Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 6.08%
2 CWS 4.71%
3 WBIG 3.85%
4 RNLC 3.46%
5 DIVS 3.35%
6 STNC 3.25%
7 VSMV 2.95%
8 ADIV 2.92%
9 CCOR 2.91%
10 TADS 2.75%
11 EQRR 2.53%
12 SHRY 2.48%
13 JSTC 2.34%
14 FTDS 2.31%
15 PFI 2.15%
16 PKW 2.05%
17 FTCS 1.99%
18 QDIV 1.98%
19 RDVY 1.96%
20 KIE 1.91%

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 25.82M (4.69%) -15.94K
Decreased by -0.06%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 19.43M (3.53%) 1.85M
Increased by +9.53%
Jun 30, 24
7 Wells Fargo & Co 16.05M (2.92%) -221.36K
Decreased by -1.38%
Jun 30, 24
8 Geode Capital Management, LLC 12.36M (2.24%) 3.94K
Increased by +0.03%
Jun 30, 24
9 JPMorgan Chase & Co 7.32M (1.33%) 2.69M
Increased by +36.81%
Jun 30, 24
10 Northern Trust Corp 5.94M (1.08%) -452.40K
Decreased by -7.62%
Sep 30, 24
11 Legal & General Group PLC 5.45M (0.99%) -51.67K
Decreased by -0.95%
Jun 30, 24
12 AllianceBernstein L.P. 4.80M (0.87%) -152.12K
Decreased by -3.17%
Jun 30, 24
13 UBS Asset Mgmt Americas Inc 4.69M (0.85%) 281.15K
Increased by +5.99%
Sep 30, 24
14 LSV Asset Management 4.18M (0.76%) -311.07K
Decreased by -7.44%
Jun 30, 24
15 Goldman Sachs Group Inc 4.16M (0.76%) 698.98K
Increased by +16.81%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 4.09M (0.74%) -719.28K
Decreased by -17.60%
Sep 30, 24
17 Amvescap Plc. 4.06M (0.74%) -325.78K
Decreased by -8.03%
Jun 30, 24
18 Bank of America Corp 3.83M (0.70%) 1.62M
Increased by +42.32%
Jun 30, 24
19 Bank of New York Mellon Corp 3.65M (0.66%) -137.83K
Decreased by -3.77%
Jun 30, 24
20 Boston Partners Global Investors, Inc 3.57M (0.65%) -49.57K
Decreased by -1.39%
Sep 30, 23

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 Fidelity 500 Index 6.20M (1.13%) -174.37K
Decreased by -2.81%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 6.14M (1.12%) 32.08K
Increased by +0.52%
Oct 31, 24
9 iShares Core S&P 500 ETF 5.61M (1.02%) 8.64K
Increased by +0.15%
Oct 31, 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 Financial Select Sector SPDR® ETF 3.55M (0.64%) -10.12K
Decreased by -0.29%
Apr 30, 24
13 The Financial Select Sector SPDR® ETF 3.45M (0.63%) -17.78K
Decreased by -0.51%
Oct 31, 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%) 7.10K
Increased by +0.29%
Oct 31, 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 2.24M (0.41%) 1.08K
Increased by +0.05%
Oct 31, 24
20 Guinness Global Equity Inc D USD Dist 1.98M (0.36%) 35.57K
Increased by +1.79%
Oct 31, 24