Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 4.80%
2 SHRY 4.50%
3 AILV 4.45%
4 UTRN 3.89%
5 VFLO 3.80%
6 MDPL 3.44%
7 VSMV 3.21%
8 MFSV 3.19%
9 FBCV 3.05%
10 WBIF 2.85%
11 HDIV 2.83%
12 DUSA 2.75%
13 STNC 2.61%
14 PKW 2.58%
15 BUSA 2.58%
16 PVAL 2.53%
17 SPVU 2.38%
18 FXH 2.20%
19 FDHT 2.11%
20 PJFV 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.15M (9.84%) 45.54K
Increased by +0.17%
Mar 31, 25
2 BlackRock Inc 24.12M (9.07%) 232.33K
Increased by +0.96%
Mar 31, 25
3 FMR Inc 13.32M (5.01%) 856.59K
Increased by +6.43%
Mar 31, 25
4 State Street Corporation 13.31M (5.01%) -230.36K
Decreased by -1.73%
Mar 31, 24
5 State Street Corp 12.47M (4.69%) -249.53K
Decreased by -2.00%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 12.06M (4.54%) 1.09M
Increased by +9.08%
Mar 31, 25
7 Massachusetts Financial Services Company 11.65M (4.38%) 98.72K
Increased by +0.85%
Mar 31, 25
8 Dodge & Cox 8.89M (3.34%) 117.13K
Increased by +1.32%
Mar 31, 25
9 Sanders Capital, LLC 7.99M (3.01%) -65.52K
Decreased by -0.82%
Mar 31, 25
10 JPMorgan Chase & Co 6.30M (2.37%) 1.22M
Increased by +19.31%
Mar 31, 25
11 Geode Capital Management, LLC 6.04M (2.27%) 79.50K
Increased by +1.32%
Mar 31, 25
12 GQG Partners LLC 4.89M (1.84%) 865.09K
Increased by +17.70%
Mar 31, 25
13 Ameriprise Financial Inc 3.70M (1.39%) -28.77K
Decreased by -0.78%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 3.60M (1.36%) -248.76K
Decreased by -6.90%
Mar 31, 25
15 NORGES BANK 3.14M (1.18%) 14.77K
Increased by +0.47%
Dec 31, 24
16 Northern Trust Corp 3.07M (1.15%) -70.70K
Decreased by -2.30%
Mar 31, 25
17 Bank of America Corp 2.96M (1.11%) 28.87K
Increased by +0.98%
Mar 31, 25
18 Franklin Resources Inc 2.94M (1.10%) 8.24K
Increased by +0.28%
Mar 31, 25
19 Parnassus Investments LLC 2.89M (1.09%) 86.60K
Increased by +3.00%
Mar 31, 25
20 Amundi 2.76M (1.04%) 225.88K
Increased by +8.20%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 18.64M (7.01%) 18.64M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 8.93M (3.36%) 8.84K
Increased by +0.10%
May 31, 25
3 Vanguard US Total Market Shares ETF 8.86M (3.33%) -138.43K
Decreased by -1.56%
Sep 30, 24
4 Global Balanced (AFRIS) 8.55M (3.22%) 8.55M
Increased by +100.00%
Feb 29, 24
5 2ndVote Advisers AMF Index 7.84M (2.95%) 0.00
Increased by 0.00%
Mar 31, 23
6 Vanguard Institutional 500 Index Trust 7.79M (2.93%) 54.01K
Increased by +0.69%
May 31, 25
7 Dodge & Cox Stock I 5.96M (2.24%) 0.00
Increased by 0.00%
Mar 31, 25
8 MFS Large Cap Value Equity 5.74M (2.16%) 17.53K
Increased by +0.31%
Mar 31, 25
9 MFS Value A 5.61M (2.11%) -34.73K
Decreased by -0.62%
May 31, 25
10 SPDR® S&P 500 ETF Trust 3.46M (1.30%) 7.83K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 3.45M (1.30%) 21.95K
Increased by +0.64%
Nov 30, 23
12 Fidelity 500 Index 3.44M (1.29%) 4.25K
Increased by +0.12%
Apr 30, 25
13 SPDR® S&P 500 ETF 3.41M (1.28%) -102.76K
Decreased by -3.02%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 3.32M (1.25%) -17.39K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 3.27M (1.23%) -14.65K
Decreased by -0.45%
May 31, 25
16 iShares Core S&P 500 ETF 3.17M (1.19%) 0.00
Increased by 0.00%
May 31, 25
17 AF Global Equity (AFRIS) 2.44M (0.92%) 2.44M
Increased by +100.00%
Feb 29, 24
18 Vanguard Value Index Inv 2.44M (0.92%) 4.30K
Increased by +0.18%
May 31, 25
19 JPM US Equity Income-MA 2.28M (0.86%) 2.28M
Increased by +99.91%
Sep 30, 23
20 Health Care Select Sector SPDR® ETF 2.13M (0.80%) -2.77K
Decreased by -0.13%
Apr 30, 24