Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.63%
2 UTRN 3.99%
3 KBWP 3.93%
4 SSPX 3.68%
5 QUSA 3.61%
6 PFI 2.88%
7 DIVS 2.87%
8 CZAR 2.77%
9 ACEP 2.70%
10 GFGF 2.53%
11 BCUS 2.52%
12 DVOL 2.33%
13 GVIP 2.32%
14 BASG 2.26%
15 GGRW 2.24%
16 SOVF 2.23%
17 KIE 1.88%
18 RUNN 1.86%
19 BBHL 1.67%
20 CAML 1.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 40.68M (16.00%) 23.67M
Increased by +58.19%
Sep 30, 25
2 Vanguard Group Inc 31.39M (12.34%) 217.14K
Increased by +0.69%
Dec 31, 25
3 BlackRock Inc 18.56M (7.30%) -419.09K
Decreased by -2.26%
Sep 30, 25
4 FMR Inc 15.11M (5.94%) 2.58M
Increased by +17.06%
Dec 31, 25
5 Capital World Investors 12.61M (4.96%) 830.25K
Increased by +6.58%
Dec 31, 25
6 State Street Corp 10.89M (4.28%) 147.59K
Increased by +1.36%
Sep 30, 25
7 T. Rowe Price Investment Management,Inc. 9.70M (3.82%) 7.07M
Increased by +72.85%
Dec 31, 25
8 State Street Corporation 8.92M (3.51%) 30.61K
Increased by +0.34%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 8.59M (3.38%) 1.49M
Increased by +17.39%
Sep 30, 25
10 NORGES BANK 7.44M (2.93%) 2.64M
Increased by +35.49%
Dec 31, 25
11 Capital Research & Mgmt Co - Division 3 6.28M (2.47%) -914.29K
Decreased by -14.56%
Dec 31, 25
12 Geode Capital Management, LLC 6.01M (2.37%) 12.19K
Increased by +0.20%
Dec 31, 25
13 Mitsubishi UFJ Asset Management Co.,Ltd 3.06M (1.20%) -51.32K
Decreased by -1.68%
Dec 31, 25
14 Wellington Management Company LLP 2.97M (1.17%) -304.82K
Decreased by -10.28%
Dec 31, 25
15 Principal Financial Group Inc 2.87M (1.13%) 593.48K
Increased by +20.70%
Sep 30, 25
16 Massachusetts Financial Services Company 2.73M (1.08%) -138.41K
Decreased by -5.06%
Jun 30, 25
17 Goldman Sachs Group Inc 2.67M (1.05%) 1.57M
Increased by +58.67%
Dec 31, 23
18 Winslow Capital Management, LLC 2.53M (1.00%) 2.53M
Increased by +100.00%
Dec 31, 24
19 Citadel Advisors Llc 2.41M (0.95%) 2.38M
Increased by +98.76%
Dec 31, 24
20 Baillie Gifford & Co Limited. 2.38M (0.94%) -108.32K
Decreased by -4.55%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 10.36M (4.07%) 10.36M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 8.12M (3.19%) 47.85K
Increased by +0.59%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 7.23M (2.84%) 49.79K
Increased by +0.69%
May 31, 25
4 Vanguard US Total Market Shares ETF 6.95M (2.73%) 31.87K
Increased by +0.46%
Sep 30, 24
5 Vanguard 500 Index Investor 6.61M (2.60%) 62.86K
Increased by +0.95%
Feb 28, 26
6 Vanguard Mid Cap Index Institutional 5.58M (2.19%) 19.49K
Increased by +0.35%
Feb 28, 26
7 American Funds Washington Mutual A 5.25M (2.06%) -607.49K
Decreased by -11.57%
Dec 31, 25
8 Capital Group Wash Mutual Invtrs Comp 5.25M (2.06%) -607.49K
Decreased by -11.57%
Dec 31, 25
9 Global Balanced (AFRIS) 4.75M (1.87%) 4.75M
Increased by +100.00%
Feb 29, 24
10 iShares Core S&P 500 ETF 3.27M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity 500 Index 3.26M (1.28%) 15.12K
Increased by +0.46%
Jan 31, 26
12 American Funds American Balanced A 3.22M (1.27%) 158.92K
Increased by +4.93%
Dec 31, 25
13 SPDR® S&P 500 ETF 3.16M (1.24%) 12.46K
Increased by +0.39%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.09M (1.22%) 37.95K
Increased by +1.23%
Aug 31, 25
15 SPDR® S&P 500® ETF Trust 3.08M (1.21%) -16.09K
Decreased by -0.52%
Mar 31, 25
16 State Street® SPDR® S&P 500® ETF 3.02M (1.19%) -22.95K
Decreased by -0.76%
Feb 28, 26
17 T. Rowe Price Capital Appreciation 2.72M (1.07%) 2.72M
Increased by +100.00%
Jan 31, 26
18 SPDR® S&P 500 ETF Trust 2.60M (1.02%) -20.38K
Decreased by -0.78%
Mar 31, 24
19 American Funds New Perspective A 2.58M (1.02%) 836.91K
Increased by +32.41%
Dec 31, 25
20 Capital Group New Perspective Comp 2.58M (1.02%) 836.91K
Increased by +32.41%
Dec 31, 25