Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEEZ 4.79%
2 QQQN 3.28%
3 CSMD 3.15%
4 QQJG 2.60%
5 POWA 2.31%
6 RSPD 2.18%
7 DEF 2.16%
8 MBOX 2.16%
9 FTDS 2.04%
10 QQQJ 2.00%
11 RUNN 1.98%
12 RCD 1.97%
13 TUSA 1.96%
14 PPIE 1.96%
15 DMDV 1.81%
16 TMFX 1.73%
17 GDIV 1.64%
18 SPGP 1.57%
19 RTH 1.57%
20 XRT 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.80M (11.92%) 48.44K
Increased by +0.38%
Dec 31, 23
2 BlackRock Inc 9.64M (8.97%) 14.75K
Increased by +0.15%
Dec 31, 23
3 Capital Research & Mgmt Co - Division 3 6.23M (5.80%) 439.95K
Increased by +7.06%
Dec 31, 23
4 Capital World Investors 5.85M (5.45%) 531.17K
Increased by +9.08%
Dec 31, 23
5 State Street Corporation 4.63M (4.31%) 10.14K
Increased by +0.22%
Dec 31, 23
6 Wellington Management Company LLP 4.61M (4.29%) 1.78M
Increased by +38.73%
Dec 31, 23
7 T. Rowe Price Associates, Inc. 2.96M (2.76%) 2.17M
Increased by +73.24%
Dec 31, 23
8 Geode Capital Management, LLC 2.67M (2.48%) 57.86K
Increased by +2.17%
Dec 31, 23
9 Amvescap Plc. 2.54M (2.37%) 518.09K
Increased by +20.38%
Dec 31, 23
10 AllianceBernstein L.P. 2.14M (2.00%) -790.09K
Decreased by -36.84%
Dec 31, 23
11 JPMorgan Chase & Co 1.97M (1.83%) -212.57K
Decreased by -10.81%
Dec 31, 23
12 Select Equity Group LP 1.81M (1.69%) 331.79K
Increased by +18.29%
Dec 31, 23
13 Stifel Financial Corp 1.59M (1.48%) 6.88K
Increased by +0.43%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 1.54M (1.43%) 20.07K
Increased by +1.30%
Dec 31, 23
15 Goldman Sachs Group Inc 1.32M (1.23%) 816.03K
Increased by +61.62%
Dec 31, 23
16 Wells Fargo & Co 1.24M (1.16%) -16.27K
Decreased by -1.31%
Dec 31, 23
17 NORGES BANK 1.21M (1.13%) 34.09K
Increased by +2.81%
Dec 31, 23
18 Amundi 1.15M (1.07%) 9.26K
Increased by +0.80%
Dec 31, 23
19 Northern Trust Corp 1.10M (1.02%) -83.00K
Decreased by -7.55%
Dec 31, 23
20 Legal & General Group PLC 1.09M (1.01%) 80.48K
Increased by +7.40%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.05M (4.70%) 5.05M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 3.39M (3.16%) 11.88K
Increased by +0.35%
Mar 31, 24
3 American Funds Growth Fund of Amer A 3.13M (2.92%) -377.04K
Decreased by -12.03%
Mar 31, 24
4 Capital Group Growth Fnd of Amer Comp 3.13M (2.92%) -377.04K
Decreased by -12.03%
Mar 31, 24
5 Vanguard Institutional 500 Index Trust 2.72M (2.54%) 26.07K
Increased by +0.96%
Mar 31, 24
6 Vanguard Mid Cap Index Institutional 2.35M (2.19%) -67.88K
Decreased by -2.89%
Mar 31, 24
7 Global Balanced (AFRIS) 2.32M (2.16%) 2.32M
Increased by +100.00%
Feb 29, 24
8 American Funds Washington Mutual A 2.16M (2.01%) -711.87K
Decreased by -32.90%
Mar 31, 24
9 Capital Group Wash Mutual Invtrs Comp 2.16M (2.01%) -711.87K
Decreased by -32.90%
Mar 31, 24
10 Vanguard Wellington™ Inv 1.99M (1.86%) 1.02M
Increased by +51.28%
Mar 31, 24
11 Vanguard Equity-Income Inv 1.36M (1.27%) -253.50K
Decreased by -18.59%
Mar 31, 24
12 Fidelity 500 Index 1.31M (1.22%) 9.97K
Increased by +0.76%
Mar 31, 24
13 SPDR® S&P 500 ETF Trust 1.27M (1.18%) -2.75K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 1.26M (1.17%) 10.04K
Increased by +0.80%
Oct 31, 23
15 iShares Core S&P 500 ETF 1.11M (1.04%) 960.00
Increased by +0.09%
Apr 30, 24
16 Vanguard Growth Index Investor 1.03M (0.96%) 26.93K
Increased by +2.61%
Mar 31, 24
17 American Funds American Balanced A 1.00M (0.93%) 0.00
Increased by 0.00%
Mar 31, 24
18 Invesco World Dev Countries Eq Mother 988.17K (0.92%) 988.17K
Increased by +100.00%
Dec 25, 23
19 American Funds Fundamental Invs A 961.92K (0.90%) 0.00
Increased by 0.00%
Dec 31, 23
20 Capital Group Fundamental Invtrs Comp 961.92K (0.90%) 0.00
Increased by 0.00%
Dec 31, 23