Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.03%
2 WBIL 4.66%
3 WCBR 4.34%
4 IDGT 4.33%
5 IGN 3.67%
6 NEWZ 3.38%
7 SHRY 3.09%
8 NRSH 2.84%
9 STNC 2.66%
10 DFNV 2.47%
11 FCLD 2.45%
12 FCFY 2.43%
13 QQQN 2.37%
14 WFH 2.30%
15 VSDA 2.24%
16 UPGD 2.23%
17 RYJ 2.23%
18 AIVC 2.23%
19 INVN 2.20%
20 IVES 2.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.16M (13.85%) -40.97K
Decreased by -0.15%
Dec 31, 25
2 BlackRock Inc 21.24M (10.83%) -782.01K
Decreased by -3.68%
Sep 30, 25
3 State Street Corp 10.08M (5.14%) -336.03K
Decreased by -3.33%
Sep 30, 25
4 State Street Corporation 9.56M (4.88%) -210.59K
Decreased by -2.20%
Mar 31, 24
5 PRIMECAP Management Company 9.07M (4.62%) -562.00K
Decreased by -6.20%
Dec 31, 25
6 JPMorgan Chase & Co 8.08M (4.12%) 5.82M
Increased by +72.05%
Sep 30, 25
7 Geode Capital Management, LLC 6.32M (3.22%) -101.03K
Decreased by -1.60%
Dec 31, 25
8 Ameriprise Financial Inc 6.16M (3.14%) -740.28K
Decreased by -12.02%
Sep 30, 25
9 Capital Research & Mgmt Co - Division 3 5.29M (2.70%) 888.00
Increased by +0.02%
Mar 31, 24
10 Wellington Management Company LLP 4.53M (2.31%) -383.30K
Decreased by -8.46%
Dec 31, 25
11 NORGES BANK 4.28M (2.18%) 1.64M
Increased by +38.32%
Dec 31, 25
12 UBS Asset Mgmt Americas Inc 3.52M (1.79%) -258.73K
Decreased by -7.36%
Sep 30, 25
13 Beutel, Goodman & Company Ltd. 3.35M (1.71%) -159.85K
Decreased by -4.77%
Dec 31, 25
14 The Goldman Sachs Group Inc 3.33M (1.70%) 66.16K
Increased by +1.99%
Sep 30, 25
15 Boston Partners Global Investors, Inc 3.31M (1.69%) -8.47K
Decreased by -0.26%
Dec 31, 25
16 Goldman Sachs Group Inc 3.27M (1.66%) 633.12K
Increased by +19.39%
Jun 30, 25
17 Amvescap Plc. 3.02M (1.54%) -255.52K
Decreased by -8.47%
Sep 30, 25
18 Morgan Stanley - Brokerage Accounts 2.94M (1.50%) 86.92K
Increased by +2.96%
Sep 30, 25
19 Northern Trust Corp 2.90M (1.48%) 29.87K
Increased by +1.03%
Sep 30, 25
20 Lyrical Asset Management LP 2.60M (1.33%) -162.36K
Decreased by -6.24%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 31.60M (16.12%) 31.60M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 6.48M (3.30%) -59.66K
Decreased by -0.92%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 6.09M (3.11%) 26.94K
Increased by +0.44%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 5.78M (2.95%) 41.42K
Increased by +0.72%
May 31, 25
5 Vanguard PRIMECAP Inv 5.24M (2.67%) -380.90K
Decreased by -7.27%
Dec 31, 25
6 Vanguard 500 Index Investor 5.00M (2.55%) 49.19K
Increased by +0.98%
Feb 28, 26
7 Loomis Sayles Inv Grade Bond CIT 4.63M (2.36%) 4.63M
Increased by +100.00%
Jun 30, 25
8 Vanguard Mid Cap Index Institutional 4.19M (2.14%) 14.85K
Increased by +0.35%
Feb 28, 26
9 Columbia Seligman Tech & Info A 3.01M (1.53%) 0.00
Increased by 0.00%
Feb 28, 26
10 Columbia Seligman Technology Growth 2.85M (1.45%) 170.40K
Increased by +5.99%
Dec 31, 25
11 Columbia Seligman Tech & Inf SMA Cmp 2.68M (1.37%) 2.68M
Increased by +100.00%
Dec 31, 23
12 iShares Core S&P 500 ETF 2.55M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 2.54M (1.29%) 11.76K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF 2.53M (1.29%) -56.96K
Decreased by -2.25%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 2.48M (1.27%) 17.08K
Increased by +0.69%
May 30, 24
16 SPDR® S&P 500® ETF Trust 2.46M (1.26%) -12.85K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 2.46M (1.25%) 30.11K
Increased by +1.23%
Aug 31, 25
18 Fidelity® 500 Index 2.46M (1.25%) 15.63K
Increased by +0.64%
Nov 30, 23
19 AF High Growth (AFRIS) 2.40M (1.22%) 2.40M
Increased by +100.00%
Feb 29, 24
20 State Street® SPDR® S&P 500® ETF 2.35M (1.20%) -17.75K
Decreased by -0.75%
Feb 28, 26