Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXG 4.35%
2 UTRN 4.02%
3 PBJ 3.75%
4 IBLN 3.56%
5 BAD 2.67%
6 RHS 2.66%
7 RSPS 2.66%
8 CVRD 2.50%
9 AIEQ 2.34%
10 FXG 2.29%
11 FTDS 2.19%
12 CZA 2.17%
13 QLTY 2.09%
14 EQRR 2.08%
15 ACT_old 2.00%
16 CAMX 1.97%
17 TIME 1.97%
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 15.53M (9.96%) 1.82M
Increased by +11.73%
Dec 31, 24
2 BlackRock Inc 11.09M (7.11%) -25.57K
Decreased by -0.23%
Dec 31, 24
3 Capital World Investors 9.76M (6.25%) 324.69K
Increased by +3.33%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 8.06M (5.16%) -456.65K
Decreased by -5.67%
Dec 31, 24
5 State Street Corp 7.16M (4.59%) 18.65K
Increased by +0.26%
Dec 31, 24
6 State Street Corporation 6.74M (4.32%) -101.42K
Decreased by -1.50%
Mar 31, 24
7 Berkshire Hathaway Inc 5.62M (3.61%) 5.62M
Increased by +100.00%
Dec 31, 24
8 Capital Research & Mgmt Co - Division 3 4.13M (2.65%) -6.04M
Decreased by -146.32%
Dec 31, 24
9 Geode Capital Management, LLC 3.20M (2.05%) 63.32K
Increased by +1.98%
Dec 31, 24
10 Aristotle Capital Management LLC 2.97M (1.90%) -114.47K
Decreased by -3.85%
Dec 31, 24
11 Capital Research Global Investors 2.90M (1.86%) 18.56K
Increased by +0.64%
Dec 31, 24
12 JPMorgan Chase & Co 2.65M (1.70%) -3.91M
Decreased by -147.58%
Dec 31, 24
13 Amvescap Plc. 2.46M (1.58%) -62.32K
Decreased by -2.53%
Dec 31, 24
14 Grantham, Mayo, Van Otterloo & Co., LLC 2.45M (1.57%) 736.78K
Increased by +30.02%
Dec 31, 24
15 AllianceBernstein L.P. 2.27M (1.45%) -350.18K
Decreased by -15.43%
Dec 31, 24
16 Mitsubishi UFJ Asset Management Co.,Ltd 2.18M (1.39%) 253.44K
Increased by +11.65%
Dec 31, 24
17 NORGES BANK 2.02M (1.29%) 112.68K
Increased by +5.58%
Dec 31, 24
18 Wellington Management Company LLP 1.97M (1.26%) -637.23K
Decreased by -32.41%
Dec 31, 24
19 T. Rowe Price Associates, Inc. 1.93M (1.24%) -302.32K
Decreased by -15.66%
Jun 30, 24
20 Charles Schwab Investment Management Inc 1.78M (1.14%) 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 (5.66%) 8.83M
Increased by +100.00%
Feb 29, 24
2 American Funds Washington Mutual A 5.93M (3.80%) 1.25M
Increased by +21.01%
Mar 31, 25
3 American Funds American Balanced A 5.86M (3.76%) 2.22M
Increased by +37.85%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 5.19M (3.33%) -16.00K
Decreased by -0.31%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 4.85M (3.11%) -13.26K
Decreased by -0.27%
Mar 31, 25
6 Capital Group Wash Mutual Invtrs Comp 4.69M (3.00%) -1.27M
Decreased by -27.14%
Dec 31, 24
7 Vanguard Institutional 500 Index Trust 4.32M (2.77%) -10.48K
Decreased by -0.24%
Mar 31, 25
8 Global Balanced (AFRIS) 4.05M (2.60%) 4.05M
Increased by +100.00%
Feb 29, 24
9 Vanguard Mid Cap Index Institutional 3.31M (2.12%) 1.64M
Increased by +49.63%
Mar 31, 25
10 UBS HV Tax-Opt Global Selections - Agg 2.82M (1.81%) 2.82M
Increased by +100.00%
Jun 30, 24
11 UBS Tax-Opt Digital Transformation theme 2.82M (1.81%) 2.82M
Increased by +100.00%
Jun 30, 24
12 UBS HV Global Selections - Agg 2.82M (1.81%) 2.82M
Increased by +99.95%
Jun 30, 24
13 MS INVF Global Brands A 2.26M (1.45%) -31.73K
Decreased by -1.41%
Dec 31, 24
14 Morgan Stanley Glbl Franchise 2.26M (1.45%) 124.58K
Increased by +5.52%
Dec 31, 24
15 SPDR® S&P 500 ETF Trust 1.96M (1.26%) 11.40K
Increased by +0.58%
Mar 28, 24
16 Fidelity 500 Index 1.96M (1.25%) 8.71K
Increased by +0.45%
Feb 28, 25
17 SPDR® S&P 500 ETF 1.93M (1.24%) -38.78K
Decreased by -2.01%
Mar 31, 25
18 iShares Core S&P 500 ETF 1.90M (1.22%) 5.52K
Increased by +0.29%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 1.88M (1.21%) -9.83K
Decreased by -0.52%
Mar 31, 25
20 Fidelity® 500 Index 1.88M (1.20%) 11.96K
Increased by +0.64%
Nov 30, 23