Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.60%
2 WBIF 4.10%
3 UTRN 4.02%
4 WBIL 3.98%
5 WBIG 3.93%
6 KMID 3.87%
7 NEWZ 3.41%
8 FINQ 3.31%
9 BIGD 3.16%
10 STNC 3.07%
11 QQQG 2.91%
12 AILG 2.71%
13 DVOL 2.29%
14 PFUT 2.09%
15 QQXT 1.78%
16 FEMA 1.77%
17 PWC 1.73%
18 THNQ 1.44%
19 EQUL 1.38%
20 JGRW 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.49M (11.71%) -50.72K
Decreased by -0.31%
Dec 31, 24
2 BlackRock Inc 11.94M (8.48%) 270.06K
Increased by +2.26%
Sep 30, 24
3 State Street Corporation 6.22M (4.41%) 49.52K
Increased by +0.80%
Mar 31, 24
4 State Street Corp 6.19M (4.40%) -25.49K
Decreased by -0.41%
Sep 30, 24
5 AllianceBernstein L.P. 4.82M (3.42%) 477.00K
Increased by +9.90%
Sep 30, 24
6 FMR Inc 4.62M (3.28%) 283.65K
Increased by +6.14%
Sep 30, 24
7 Massachusetts Financial Services Company 4.47M (3.18%) -285.10K
Decreased by -6.37%
Dec 31, 24
8 Geode Capital Management, LLC 3.79M (2.69%) -238.74K
Decreased by -6.30%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 3.41M (2.42%) -3.77M
Decreased by -110.36%
Sep 30, 24
10 Parnassus Investments, LLC 2.67M (1.90%) -894.11K
Decreased by -33.45%
Sep 30, 23
11 Citigroup Inc 1.99M (1.42%) 1.86M
Increased by +93.35%
Sep 30, 23
12 Parnassus Investments LLC 1.98M (1.40%) -129.64K
Decreased by -6.56%
Dec 31, 24
13 Brown Advisory Holdings Inc 1.91M (1.36%) 25.29K
Increased by +1.32%
Sep 30, 24
14 NORGES BANK 1.91M (1.36%) 188.21K
Increased by +9.84%
Dec 31, 24
15 Nuveen Asset Management, LLC 1.80M (1.28%) 132.43K
Increased by +7.34%
Sep 30, 24
16 Neuberger Berman Group LLC 1.60M (1.13%) -26.54K
Decreased by -1.66%
Sep 30, 24
17 Legal & General Group PLC 1.56M (1.11%) -55.57K
Decreased by -3.56%
Sep 30, 24
18 Amvescap Plc. 1.51M (1.07%) -126.54K
Decreased by -8.38%
Sep 30, 24
19 Amundi 1.50M (1.06%) 7.03K
Increased by +0.47%
Dec 31, 23
20 TD Asset Management Inc 1.47M (1.04%) -14.11K
Decreased by -0.96%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 6.94M (4.93%) 6.94M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 4.43M (3.14%) -48.27K
Decreased by -1.09%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 3.82M (2.72%) -4.76K
Decreased by -0.12%
Dec 31, 24
4 Global Balanced (AFRIS) 3.18M (2.26%) 3.18M
Increased by +100.00%
Feb 29, 24
5 Vanguard Mid Cap Index Institutional 3.04M (2.16%) -1.36K
Decreased by -0.04%
Dec 31, 24
6 Invesco QQQ Trust 2.88M (2.05%) 3.89K
Increased by +0.14%
Jan 31, 25
7 AllianceBernstein US L/C Growth Eqty MF 1.93M (1.37%) 19.70K
Increased by +1.02%
Dec 30, 24
8 Fidelity 500 Index 1.75M (1.24%) -6.98K
Decreased by -0.40%
Dec 31, 24
9 SPDR® S&P 500 ETF Trust 1.75M (1.24%) -13.59K
Decreased by -0.78%
Mar 31, 24
10 SPDR® S&P 500® ETF Trust 1.72M (1.22%) -16.93K
Decreased by -0.98%
Jan 31, 25
11 Fidelity® 500 Index 1.69M (1.20%) 10.76K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.66M (1.18%) 2.36K
Increased by +0.14%
Jan 31, 25
13 MFS Growth B 1.65M (1.17%) -37.99K
Decreased by -2.30%
Dec 31, 24
14 MFS Growth Equity 1.65M (1.17%) -145.30K
Decreased by -8.78%
Dec 31, 24
15 Vanguard Growth Index Investor 1.51M (1.07%) -78.25K
Decreased by -5.19%
Dec 31, 24
16 Parnassus Core Equity Investor 1.49M (1.05%) -31.65K
Decreased by -2.13%
Jan 31, 25
17 Fidelity Magellan 1.47M (1.04%) -7.40K
Decreased by -0.50%
Dec 31, 24
18 AB Large Cap Growth A 1.38M (0.98%) -28.77K
Decreased by -2.08%
Dec 31, 24
19 Fidelity® Magellan® 1.34M (0.95%) -900.00
Decreased by -0.07%
Nov 30, 23
20 MFS Mid Cap Growth A 1.21M (0.86%) 0.00
Increased by 0.00%
Dec 31, 24