Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.32%
2 GCIG 5.05%
3 QQQA 4.88%
4 EPRE 4.53%
5 UTRN 4.01%
6 AKRE 3.59%
7 QQLV 3.23%
8 PMR 3.17%
9 PRN 3.12%
10 BCUS 2.90%
11 RISN 2.72%
12 MGRO 2.72%
13 MDCP 2.66%
14 GFGF 2.52%
15 EQTY 2.46%
16 ABIG 2.31%
17 IBUY 2.22%
18 PDP 2.18%
19 ENTR 2.08%
20 XOVR 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 108.67M (12.31%) -324.58K
Decreased by -0.30%
Dec 31, 25
2 BlackRock Inc 62.80M (7.11%) -1.51M
Decreased by -2.41%
Sep 30, 25
3 Principal Financial Group Inc 40.18M (4.55%) 1.24M
Increased by +3.08%
Sep 30, 25
4 State Street Corp 37.06M (4.20%) 656.43K
Increased by +1.77%
Sep 30, 25
5 State Street Corporation 34.42M (3.90%) 1.09M
Increased by +3.17%
Dec 31, 23
6 Capital World Investors 27.73M (3.14%) 5.56M
Increased by +20.03%
Dec 31, 25
7 JPMorgan Chase & Co 26.38M (2.99%) 12.25M
Increased by +46.45%
Sep 30, 25
8 Geode Capital Management, LLC 23.26M (2.63%) 131.70K
Increased by +0.57%
Dec 31, 25
9 Bank of New York Mellon Corp 18.06M (2.05%) -796.25K
Decreased by -4.41%
Sep 30, 25
10 FMR Inc 15.21M (1.72%) -174.24K
Decreased by -1.15%
Jun 30, 25
11 AllianceBernstein L.P. 15.11M (1.71%) -10.55M
Decreased by -69.85%
Sep 30, 25
12 NORGES BANK 14.55M (1.65%) 3.35M
Increased by +23.03%
Dec 31, 25
13 Wellington Management Company LLP 14.01M (1.59%) -142.67K
Decreased by -1.02%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 12.52M (1.42%) 1.27M
Increased by +10.14%
Sep 30, 25
15 Edgewood Management LLC 12.42M (1.41%) -7.49M
Decreased by -60.31%
Sep 30, 25
16 Goldman Sachs Group Inc 11.65M (1.32%) 8.25M
Increased by +70.80%
Dec 31, 23
17 Amvescap Plc. 10.93M (1.24%) 771.57K
Increased by +7.06%
Sep 30, 25
18 Deutsche Bank AG 9.96M (1.13%) 4.82M
Increased by +48.45%
Dec 31, 25
19 Amundi 9.38M (1.06%) 2.30M
Increased by +24.51%
Mar 31, 25
20 Capital Research Global Investors 9.35M (1.06%) -1.51M
Decreased by -16.13%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 65.91M (7.46%) 65.91M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 27.55M (3.12%) 86.13K
Increased by +0.31%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 27.42M (3.11%) 19.77K
Increased by +0.07%
Sep 30, 24
4 Principal Aligned MidCap Equity 25.25M (2.86%) -252.95K
Decreased by -1.00%
Dec 31, 25
5 Principal MidCap R5 25.25M (2.86%) 4.14M
Increased by +16.42%
Jan 31, 26
6 Vanguard Institutional 500 Index Trust 24.94M (2.82%) 175.16K
Increased by +0.70%
May 31, 25
7 Vanguard 500 Index Investor 22.90M (2.59%) 217.73K
Increased by +0.95%
Feb 28, 26
8 Invesco QQQ Trust 20.58M (2.33%) 0.00
Increased by 0.00%
Feb 28, 26
9 Vanguard Mid Cap Index Institutional 18.94M (2.14%) 65.77K
Increased by +0.35%
Feb 28, 26
10 VA CollegeAmerica Amcap 529A 14.85M (1.68%) 1.17M
Increased by +7.85%
Sep 30, 24
11 American Funds New Perspective A 13.89M (1.57%) 4.21M
Increased by +30.34%
Dec 31, 25
12 Capital Group New Perspective Comp 13.89M (1.57%) 4.21M
Increased by +30.34%
Dec 31, 25
13 iShares Core S&P 500 ETF 11.35M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
14 Fidelity 500 Index 11.31M (1.28%) 52.44K
Increased by +0.46%
Jan 31, 26
15 Vanguard Growth Index Investor 10.96M (1.24%) 36.51K
Increased by +0.33%
Feb 28, 26
16 SPDR® S&P 500 ETF 10.91M (1.24%) -159.65K
Decreased by -1.46%
Mar 31, 25
17 SPDR® S&P 500® ETF 10.64M (1.21%) 130.55K
Increased by +1.23%
Aug 31, 25
18 SPDR® S&P 500® ETF Trust 10.62M (1.20%) -55.62K
Decreased by -0.52%
Mar 31, 25
19 State Street® SPDR® S&P 500® ETF 10.45M (1.18%) -79.41K
Decreased by -0.76%
Feb 28, 26
20 SPDR® S&P 500 ETF Trust 10.30M (1.17%) 23.36K
Increased by +0.23%
Apr 30, 24