Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 4.54%
2 CWS 4.53%
3 WBIF 4.18%
4 UTRN 4.02%
5 RNLC 3.46%
6 STNC 3.25%
7 VSMV 2.85%
8 CCOR 2.84%
9 TADS 2.75%
10 DIVS 2.75%
11 EQRR 2.53%
12 SHRY 2.47%
13 ADIV 2.40%
14 JSTC 2.31%
15 LYLD 2.27%
16 PKW 2.20%
17 PFI 2.11%
18 QDIV 1.90%
19 FTCS 1.88%
20 KIE 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Japan Post Holdings Co Ltd 52.30M (9.76%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 51.35M (9.58%) 9.68K
Increased by +0.02%
Mar 31, 25
3 BlackRock Inc 42.65M (7.96%) 61.69K
Increased by +0.14%
Mar 31, 25
4 State Street Corporation 25.83M (4.82%) -306.63K
Decreased by -1.19%
Mar 31, 24
5 State Street Corp 25.05M (4.67%) 25.57K
Increased by +0.10%
Mar 31, 25
6 Wells Fargo & Co 15.33M (2.86%) -236.81K
Decreased by -1.54%
Dec 31, 24
7 Geode Capital Management, LLC 12.87M (2.40%) 402.07K
Increased by +3.12%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 8.69M (1.62%) 132.79K
Increased by +1.53%
Mar 31, 25
9 Northern Trust Corp 7.19M (1.34%) -102.69K
Decreased by -1.43%
Mar 31, 25
10 JPMorgan Chase & Co 6.30M (1.17%) -8.34M
Decreased by -132.55%
Sep 30, 24
11 UBS Asset Mgmt Americas Inc 5.31M (0.99%) 56.78K
Increased by +1.07%
Mar 31, 25
12 First Trust Advisors L.P. 4.46M (0.83%) -432.76K
Decreased by -9.70%
Dec 31, 24
13 Legal & General Group PLC 4.31M (0.80%) 87.21K
Increased by +2.03%
Mar 31, 25
14 AllianceBernstein L.P. 3.99M (0.74%) -541.78K
Decreased by -13.59%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 3.82M (0.71%) -58.70K
Decreased by -1.53%
Mar 31, 25
16 Amvescap Plc. 3.57M (0.67%) -92.28K
Decreased by -2.58%
Mar 31, 25
17 Boston Partners Global Investors, Inc 3.57M (0.67%) -49.57K
Decreased by -1.39%
Sep 30, 23
18 Goldman Sachs Group Inc 3.41M (0.64%) 173.99K
Increased by +5.10%
Mar 31, 25
19 Bank of New York Mellon Corp 3.40M (0.63%) -76.35K
Decreased by -2.25%
Mar 31, 25
20 NORGES BANK 3.38M (0.63%) 13.66K
Increased by +0.40%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 108.88M (20.32%) 108.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 17.73M (3.31%) -249.22K
Decreased by -1.41%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 17.54M (3.27%) 271.84K
Increased by +1.55%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 13.98M (2.61%) 223.69K
Increased by +1.60%
Apr 30, 25
5 AF High Growth (AFRIS) 8.28M (1.54%) 8.28M
Increased by +100.00%
Feb 29, 24
6 Fidelity® 500 Index 6.30M (1.18%) 40.09K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 6.29M (1.17%) 14.09K
Increased by +0.22%
Apr 30, 24
8 Fidelity 500 Index 6.22M (1.16%) 7.68K
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P 500 ETF 6.16M (1.15%) -157.03K
Decreased by -2.55%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 5.99M (1.12%) -31.43K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 5.92M (1.11%) -26.39K
Decreased by -0.45%
May 31, 25
12 iShares Core S&P 500 ETF 5.73M (1.07%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Value Index Inv 4.80M (0.90%) 3.45K
Increased by +0.07%
Apr 30, 25
14 Global Balanced (AFRIS) 3.80M (0.71%) 3.80M
Increased by +100.00%
Feb 29, 24
15 Financial Select Sector SPDR® ETF 3.55M (0.66%) -10.12K
Decreased by -0.29%
Apr 30, 24
16 The Financial Select Sector SPDR® ETF 3.41M (0.64%) -9.50K
Decreased by -0.28%
May 31, 25
17 Vanguard Institutional Index I 3.04M (0.57%) -7.66K
Decreased by -0.25%
Apr 30, 25
18 First Trust Rising Dividend Achiev ETF 2.68M (0.50%) 1.13K
Increased by +0.04%
May 29, 25
19 Vanguard Dividend Appreciation ETF 2.67M (0.50%) 30.14K
Increased by +1.13%
Apr 30, 25
20 State St S&P 500® Indx SL Cl III 2.63M (0.49%) 44.50K
Increased by +1.69%
May 31, 25