Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.60%
2 LRGG 5.15%
3 FCTE 5.02%
4 KBWR 4.74%
5 FDIQ 4.70%
6 RW 4.58%
7 KMID 4.55%
8 UTRN 4.02%
9 QQLV 3.50%
10 FINQ 3.31%
11 BIGD 3.16%
12 STNC 3.07%
13 NEWZ 2.79%
14 AILG 2.71%
15 BCFN 2.41%
16 TSCM 2.38%
17 UPGD 2.32%
18 RYJ 2.32%
19 NUMG 2.31%
20 DVOL 2.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.17M (13.23%) -71.96K
Decreased by -0.42%
Dec 31, 25
2 BlackRock Inc 11.88M (9.15%) -617.13K
Decreased by -5.20%
Mar 31, 26
3 Vanguard Capital Management, LLC 9.01M (6.95%) 9.01M
Increased by +100.00%
Mar 31, 26
4 AllianceBernstein L.P. 7.24M (5.58%) 1.71M
Increased by +23.63%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 6.58M (5.07%) 6.58M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 6.22M (4.79%) 49.52K
Increased by +0.80%
Mar 31, 24
7 Capital Research & Mgmt Co - Division 3 6.13M (4.72%) 2.87M
Increased by +46.75%
Mar 31, 26
8 State Street Corp 6.02M (4.64%) -59.49K
Decreased by -0.99%
Mar 31, 26
9 Amvescap Plc. 4.86M (3.74%) -84.57K
Decreased by -1.74%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 4.69M (3.61%) 774.91K
Increased by +16.53%
Mar 31, 26
11 Geode Capital Management, LLC 4.27M (3.29%) 149.09K
Increased by +3.49%
Mar 31, 26
12 D. E. Shaw & Co LP 3.08M (2.37%) 1.16M
Increased by +37.58%
Dec 31, 25
13 Parnassus Investments, LLC 2.67M (2.06%) -894.11K
Decreased by -33.45%
Sep 30, 23
14 FMR Inc 2.59M (2.00%) -1.74M
Decreased by -67.04%
Dec 31, 25
15 Massachusetts Financial Services Company 2.54M (1.96%) 640.07K
Increased by +25.16%
Mar 31, 26
16 BAMCO Inc 2.51M (1.94%) 1.21M
Increased by +48.14%
Mar 31, 26
17 Citadel Advisors Llc 2.00M (1.54%) 1.42M
Increased by +71.00%
Mar 31, 26
18 Citigroup Inc 1.99M (1.54%) 1.86M
Increased by +93.35%
Sep 30, 23
19 Parnassus Investments LLC 1.76M (1.36%) -54.30K
Decreased by -3.08%
Mar 31, 26
20 Northern Trust Corp 1.64M (1.26%) 2.32K
Increased by +0.14%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 6.94M (5.35%) 6.94M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 4.52M (3.48%) 3.15K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.16M (3.21%) -231.04K
Decreased by -5.55%
Jun 30, 26
4 Vanguard Institutional 500 Index Trust 4.02M (3.10%) 28.47K
Increased by +0.71%
May 31, 25
5 Vanguard 500 Index Investor 3.40M (2.62%) -248.44K
Decreased by -7.31%
Jun 30, 26
6 American Funds Washington Mutual A 3.37M (2.59%) -1.16M
Decreased by -34.48%
Jun 30, 26
7 Capital Group Wash Mutual Invtrs Comp 3.37M (2.59%) -1.16M
Decreased by -34.48%
Jun 30, 26
8 Global Balanced (AFRIS) 3.18M (2.45%) 3.18M
Increased by +100.00%
Feb 29, 24
9 Invesco QQQ Trust 3.00M (2.31%) 14.11K
Increased by +0.47%
May 29, 26
10 Vanguard Mid Cap Index Institutional 2.84M (2.19%) -153.43K
Decreased by -5.40%
Jun 30, 26
11 Baron Partners Retail 2.45M (1.89%) 1.70M
Increased by +69.53%
Jun 30, 26
12 AllianceBernstein US L/C Growth Eqty MF 2.13M (1.65%) 0.00
Increased by 0.00%
May 29, 26
13 iShares Core S&P 500 ETF 1.81M (1.39%) 5.70K
Increased by +0.32%
Jun 30, 26
14 Fidelity 500 Index 1.78M (1.37%) -2.49K
Decreased by -0.14%
May 31, 26
15 SPDR® S&P 500 ETF 1.76M (1.35%) -25.73K
Decreased by -1.46%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 1.75M (1.35%) -13.59K
Decreased by -0.78%
Mar 31, 24
17 Vanguard Growth Index Investor 1.74M (1.34%) 22.72K
Increased by +1.31%
Jun 30, 26
18 SPDR® S&P 500® ETF Trust 1.71M (1.32%) -8.96K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 1.69M (1.31%) 20.75K
Increased by +1.23%
Aug 31, 25
20 Fidelity® 500 Index 1.69M (1.30%) 10.76K
Increased by +0.64%
Nov 30, 23