Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 4.57%
2 CWS 4.53%
3 WBIF 4.26%
4 UTRN 4.02%
5 RNLC 3.46%
6 STNC 3.25%
7 DIVS 3.08%
8 VSMV 2.99%
9 ADIV 2.97%
10 CCOR 2.91%
11 TADS 2.75%
12 SHRY 2.54%
13 EQRR 2.53%
14 PKW 2.48%
15 DDIV 2.36%
16 JSTC 2.31%
17 FTDS 2.16%
18 RDVY 2.15%
19 PFI 2.11%
20 FTCS 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Japan Post Holdings Co Ltd 52.30M (9.65%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 51.34M (9.48%) 653.27K
Increased by +1.27%
Dec 31, 24
3 BlackRock Inc 42.58M (7.86%) 478.09K
Increased by +1.12%
Dec 31, 24
4 State Street Corporation 25.83M (4.77%) -306.63K
Decreased by -1.19%
Mar 31, 24
5 State Street Corp 25.02M (4.62%) -517.23K
Decreased by -2.07%
Dec 31, 24
6 Wells Fargo & Co 15.33M (2.83%) -236.81K
Decreased by -1.54%
Dec 31, 24
7 Geode Capital Management, LLC 12.47M (2.30%) 288.48K
Increased by +2.31%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 8.56M (1.58%) -814.91K
Decreased by -9.52%
Dec 31, 24
9 Northern Trust Corp 7.30M (1.35%) 1.36M
Increased by +18.61%
Dec 31, 24
10 JPMorgan Chase & Co 6.30M (1.16%) -8.34M
Decreased by -132.55%
Sep 30, 24
11 UBS Asset Mgmt Americas Inc 5.25M (0.97%) 556.39K
Increased by +10.60%
Dec 31, 24
12 First Trust Advisors L.P. 4.46M (0.82%) -432.76K
Decreased by -9.70%
Dec 31, 24
13 Legal & General Group PLC 4.22M (0.78%) -173.39K
Decreased by -4.11%
Dec 31, 24
14 AllianceBernstein L.P. 3.99M (0.74%) -541.78K
Decreased by -13.59%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 3.88M (0.72%) -204.43K
Decreased by -5.26%
Dec 31, 24
16 Amvescap Plc. 3.67M (0.68%) -253.32K
Decreased by -6.91%
Dec 31, 24
17 Boston Partners Global Investors, Inc 3.57M (0.66%) -49.57K
Decreased by -1.39%
Sep 30, 23
18 Bank of New York Mellon Corp 3.47M (0.64%) -111.33K
Decreased by -3.21%
Dec 31, 24
19 NORGES BANK 3.38M (0.62%) 13.66K
Increased by +0.40%
Dec 31, 24
20 Bank of America Corp 3.30M (0.61%) -1.01M
Decreased by -30.58%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 108.88M (20.10%) 108.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 17.51M (3.23%) 55.76K
Increased by +0.32%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 13.86M (2.56%) 94.26K
Increased by +0.68%
Feb 28, 25
4 AF High Growth (AFRIS) 8.28M (1.53%) 8.28M
Increased by +100.00%
Feb 29, 24
5 Fidelity® 500 Index 6.30M (1.16%) 40.09K
Increased by +0.64%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 6.29M (1.16%) 14.09K
Increased by +0.22%
Apr 30, 24
7 Fidelity 500 Index 6.23M (1.15%) 27.51K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 6.18M (1.14%) -45.86K
Decreased by -0.74%
Feb 28, 25
9 iShares Core S&P 500 ETF 5.87M (1.08%) -295.00
Decreased by -0.01%
Feb 28, 25
10 Vanguard Value Index Inv 4.80M (0.89%) 39.43K
Increased by +0.82%
Feb 28, 25
11 Global Balanced (AFRIS) 3.80M (0.70%) 3.80M
Increased by +100.00%
Feb 29, 24
12 The Financial Select Sector SPDR® ETF 3.75M (0.69%) 4.45K
Increased by +0.12%
Feb 28, 25
13 Financial Select Sector SPDR® ETF 3.55M (0.66%) -10.12K
Decreased by -0.29%
Apr 30, 24
14 Vanguard Institutional Index I 3.10M (0.57%) -35.43K
Decreased by -1.14%
Feb 28, 25
15 Vanguard Dividend Appreciation ETF 2.78M (0.51%) 14.66K
Increased by +0.53%
Feb 28, 25
16 First Trust Rising Dividend Achiev ETF 2.65M (0.49%) 4.72K
Increased by +0.18%
Feb 27, 25
17 State St S&P 500® Indx SL Cl III 2.42M (0.45%) 1.80K
Increased by +0.07%
Feb 28, 25
18 Vanguard High Dividend Yield ETF 2.30M (0.43%) -20.45K
Decreased by -0.89%
Feb 28, 25
19 Guinness Global Equity Inc D USD Dist 2.05M (0.38%) 0.00
Increased by 0.00%
Feb 28, 25
20 Blackrock Eq Idx Fund CF 1.86M (0.34%) -45.09K
Decreased by -2.42%
Dec 31, 24