Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 4.76%
2 CWS 4.53%
3 WBIF 4.18%
4 UTRN 4.02%
5 RNLC 3.46%
6 STNC 3.25%
7 CCOR 2.84%
8 DIVS 2.75%
9 TADS 2.75%
10 VSMV 2.67%
11 EQRR 2.53%
12 DVOL 2.42%
13 ADIV 2.40%
14 JSTC 2.31%
15 LYLD 2.25%
16 PFI 2.11%
17 FTDS 2.09%
18 PKW 2.01%
19 DIVL 1.98%
20 DVLU 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Japan Post Holdings Co Ltd 52.30M (9.86%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 50.79M (9.58%) -563.14K
Decreased by -1.11%
Jun 30, 25
3 BlackRock Inc 38.56M (7.27%) -4.09M
Decreased by -10.61%
Jun 30, 25
4 State Street Corporation 25.83M (4.87%) -306.63K
Decreased by -1.19%
Mar 31, 24
5 State Street Corp 24.30M (4.58%) -745.60K
Decreased by -3.07%
Jun 30, 25
6 Wells Fargo & Co 14.72M (2.78%) -287.80K
Decreased by -1.96%
Jun 30, 25
7 Geode Capital Management, LLC 10.76M (2.03%) -2.10M
Decreased by -19.54%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 8.52M (1.61%) -167.83K
Decreased by -1.97%
Jun 30, 25
9 Northern Trust Corp 6.93M (1.31%) -262.67K
Decreased by -3.79%
Jun 30, 25
10 UBS Asset Mgmt Americas Inc 6.04M (1.14%) 731.49K
Increased by +12.11%
Jun 30, 25
11 Amvescap Plc. 4.17M (0.79%) 594.97K
Increased by +14.28%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 4.10M (0.77%) 279.29K
Increased by +6.81%
Jun 30, 25
13 NORGES BANK 4.10M (0.77%) 717.56K
Increased by +17.51%
Jun 30, 25
14 AllianceBernstein L.P. 3.99M (0.75%) -541.78K
Decreased by -13.59%
Dec 31, 24
15 Legal & General Group PLC 3.91M (0.74%) -392.38K
Decreased by -10.03%
Jun 30, 25
16 First Trust Advisors L.P. 3.85M (0.73%) -582.56K
Decreased by -15.11%
Jun 30, 25
17 Goldman Sachs Group Inc 3.63M (0.68%) 211.45K
Increased by +5.83%
Jun 30, 25
18 Boston Partners Global Investors, Inc 3.57M (0.67%) -49.57K
Decreased by -1.39%
Sep 30, 23
19 Bank of New York Mellon Corp 3.14M (0.59%) -254.50K
Decreased by -8.10%
Jun 30, 25
20 UBS Group AG 3.12M (0.59%) 115.19K
Increased by +3.69%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 108.88M (20.54%) 108.88M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 17.73M (3.34%) -249.22K
Decreased by -1.41%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 17.00M (3.21%) -395.40K
Decreased by -2.33%
Jul 31, 25
4 Vanguard 500 Index Investor 12.04M (2.27%) -1.76M
Decreased by -14.65%
Jul 31, 25
5 AF High Growth (AFRIS) 8.28M (1.56%) 8.28M
Increased by +100.00%
Feb 29, 24
6 Fidelity® 500 Index 6.30M (1.19%) 40.09K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 6.29M (1.19%) 14.09K
Increased by +0.22%
Apr 30, 24
8 Fidelity 500 Index 6.17M (1.16%) 2.65K
Increased by +0.04%
Jul 31, 25
9 SPDR® S&P 500 ETF 6.16M (1.16%) -157.03K
Decreased by -2.55%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 5.99M (1.13%) -31.43K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 5.86M (1.11%) 72.36K
Increased by +1.23%
Aug 31, 25
12 iShares Core S&P 500 ETF 5.86M (1.10%) 0.00
Increased by 0.00%
Aug 31, 25
13 Vanguard Value Index Inv 4.79M (0.90%) -7.26K
Decreased by -0.15%
Jul 31, 25
14 Global Balanced (AFRIS) 3.80M (0.72%) 3.80M
Increased by +100.00%
Feb 29, 24
15 Financial Select Sector SPDR® ETF 3.55M (0.67%) -10.12K
Decreased by -0.29%
Apr 30, 24
16 The Financial Select Sector SPDR® ETF 3.46M (0.65%) -11.01K
Decreased by -0.32%
Aug 31, 25
17 Vanguard Institutional Index I 2.94M (0.55%) -33.51K
Decreased by -1.14%
Jul 31, 25
18 Vanguard Dividend Appreciation ETF 2.64M (0.50%) 5.12K
Increased by +0.19%
Jul 31, 25
19 State St S&P 500® Indx SL Cl III 2.60M (0.49%) -4.03K
Decreased by -0.16%
Aug 31, 25
20 First Trust Rising Dividend Achiev ETF 2.07M (0.39%) 2.89K
Increased by +0.14%
Aug 28, 25