Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 10.14%
2 SHRY 4.48%
3 AILV 4.45%
4 UTRN 3.89%
5 VFLO 3.60%
6 WBIF 2.85%
7 HDIV 2.83%
8 VSMV 2.70%
9 PINK 2.64%
10 STNC 2.61%
11 PKW 2.58%
12 SPVU 2.56%
13 PVAL 2.53%
14 FXH 2.30%
15 SMRI 2.25%
16 MBOX 2.25%
17 PJFV 2.08%
18 BLCV 2.05%
19 NZRO 2.01%
20 XHS 2.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.11M (9.59%) 17.72K
Increased by +0.07%
Dec 31, 24
2 BlackRock Inc 23.88M (8.77%) -751.71K
Decreased by -3.15%
Dec 31, 24
3 State Street Corporation 13.31M (4.89%) -230.36K
Decreased by -1.73%
Mar 31, 24
4 State Street Corp 12.72M (4.67%) -105.73K
Decreased by -0.83%
Dec 31, 24
5 FMR Inc 12.47M (4.58%) -1.76M
Decreased by -14.16%
Dec 31, 24
6 Massachusetts Financial Services Company 11.56M (4.24%) 501.32K
Increased by +4.34%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 10.96M (4.02%) -1.12M
Decreased by -10.20%
Dec 31, 24
8 Dodge & Cox 8.77M (3.22%) -16.81K
Decreased by -0.19%
Dec 31, 24
9 Sanders Capital, LLC 8.05M (2.96%) 154.42K
Increased by +1.92%
Dec 31, 24
10 Geode Capital Management, LLC 5.96M (2.19%) 101.74K
Increased by +1.71%
Dec 31, 24
11 JPMorgan Chase & Co 5.08M (1.87%) -2.45M
Decreased by -48.14%
Dec 31, 24
12 GQG Partners LLC 4.02M (1.48%) 737.10K
Increased by +18.33%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 3.85M (1.41%) -441.59K
Decreased by -11.46%
Dec 31, 24
14 Ameriprise Financial Inc 3.70M (1.36%) -28.77K
Decreased by -0.78%
Sep 30, 23
15 NORGES BANK 3.14M (1.15%) 14.77K
Increased by +0.47%
Dec 31, 24
16 Northern Trust Corp 3.14M (1.15%) 328.32K
Increased by +10.46%
Dec 31, 24
17 Bank of America Corp 2.93M (1.08%) -45.32K
Decreased by -1.55%
Dec 31, 24
18 Franklin Resources Inc 2.93M (1.07%) 286.51K
Increased by +9.79%
Dec 31, 24
19 Parnassus Investments LLC 2.80M (1.03%) -123.14K
Decreased by -4.40%
Dec 31, 24
20 Amundi 2.76M (1.01%) 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 (6.84%) 18.64M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 8.77M (3.22%) 27.90K
Increased by +0.32%
Feb 28, 25
3 Global Balanced (AFRIS) 8.55M (3.14%) 8.55M
Increased by +100.00%
Feb 29, 24
4 2ndVote Advisers AMF Index 7.84M (2.88%) 0.00
Increased by 0.00%
Mar 31, 23
5 Vanguard Institutional 500 Index Trust 7.71M (2.83%) 53.31K
Increased by +0.69%
Feb 28, 25
6 Dodge & Cox Stock I 5.96M (2.19%) -5.90K
Decreased by -0.10%
Dec 31, 24
7 MFS Value A 5.77M (2.12%) -96.29K
Decreased by -1.67%
Feb 28, 25
8 MFS Large Cap Value Equity 5.72M (2.10%) 389.43K
Increased by +6.81%
Dec 31, 24
9 Fidelity 500 Index 3.47M (1.27%) 15.30K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500 ETF Trust 3.46M (1.27%) 7.83K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 3.45M (1.27%) 21.95K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500® ETF Trust 3.44M (1.26%) -25.58K
Decreased by -0.74%
Feb 28, 25
13 iShares Core S&P 500 ETF 3.27M (1.20%) -164.00
Decreased by -0.01%
Feb 28, 25
14 AF Global Equity (AFRIS) 2.44M (0.90%) 2.44M
Increased by +100.00%
Feb 29, 24
15 Vanguard Value Index Inv 2.40M (0.88%) 15.93K
Increased by +0.66%
Feb 28, 25
16 JPM US Equity Income-MA 2.28M (0.84%) 2.28M
Increased by +99.91%
Sep 30, 23
17 Health Care Select Sector SPDR® ETF 2.13M (0.78%) -2.77K
Decreased by -0.13%
Apr 30, 24
18 Parnassus Core Equity Investor 2.06M (0.76%) -51.08K
Decreased by -2.48%
Feb 28, 25
19 The Health Care Select Sector SPDR® ETF 2.03M (0.75%) 26.74K
Increased by +1.32%
Feb 28, 25
20 Strategic Advisers Fidelity US TtlStk 1.79M (0.66%) 112.12K
Increased by +6.26%
Jan 31, 25