Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 4.53%
2 IAK 4.44%
3 WBIF 4.18%
4 UTRN 4.02%
5 RNLC 3.46%
6 STNC 3.25%
7 DIVS 3.00%
8 VSMV 2.91%
9 CCOR 2.84%
10 ADIV 2.79%
11 TADS 2.75%
12 EQRR 2.53%
13 SHRY 2.46%
14 PKW 2.37%
15 JSTC 2.31%
16 PFI 2.11%
17 RDVY 2.06%
18 QDIV 1.90%
19 KIE 1.89%
20 FTDS 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Japan Post Holdings Co Ltd 52.30M (9.73%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 51.34M (9.55%) 653.27K
Increased by +1.27%
Dec 31, 24
3 BlackRock Inc 42.58M (7.92%) 478.09K
Increased by +1.12%
Dec 31, 24
4 State Street Corporation 25.83M (4.80%) -306.63K
Decreased by -1.19%
Mar 31, 24
5 State Street Corp 25.02M (4.65%) -517.23K
Decreased by -2.07%
Dec 31, 24
6 Wells Fargo & Co 15.33M (2.85%) -236.81K
Decreased by -1.54%
Dec 31, 24
7 Geode Capital Management, LLC 12.47M (2.32%) 288.48K
Increased by +2.31%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 8.56M (1.59%) -814.91K
Decreased by -9.52%
Dec 31, 24
9 Northern Trust Corp 7.30M (1.36%) 1.36M
Increased by +18.61%
Dec 31, 24
10 JPMorgan Chase & Co 6.30M (1.17%) -8.34M
Decreased by -132.55%
Sep 30, 24
11 UBS Asset Mgmt Americas Inc 5.25M (0.98%) 556.39K
Increased by +10.60%
Dec 31, 24
12 First Trust Advisors L.P. 4.46M (0.83%) -432.76K
Decreased by -9.70%
Dec 31, 24
13 Legal & General Group PLC 4.22M (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 (0.65%) -111.33K
Decreased by -3.21%
Dec 31, 24
19 NORGES BANK 3.38M (0.63%) 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 (20.25%) 108.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 17.73M (3.30%) -249.22K
Decreased by -1.41%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 17.26M (3.21%) -250.27K
Decreased by -1.45%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 13.76M (2.56%) -107.50K
Decreased by -0.78%
Mar 31, 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 (1.17%) 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 6.21M (1.16%) -52.00K
Decreased by -0.84%
Mar 31, 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 6.00M (1.12%) 4.95K
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 5.99M (1.11%) -31.43K
Decreased by -0.52%
Mar 31, 25
12 iShares Core S&P 500 ETF 5.86M (1.09%) -6.13K
Decreased by -0.10%
Apr 30, 25
13 Vanguard Value Index Inv 4.79M (0.89%) -5.08K
Decreased by -0.11%
Mar 31, 25
14 Global Balanced (AFRIS) 3.80M (0.71%) 3.80M
Increased by +100.00%
Feb 29, 24
15 The Financial Select Sector SPDR® ETF 3.60M (0.67%) 23.72K
Increased by +0.66%
Apr 30, 25
16 Financial Select Sector SPDR® ETF 3.55M (0.66%) -10.12K
Decreased by -0.29%
Apr 30, 24
17 Vanguard Institutional Index I 3.05M (0.57%) -53.40K
Decreased by -1.75%
Mar 31, 25
18 Vanguard Dividend Appreciation ETF 2.64M (0.49%) -139.75K
Decreased by -5.29%
Mar 31, 25
19 First Trust Rising Dividend Achiev ETF 2.64M (0.49%) 2.83K
Increased by +0.11%
Apr 30, 25
20 State St S&P 500® Indx SL Cl III 2.55M (0.47%) 135.04K
Increased by +5.29%
Mar 31, 25