Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.60%
2 FCTE 5.02%
3 RONB 4.78%
4 RW 4.58%
5 LRGG 4.43%
6 FDIQ 4.27%
7 KBWR 4.18%
8 UTRN 4.02%
9 KMID 3.84%
10 QQLV 3.50%
11 FINQ 3.31%
12 BIGD 3.16%
13 STNC 3.07%
14 NEWZ 2.79%
15 AILG 2.71%
16 NUMG 2.48%
17 DVOL 2.29%
18 BCFN 2.25%
19 LQPE 2.05%
20 WFH 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.17M (13.14%) -71.96K
Decreased by -0.42%
Dec 31, 25
2 BlackRock Inc 13.05M (9.99%) 676.36K
Increased by +5.18%
Sep 30, 25
3 State Street Corporation 6.22M (4.76%) 49.52K
Increased by +0.80%
Mar 31, 24
4 State Street Corp 5.99M (4.58%) -78.89K
Decreased by -1.32%
Sep 30, 25
5 AllianceBernstein L.P. 5.35M (4.10%) 158.79K
Increased by +2.97%
Sep 30, 25
6 Geode Capital Management, LLC 4.12M (3.15%) 36.19K
Increased by +0.88%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 3.55M (2.72%) 189.41K
Increased by +5.33%
Sep 30, 25
8 Capital Research & Mgmt Co - Division 3 3.26M (2.50%) 3.01M
Increased by +92.31%
Dec 31, 25
9 D. E. Shaw & Co LP 3.08M (2.36%) 1.16M
Increased by +37.58%
Dec 31, 25
10 Parnassus Investments, LLC 2.67M (2.05%) -894.11K
Decreased by -33.45%
Sep 30, 23
11 FMR Inc 2.59M (1.98%) -1.74M
Decreased by -67.04%
Dec 31, 25
12 JPMorgan Chase & Co 2.22M (1.70%) 1.05M
Increased by +47.05%
Sep 30, 25
13 Citigroup Inc 1.99M (1.53%) 1.86M
Increased by +93.35%
Sep 30, 23
14 Massachusetts Financial Services Company 1.90M (1.46%) -665.80K
Decreased by -34.98%
Dec 31, 25
15 Amvescap Plc. 1.83M (1.40%) -316.76K
Decreased by -17.28%
Sep 30, 25
16 Parnassus Investments LLC 1.82M (1.39%) 322.35K
Increased by +17.76%
Dec 31, 25
17 Northern Trust Corp 1.69M (1.30%) 26.52K
Increased by +1.56%
Sep 30, 25
18 Nuveen Asset Management, LLC 1.62M (1.24%) -186.10K
Decreased by -11.50%
Dec 31, 24
19 NORGES BANK 1.55M (1.19%) -236.70K
Decreased by -15.28%
Dec 31, 25
20 Brown Advisory Holdings Inc 1.50M (1.14%) -312.82K
Decreased by -20.92%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 6.94M (5.31%) 6.94M
Increased by +100.00%
Feb 29, 24
2 American Funds Washington Mutual A 4.53M (3.46%) 1.76M
Increased by +38.80%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 4.52M (3.46%) 3.15K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.38M (3.35%) -25.50K
Decreased by -0.58%
Mar 31, 26
5 Vanguard Institutional 500 Index Trust 4.02M (3.07%) 28.47K
Increased by +0.71%
May 31, 25
6 Vanguard 500 Index Investor 3.55M (2.72%) -34.30K
Decreased by -0.97%
Mar 31, 26
7 Global Balanced (AFRIS) 3.18M (2.44%) 3.18M
Increased by +100.00%
Feb 29, 24
8 Vanguard Mid Cap Index Institutional 2.98M (2.28%) -49.25K
Decreased by -1.65%
Mar 31, 26
9 Invesco QQQ Trust 2.90M (2.22%) -9.68K
Decreased by -0.33%
Mar 31, 26
10 Capital Group Wash Mutual Invtrs Comp 2.77M (2.12%) 2.77M
Increased by +100.00%
Dec 31, 25
11 AllianceBernstein US L/C Growth Eqty MF 2.51M (1.92%) 270.29K
Increased by +10.79%
Feb 27, 26
12 iShares Core S&P 500 ETF 1.79M (1.37%) -972.00
Decreased by -0.05%
Mar 31, 26
13 Fidelity 500 Index 1.77M (1.36%) 2.92K
Increased by +0.16%
Feb 28, 26
14 SPDR® S&P 500 ETF 1.76M (1.35%) -25.73K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 1.75M (1.34%) -13.59K
Decreased by -0.78%
Mar 31, 24
16 SPDR® S&P 500® ETF Trust 1.71M (1.31%) -8.96K
Decreased by -0.52%
Mar 31, 25
17 Vanguard Growth Index Investor 1.71M (1.31%) -75.86K
Decreased by -4.45%
Mar 31, 26
18 SPDR® S&P 500® ETF 1.69M (1.30%) 20.75K
Increased by +1.23%
Aug 31, 25
19 Fidelity® 500 Index 1.69M (1.29%) 10.76K
Increased by +0.64%
Nov 30, 23
20 AB Large Cap Growth A 1.64M (1.26%) 397.40K
Increased by +24.17%
Feb 28, 26