Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GDIV 4.16%
2 UTRN 3.99%
3 GFGF 3.63%
4 SSPX 3.29%
5 CZAR 3.20%
6 PFI 3.11%
7 IWFG 2.89%
8 DVOL 2.86%
9 DIVS 2.82%
10 BCUS 2.80%
11 CAML 2.76%
12 IWLG 2.54%
13 KIE 2.18%
14 NWLG 2.01%
15 RUNN 1.94%
16 GGRW 1.72%
17 VOE 1.64%
18 RSPF 1.56%
19 SOVF 1.52%
20 IMCG 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.82M (10.26%) 191.15K
Increased by +0.74%
Sep 30, 24
2 BlackRock Inc 17.52M (6.96%) 293.18K
Increased by +1.67%
Sep 30, 24
3 FMR Inc 12.31M (4.89%) 580.13K
Increased by +4.71%
Sep 30, 24
4 Capital Research & Mgmt Co - Division 3 9.76M (3.88%) -431.20K
Decreased by -4.42%
Sep 30, 24
5 State Street Corp 8.93M (3.55%) 47.66K
Increased by +0.53%
Sep 30, 24
6 State Street Corporation 8.92M (3.54%) 30.61K
Increased by +0.34%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 6.94M (2.76%) -7.13M
Decreased by -102.80%
Sep 30, 24
8 Capital World Investors 6.29M (2.50%) 483.86K
Increased by +7.69%
Sep 30, 24
9 NORGES BANK 5.80M (2.30%) -16.10K
Decreased by -0.28%
Jun 30, 24
10 Geode Capital Management, LLC 5.49M (2.18%) 79.43K
Increased by +1.45%
Sep 30, 24
11 JPMorgan Chase & Co 4.84M (1.92%) 140.50K
Increased by +2.90%
Sep 30, 24
12 Massachusetts Financial Services Company 3.20M (1.27%) 383.13K
Increased by +11.98%
Sep 30, 24
13 Brown Advisory Holdings Inc 2.70M (1.07%) -51.15K
Decreased by -1.90%
Sep 30, 24
14 Goldman Sachs Group Inc 2.67M (1.06%) 1.57M
Increased by +58.67%
Dec 31, 23
15 Wellington Management Company LLP 2.57M (1.02%) -178.36K
Decreased by -6.95%
Sep 30, 23
16 Baillie Gifford & Co Limited. 2.38M (0.95%) -108.32K
Decreased by -4.55%
Sep 30, 24
17 WCM Investment Management 2.34M (0.93%) -261.18K
Decreased by -11.15%
Sep 30, 24
18 Mitsubishi UFJ Asset Management Co.,Ltd 2.09M (0.83%) 170.13K
Increased by +8.13%
Sep 30, 24
19 Amvescap Plc. 1.93M (0.77%) -187.26K
Decreased by -9.70%
Sep 30, 24
20 Northern Trust Corp 1.88M (0.74%) -85.29K
Decreased by -4.55%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 10.36M (4.12%) 10.36M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 7.84M (3.11%) 944.41K
Increased by +12.05%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 6.76M (2.69%) 873.52K
Increased by +12.92%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 5.37M (2.13%) 697.49K
Increased by +12.99%
Dec 31, 24
5 Global Balanced (AFRIS) 4.75M (1.89%) 4.75M
Increased by +100.00%
Feb 29, 24
6 American Funds Washington Mutual A 4.52M (1.80%) 760.62K
Increased by +16.82%
Dec 31, 24
7 Capital Group Wash Mutual Invtrs Comp 4.52M (1.80%) 760.62K
Increased by +16.82%
Dec 31, 24
8 American Funds American Balanced A 3.45M (1.37%) 661.16K
Increased by +19.19%
Dec 31, 24
9 SPDR® S&P 500® ETF Trust 3.14M (1.25%) 36.31K
Increased by +1.16%
Dec 31, 24
10 iShares Core S&P 500 ETF 2.93M (1.16%) 2.06K
Increased by +0.07%
Dec 31, 24
11 Fidelity 500 Index 2.71M (1.08%) 18.40K
Increased by +0.68%
Nov 30, 24
12 SPDR® S&P 500 ETF Trust 2.60M (1.03%) -20.38K
Decreased by -0.78%
Mar 31, 24
13 Fidelity® 500 Index 2.51M (1.00%) 15.98K
Increased by +0.64%
Nov 30, 23
14 Vanguard Value Index Inv 2.13M (0.85%) 252.38K
Increased by +11.86%
Dec 31, 24
15 American Funds New Perspective A 2.10M (0.83%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group New Perspective Comp 2.10M (0.83%) 0.00
Increased by 0.00%
Sep 30, 24
17 MS INVF Global Brands A 2.10M (0.83%) -31.50K
Decreased by -1.50%
Sep 30, 24
18 Morgan Stanley Glbl Franchise 2.10M (0.83%) -147.07K
Decreased by -7.01%
Sep 30, 24
19 American Funds Invmt Co of Amer A 2.02M (0.80%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group Investment Co of Amer Comp 2.02M (0.80%) 0.00
Increased by 0.00%
Dec 31, 24