Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 13.22%
2 EASY 5.20%
3 FCTE 4.70%
4 GBDV 4.53%
5 BASV 4.27%
6 BLCR 4.23%
7 FTXH 4.21%
8 SHRY 4.13%
9 IVFVC 4.09%
10 UTRN 4.08%
11 BOUT 4.08%
12 AIEQ 3.88%
13 STNC 3.59%
14 PEZ 3.38%
15 VSMV 3.18%
16 SELV 2.82%
17 SMRI 2.78%
18 BLCV 2.64%
19 LOTI 2.60%
20 SEPI 2.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.58M (12.90%) -163.98K
Decreased by -0.54%
Jun 30, 25
2 BlackRock Inc 30.55M (12.88%) -1.28M
Decreased by -4.18%
Jun 30, 25
3 State Street Corporation 14.11M (5.95%) -398.98K
Decreased by -2.83%
Mar 31, 24
4 State Street Corp 12.67M (5.35%) -369.53K
Decreased by -2.92%
Jun 30, 25
5 Geode Capital Management, LLC 6.39M (2.69%) 205.54K
Increased by +3.22%
Jun 30, 25
6 FMR Inc 6.27M (2.65%) 2.27M
Increased by +36.20%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 5.47M (2.31%) 566.84K
Increased by +10.36%
Jun 30, 25
8 Pacer Advisors, INC. 4.29M (1.81%) 191.57K
Increased by +4.46%
Sep 30, 24
9 Acadian Asset Management LLC 3.72M (1.57%) 598.00K
Increased by +16.06%
Mar 31, 24
10 Bank of America Corp 3.48M (1.47%) -41.88K
Decreased by -1.20%
Jun 30, 25
11 NORGES BANK 3.48M (1.47%) 1.39M
Increased by +40.03%
Jun 30, 25
12 Millennium Management LLC 3.40M (1.43%) 2.61M
Increased by +76.80%
Dec 31, 24
13 Arrowstreet Capital Limited Partnership 3.08M (1.30%) -642.60K
Decreased by -20.87%
Sep 30, 24
14 Amvescap Plc. 3.04M (1.28%) 207.75K
Increased by +6.84%
Jun 30, 25
15 Northern Trust Corp 2.99M (1.26%) -148.64K
Decreased by -4.96%
Jun 30, 25
16 Ameriprise Financial Inc 2.94M (1.24%) -210.32K
Decreased by -7.16%
Sep 30, 24
17 Citadel Advisors Llc 2.85M (1.20%) -342.13K
Decreased by -12.00%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 2.58M (1.09%) 284.16K
Increased by +11.01%
Jun 30, 25
19 JPMorgan Chase & Co 2.52M (1.06%) -1.65M
Decreased by -65.56%
Jun 30, 25
20 Legal & General Group PLC 2.35M (0.99%) 45.81K
Increased by +1.95%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 27.82M (11.73%) 27.82M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 7.71M (3.25%) 5.36K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.48M (3.16%) -179.62K
Decreased by -2.40%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 6.87M (2.90%) 47.35K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 5.91M (2.49%) -865.56K
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 5.32M (2.25%) 57.46K
Increased by +1.08%
Jul 31, 25
7 Fidelity 500 Index 3.03M (1.28%) 1.30K
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 3.01M (1.27%) -44.02K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 2.97M (1.25%) -22.75K
Decreased by -0.77%
Mar 31, 24
10 Fidelity® 500 Index 2.97M (1.25%) 18.88K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 2.93M (1.24%) -15.34K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.89M (1.22%) 35.42K
Increased by +1.23%
Aug 31, 25
13 iShares Core S&P 500 ETF 2.87M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
14 BlackRock Equity Dividend Instl 2.25M (0.95%) -30.32K
Decreased by -1.35%
Jul 31, 25
15 Vanguard Value Index Inv 2.12M (0.89%) -2.85K
Decreased by -0.13%
Jul 31, 25
16 AF High Growth (AFRIS) 2.11M (0.89%) 2.11M
Increased by +100.00%
Feb 29, 24
17 BlackRock Large Cap Core (SMA) 1.92M (0.81%) 0.00
Increased by 0.00%
Aug 31, 25
18 Health Care Select Sector SPDR® ETF 1.82M (0.77%) -9.18K
Decreased by -0.50%
Mar 31, 24
19 The Health Care Select Sector SPDR® ETF 1.63M (0.69%) 2.64K
Increased by +0.16%
Aug 31, 25
20 Vanguard Mid-Cap Value ETF 1.50M (0.63%) -852.00
Decreased by -0.06%
Jul 31, 25