Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXG 4.27%
2 UTRN 4.02%
3 PBJ 3.75%
4 IBLN 3.56%
5 CVRD 3.48%
6 BAD 2.67%
7 RHS 2.67%
8 RSPS 2.64%
9 AIEQ 2.34%
10 CZA 2.30%
11 FXG 2.29%
12 FTDS 2.22%
13 EQRR 2.15%
14 ACT_old 2.00%
15 FDG 1.99%
16 CAMX 1.97%
17 TIME 1.97%
18 QLTY 1.92%
19 RUFF 1.85%
20 ENTR 1.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.53M (9.83%) 1.82M
Increased by +11.73%
Dec 31, 24
2 BlackRock Inc 11.09M (7.02%) -25.57K
Decreased by -0.23%
Dec 31, 24
3 Capital World Investors 9.76M (6.17%) 324.69K
Increased by +3.33%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 8.06M (5.10%) -456.65K
Decreased by -5.67%
Dec 31, 24
5 State Street Corp 7.16M (4.53%) 18.65K
Increased by +0.26%
Dec 31, 24
6 State Street Corporation 6.74M (4.27%) -101.42K
Decreased by -1.50%
Mar 31, 24
7 Berkshire Hathaway Inc 5.62M (3.56%) 5.62M
Increased by +100.00%
Dec 31, 24
8 Capital Research & Mgmt Co - Division 3 4.13M (2.61%) -6.04M
Decreased by -146.32%
Dec 31, 24
9 Geode Capital Management, LLC 3.20M (2.03%) 63.32K
Increased by +1.98%
Dec 31, 24
10 Aristotle Capital Management LLC 2.97M (1.88%) -114.47K
Decreased by -3.85%
Dec 31, 24
11 Capital Research Global Investors 2.90M (1.84%) 18.56K
Increased by +0.64%
Dec 31, 24
12 JPMorgan Chase & Co 2.65M (1.68%) -3.91M
Decreased by -147.58%
Dec 31, 24
13 Amvescap Plc. 2.46M (1.56%) -62.32K
Decreased by -2.53%
Dec 31, 24
14 Grantham, Mayo, Van Otterloo & Co., LLC 2.45M (1.55%) 736.78K
Increased by +30.02%
Dec 31, 24
15 AllianceBernstein L.P. 2.27M (1.44%) -350.18K
Decreased by -15.43%
Dec 31, 24
16 Mitsubishi UFJ Asset Management Co.,Ltd 2.18M (1.38%) 253.44K
Increased by +11.65%
Dec 31, 24
17 NORGES BANK 2.02M (1.28%) 112.68K
Increased by +5.58%
Dec 31, 24
18 Wellington Management Company LLP 1.97M (1.24%) -637.23K
Decreased by -32.41%
Dec 31, 24
19 T. Rowe Price Associates, Inc. 1.93M (1.22%) -302.32K
Decreased by -15.66%
Jun 30, 24
20 Charles Schwab Investment Management Inc 1.78M (1.13%) 38.79K
Increased by +2.18%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 8.83M (5.59%) 8.83M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 4.86M (3.08%) 7.18K
Increased by +0.15%
Feb 28, 25
3 American Funds Washington Mutual A 4.69M (2.97%) -1.27M
Decreased by -27.14%
Dec 31, 24
4 Capital Group Wash Mutual Invtrs Comp 4.69M (2.97%) -1.27M
Decreased by -27.14%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 4.33M (2.74%) 29.48K
Increased by +0.68%
Feb 28, 25
6 Global Balanced (AFRIS) 4.05M (2.56%) 4.05M
Increased by +100.00%
Feb 29, 24
7 American Funds American Balanced A 3.64M (2.31%) -940.40K
Decreased by -25.81%
Dec 31, 24
8 UBS HV Tax-Opt Global Selections - Agg 2.82M (1.79%) 2.82M
Increased by +100.00%
Jun 30, 24
9 UBS Tax-Opt Digital Transformation theme 2.82M (1.79%) 2.82M
Increased by +100.00%
Jun 30, 24
10 UBS HV Global Selections - Agg 2.82M (1.79%) 2.82M
Increased by +99.95%
Jun 30, 24
11 MS INVF Global Brands A 2.26M (1.43%) -31.73K
Decreased by -1.41%
Dec 31, 24
12 Morgan Stanley Glbl Franchise 2.26M (1.43%) 124.58K
Increased by +5.52%
Dec 31, 24
13 SPDR® S&P 500 ETF Trust 1.96M (1.24%) 11.40K
Increased by +0.58%
Mar 28, 24
14 Fidelity 500 Index 1.96M (1.24%) 8.71K
Increased by +0.45%
Feb 28, 25
15 iShares Core S&P 500 ETF 1.90M (1.20%) 5.52K
Increased by +0.29%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 1.88M (1.19%) -9.83K
Decreased by -0.52%
Mar 31, 25
17 Fidelity® 500 Index 1.88M (1.19%) 11.96K
Increased by +0.64%
Nov 30, 23
18 American Funds American Mutual A 1.77M (1.12%) -1.59M
Decreased by -90.02%
Dec 31, 24
19 Capital Group American Mutual Comp 1.77M (1.12%) -1.59M
Decreased by -90.02%
Dec 31, 24
20 American Funds Invmt Co of Amer A 1.73M (1.09%) -409.00
Decreased by -0.02%
Sep 30, 24