Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.60%
2 FCTE 5.02%
3 RW 4.58%
4 LRGG 4.35%
5 KMID 4.33%
6 RONB 4.28%
7 KBWR 4.26%
8 UTRN 4.02%
9 QQLV 3.50%
10 FDIQ 3.36%
11 FINQ 3.31%
12 BIGD 3.16%
13 STNC 3.07%
14 NUMG 2.84%
15 NEWZ 2.79%
16 AILG 2.71%
17 BCFN 2.48%
18 TSCM 2.45%
19 DVOL 2.29%
20 LQPE 2.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.17M (12.48%) -71.96K
Decreased by -0.42%
Dec 31, 25
2 BlackRock Inc 13.05M (9.48%) 676.36K
Increased by +5.18%
Sep 30, 25
3 State Street Corporation 6.22M (4.52%) 49.52K
Increased by +0.80%
Mar 31, 24
4 State Street Corp 5.99M (4.35%) -78.89K
Decreased by -1.32%
Sep 30, 25
5 AllianceBernstein L.P. 5.35M (3.89%) 158.79K
Increased by +2.97%
Sep 30, 25
6 Geode Capital Management, LLC 4.12M (3.00%) 36.19K
Increased by +0.88%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 3.55M (2.58%) 189.41K
Increased by +5.33%
Sep 30, 25
8 Capital Research & Mgmt Co - Division 3 3.26M (2.37%) 3.01M
Increased by +92.31%
Dec 31, 25
9 D. E. Shaw & Co LP 3.08M (2.24%) 1.16M
Increased by +37.58%
Dec 31, 25
10 Parnassus Investments, LLC 2.67M (1.94%) -894.11K
Decreased by -33.45%
Sep 30, 23
11 FMR Inc 2.59M (1.88%) -1.74M
Decreased by -67.04%
Dec 31, 25
12 JPMorgan Chase & Co 2.22M (1.62%) 1.05M
Increased by +47.05%
Sep 30, 25
13 Citigroup Inc 1.99M (1.45%) 1.86M
Increased by +93.35%
Sep 30, 23
14 Massachusetts Financial Services Company 1.90M (1.38%) -665.80K
Decreased by -34.98%
Dec 31, 25
15 Amvescap Plc. 1.83M (1.33%) -316.76K
Decreased by -17.28%
Sep 30, 25
16 Parnassus Investments LLC 1.82M (1.32%) 322.35K
Increased by +17.76%
Dec 31, 25
17 Northern Trust Corp 1.69M (1.23%) 26.52K
Increased by +1.56%
Sep 30, 25
18 Nuveen Asset Management, LLC 1.62M (1.18%) -186.10K
Decreased by -11.50%
Dec 31, 24
19 NORGES BANK 1.55M (1.13%) -236.70K
Decreased by -15.28%
Dec 31, 25
20 Brown Advisory Holdings Inc 1.50M (1.09%) -312.82K
Decreased by -20.92%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 6.94M (5.04%) 6.94M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 4.52M (3.29%) 3.15K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.41M (3.20%) 23.68K
Increased by +0.54%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 4.02M (2.92%) 28.47K
Increased by +0.71%
May 31, 25
5 Vanguard 500 Index Investor 3.58M (2.61%) 33.71K
Increased by +0.94%
Feb 28, 26
6 Global Balanced (AFRIS) 3.18M (2.31%) 3.18M
Increased by +100.00%
Feb 29, 24
7 Vanguard Mid Cap Index Institutional 3.03M (2.20%) 10.53K
Increased by +0.35%
Feb 28, 26
8 Invesco QQQ Trust 2.96M (2.15%) 0.00
Increased by 0.00%
Feb 28, 26
9 American Funds Washington Mutual A 2.77M (2.01%) 2.77M
Increased by +100.00%
Dec 31, 25
10 Capital Group Wash Mutual Invtrs Comp 2.77M (2.01%) 2.77M
Increased by +100.00%
Dec 31, 25
11 AllianceBernstein US L/C Growth Eqty MF 2.24M (1.63%) 0.00
Increased by 0.00%
Dec 30, 25
12 Vanguard Growth Index Investor 1.78M (1.29%) 6.15K
Increased by +0.35%
Feb 28, 26
13 iShares Core S&P 500 ETF 1.78M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
14 Fidelity 500 Index 1.77M (1.29%) 8.21K
Increased by +0.46%
Jan 31, 26
15 SPDR® S&P 500 ETF 1.76M (1.28%) -25.73K
Decreased by -1.46%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 1.75M (1.27%) -13.59K
Decreased by -0.78%
Mar 31, 24
17 SPDR® S&P 500® ETF Trust 1.71M (1.24%) -8.96K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 1.69M (1.23%) 20.75K
Increased by +1.23%
Aug 31, 25
19 Fidelity® 500 Index 1.69M (1.23%) 10.76K
Increased by +0.64%
Nov 30, 23
20 State Street® SPDR® S&P 500® ETF 1.65M (1.20%) -12.39K
Decreased by -0.75%
Feb 28, 26