Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXG 4.08%
2 UTRN 4.02%
3 PBJ 3.75%
4 IBLN 3.56%
5 BAMV 3.23%
6 MVAL 3.15%
7 DIVZ 2.87%
8 BAD 2.67%
9 RSPS 2.65%
10 RHS 2.65%
11 AIEQ 2.34%
12 FXG 2.29%
13 CVRD 2.25%
14 MOAT 2.24%
15 FTDS 2.19%
16 MVFD 2.19%
17 MOTE 2.17%
18 QLTY 2.16%
19 EQRR 2.06%
20 ACT_old 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.42M (12.29%) 2.88M
Increased by +15.65%
Mar 31, 25
2 Capital World Investors 12.78M (8.53%) 3.03M
Increased by +23.68%
Mar 31, 25
3 Berkshire Hathaway Inc 12.01M (8.01%) 6.38M
Increased by +53.17%
Mar 31, 25
4 BlackRock Inc 11.54M (7.70%) 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 (4.50%) -101.42K
Decreased by -1.50%
Mar 31, 24
7 FMR Inc 5.03M (3.35%) 3.39M
Increased by +67.37%
Mar 31, 25
8 Wellington Management Company LLP 4.48M (2.99%) 2.51M
Increased by +56.12%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 4.31M (2.87%) 174.19K
Increased by +4.05%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 3.32M (2.21%) -4.74M
Decreased by -143.01%
Mar 31, 25
11 Geode Capital Management, LLC 3.29M (2.19%) 85.60K
Increased by +2.60%
Mar 31, 25
12 Aristotle Capital Management LLC 2.90M (1.93%) -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 JPMorgan Chase & Co 2.21M (1.48%) -441.37K
Decreased by -19.96%
Mar 31, 25
15 Mitsubishi UFJ Asset Management Co.,Ltd 2.18M (1.45%) 253.44K
Increased by +11.65%
Dec 31, 24
16 Amvescap Plc. 2.10M (1.40%) -361.64K
Decreased by -17.23%
Mar 31, 25
17 NORGES BANK 2.02M (1.35%) 112.68K
Increased by +5.58%
Dec 31, 24
18 AllianceBernstein L.P. 1.94M (1.29%) -329.04K
Decreased by -16.96%
Mar 31, 25
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 (5.89%) 8.83M
Increased by +100.00%
Feb 29, 24
2 American Funds Washington Mutual A 5.93M (3.96%) 1.25M
Increased by +21.01%
Mar 31, 25
3 Capital Group Wash Mutual Invtrs Comp 5.93M (3.96%) 1.25M
Increased by +21.01%
Mar 31, 25
4 American Funds American Balanced A 5.86M (3.91%) 2.22M
Increased by +37.85%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 5.19M (3.46%) -16.00K
Decreased by -0.31%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 4.93M (3.29%) 3.08K
Increased by +0.06%
May 31, 25
7 Vanguard Institutional 500 Index Trust 4.42M (2.95%) 30.71K
Increased by +0.69%
May 31, 25
8 Global Balanced (AFRIS) 4.05M (2.70%) 4.05M
Increased by +100.00%
Feb 29, 24
9 Vanguard Mid Cap Index Institutional 3.37M (2.25%) 31.88K
Increased by +0.95%
May 31, 25
10 UBS HV Tax-Opt Global Selections - Agg 2.82M (1.88%) 2.82M
Increased by +100.00%
Jun 30, 24
11 UBS Tax-Opt Digital Transformation theme 2.82M (1.88%) 2.82M
Increased by +100.00%
Jun 30, 24
12 UBS HV Global Selections - Agg 2.82M (1.88%) 2.82M
Increased by +99.95%
Jun 30, 24
13 MS INVF Global Brands A 2.26M (1.50%) -31.73K
Decreased by -1.41%
Dec 31, 24
14 Morgan Stanley Glbl Franchise 2.26M (1.50%) 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%) 2.41K
Increased by +0.12%
Apr 30, 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 (1.25%) 11.96K
Increased by +0.64%
Nov 30, 23
20 SPDR® S&P 500® ETF 1.86M (1.24%) -8.28K
Decreased by -0.45%
May 31, 25