Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXG 4.06%
2 UTRN 4.02%
3 PBJ 3.75%
4 IBLN 3.56%
5 BAD 2.67%
6 RHS 2.46%
7 RSPS 2.46%
8 CVRD 2.37%
9 AIEQ 2.34%
10 FXG 2.29%
11 FTDS 2.19%
12 QLTY 2.09%
13 ACT_old 2.00%
14 CAMX 1.97%
15 CZA 1.97%
16 TIME 1.97%
17 EQRR 1.89%
18 RUFF 1.85%
19 ENTR 1.81%
20 WBIE 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.42M (12.31%) 2.88M
Increased by +15.65%
Mar 31, 25
2 Capital World Investors 12.78M (8.54%) 3.03M
Increased by +23.68%
Mar 31, 25
3 Berkshire Hathaway Inc 12.01M (8.03%) 6.38M
Increased by +53.17%
Mar 31, 25
4 BlackRock Inc 11.54M (7.72%) 455.09K
Increased by +3.94%
Mar 31, 25
5 State Street Corp 7.20M (4.81%) 39.90K
Increased by +0.55%
Mar 31, 25
6 State Street Corporation 6.74M (4.51%) -101.42K
Decreased by -1.50%
Mar 31, 24
7 FMR Inc 5.03M (3.36%) 3.39M
Increased by +67.37%
Mar 31, 25
8 Wellington Management Company LLP 4.48M (3.00%) 2.51M
Increased by +56.12%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 4.31M (2.88%) 174.19K
Increased by +4.05%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 3.32M (2.22%) -4.74M
Decreased by -143.01%
Mar 31, 25
11 Geode Capital Management, LLC 3.29M (2.20%) 85.60K
Increased by +2.60%
Mar 31, 25
12 Aristotle Capital Management LLC 2.90M (1.94%) -75.94K
Decreased by -2.62%
Mar 31, 25
13 Grantham, Mayo, Van Otterloo & Co., LLC 2.63M (1.76%) 178.69K
Increased by +6.79%
Mar 31, 25
14 Amvescap Plc. 2.46M (1.64%) -62.32K
Decreased by -2.53%
Dec 31, 24
15 AllianceBernstein L.P. 2.27M (1.52%) -350.18K
Decreased by -15.43%
Dec 31, 24
16 JPMorgan Chase & Co 2.21M (1.48%) -441.37K
Decreased by -19.96%
Mar 31, 25
17 Mitsubishi UFJ Asset Management Co.,Ltd 2.18M (1.45%) 253.44K
Increased by +11.65%
Dec 31, 24
18 NORGES BANK 2.02M (1.35%) 112.68K
Increased by +5.58%
Dec 31, 24
19 T. Rowe Price Associates, Inc. 1.93M (1.29%) -302.32K
Decreased by -15.66%
Jun 30, 24
20 Charles Schwab Investment Management Inc 1.92M (1.28%) 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 (5.90%) 8.83M
Increased by +100.00%
Feb 29, 24
2 American Funds Washington Mutual A 5.93M (3.97%) 1.25M
Increased by +21.01%
Mar 31, 25
3 Capital Group Wash Mutual Invtrs Comp 5.93M (3.97%) 1.25M
Increased by +21.01%
Mar 31, 25
4 American Funds American Balanced A 5.86M (3.92%) 2.22M
Increased by +37.85%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 5.19M (3.47%) -16.00K
Decreased by -0.31%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 4.93M (3.29%) 73.99K
Increased by +1.50%
Apr 30, 25
7 Vanguard Institutional 500 Index Trust 4.39M (2.93%) 70.11K
Increased by +1.60%
Apr 30, 25
8 Global Balanced (AFRIS) 4.05M (2.71%) 4.05M
Increased by +100.00%
Feb 29, 24
9 Vanguard Mid Cap Index Institutional 3.34M (2.23%) 31.99K
Increased by +0.96%
Apr 30, 25
10 UBS HV Tax-Opt Global Selections - Agg 2.82M (1.89%) 2.82M
Increased by +100.00%
Jun 30, 24
11 UBS Tax-Opt Digital Transformation theme 2.82M (1.89%) 2.82M
Increased by +100.00%
Jun 30, 24
12 UBS HV Global Selections - Agg 2.82M (1.89%) 2.82M
Increased by +99.95%
Jun 30, 24
13 MS INVF Global Brands A 2.26M (1.51%) -31.73K
Decreased by -1.41%
Dec 31, 24
14 Morgan Stanley Glbl Franchise 2.26M (1.51%) 124.58K
Increased by +5.52%
Dec 31, 24
15 SPDR® S&P 500 ETF Trust 1.96M (1.31%) 11.40K
Increased by +0.58%
Mar 28, 24
16 Fidelity 500 Index 1.95M (1.30%) -5.58K
Decreased by -0.29%
Mar 31, 25
17 SPDR® S&P 500 ETF 1.93M (1.29%) -38.78K
Decreased by -2.01%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 1.88M (1.26%) -9.83K
Decreased by -0.52%
Mar 31, 25
19 Fidelity® 500 Index 1.88M (1.26%) 11.96K
Increased by +0.64%
Nov 30, 23
20 SPDR® S&P 500® ETF 1.87M (1.25%) -11.19K
Decreased by -0.60%
Apr 30, 25