Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 5.83%
2 CWS 4.41%
3 WBIG 3.85%
4 RNLC 3.46%
5 STNC 3.25%
6 DIVS 3.03%
7 CCOR 2.91%
8 TADS 2.75%
9 VSMV 2.73%
10 ADIV 2.72%
11 EQRR 2.53%
12 SHRY 2.37%
13 JSTC 2.31%
14 FTDS 2.31%
15 PFI 2.04%
16 PKW 1.93%
17 QDIV 1.87%
18 FTCS 1.86%
19 KIE 1.83%
20 RDVY 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Japan Post Holdings Co Ltd 52.30M (9.50%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 50.69M (9.21%) -511.12K
Decreased by -1.01%
Sep 30, 24
3 BlackRock Inc 40.06M (7.28%) -1.02M
Decreased by -2.55%
Jun 30, 24
4 State Street Corporation 25.83M (4.69%) -306.63K
Decreased by -1.19%
Mar 31, 24
5 State Street Corp 25.54M (4.64%) -279.63K
Decreased by -1.09%
Sep 30, 24
6 Wells Fargo & Co 15.57M (2.83%) -483.34K
Decreased by -3.10%
Sep 30, 24
7 Geode Capital Management, LLC 12.18M (2.21%) -178.85K
Decreased by -1.47%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 9.37M (1.70%) -10.06M
Decreased by -107.31%
Sep 30, 24
9 Northern Trust Corp 5.94M (1.08%) -452.40K
Decreased by -7.62%
Sep 30, 24
10 Legal & General Group PLC 5.25M (0.95%) -206.34K
Decreased by -3.93%
Sep 30, 24
11 First Trust Advisors L.P. 4.90M (0.89%) 1.64M
Increased by +33.41%
Sep 30, 24
12 UBS Asset Mgmt Americas Inc 4.69M (0.85%) 281.15K
Increased by +5.99%
Sep 30, 24
13 AllianceBernstein L.P. 4.53M (0.82%) -275.11K
Decreased by -6.08%
Sep 30, 24
14 LSV Asset Management 4.18M (0.76%) -311.07K
Decreased by -7.44%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 4.09M (0.74%) -719.28K
Decreased by -17.60%
Sep 30, 24
16 Amvescap Plc. 3.92M (0.71%) -137.27K
Decreased by -3.50%
Sep 30, 24
17 Bank of New York Mellon Corp 3.58M (0.65%) -67.40K
Decreased by -1.88%
Sep 30, 24
18 Boston Partners Global Investors, Inc 3.57M (0.65%) -49.57K
Decreased by -1.39%
Sep 30, 23
19 Goldman Sachs Group Inc 3.54M (0.64%) -621.27K
Decreased by -17.56%
Sep 30, 24
20 NORGES BANK 3.37M (0.61%) 969.21K
Increased by +28.79%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 108.88M (19.78%) 108.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 17.67M (3.21%) -60.80K
Decreased by -0.34%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 13.36M (2.43%) 154.64K
Increased by +1.16%
Oct 31, 24
4 AF High Growth (AFRIS) 8.28M (1.50%) 8.28M
Increased by +100.00%
Feb 29, 24
5 Fidelity® 500 Index 6.30M (1.14%) 40.09K
Increased by +0.64%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 6.29M (1.14%) 14.09K
Increased by +0.22%
Apr 30, 24
7 SPDR® S&P 500® ETF Trust 6.23M (1.13%) 36.83K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 6.19M (1.12%) -10.16K
Decreased by -0.16%
Oct 31, 24
9 iShares Core S&P 500 ETF 5.70M (1.03%) 0.00
Increased by 0.00%
Nov 30, 24
10 Vanguard Value Index Inv 4.75M (0.86%) 15.27K
Increased by +0.32%
Oct 31, 24
11 Global Balanced (AFRIS) 3.80M (0.69%) 3.80M
Increased by +100.00%
Feb 29, 24
12 The Financial Select Sector SPDR® ETF 3.76M (0.68%) 16.56K
Increased by +0.44%
Nov 30, 24
13 Financial Select Sector SPDR® ETF 3.55M (0.64%) -10.12K
Decreased by -0.29%
Apr 30, 24
14 Vanguard Institutional Index I 3.20M (0.58%) -3.23K
Decreased by -0.10%
Oct 31, 24
15 Vanguard Dividend Appreciation ETF 2.75M (0.50%) 6.14K
Increased by +0.22%
Oct 31, 24
16 State St S&P 500® Indx SL Cl III 2.44M (0.44%) -1.30K
Decreased by -0.05%
Nov 30, 24
17 Vanguard High Dividend Yield ETF 2.30M (0.42%) 7.56K
Increased by +0.33%
Oct 31, 24
18 SPDR® S&P Dividend ETF 2.30M (0.42%) 0.00
Increased by 0.00%
Oct 31, 24
19 First Trust Rising Dividend Achiev ETF 2.28M (0.41%) 1.08K
Increased by +0.05%
Nov 28, 24
20 Guinness Global Equity Inc D USD Dist 2.03M (0.37%) 42.50K
Increased by +2.10%
Nov 30, 24