Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 13.22%
2 GBDV 4.53%
3 SHRY 4.13%
4 IVFVC 4.09%
5 UTRN 4.08%
6 BASV 3.99%
7 BLCR 3.73%
8 PEZ 3.38%
9 VSMV 3.18%
10 PINK 2.99%
11 SELV 2.71%
12 STNC 2.63%
13 DVOL 2.47%
14 BOUT 2.42%
15 SMRI 2.42%
16 BVNSC 2.29%
17 FCFY 2.26%
18 RYJ 2.24%
19 UPGD 2.24%
20 FXH 2.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.82M (13.36%) -371.34K
Decreased by -1.17%
Mar 31, 25
2 Vanguard Group Inc 30.74M (12.91%) -32.44K
Decreased by -0.11%
Mar 31, 25
3 State Street Corporation 14.11M (5.93%) -398.98K
Decreased by -2.83%
Mar 31, 24
4 State Street Corp 13.04M (5.48%) -779.16K
Decreased by -5.97%
Mar 31, 25
5 Geode Capital Management, LLC 6.18M (2.60%) 324.38K
Increased by +5.25%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 4.91M (2.06%) -172.59K
Decreased by -3.52%
Mar 31, 25
7 Pacer Advisors, INC. 4.29M (1.80%) 191.57K
Increased by +4.46%
Sep 30, 24
8 JPMorgan Chase & Co 4.18M (1.75%) 1.19M
Increased by +28.59%
Mar 31, 25
9 FMR Inc 4.00M (1.68%) -205.00K
Decreased by -5.12%
Mar 31, 25
10 Acadian Asset Management LLC 3.72M (1.56%) 598.00K
Increased by +16.06%
Mar 31, 24
11 Bank of America Corp 3.52M (1.48%) 856.28K
Increased by +24.31%
Mar 31, 25
12 Millennium Management LLC 3.40M (1.43%) 2.61M
Increased by +76.80%
Dec 31, 24
13 Northern Trust Corp 3.14M (1.32%) 105.15K
Increased by +3.35%
Mar 31, 25
14 Arrowstreet Capital Limited Partnership 3.08M (1.29%) -642.60K
Decreased by -20.87%
Sep 30, 24
15 Ameriprise Financial Inc 2.94M (1.23%) -210.32K
Decreased by -7.16%
Sep 30, 24
16 Citadel Advisors Llc 2.85M (1.20%) -342.13K
Decreased by -12.00%
Mar 31, 25
17 Amvescap Plc. 2.83M (1.19%) -352.48K
Decreased by -12.46%
Mar 31, 25
18 Goldman Sachs Group Inc 2.55M (1.07%) 1.32M
Increased by +51.89%
Dec 31, 23
19 Wellington Management Company LLP 2.38M (1.00%) 2.25M
Increased by +94.34%
Mar 31, 25
20 Nuveen Asset Management, LLC 2.31M (0.97%) 267.23K
Increased by +11.55%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 27.82M (11.68%) 27.82M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 7.76M (3.26%) 9.75K
Increased by +0.13%
May 31, 25
3 Vanguard US Total Market Shares ETF 7.71M (3.24%) 5.36K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 6.87M (2.89%) 47.35K
Increased by +0.69%
May 31, 25
5 Vanguard Mid Cap Index Institutional 5.30M (2.23%) 50.14K
Increased by +0.95%
May 31, 25
6 Fidelity 500 Index 3.05M (1.28%) 13.43K
Increased by +0.44%
May 31, 25
7 SPDR® S&P 500 ETF 3.01M (1.26%) -44.02K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 2.97M (1.25%) -22.75K
Decreased by -0.77%
Mar 31, 24
9 Fidelity® 500 Index 2.97M (1.25%) 18.88K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500® ETF Trust 2.93M (1.23%) -15.34K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 2.88M (1.21%) -10.08K
Decreased by -0.35%
Jun 30, 25
12 iShares Core S&P 500 ETF 2.83M (1.19%) 4.51K
Increased by +0.16%
Jun 30, 25
13 BlackRock Equity Dividend Instl 2.28M (0.96%) -1.13M
Decreased by -49.58%
Jun 30, 25
14 Vanguard Value Index Inv 2.12M (0.89%) 1.69K
Increased by +0.08%
May 31, 25
15 AF High Growth (AFRIS) 2.11M (0.89%) 2.11M
Increased by +100.00%
Feb 29, 24
16 BlackRock Large Cap Core (SMA) 1.92M (0.81%) 0.00
Increased by 0.00%
Jun 30, 25
17 Health Care Select Sector SPDR® ETF 1.82M (0.77%) -9.18K
Decreased by -0.50%
Mar 31, 24
18 The Health Care Select Sector SPDR® ETF 1.67M (0.70%) -1.32K
Decreased by -0.08%
Jun 30, 25
19 Vanguard Mid-Cap Value ETF 1.57M (0.66%) 11.80K
Increased by +0.75%
May 31, 25
20 Vanguard Institutional Index I 1.48M (0.62%) 763.00
Increased by +0.05%
May 31, 25