Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 6.19%
2 CWS 4.73%
3 DVAL 4.43%
4 WBIG 4.06%
5 RNLC 3.46%
6 DIVS 3.31%
7 STNC 3.25%
8 VSMV 2.99%
9 CCOR 2.90%
10 ADIV 2.88%
11 TADS 2.75%
12 SHRY 2.54%
13 EQRR 2.53%
14 JSTC 2.33%
15 FTDS 2.31%
16 PFI 2.30%
17 PKW 2.14%
18 RDVY 2.04%
19 QDIV 2.00%
20 FTCS 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Japan Post Holdings Co Ltd 52.30M (9.42%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 51.20M (9.22%) -533.57K
Decreased by -1.04%
Jun 30, 24
3 BlackRock Inc 40.06M (7.22%) -1.02M
Decreased by -2.55%
Jun 30, 24
4 State Street Corporation 25.83M (4.65%) -306.63K
Decreased by -1.19%
Mar 31, 24
5 State Street Corp 25.82M (4.65%) -15.94K
Decreased by -0.06%
Jun 30, 24
6 Wells Fargo & Co 16.05M (2.89%) -221.36K
Decreased by -1.38%
Jun 30, 24
7 Geode Capital Management, LLC 12.36M (2.23%) 3.94K
Increased by +0.03%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 8.79M (1.58%) -590.19K
Decreased by -6.71%
Mar 31, 24
9 JPMorgan Chase & Co 7.32M (1.32%) 2.69M
Increased by +36.81%
Jun 30, 24
10 Northern Trust Corp 6.39M (1.15%) -168.47K
Decreased by -2.64%
Jun 30, 24
11 Legal & General Group PLC 5.45M (0.98%) -51.67K
Decreased by -0.95%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 4.81M (0.87%) 285.58K
Increased by +5.94%
Jun 30, 24
13 AllianceBernstein L.P. 4.80M (0.87%) -152.12K
Decreased by -3.17%
Jun 30, 24
14 UBS Asset Mgmt Americas Inc 4.41M (0.80%) 1.19M
Increased by +27.07%
Jun 30, 24
15 LSV Asset Management 4.18M (0.75%) -311.07K
Decreased by -7.44%
Jun 30, 24
16 Goldman Sachs Group Inc 4.16M (0.75%) 698.98K
Increased by +16.81%
Jun 30, 24
17 Amvescap Plc. 4.06M (0.73%) -325.78K
Decreased by -8.03%
Jun 30, 24
18 Bank of America Corp 3.83M (0.69%) 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 (0.64%) -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 (19.62%) 108.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 17.98M (3.24%) 42.30K
Increased by +0.24%
Aug 31, 24
3 Vanguard Institutional 500 Index Trust 13.52M (2.44%) 106.11K
Increased by +0.78%
Aug 31, 24
4 AF High Growth (AFRIS) 8.28M (1.49%) 8.28M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 6.37M (1.15%) 49.34K
Increased by +0.77%
Aug 31, 24
6 Fidelity® 500 Index 6.30M (1.14%) 40.09K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 6.29M (1.13%) 14.09K
Increased by +0.22%
Apr 30, 24
8 SPDR® S&P 500® ETF Trust 6.10M (1.10%) -24.65K
Decreased by -0.40%
Sep 30, 24
9 iShares Core S&P 500 ETF 5.50M (0.99%) 18.18K
Increased by +0.33%
Sep 30, 24
10 Vanguard Value Index Inv 4.71M (0.85%) 36.22K
Increased by +0.77%
Aug 31, 24
11 Global Balanced (AFRIS) 3.80M (0.68%) 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 3.38M (0.61%) 16.02K
Increased by +0.47%
Sep 30, 24
14 Vanguard Institutional Index I 3.32M (0.60%) -19.46K
Decreased by -0.59%
Aug 31, 24
15 Vanguard Dividend Appreciation ETF 2.83M (0.51%) 9.73K
Increased by +0.34%
Aug 31, 24
16 State St S&P 500® Indx SL Cl III 2.44M (0.44%) -67.60K
Decreased by -2.77%
Sep 30, 24
17 Vanguard High Dividend Yield ETF 2.33M (0.42%) 16.18K
Increased by +0.69%
Aug 31, 24
18 First Trust Rising Dividend Achiev ETF 2.21M (0.40%) 2.17K
Increased by +0.10%
Sep 30, 24
19 SPDR® S&P Dividend ETF 2.17M (0.39%) 0.00
Increased by 0.00%
Sep 30, 24
20 Guinness Global Equity Inc D USD Dist 1.95M (0.35%) 40.18K
Increased by +2.06%
Sep 30, 24