Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 4.50%
2 IHF 4.49%
3 AILV 4.45%
4 PKW 4.04%
5 UTRN 3.89%
6 VFLO 3.47%
7 MDPL 2.99%
8 MFSV 2.91%
9 WBIF 2.85%
10 HDIV 2.83%
11 MVFD 2.78%
12 VSMV 2.76%
13 FBCV 2.69%
14 STNC 2.61%
15 PVAL 2.53%
16 BUSA 2.28%
17 CLCV 2.26%
18 DUSA 2.26%
19 SPVU 2.12%
20 PJFV 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.15M (9.85%) 45.54K
Increased by +0.17%
Mar 31, 25
2 BlackRock Inc 24.12M (9.08%) 232.33K
Increased by +0.96%
Mar 31, 25
3 FMR Inc 13.32M (5.02%) 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 (4.39%) 98.72K
Increased by +0.85%
Mar 31, 25
8 Dodge & Cox 8.89M (3.35%) 117.13K
Increased by +1.32%
Mar 31, 25
9 Sanders Capital, LLC 7.79M (2.93%) -196.42K
Decreased by -2.52%
Jun 30, 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 (1.16%) -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 (1.11%) 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 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 (7.02%) 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 Vanguard Total Stock Mkt Idx Inv 8.59M (3.23%) -344.40K
Decreased by -4.01%
Jun 30, 25
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 Vanguard 500 Index Investor 7.58M (2.85%) -206.07K
Decreased by -2.72%
Jun 30, 25
8 Dodge & Cox Stock I 6.02M (2.26%) 57.60K
Increased by +0.96%
Jun 30, 25
9 MFS Large Cap Value Equity 5.55M (2.09%) -189.43K
Decreased by -3.42%
Jun 30, 25
10 MFS Value A 5.55M (2.09%) -62.58K
Decreased by -1.13%
Jun 30, 25
11 SPDR® S&P 500 ETF Trust 3.46M (1.30%) 7.83K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 3.45M (1.30%) 21.95K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500 ETF 3.41M (1.28%) -102.76K
Decreased by -3.02%
Mar 31, 25
14 Fidelity 500 Index 3.38M (1.27%) -69.26K
Decreased by -2.05%
Jun 30, 25
15 SPDR® S&P 500® ETF Trust 3.32M (1.25%) -17.39K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 3.26M (1.23%) 13.97K
Increased by +0.43%
Jul 31, 25
17 iShares Core S&P 500 ETF 3.19M (1.20%) 14.54K
Increased by +0.46%
Jul 31, 25
18 AF Global Equity (AFRIS) 2.44M (0.92%) 2.44M
Increased by +100.00%
Feb 29, 24
19 Vanguard Value Index Inv 2.37M (0.89%) -73.97K
Decreased by -3.12%
Jun 30, 25
20 JPM US Equity Income-MA 2.28M (0.86%) 2.28M
Increased by +99.91%
Sep 30, 23