Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 UTRN 4.04%
2 GFGF 3.35%
3 GDIV 3.3%
4 CZAR 3.19%
5 PFI 2.95%
6 DIVS 2.92%
7 DVOL 2.65%
8 KIE 2.02%
9 SSPX 1.9%
10 AUSF 1.4%
11 VOE 1.31%
12 RYF 1.3%
13 PSET 1.27%
14 HUSV 1.22%
15 FLLV 1.15%
16 IYF 1.05%
17 XRLV 0.95%
18 SPLV 0.95%
19 ALTL 0.95%
20 XLF 0.91%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.55M (11.95%) 37.32K
Increased by +0.15%
Dec 31, 23
2 BlackRock Inc 17.42M (8.15%) 394.55K
Increased by +2.27%
Dec 31, 23
3 Capital Research & Mgmt Co - Division 3 10.32M (4.83%) 672.4K
Increased by +6.51%
Dec 31, 23
4 FMR Inc 10.28M (4.81%) 619.63K
Increased by +6.03%
Dec 31, 23
5 State Street Corporation 8.89M (4.16%) 191.6K
Increased by +2.16%
Dec 31, 23
6 Morgan Stanley - Brokerage Accounts 6.22M (2.91%) 10.21K
Increased by +0.16%
Dec 31, 23
7 NORGES BANK 5.82M (2.72%) -1.78M
Decreased by -30.53%
Dec 31, 23
8 Massachusetts Financial Services Company 5.06M (2.36%) -340.63K
Decreased by -6.74%
Dec 31, 23
9 Geode Capital Management, LLC 4.99M (2.34%) 112.41K
Increased by +2.25%
Dec 31, 23
10 JPMorgan Chase & Co 4.82M (2.25%) -184.51K
Decreased by -3.83%
Dec 31, 23
11 Capital World Investors 4.43M (2.07%) 884.39K
Increased by +19.95%
Dec 31, 23
12 Baillie Gifford & Co Limited. 2.71M (1.27%) -113.16K
Decreased by -4.17%
Dec 31, 23
13 Goldman Sachs Group Inc 2.67M (1.25%) 1.57M
Increased by +58.67%
Dec 31, 23
14 WCM Investment Management 2.61M (1.22%) 13.21K
Increased by +0.51%
Dec 31, 23
15 Wellington Management Company LLP 2.57M (1.2%) -178.36K
Decreased by -6.95%
Sep 30, 23
16 Amvescap Plc. 2.36M (1.11%) -207.39K
Decreased by -8.77%
Dec 31, 23
17 Northern Trust Corp 2.05M (0.96%) -46.09K
Decreased by -2.25%
Dec 31, 23
18 Fidelity International Ltd 1.86M (0.87%) -88.06K
Decreased by -4.73%
Sep 30, 23
19 Charles Schwab Investment Management Inc 1.85M (0.86%) -8.68K
Decreased by -0.47%
Dec 31, 23
20 Brown Brothers Harriman & Co 1.7M (0.8%) -34.44K
Decreased by -2.02%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 10.36M (4.85%) 10.36M
Increased by +100%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 6.78M (3.17%) -14.96K
Decreased by -0.22%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 5.39M (2.52%) 54.39K
Increased by +1.01%
Feb 29, 24
4 Vanguard Mid Cap Index Institutional 4.82M (2.26%) -12.93K
Decreased by -0.27%
Feb 29, 24
5 Global Balanced (AFRIS) 4.75M (2.22%) 4.75M
Increased by +100%
Feb 29, 24
6 American Funds Washington Mutual A 2.77M (1.29%) 610.57K
Increased by +22.08%
Dec 31, 23
7 Capital Group Wash Mutual Invtrs Comp 2.77M (1.29%) 610.57K
Increased by +22.08%
Dec 31, 23
8 American Funds American Balanced A 2.67M (1.25%) 228.61K
Increased by +8.56%
Dec 31, 23
9 SPDR® S&P 500 ETF Trust 2.6M (1.22%) -20.38K
Decreased by -0.78%
Mar 31, 24
10 Fidelity 500 Index 2.59M (1.21%) 26.06K
Increased by +1.01%
Feb 29, 24
11 Fidelity® 500 Index 2.51M (1.17%) 15.98K
Increased by +0.64%
Nov 30, 23
12 American Funds Invmt Co of Amer A 2.46M (1.15%) -80.46K
Decreased by -3.27%
Dec 31, 23
13 Capital Group Investment Co of Amer Comp 2.46M (1.15%) -80.46K
Decreased by -3.27%
Dec 31, 23
14 iShares Core S&P 500 ETF 2.25M (1.05%) 16.51K
Increased by +0.73%
Mar 28, 24
15 JPM US Equity Income-MA 1.87M (0.88%) 1.87M
Increased by +99.9%
Sep 30, 23
16 MS INVF Global Brands A USD 1.83M (0.86%) -12.9K
Decreased by -0.7%
Dec 31, 23
17 Morgan Stanley Glbl Franchise 1.83M (0.86%) -51.78K
Decreased by -2.83%
Dec 31, 23
18 Vanguard Value Index Inv 1.8M (0.84%) 6.15K
Increased by +0.34%
Feb 29, 24
19 Fidelity Magellan 1.73M (0.81%) 0
Increased by 0%
Feb 29, 24
20 Fidelity® Magellan® 1.67M (0.78%) -1.1K
Decreased by -0.07%
Nov 30, 23