Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 5.85%
2 CWS 4.53%
3 UTRN 4.02%
4 WBIG 3.85%
5 RNLC 3.46%
6 STNC 3.25%
7 CCOR 2.91%
8 DIVS 2.83%
9 TADS 2.75%
10 VSMV 2.72%
11 ADIV 2.66%
12 EQRR 2.53%
13 SHRY 2.32%
14 JSTC 2.31%
15 PKW 2.19%
16 PFI 2.11%
17 DDIV 2.08%
18 FTDS 1.96%
19 FTCS 1.94%
20 RDVY 1.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Japan Post Holdings Co Ltd 52.30M (9.60%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 50.69M (9.30%) -511.12K
Decreased by -1.01%
Sep 30, 24
3 BlackRock Inc 42.11M (7.73%) 2.05M
Increased by +4.86%
Sep 30, 24
4 State Street Corporation 25.83M (4.74%) -306.63K
Decreased by -1.19%
Mar 31, 24
5 State Street Corp 25.54M (4.69%) -279.63K
Decreased by -1.09%
Sep 30, 24
6 Wells Fargo & Co 15.57M (2.86%) -483.34K
Decreased by -3.10%
Sep 30, 24
7 Geode Capital Management, LLC 12.18M (2.23%) -178.85K
Decreased by -1.47%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 9.37M (1.72%) -10.06M
Decreased by -107.31%
Sep 30, 24
9 JPMorgan Chase & Co 6.30M (1.16%) -8.34M
Decreased by -132.55%
Sep 30, 24
10 Northern Trust Corp 5.94M (1.09%) -452.40K
Decreased by -7.62%
Sep 30, 24
11 Legal & General Group PLC 5.25M (0.96%) -206.34K
Decreased by -3.93%
Sep 30, 24
12 First Trust Advisors L.P. 4.90M (0.90%) 1.64M
Increased by +33.41%
Sep 30, 24
13 UBS Asset Mgmt Americas Inc 4.69M (0.86%) 281.15K
Increased by +5.99%
Sep 30, 24
14 AllianceBernstein L.P. 4.53M (0.83%) -275.11K
Decreased by -6.08%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 4.09M (0.75%) -719.28K
Decreased by -17.60%
Sep 30, 24
16 Amvescap Plc. 3.92M (0.72%) -137.27K
Decreased by -3.50%
Sep 30, 24
17 Bank of New York Mellon Corp 3.58M (0.66%) -67.40K
Decreased by -1.88%
Sep 30, 24
18 Boston Partners Global Investors, Inc 3.57M (0.66%) -49.57K
Decreased by -1.39%
Sep 30, 23
19 Goldman Sachs Group Inc 3.54M (0.65%) -621.27K
Decreased by -17.56%
Sep 30, 24
20 NORGES BANK 3.37M (0.62%) 969.21K
Increased by +28.79%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 108.88M (19.98%) 108.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 17.41M (3.20%) -193.56K
Decreased by -1.11%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 13.54M (2.48%) -12.01K
Decreased by -0.09%
Dec 31, 24
4 AF High Growth (AFRIS) 8.28M (1.52%) 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 (1.15%) 14.09K
Increased by +0.22%
Apr 30, 24
7 Fidelity 500 Index 6.21M (1.14%) -21.65K
Decreased by -0.35%
Dec 31, 24
8 SPDR® S&P 500® ETF Trust 6.16M (1.13%) -294.00
Decreased by -0.00%
Jan 30, 25
9 iShares Core S&P 500 ETF 5.84M (1.07%) -10.03K
Decreased by -0.17%
Jan 29, 25
10 Vanguard Value Index Inv 4.73M (0.87%) -63.07K
Decreased by -1.33%
Dec 31, 24
11 Global Balanced (AFRIS) 3.80M (0.70%) 3.80M
Increased by +100.00%
Feb 29, 24
12 The Financial Select Sector SPDR® ETF 3.74M (0.69%) 22.07K
Increased by +0.59%
Jan 30, 25
13 Financial Select Sector SPDR® ETF 3.55M (0.65%) -10.12K
Decreased by -0.29%
Apr 30, 24
14 Vanguard Institutional Index I 3.16M (0.58%) -34.65K
Decreased by -1.10%
Dec 31, 24
15 Vanguard Dividend Appreciation ETF 2.79M (0.51%) 17.05K
Increased by +0.61%
Dec 31, 24
16 First Trust Rising Dividend Achiev ETF 2.53M (0.46%) 6.94K
Increased by +0.27%
Jan 30, 25
17 State St S&P 500® Indx SL Cl III 2.40M (0.44%) -40.83K
Decreased by -1.70%
Dec 31, 24
18 Vanguard High Dividend Yield ETF 2.33M (0.43%) 30.34K
Increased by +1.30%
Dec 31, 24
19 Guinness Global Equity Inc D USD Dist 2.05M (0.38%) 20.80K
Increased by +1.02%
Dec 31, 24
20 Blackrock Eq Idx Fund CF 1.86M (0.34%) -45.09K
Decreased by -2.42%
Dec 31, 24