Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 9.86%
2 SHRY 4.50%
3 AILV 4.45%
4 PKW 4.04%
5 VFLO 3.98%
6 UTRN 3.89%
7 MDPL 3.61%
8 DIVZ 3.10%
9 MFSV 2.93%
10 STNC 2.91%
11 MVFD 2.87%
12 WBIF 2.85%
13 HDIV 2.83%
14 VSMV 2.70%
15 PVAL 2.53%
16 LQPE 2.47%
17 SMRI 2.35%
18 DUSA 2.30%
19 BUSA 2.29%
20 CLCV 2.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.73M (9.69%) -427.81K
Decreased by -1.66%
Jun 30, 25
2 BlackRock Inc 22.33M (8.40%) -1.79M
Decreased by -8.01%
Jun 30, 25
3 State Street Corporation 13.31M (5.01%) -230.36K
Decreased by -1.73%
Mar 31, 24
4 State Street Corp 12.26M (4.62%) -209.47K
Decreased by -1.71%
Jun 30, 25
5 Massachusetts Financial Services Company 11.78M (4.43%) 123.48K
Increased by +1.05%
Jun 30, 25
6 FMR Inc 11.17M (4.20%) -2.16M
Decreased by -19.31%
Jun 30, 25
7 T. Rowe Price Associates, Inc. 10.29M (3.88%) -1.76M
Decreased by -17.13%
Jun 30, 25
8 Dodge & Cox 8.95M (3.37%) 60.88K
Increased by +0.68%
Jun 30, 25
9 Sanders Capital, LLC 7.79M (2.93%) -196.42K
Decreased by -2.52%
Jun 30, 25
10 JPMorgan Chase & Co 6.46M (2.43%) 166.46K
Increased by +2.58%
Jun 30, 25
11 Geode Capital Management, LLC 5.96M (2.24%) -73.58K
Decreased by -1.23%
Jun 30, 25
12 GQG Partners LLC 5.77M (2.17%) 883.02K
Increased by +15.30%
Jun 30, 25
13 Ameriprise Financial Inc 3.70M (1.39%) -28.77K
Decreased by -0.78%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 3.67M (1.38%) 60.58K
Increased by +1.65%
Jun 30, 25
15 Valeo Financial Advisors, LLC 3.48M (1.31%) 3.47M
Increased by +99.88%
Jun 30, 25
16 NORGES BANK 3.36M (1.26%) 216.47K
Increased by +6.44%
Jun 30, 25
17 Northern Trust Corp 2.94M (1.11%) -133.38K
Decreased by -4.54%
Jun 30, 25
18 Franklin Resources Inc 2.94M (1.11%) 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 UBS Asset Mgmt Americas Inc 2.88M (1.08%) 411.69K
Increased by +14.30%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 18.64M (7.02%) 18.64M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 8.86M (3.33%) -138.43K
Decreased by -1.56%
Sep 30, 24
3 Global Balanced (AFRIS) 8.55M (3.22%) 8.55M
Increased by +100.00%
Feb 29, 24
4 Vanguard Total Stock Mkt Idx Inv 8.39M (3.16%) -195.15K
Decreased by -2.33%
Jul 31, 25
5 2ndVote Advisers AMF Index 7.84M (2.95%) 0.00
Increased by 0.00%
Mar 31, 23
6 Vanguard 500 Index Investor 6.61M (2.49%) -968.77K
Decreased by -14.65%
Jul 31, 25
7 Dodge & Cox Stock I 6.02M (2.26%) 57.60K
Increased by +0.96%
Jun 30, 25
8 MFS Large Cap Value Equity 5.55M (2.09%) -189.43K
Decreased by -3.42%
Jun 30, 25
9 MFS Value A 5.51M (2.08%) -32.24K
Decreased by -0.58%
Jul 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 SPDR® S&P 500 ETF 3.41M (1.28%) -102.76K
Decreased by -3.02%
Mar 31, 25
13 Fidelity 500 Index 3.39M (1.27%) 1.46K
Increased by +0.04%
Jul 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 3.22M (1.21%) 39.72K
Increased by +1.23%
Aug 31, 25
16 iShares Core S&P 500 ETF 3.22M (1.21%) 0.00
Increased by 0.00%
Aug 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 2.37M (0.89%) -2.66K
Decreased by -0.11%
Jul 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