Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.60%
2 WBIF 4.10%
3 UTRN 4.02%
4 WBIG 3.93%
5 KMID 3.59%
6 NEWZ 3.34%
7 FINQ 3.31%
8 BIGD 3.16%
9 STNC 3.07%
10 QQQG 2.83%
11 AILG 2.71%
12 DVOL 2.29%
13 WBIL 2.12%
14 PFUT 1.88%
15 QQXT 1.77%
16 FEMA 1.77%
17 PWC 1.73%
18 EQUL 1.38%
19 PKW 1.34%
20 JGRW 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.54M (11.74%) 74.07K
Increased by +0.45%
Sep 30, 24
2 BlackRock Inc 11.67M (8.28%) -926.25K
Decreased by -7.94%
Jun 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 (4.39%) -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 Massachusetts Financial Services Company 4.76M (3.38%) -208.91K
Decreased by -4.39%
Sep 30, 24
7 FMR Inc 4.62M (3.28%) 283.65K
Increased by +6.14%
Sep 30, 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 Parnassus Investments LLC 2.11M (1.50%) -18.51K
Decreased by -0.88%
Sep 30, 24
12 Citigroup Inc 1.99M (1.41%) 1.86M
Increased by +93.35%
Sep 30, 23
13 Brown Advisory Holdings Inc 1.91M (1.36%) 25.29K
Increased by +1.32%
Sep 30, 24
14 Nuveen Asset Management, LLC 1.80M (1.28%) 132.43K
Increased by +7.34%
Sep 30, 24
15 NORGES BANK 1.72M (1.22%) 156.00K
Increased by +9.05%
Jun 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 1.48M (1.05%) -21.46K
Decreased by -1.45%
Sep 30, 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 4.51M (3.20%) -15.26K
Decreased by -0.34%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 3.77M (2.68%) 44.01K
Increased by +1.17%
Oct 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 3.02M (2.15%) 5.47K
Increased by +0.18%
Oct 31, 24
6 Invesco QQQ Trust 2.83M (2.01%) 2.51K
Increased by +0.09%
Nov 29, 24
7 AllianceBernstein US L/C Growth Eqty MF 1.91M (1.36%) 118.58K
Increased by +6.20%
Oct 31, 24
8 MFS Growth Equity 1.80M (1.28%) 81.97K
Increased by +4.55%
Sep 30, 24
9 MFS Growth B 1.79M (1.27%) -5.92K
Decreased by -0.33%
Oct 31, 24
10 SPDR® S&P 500® ETF Trust 1.76M (1.25%) 10.42K
Increased by +0.59%
Nov 30, 24
11 SPDR® S&P 500 ETF Trust 1.75M (1.24%) -13.59K
Decreased by -0.78%
Mar 31, 24
12 Fidelity 500 Index 1.75M (1.24%) -2.87K
Decreased by -0.16%
Oct 31, 24
13 Fidelity® 500 Index 1.69M (1.20%) 10.76K
Increased by +0.64%
Nov 30, 23
14 Parnassus Core Equity Investor 1.63M (1.16%) -18.97K
Decreased by -1.16%
Oct 31, 24
15 iShares Core S&P 500 ETF 1.61M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
16 Vanguard Growth Index Investor 1.58M (1.12%) 10.09K
Increased by +0.64%
Oct 31, 24
17 Fidelity Magellan 1.48M (1.05%) 0.00
Increased by 0.00%
Oct 31, 24
18 AB Large Cap Growth A 1.43M (1.01%) 98.37K
Increased by +6.89%
Oct 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%) 15.11K
Increased by +1.25%
Oct 31, 24