Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 BCUS 3.31%
3 PTF 2.67%
4 FCFY 2.61%
5 NEWZ 2.55%
6 SMRI 1.91%
7 POWA 1.87%
8 JMID 1.82%
9 RYT 1.60%
10 BMVP 1.58%
11 NUMG 1.57%
12 CALF 1.56%
13 AIEQ 1.53%
14 SRHQ 1.43%
15 BOUT 1.41%
16 PWB 1.38%
17 AMID 1.37%
18 FTCS 1.31%
19 CGGG 1.29%
20 RSPT 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.57M (13.74%) 138.83K
Increased by +1.45%
Jun 30, 25
2 BlackRock Inc 7.59M (10.89%) 804.07K
Increased by +10.60%
Jun 30, 25
3 BAMCO Inc 3.65M (5.24%) -118.85K
Decreased by -3.25%
Jun 30, 25
4 State Street Corp 3.41M (4.90%) 96.17K
Increased by +2.82%
Jun 30, 25
5 State Street Corporation 3.19M (4.58%) 31.81K
Increased by +1.00%
Mar 31, 24
6 Geode Capital Management, LLC 2.26M (3.24%) 89.88K
Increased by +3.98%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 1.94M (2.79%) -21.74K
Decreased by -1.12%
Jun 30, 25
8 FMR Inc 1.86M (2.68%) -1.31M
Decreased by -70.09%
Jun 30, 25
9 Massachusetts Financial Services Company 1.74M (2.50%) -1.03M
Decreased by -59.27%
Mar 31, 25
10 Principal Financial Group Inc 1.62M (2.33%) -374.16K
Decreased by -23.04%
Jun 30, 25
11 Generation Investment Management LLP 1.34M (1.93%) 189.51K
Increased by +14.13%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 1.26M (1.81%) 197.22K
Increased by +15.60%
Jun 30, 25
13 Sustainable Growth Advisers, LP 1.16M (1.67%) 485.19K
Increased by +41.77%
Jun 30, 25
14 Goldman Sachs Group Inc 1.15M (1.64%) 189.44K
Increased by +16.54%
Jun 30, 25
15 JPMorgan Chase & Co 1.14M (1.64%) -104.85K
Decreased by -9.19%
Jun 30, 25
16 NORGES BANK 975.05K (1.40%) 24.44K
Increased by +2.51%
Jun 30, 25
17 Northern Trust Corp 970.67K (1.39%) -35.99K
Decreased by -3.71%
Jun 30, 25
18 Brown Advisory Holdings Inc 924.20K (1.33%) -14.37K
Decreased by -1.56%
Sep 30, 24
19 Amvescap Plc. 910.90K (1.31%) 111.45K
Increased by +12.23%
Jun 30, 25
20 UBS Asset Mgmt Americas Inc 842.99K (1.21%) 172.48K
Increased by +20.46%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.97M (7.13%) 4.97M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 2.32M (3.33%) -9.64K
Decreased by -0.42%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.30M (3.30%) -53.71K
Decreased by -2.34%
Jul 31, 25
4 Global Balanced (AFRIS) 2.28M (3.27%) 2.28M
Increased by +100.00%
Feb 29, 24
5 Vanguard Institutional 500 Index Trust 2.18M (3.14%) 15.20K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 1.91M (2.74%) -279.06K
Decreased by -14.64%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 1.63M (2.34%) 17.59K
Increased by +1.08%
Jul 31, 25
8 Baron Growth Retail 1.25M (1.79%) -50.00K
Decreased by -4.00%
Jun 30, 25
9 Baron Small Cap Growth Strategy 1.25M (1.79%) -50.00K
Decreased by -4.00%
Jun 30, 25
10 Principal Aligned MidCap Equity 1.16M (1.66%) -109.51K
Decreased by -9.45%
Jun 30, 25
11 Fidelity Magellan 1.01M (1.46%) -1.80K
Decreased by -0.18%
May 31, 25
12 Fidelity 500 Index 975.63K (1.40%) 418.00
Increased by +0.04%
Jul 31, 25
13 Principal MidCap R5 964.57K (1.38%) -194.07K
Decreased by -20.12%
Jul 31, 25
14 SPDR® S&P 500 ETF 958.55K (1.38%) -13.95K
Decreased by -1.46%
Mar 31, 25
15 Fidelity® Magellan® 954.75K (1.37%) -600.00
Decreased by -0.06%
Nov 30, 23
16 SPDR® S&P 500 ETF Trust 939.81K (1.35%) -7.27K
Decreased by -0.77%
Mar 31, 24
17 SPDR® S&P 500® ETF Trust 933.30K (1.34%) -4.86K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 931.71K (1.34%) 11.38K
Increased by +1.22%
Aug 31, 25
19 iShares Core S&P 500 ETF 925.64K (1.33%) 0.00
Increased by 0.00%
Aug 31, 25
20 Fidelity® 500 Index 918.53K (1.32%) 5.85K
Increased by +0.64%
Nov 30, 23