Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 7.80%
2 AKRE 7.53%
3 XLF 7.07%
4 FNTC 6.74%
5 IYJ 6.61%
6 TFNS 6.58%
7 FNCL 6.26%
8 LMBO 6.00%
9 IPAY 6.00%
10 SEF 5.88%
11 FINZ 5.88%
12 SKF 5.88%
13 SEMG 5.69%
14 BCFN 5.57%
15 FCTE 5.44%
16 AOTS 5.37%
17 BCGD 5.30%
18 FAS 4.98%
19 KNGS 4.87%
20 TOLL 4.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 160.98M (9.25%) 1.05M
Increased by +0.65%
Dec 31, 25
2 BlackRock Inc 141.07M (8.11%) 420.30K
Increased by +0.30%
Sep 30, 25
3 State Street Corp 82.17M (4.72%) 157.07K
Increased by +0.19%
Sep 30, 25
4 State Street Corporation 73.54M (4.23%) 189.04K
Increased by +0.26%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 48.07M (2.76%) -1.98M
Decreased by -4.13%
Sep 30, 25
6 FMR Inc 46.71M (2.68%) -1.98M
Decreased by -4.24%
Dec 31, 25
7 Geode Capital Management, LLC 44.04M (2.53%) 389.00K
Increased by +0.88%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 40.38M (2.32%) -787.35K
Decreased by -1.95%
Sep 30, 25
9 JPMorgan Chase & Co 31.15M (1.79%) 8.36M
Increased by +26.85%
Sep 30, 25
10 TCI Fund Management Limited 27.72M (1.59%) -333.12K
Decreased by -1.20%
Dec 31, 25
11 Capital World Investors 24.48M (1.41%) -315.18K
Decreased by -1.29%
Dec 31, 25
12 Bank of America Corp 23.44M (1.35%) -217.99K
Decreased by -0.93%
Sep 30, 25
13 Capital Research & Mgmt Co - Division 3 21.52M (1.24%) 244.09K
Increased by +1.13%
Dec 31, 25
14 AllianceBernstein L.P. 19.77M (1.14%) -1.15M
Decreased by -5.81%
Sep 30, 25
15 Northern Trust Corp 18.28M (1.05%) -302.37K
Decreased by -1.65%
Sep 30, 25
16 NORGES BANK 16.76M (0.96%) -3.05M
Decreased by -18.22%
Dec 31, 25
17 Goldman Sachs Group Inc 16.13M (0.93%) 911.00K
Increased by +5.65%
Jun 30, 25
18 Massachusetts Financial Services Company 15.39M (0.88%) -1.57M
Decreased by -10.21%
Sep 30, 24
19 The Goldman Sachs Group Inc 15.39M (0.88%) -1.63M
Decreased by -10.59%
Dec 31, 25
20 HSBC Holdings PLC 14.82M (0.85%) 7.54M
Increased by +50.86%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 140.88M (8.10%) 140.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 52.48M (3.02%) 3.04M
Increased by +5.78%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 52.35M (3.01%) 202.40K
Increased by +0.39%
Feb 28, 26
4 Vanguard 500 Index Investor 42.56M (2.45%) 412.68K
Increased by +0.97%
Feb 28, 26
5 iShares Core S&P 500 ETF 21.61M (1.24%) -11.76K
Decreased by -0.05%
Mar 31, 26
6 Fidelity 500 Index 21.48M (1.23%) 35.40K
Increased by +0.16%
Feb 28, 26
7 SPDR® S&P 500 ETF 21.44M (1.23%) -380.95K
Decreased by -1.78%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 20.87M (1.20%) -109.40K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 20.67M (1.19%) 254.26K
Increased by +1.23%
Aug 31, 25
10 State Street® SPDR® S&P 500® ETF 19.58M (1.13%) 44.01K
Increased by +0.22%
Mar 31, 26
11 SPDR® S&P 500 ETF Trust 19.09M (1.10%) -148.36K
Decreased by -0.78%
Mar 31, 24
12 Fidelity® 500 Index 18.72M (1.08%) 119.15K
Increased by +0.64%
Nov 30, 23
13 Vanguard Growth Index Investor 17.50M (1.01%) 54.39K
Increased by +0.31%
Feb 28, 26
14 The Financial Select Sector SPDR® ETF 12.18M (0.70%) -38.66K
Decreased by -0.32%
Aug 31, 25
15 State Street®FinSelSectSPDR®ETF 11.39M (0.65%) -83.05K
Decreased by -0.73%
Mar 31, 26
16 AF High Growth (AFRIS) 10.71M (0.62%) 10.71M
Increased by +100.00%
Feb 29, 24
17 Financial Select Sector SPDR® ETF 10.45M (0.60%) -13.20K
Decreased by -0.13%
Mar 31, 24
18 Vanguard Institutional Index I 9.26M (0.53%) -72.89K
Decreased by -0.79%
Feb 28, 26
19 State St S&P 500® Indx SL Cl III 9.00M (0.52%) 10.12K
Increased by +0.11%
Feb 28, 26
20 Vanguard Dividend Appreciation ETF 8.68M (0.50%) 38.29K
Increased by +0.44%
Feb 28, 26