Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AILV 4.45%
2 IHF 4.24%
3 UTRN 3.89%
4 GQGU 3.86%
5 STNC 3.84%
6 PKW 3.63%
7 DUSA 3.57%
8 MDPL 3.38%
9 VSMV 3.28%
10 DIVZ 3.24%
11 VFLO 3.21%
12 HCOW 2.97%
13 COWS 2.93%
14 MFSV 2.89%
15 HDIV 2.83%
16 SHRY 2.82%
17 DVAL 2.72%
18 PVAL 2.53%
19 MVFD 2.44%
20 FXH 2.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.17M (9.94%) 414.83K
Increased by +1.58%
Dec 31, 25
2 BlackRock Inc 22.60M (8.58%) -585.86K
Decreased by -2.59%
Mar 31, 26
3 Vanguard Capital Management, LLC 17.12M (6.50%) 17.12M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 13.31M (5.06%) -230.36K
Decreased by -1.73%
Mar 31, 24
5 State Street Corp 12.28M (4.67%) -56.11K
Decreased by -0.46%
Mar 31, 26
6 Massachusetts Financial Services Company 11.60M (4.40%) -209.90K
Decreased by -1.81%
Mar 31, 26
7 Dodge & Cox 11.56M (4.39%) 417.17K
Increased by +3.61%
Mar 31, 26
8 FMR Inc 10.96M (4.16%) -476.38K
Decreased by -4.35%
Mar 31, 26
9 Sanders Capital, LLC 10.29M (3.91%) 2.49M
Increased by +24.19%
Mar 31, 26
10 Geode Capital Management, LLC 6.20M (2.36%) 148.97K
Increased by +2.40%
Mar 31, 26
11 Vanguard Portfolio Management, LLC 6.16M (2.34%) 6.16M
Increased by +100.00%
Mar 31, 26
12 GQG Partners LLC 6.00M (2.28%) -1.76M
Decreased by -29.34%
Mar 31, 26
13 JPMorgan Chase & Co 5.81M (2.21%) 166.42K
Increased by +2.87%
Mar 31, 26
14 T. Rowe Price Investment Management,Inc. 3.74M (1.42%) 2.34M
Increased by +62.59%
Sep 30, 25
15 NORGES BANK 3.71M (1.41%) 346.20K
Increased by +9.34%
Dec 31, 25
16 Valeo Financial Advisors, LLC 3.48M (1.32%) 3.47M
Increased by +99.88%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 3.43M (1.30%) 44.94K
Increased by +1.31%
Mar 31, 26
18 Bank of America Corp 3.18M (1.21%) 256.68K
Increased by +8.07%
Mar 31, 26
19 Capital Research Global Investors 3.18M (1.21%) 1.86M
Increased by +58.37%
Sep 30, 25
20 Franklin Resources Inc 2.94M (1.12%) 8.24K
Increased by +0.28%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 18.64M (7.08%) 18.64M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 8.86M (3.36%) -138.43K
Decreased by -1.56%
Sep 30, 24
3 Global Balanced (AFRIS) 8.55M (3.25%) 8.55M
Increased by +100.00%
Feb 29, 24
4 Vanguard Total Stock Mkt Idx Inv 8.40M (3.19%) 25.39K
Increased by +0.30%
Apr 30, 26
5 2ndVote Advisers AMF Index 7.84M (2.98%) 0.00
Increased by 0.00%
Mar 31, 23
6 Dodge & Cox Stock I 7.74M (2.94%) 281.59K
Increased by +3.64%
Mar 31, 26
7 Vanguard 500 Index Investor 6.83M (2.59%) 122.59K
Increased by +1.80%
Apr 30, 26
8 MFS Large Cap Value Equity 5.43M (2.06%) -404.40K
Decreased by -7.45%
Mar 31, 26
9 MFS Value A 5.33M (2.03%) -94.60K
Decreased by -1.77%
Apr 30, 26
10 iShares Core S&P 500 ETF 3.47M (1.32%) 10.63K
Increased by +0.31%
May 29, 26
11 SPDR® S&P 500 ETF Trust 3.46M (1.31%) 7.83K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 3.45M (1.31%) 21.95K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500 ETF 3.41M (1.29%) -102.76K
Decreased by -3.02%
Mar 31, 25
14 Fidelity 500 Index 3.38M (1.28%) 11.62K
Increased by +0.34%
Apr 30, 26
15 SPDR® S&P 500® ETF Trust 3.32M (1.26%) -17.39K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 3.22M (1.22%) 39.72K
Increased by +1.23%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 3.17M (1.20%) 4.28K
Increased by +0.14%
May 29, 26
18 AF Global Equity (AFRIS) 2.44M (0.93%) 2.44M
Increased by +100.00%
Feb 29, 24
19 Vanguard Value Index Inv 2.44M (0.93%) 7.68K
Increased by +0.31%
Apr 30, 26
20 Health Care Select Sector SPDR® ETF 2.13M (0.81%) -2.77K
Decreased by -0.13%
Apr 30, 24