Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.09%
2 WBIL 4.12%
3 WBIF 4.09%
4 WBIG 3.09%
5 AMID 2.86%
6 MID 2.72%
7 TDV 2.56%
8 VETS 2.16%
9 SMRI 2.00%
10 QTEC 1.99%
11 PWC 1.92%
12 VSDA 1.83%
13 GDIV 1.80%
14 VNMC 1.77%
15 FTDS 1.75%
16 BDIV 1.71%
17 QQJG 1.64%
18 VTRN 1.63%
19 RYT 1.57%
20 BMVP 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.44M (13.57%) 235.87K
Increased by +1.35%
Dec 31, 25
2 BlackRock Inc 12.02M (9.35%) 915.90K
Increased by +7.62%
Sep 30, 25
3 State Street Corp 5.82M (4.53%) -25.30K
Decreased by -0.43%
Sep 30, 25
4 State Street Corporation 5.57M (4.33%) 67.98K
Increased by +1.22%
Mar 31, 24
5 JPMorgan Chase & Co 5.29M (4.12%) 3.78M
Increased by +71.46%
Sep 30, 25
6 Harris Associates L.P. 4.53M (3.52%) 4.25M
Increased by +93.93%
Dec 31, 25
7 Boston Partners Global Investors, Inc 3.78M (2.94%) 1.04M
Increased by +27.66%
Dec 31, 25
8 Geode Capital Management, LLC 3.68M (2.87%) 5.59K
Increased by +0.15%
Dec 31, 25
9 FMR Inc 3.44M (2.68%) -741.71K
Decreased by -21.55%
Sep 30, 24
10 Massachusetts Financial Services Company 3.16M (2.46%) 371.50K
Increased by +11.74%
Jun 30, 25
11 Amundi 2.80M (2.18%) 225.12K
Increased by +8.04%
Sep 30, 24
12 Macquarie Group Ltd 2.67M (2.08%) -333.71K
Decreased by -12.50%
Sep 30, 25
13 Longview Partners 2.67M (2.08%) 10.33K
Increased by +0.39%
Sep 30, 24
14 Longview Partners (Guernsey) Ltd. 2.67M (2.08%) 10.33K
Increased by +0.39%
Sep 30, 24
15 AllianceBernstein L.P. 2.67M (2.07%) -267.18K
Decreased by -10.02%
Sep 30, 24
16 Longview Partners (Guernsey) Limited 2.56M (1.99%) -26.49K
Decreased by -1.03%
Dec 31, 25
17 Amvescap Plc. 2.50M (1.95%) 163.56K
Increased by +6.54%
Sep 30, 25
18 Morgan Stanley - Brokerage Accounts 2.37M (1.85%) -2.94M
Decreased by -123.78%
Sep 30, 25
19 Select Equity Group LP 2.28M (1.77%) -1.88M
Decreased by -82.46%
Dec 31, 25
20 Fidelity International Ltd 2.23M (1.74%) 445.57K
Increased by +19.96%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.03M (3.91%) 5.03M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 4.22M (3.29%) -29.55K
Decreased by -0.70%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.12M (3.20%) 23.60K
Increased by +0.57%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 3.79M (2.95%) 26.64K
Increased by +0.70%
May 31, 25
5 Vanguard 500 Index Investor 3.35M (2.61%) 31.89K
Increased by +0.95%
Feb 28, 26
6 Vanguard Mid Cap Index Institutional 2.83M (2.20%) 9.76K
Increased by +0.34%
Feb 28, 26
7 Invesco QQQ Trust 2.71M (2.11%) 18.87K
Increased by +0.70%
Aug 29, 25
8 Global Balanced (AFRIS) 2.31M (1.80%) 2.31M
Increased by +100.00%
Feb 29, 24
9 Oakmark Investor 1.92M (1.49%) 1.92M
Increased by +100.00%
Dec 31, 25
10 Allspring Special Mid Cap Value Inst 1.87M (1.45%) 181.10K
Increased by +9.69%
Feb 28, 26
11 BlackRock Equity Dividend Instl 1.80M (1.40%) 383.79K
Increased by +21.34%
Feb 28, 26
12 Fidelity® Magellan® 1.74M (1.36%) -1.10K
Decreased by -0.06%
Nov 30, 23
13 MS INVF Global Brands A USD 1.71M (1.33%) -33.45K
Decreased by -1.96%
Jun 30, 24
14 Fidelity Magellan 1.67M (1.30%) 0.00
Increased by 0.00%
May 31, 24
15 JHancock Disciplined Value Mid Cap I 1.67M (1.30%) -49.97K
Decreased by -2.99%
Jan 31, 26
16 iShares Core S&P 500 ETF 1.66M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
17 SPDR® S&P 500 ETF 1.66M (1.29%) -24.18K
Decreased by -1.46%
Mar 31, 25
18 Fidelity 500 Index 1.65M (1.29%) 7.67K
Increased by +0.46%
Jan 31, 26
19 Vanguard Wellington™ Inv 1.63M (1.27%) 848.62K
Increased by +52.09%
Jun 30, 24
20 SPDR® S&P 500 ETF Trust 1.62M (1.26%) -12.64K
Decreased by -0.78%
Mar 31, 24