Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEDI 5.80%
2 RTH 5.12%
3 LOGO 4.61%
4 DIVO 4.34%
5 UTRN 3.94%
6 SXQG 3.94%
7 XLY 3.78%
8 NEWZ 3.62%
9 BGDV 3.56%
10 STNC 3.53%
11 USSE 3.51%
12 DVOL 3.29%
13 ACSI 2.99%
14 BCUS 2.94%
15 GBUY 2.91%
16 UCC 2.83%
17 NBCC 2.82%
18 CAML 2.73%
19 TGLR 2.72%
20 PEZ 2.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 101.14M (9.11%) 727.29K
Increased by +0.72%
Jun 30, 25
2 BlackRock Inc 100.00M (9.00%) -610.01K
Decreased by -0.61%
Jun 30, 25
3 State Street Corp 48.60M (4.38%) 285.74K
Increased by +0.59%
Jun 30, 25
4 State Street Corporation 47.40M (4.27%) -41.31K
Decreased by -0.09%
Mar 31, 24
5 FMR Inc 33.73M (3.04%) -699.50K
Decreased by -2.07%
Jun 30, 25
6 Wellington Management Company LLP 32.64M (2.94%) -1.82M
Decreased by -5.58%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 26.77M (2.41%) 1.09M
Increased by +4.08%
Jun 30, 25
8 Geode Capital Management, LLC 26.07M (2.35%) 301.13K
Increased by +1.16%
Jun 30, 25
9 Bank of America Corp 24.62M (2.22%) 3.06M
Increased by +12.42%
Jun 30, 25
10 JPMorgan Chase & Co 21.69M (1.95%) 22.71K
Increased by +0.10%
Jun 30, 25
11 Bank of New York Mellon Corp 17.44M (1.57%) -834.69K
Decreased by -4.78%
Jun 30, 25
12 Capital Research & Mgmt Co - Division 3 15.05M (1.35%) 227.63K
Increased by +1.51%
Jun 30, 25
13 NORGES BANK 14.65M (1.32%) 819.10K
Increased by +5.59%
Jun 30, 25
14 Northern Trust Corp 13.77M (1.24%) -136.42K
Decreased by -0.99%
Jun 30, 25
15 HHG PLC 13.23M (1.19%) 346.94K
Increased by +2.62%
Mar 31, 24
16 Ameriprise Financial Inc 13.00M (1.17%) -68.88K
Decreased by -0.53%
Jun 30, 25
17 Royal Bank of Canada 12.28M (1.11%) 431.16K
Increased by +3.51%
Jun 30, 25
18 Amundi 11.89M (1.07%) 1.10M
Increased by +9.29%
Mar 31, 25
19 Alecta Pensionsforsakring, Omsesidigt 11.77M (1.06%) -330.00K
Decreased by -2.80%
Sep 30, 24
20 PRIMECAP Management Company 11.54M (1.04%) -164.18K
Decreased by -1.42%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 99.75M (8.98%) 99.75M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 35.80M (3.22%) -89.52K
Decreased by -0.25%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 35.06M (3.16%) -816.60K
Decreased by -2.33%
Jul 31, 25
4 Vanguard 500 Index Investor 27.64M (2.49%) -4.05M
Decreased by -14.65%
Jul 31, 25
5 Fidelity 500 Index 14.15M (1.27%) 6.09K
Increased by +0.04%
Jul 31, 25
6 SPDR® S&P 500 ETF 13.98M (1.26%) -247.96K
Decreased by -1.77%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 13.61M (1.23%) -71.39K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 13.53M (1.22%) 30.46K
Increased by +0.23%
Apr 30, 24
9 SPDR® S&P 500® ETF 13.49M (1.21%) 165.97K
Increased by +1.23%
Aug 31, 25
10 iShares Core S&P 500 ETF 13.44M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
11 Fidelity® 500 Index 13.39M (1.21%) 85.22K
Increased by +0.64%
Nov 30, 23
12 Vanguard Dividend Growth Inv 12.47M (1.12%) 1.09M
Increased by +8.75%
Jun 30, 25
13 Vanguard Growth Index Investor 11.83M (1.06%) 41.33K
Increased by +0.35%
Jul 31, 25
14 iShares MSCI USA Quality Factor ETF 9.75M (0.88%) 0.00
Increased by 0.00%
Aug 31, 25
15 JPM US Equity Income-MA 8.44M (0.76%) 8.43M
Increased by +99.88%
Sep 30, 23
16 AF High Growth (AFRIS) 7.58M (0.68%) 7.58M
Increased by +100.00%
Feb 29, 24
17 Vanguard PRIMECAP Inv 7.36M (0.66%) -39.00K
Decreased by -0.53%
Jun 30, 25
18 Vanguard Institutional Index I 6.75M (0.61%) -75.61K
Decreased by -1.12%
Jul 31, 25
19 The Consumer Discret Sel SectSPDR® ETF 6.32M (0.57%) 3.85K
Increased by +0.06%
Aug 31, 25
20 Consumer Discret Sel Sect SPDR® ETF 6.16M (0.55%) -31.25K
Decreased by -0.51%
Apr 30, 24