Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.99%
2 GDIV 3.65%
3 GFGF 3.24%
4 PFI 3.11%
5 DIVS 3.09%
6 CZAR 3.01%
7 SSPX 2.97%
8 DVOL 2.86%
9 NWLG 2.81%
10 CAML 2.43%
11 KIE 1.80%
12 GGRW 1.72%
13 RUNN 1.63%
14 VOE 1.44%
15 SOVF 1.40%
16 RYF 1.30%
17 PSET 1.27%
18 IYF 1.19%
19 RSPF 1.19%
20 HUSV 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.82M (11.92%) 191.15K
Increased by +0.74%
Sep 30, 24
2 BlackRock Inc 17.23M (7.96%) -51.64K
Decreased by -0.30%
Jun 30, 24
3 FMR Inc 12.31M (5.68%) 580.13K
Increased by +4.71%
Sep 30, 24
4 Capital Research & Mgmt Co - Division 3 9.76M (4.51%) -431.20K
Decreased by -4.42%
Sep 30, 24
5 State Street Corp 8.93M (4.12%) 47.66K
Increased by +0.53%
Sep 30, 24
6 State Street Corporation 8.92M (4.12%) 30.61K
Increased by +0.34%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 6.94M (3.20%) -7.13M
Decreased by -102.80%
Sep 30, 24
8 Capital World Investors 6.29M (2.90%) 483.86K
Increased by +7.69%
Sep 30, 24
9 NORGES BANK 5.80M (2.68%) -16.10K
Decreased by -0.28%
Jun 30, 24
10 Geode Capital Management, LLC 5.49M (2.54%) 79.43K
Increased by +1.45%
Sep 30, 24
11 JPMorgan Chase & Co 4.84M (2.24%) 140.50K
Increased by +2.90%
Sep 30, 24
12 Massachusetts Financial Services Company 3.20M (1.48%) 383.13K
Increased by +11.98%
Sep 30, 24
13 Brown Advisory Holdings Inc 2.70M (1.25%) -51.15K
Decreased by -1.90%
Sep 30, 24
14 Goldman Sachs Group Inc 2.67M (1.23%) 1.57M
Increased by +58.67%
Dec 31, 23
15 Wellington Management Company LLP 2.57M (1.19%) -178.36K
Decreased by -6.95%
Sep 30, 23
16 Baillie Gifford & Co Limited. 2.38M (1.10%) -108.32K
Decreased by -4.55%
Sep 30, 24
17 WCM Investment Management 2.34M (1.08%) -261.18K
Decreased by -11.15%
Sep 30, 24
18 Mitsubishi UFJ Asset Management Co.,Ltd 2.09M (0.97%) 170.13K
Increased by +8.13%
Sep 30, 24
19 Amvescap Plc. 1.93M (0.89%) -187.26K
Decreased by -9.70%
Sep 30, 24
20 Northern Trust Corp 1.88M (0.87%) -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 (4.79%) 10.36M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 6.92M (3.20%) -25.14K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 5.81M (2.68%) 68.31K
Increased by +1.18%
Oct 31, 24
4 Global Balanced (AFRIS) 4.75M (2.20%) 4.75M
Increased by +100.00%
Feb 29, 24
5 Vanguard Mid Cap Index Institutional 4.65M (2.15%) 8.43K
Increased by +0.18%
Oct 31, 24
6 American Funds Washington Mutual A 3.76M (1.74%) 252.50K
Increased by +6.71%
Sep 30, 24
7 Capital Group Wash Mutual Invtrs Comp 3.76M (1.74%) 252.50K
Increased by +6.71%
Sep 30, 24
8 American Funds American Balanced A 2.78M (1.29%) 0.00
Increased by 0.00%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 2.70M (1.25%) 16.00K
Increased by +0.59%
Nov 30, 24
10 Fidelity 500 Index 2.69M (1.24%) -4.42K
Decreased by -0.16%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 2.60M (1.20%) -20.38K
Decreased by -0.78%
Mar 31, 24
12 Fidelity® 500 Index 2.51M (1.16%) 15.98K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 2.48M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
14 American Funds New Perspective A 2.10M (0.97%) 0.00
Increased by 0.00%
Sep 30, 24
15 Capital Group New Perspective Comp 2.10M (0.97%) 0.00
Increased by 0.00%
Sep 30, 24
16 MS INVF Global Brands A 2.10M (0.97%) -31.50K
Decreased by -1.50%
Sep 30, 24
17 Morgan Stanley Glbl Franchise 2.10M (0.97%) -147.07K
Decreased by -7.01%
Sep 30, 24
18 American Funds Invmt Co of Amer A 2.02M (0.93%) -414.44K
Decreased by -20.55%
Sep 30, 24
19 Capital Group Investment Co of Amer Comp 2.02M (0.93%) -414.44K
Decreased by -20.55%
Sep 30, 24
20 JPM US Equity Income-MA 1.87M (0.87%) 1.87M
Increased by +99.90%
Sep 30, 23