Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.96%
2 QQLV 4.21%
3 WBIL 4.09%
4 UTRN 4.02%
5 NEWZ 3.22%
6 BILD 2.96%
7 ETFT 2.77%
8 DVOL 2.72%
9 GAUD 2.69%
10 DIVL 2.50%
11 QOWZ 2.47%
12 RISN 2.44%
13 MTK 2.43%
14 STNC 2.42%
15 DEMZ 2.26%
16 IGF 2.24%
17 SEMG 2.24%
18 SCHD 2.16%
19 RYJ 2.08%
20 LVOL 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.58M (10.35%) -109.72K
Decreased by -0.26%
Dec 31, 25
2 BlackRock Inc 36.18M (9.01%) 639.92K
Increased by +1.77%
Sep 30, 25
3 State Street Corp 18.81M (4.68%) 25.39K
Increased by +0.14%
Sep 30, 25
4 State Street Corporation 17.83M (4.44%) 228.92K
Increased by +1.28%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 12.06M (3.00%) 1.42M
Increased by +11.76%
Sep 30, 25
6 Geode Capital Management, LLC 11.58M (2.88%) 136.88K
Increased by +1.18%
Dec 31, 25
7 Charles Schwab Investment Management Inc 8.63M (2.15%) -43.63K
Decreased by -0.51%
Dec 31, 23
8 Capital Research Global Investors 8.39M (2.09%) 372.41K
Increased by +4.44%
Dec 31, 25
9 Wellington Management Company LLP 7.37M (1.84%) 544.21K
Increased by +7.38%
Dec 31, 25
10 Wells Fargo & Co 7.14M (1.78%) -112.17K
Decreased by -1.57%
Sep 30, 25
11 Bank of New York Mellon Corp 6.63M (1.65%) -477.60K
Decreased by -7.20%
Sep 30, 25
12 AllianceBernstein L.P. 6.59M (1.64%) -541.54K
Decreased by -8.21%
Sep 30, 25
13 Northern Trust Corp 6.12M (1.52%) 11.72K
Increased by +0.19%
Sep 30, 25
14 Bank of America Corp 5.83M (1.45%) -107.31K
Decreased by -1.84%
Sep 30, 25
15 JPMorgan Chase & Co 5.81M (1.45%) 3.00M
Increased by +51.58%
Sep 30, 25
16 Amvescap Plc. 4.84M (1.20%) 261.31K
Increased by +5.40%
Sep 30, 25
17 Laurel Wealth Advisors, LLC 4.67M (1.16%) 4.65M
Increased by +99.67%
Jun 30, 25
18 Ameriprise Financial Inc 4.32M (1.08%) 136.14K
Increased by +3.15%
Sep 30, 25
19 Fundsmith LLP 4.18M (1.04%) -133.63K
Decreased by -3.20%
Dec 31, 25
20 The Goldman Sachs Group Inc 4.07M (1.01%) 1.19M
Increased by +29.29%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.91M (3.21%) -50.97K
Decreased by -0.39%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.79M (3.18%) 64.77K
Increased by +0.51%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 11.57M (2.88%) 79.35K
Increased by +0.69%
May 31, 25
4 AF High Growth (AFRIS) 11.06M (2.75%) 11.06M
Increased by +100.00%
Feb 29, 24
5 Vanguard 500 Index Investor 10.40M (2.59%) 99.17K
Increased by +0.95%
Feb 28, 26
6 Invesco QQQ Trust 8.60M (2.14%) 0.00
Increased by 0.00%
Feb 28, 26
7 Schwab US Dividend Equity ETF™ 6.50M (1.62%) -3.80K
Decreased by -0.06%
Jan 31, 24
8 iShares Core S&P 500 ETF 5.16M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
9 Fidelity 500 Index 5.14M (1.28%) 23.82K
Increased by +0.46%
Jan 31, 26
10 Global Balanced (AFRIS) 5.08M (1.26%) 5.08M
Increased by +100.00%
Feb 29, 24
11 SPDR® S&P 500 ETF 5.06M (1.26%) -79.96K
Decreased by -1.58%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 4.93M (1.23%) -25.81K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 4.91M (1.22%) 34.16K
Increased by +0.70%
May 30, 24
14 SPDR® S&P 500® ETF 4.90M (1.22%) 60.21K
Increased by +1.23%
Aug 31, 25
15 Fidelity® 500 Index 4.80M (1.19%) 30.55K
Increased by +0.64%
Nov 30, 23
16 State Street® SPDR® S&P 500® ETF 4.76M (1.19%) -36.11K
Decreased by -0.76%
Feb 28, 26
17 R233 Fundsmith Equity (GBP) 4.65M (1.16%) 0.00
Increased by 0.00%
Dec 31, 24
18 Fundsmith Equity I Acc 3.97M (0.99%) -51.10K
Decreased by -1.29%
Dec 31, 25
19 Vanguard Dividend Growth Inv 3.00M (0.75%) -407.06K
Decreased by -13.59%
Dec 31, 25
20 American Funds American Mutual A 2.67M (0.66%) 0.00
Increased by 0.00%
Dec 31, 25