13M
Increased by +19.47%
Mar 31, 26
8 Invesco QQQ Trust 24.38M (2.14%) 179.35K
Increased by +0.74%
Apr 30, 26
9 American Funds Invmt Co of Amer A 23.53M (2.07%) 4.93M
Increased by +20.94%
Mar 31, 26
10 Capital Group Investment Co of Amer Comp 23.53M (2.07%) 4.93M
Increased by +20.94%
Mar 31, 26
11 American Funds Growth Fund of Amer A 23.45M (2.06%) 4.60M
Increased by +19.62%
Mar 31, 26
12 Capital Group Growth Fnd of Amer Comp 23.45M (2.06%) 4.60M
Increased by +19.62%
Mar 31, 26
13 American Funds Income Fund of Amer A 18.94M (1.67%) 3.14M
Increased by +16.58%
Mar 31, 26
14 American Funds Washington Mutual A 18.71M (1.65%) 1.00M
Increased by +5.35%
Mar 31, 26
15 Capital Group Wash Mutual Invtrs Comp 18.71M (1.65%) 1.00M
Increased by +5.35%
Mar 31, 26
16 American Funds Fundamental Invs A 15.98M (1.40%) 939.63K
Increased by +5.88%
Mar 31, 26
17 Capital Group Fundamental Invtrs Comp 15.98M (1.40%) 939.63K
Increased by +5.88%
Mar 31, 26
18 iShares Core S&P 500 ETF 14.74M (1.30%) 43.23K
Increased by +0.29%
Apr 30, 26
19 Performer (AFRIS) 14.64M (1.29%) 14.64M
Increased by +100.00%
Feb 29, 24
20 Fidelity 500 Index 14.55M (1.28%) 81.25K
Increased by +0.56%
Mar 31, 26