Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 FTXG 3.99%
3 PBJ 3.75%
4 SHRY 3.66%
5 IBLN 3.56%
6 BAMV 3.35%
7 MVAL 3.09%
8 CAMX 3.07%
9 DIVZ 2.78%
10 BAD 2.67%
11 RSPS 2.60%
12 RHS 2.60%
13 AIEQ 2.34%
14 FXG 2.29%
15 CVRD 2.23%
16 MVFD 2.21%
17 FTDS 2.19%
18 MOAT 2.19%
19 QLTY 2.16%
20 MOTE 2.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.42M (12.46%) 2.88M
Increased by +15.65%
Mar 31, 25
2 Capital World Investors 12.78M (8.64%) 3.03M
Increased by +23.68%
Mar 31, 25
3 Berkshire Hathaway Inc 12.01M (8.12%) 6.38M
Increased by +53.17%
Mar 31, 25
4 BlackRock Inc 11.54M (7.81%) 455.09K
Increased by +3.94%
Mar 31, 25
5 State Street Corp 7.20M (4.87%) 39.90K
Increased by +0.55%
Mar 31, 25
6 State Street Corporation 6.74M (4.56%) -101.42K
Decreased by -1.50%
Mar 31, 24
7 FMR Inc 5.03M (3.40%) 3.39M
Increased by +67.37%
Mar 31, 25
8 Wellington Management Company LLP 4.48M (3.03%) 2.51M
Increased by +56.12%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 4.31M (2.91%) 174.19K
Increased by +4.05%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 3.32M (2.24%) -4.74M
Decreased by -143.01%
Mar 31, 25
11 Geode Capital Management, LLC 3.29M (2.22%) 85.60K
Increased by +2.60%
Mar 31, 25
12 Aristotle Capital Management LLC 2.90M (1.96%) -75.94K
Decreased by -2.62%
Mar 31, 25
13 Grantham, Mayo, Van Otterloo & Co., LLC 2.63M (1.78%) 178.69K
Increased by +6.79%
Mar 31, 25
14 JPMorgan Chase & Co 2.21M (1.50%) -441.37K
Decreased by -19.96%
Mar 31, 25
15 Mitsubishi UFJ Asset Management Co.,Ltd 2.18M (1.47%) 253.44K
Increased by +11.65%
Dec 31, 24
16 Amvescap Plc. 2.10M (1.42%) -361.64K
Decreased by -17.23%
Mar 31, 25
17 NORGES BANK 2.02M (1.36%) 112.68K
Increased by +5.58%
Dec 31, 24
18 AllianceBernstein L.P. 1.94M (1.31%) -329.04K
Decreased by -16.96%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 1.93M (1.31%) -302.32K
Decreased by -15.66%
Jun 30, 24
20 Charles Schwab Investment Management Inc 1.92M (1.30%) 139.16K
Increased by +7.24%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 8.83M (5.97%) 8.83M
Increased by +100.00%
Feb 29, 24
2 American Funds Washington Mutual A 5.93M (4.01%) 0.00
Increased by 0.00%
Jun 30, 25
3 Capital Group Wash Mutual Invtrs Comp 5.93M (4.01%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 5.19M (3.51%) -16.00K
Decreased by -0.31%
Sep 30, 24
5 American Funds American Balanced A 4.97M (3.36%) -892.18K
Decreased by -17.95%
Jun 30, 25
6 Vanguard Total Stock Mkt Idx Inv 4.93M (3.33%) 3.08K
Increased by +0.06%
May 31, 25
7 Vanguard Institutional 500 Index Trust 4.42M (2.99%) 30.71K
Increased by +0.69%
May 31, 25
8 Global Balanced (AFRIS) 4.05M (2.74%) 4.05M
Increased by +100.00%
Feb 29, 24
9 Vanguard Mid Cap Index Institutional 3.37M (2.28%) 31.88K
Increased by +0.95%
May 31, 25
10 UBS HV Tax-Opt Global Selections - Agg 2.82M (1.91%) 2.82M
Increased by +100.00%
Jun 30, 24
11 UBS Tax-Opt Digital Transformation theme 2.82M (1.91%) 2.82M
Increased by +100.00%
Jun 30, 24
12 UBS HV Global Selections - Agg 2.82M (1.91%) 2.82M
Increased by +99.95%
Jun 30, 24
13 MS INVF Global Brands A 2.26M (1.53%) -31.73K
Decreased by -1.41%
Dec 31, 24
14 Morgan Stanley Glbl Franchise 2.26M (1.53%) 124.58K
Increased by +5.52%
Dec 31, 24
15 SPDR® S&P 500 ETF Trust 1.96M (1.33%) 11.40K
Increased by +0.58%
Mar 28, 24
16 Fidelity 500 Index 1.96M (1.33%) 8.33K
Increased by +0.42%
May 31, 25
17 SPDR® S&P 500 ETF 1.93M (1.31%) -38.78K
Decreased by -2.01%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 1.88M (1.27%) -9.83K
Decreased by -0.52%
Mar 31, 25
19 Fidelity® 500 Index 1.88M (1.27%) 11.96K
Increased by +0.64%
Nov 30, 23
20 SPDR® S&P 500® ETF 1.85M (1.25%) -6.48K
Decreased by -0.35%
Jun 30, 25