Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOK 1000.00%
2 ACWI 1000.00%
3 USXF 1000.00%
4 USCL 1000.00%
5 URTH 1000.00%
6 CRBN 1000.00%
7 SUSL 1000.00%
8 SUSA 1000.00%
9 DSI 1000.00%
10 ESGU 1000.00%
11 RXI 1000.00%
12 EUSA 1000.00%
13 GLOF 1000.00%
14 ILCB 1000.00%
15 ILCG 1000.00%
16 ILCV 1000.00%
17 ITOT 1000.00%
18 PABU 1000.00%
19 IUSG 1000.00%
20 IVV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.95M (8.84%) 253.00
Increased by +0.01%
Jun 30, 24
2 BlackRock Inc 2.41M (7.22%) -106.50K
Decreased by -4.41%
Jun 30, 24
3 Capital World Investors 1.50M (4.49%) -40.45K
Decreased by -2.70%
Jun 30, 24
4 State Street Corporation 1.43M (4.27%) -10.54K
Decreased by -0.74%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 996.36K (2.98%) -125.68K
Decreased by -12.61%
Jun 30, 24
6 JPMorgan Chase & Co 962.24K (2.88%) 276.75K
Increased by +28.76%
Mar 31, 24
7 FMR Inc 801.88K (2.40%) 111.00
Increased by +0.01%
Jun 30, 24
8 Dodge & Cox 789.80K (2.36%) -2.24K
Decreased by -0.28%
Jun 30, 24
9 Geode Capital Management, LLC 785.35K (2.35%) 12.21K
Increased by +1.55%
Mar 31, 24
10 Bank of New York Mellon Corp 520.74K (1.56%) -15.20K
Decreased by -2.92%
Jun 30, 24
11 Nuveen Asset Management, LLC 515.64K (1.54%) 1.79K
Increased by +0.35%
Mar 31, 24
12 HHG PLC 489.95K (1.47%) -24.38K
Decreased by -4.98%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 427.18K (1.28%) -42.00
Decreased by -0.01%
Mar 31, 24
14 Fisher Asset Management, LLC 405.31K (1.21%) 13.89K
Increased by +3.43%
Jun 30, 24
15 Schroder Investment Management Group 389.67K (1.17%) 7.71K
Increased by +1.98%
Jun 30, 24
16 Ninety One UK Limited 358.72K (1.07%) 10.89K
Increased by +3.04%
Jun 30, 24
17 NORGES BANK 341.63K (1.02%) -149.51K
Decreased by -43.76%
Jun 30, 24
18 Arrowstreet Capital Limited Partnership 337.99K (1.01%) -49.20K
Decreased by -14.56%
Jun 30, 24
19 Northern Trust Corp 325.89K (0.97%) -10.69K
Decreased by -3.28%
Jun 30, 24
20 Amvescap Plc. 308.09K (0.92%) -24.70K
Decreased by -8.02%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 6.75M (20.21%) 6.75M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 3.10M (9.27%) 3.10M
Increased by +100.00%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 1.07M (3.20%) -2.16K
Decreased by -0.20%
Jul 31, 24
4 AF Global Equity (AFRIS) 885.97K (2.65%) 885.97K
Increased by +100.00%
Feb 29, 24
5 Vanguard Institutional 500 Index Trust 880.43K (2.63%) 8.36K
Increased by +0.95%
Jul 31, 24
6 Invesco QQQ Trust 662.74K (1.98%) 2.75K
Increased by +0.42%
Aug 29, 24
7 Fidelity® 500 Index 415.91K (1.24%) 2.65K
Increased by +0.64%
Nov 30, 23
8 Fidelity 500 Index 414.73K (1.24%) -10.00K
Decreased by -2.41%
Jun 30, 24
9 SPDR® S&P 500 ETF Trust 412.68K (1.23%) 945.00
Increased by +0.23%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 405.08K (1.21%) 900.00
Increased by +0.22%
Aug 29, 24
11 Dodge & Cox Stock I 401.73K (1.20%) 0.00
Increased by 0.00%
Jun 30, 24
12 iShares Core S&P 500 ETF 371.97K (1.11%) -380.00
Decreased by -0.10%
Aug 28, 24
13 Vanguard Growth Index Investor 343.03K (1.03%) 1.07K
Increased by +0.31%
Jul 31, 24
14 American Funds New Perspective A 331.17K (0.99%) 44.96K
Increased by +13.58%
Jun 30, 24
15 Capital Group New Perspective Comp 331.17K (0.99%) 44.96K
Increased by +13.58%
Jun 30, 24
16 American Funds Growth Fund of Amer A 268.59K (0.80%) 2.56K
Increased by +0.95%
Jun 30, 24
17 Capital Group Growth Fnd of Amer Comp 268.59K (0.80%) 2.56K
Increased by +0.95%
Jun 30, 24
18 American Funds American Balanced A 242.55K (0.73%) 5.44K
Increased by +2.24%
Jun 30, 24
19 Vanguard Institutional Index I 219.21K (0.66%) -809.00
Decreased by -0.37%
Jul 31, 24
20 CREF Growth R1 213.99K (0.64%) 0.00
Increased by 0.00%
Mar 31, 24