Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 5.25%
2 UTRN 4.04%
3 NEWZ 3.46%
4 LSAT 3.31%
5 WBIE 2.58%
6 WBIF 2.36%
7 BOUT 2.04%
8 KIE 1.94%
9 FXO 1.61%
10 RSPF 1.42%
11 RYF 1.34%
12 IAK 1.23%
13 FDLS 1.04%
14 SURE 1.02%
15 TPLC 0.94%
16 TPLE 0.94%
17 SPVM_old 0.93%
18 PXLV 0.93%
19 HUSV 0.91%
20 LSAF 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.40M (12.51%) -770.54K
Decreased by -7.41%
Dec 31, 24
2 BlackRock Inc 5.96M (7.17%) 186.45K
Increased by +3.13%
Dec 31, 24
3 Wellington Management Company LLP 5.12M (6.15%) 326.31K
Increased by +6.38%
Dec 31, 24
4 Amvescap Plc. 3.93M (4.73%) 223.28K
Increased by +5.68%
Dec 31, 24
5 State Street Corporation 3.83M (4.60%) -44.25K
Decreased by -1.16%
Mar 31, 24
6 State Street Corp 3.50M (4.21%) -48.58K
Decreased by -1.39%
Dec 31, 24
7 FMR Inc 2.64M (3.18%) -366.30K
Decreased by -13.86%
Mar 31, 24
8 Geode Capital Management, LLC 2.61M (3.14%) -4.43K
Decreased by -0.17%
Dec 31, 24
9 Cooke & Bieler LP 2.17M (2.61%) -188.18K
Decreased by -8.67%
Mar 31, 24
10 Boston Partners Global Investors, Inc 2.09M (2.52%) 125.46K
Increased by +6.00%
Mar 31, 24
11 JPMorgan Chase & Co 1.94M (2.33%) -2.40M
Decreased by -123.68%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 1.83M (2.21%) 93.56K
Increased by +5.10%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 1.59M (1.92%) 118.05K
Increased by +7.41%
Dec 31, 24
14 UBS Asset Mgmt Americas Inc 1.52M (1.83%) 277.11K
Increased by +18.23%
Sep 30, 24
15 Apg All Pensions Group 1.34M (1.61%) 41.74K
Increased by +3.12%
Mar 31, 24
16 Arrowstreet Capital Limited Partnership 1.28M (1.54%) 36.05K
Increased by +2.81%
Dec 31, 24
17 Millennium Management LLC 1.28M (1.54%) 821.36K
Increased by +64.18%
Jun 30, 24
18 Bank of New York Mellon Corp 1.26M (1.52%) -210.98K
Decreased by -16.74%
Dec 31, 24
19 Mariner Value Strategies, LLC 1.23M (1.48%) 95.09K
Increased by +7.71%
Dec 31, 24
20 Goldman Sachs Group Inc 1.11M (1.34%) -667.59K
Decreased by -60.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 7.20M (8.66%) 7.20M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 3.30M (3.97%) 3.30M
Increased by +100.00%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 2.51M (3.02%) 9.85K
Increased by +0.39%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 2.33M (2.80%) 14.33K
Increased by +0.62%
Feb 28, 25
5 Vanguard Small Cap Index 2.04M (2.45%) 1.66K
Increased by +0.08%
Feb 28, 25
6 Vanguard Windsor Investor Shares 1.48M (1.78%) -55.98K
Decreased by -3.78%
Dec 31, 24
7 Invesco S&P 500® Equal Weight ETF 1.45M (1.75%) 1.65K
Increased by +0.11%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 1.34M (1.61%) -4.85K
Decreased by -0.36%
Feb 28, 25
9 Invesco Small Cap Value A 1.21M (1.46%) 0.00
Increased by 0.00%
Jan 31, 25
10 JHancock Disciplined Value Mid Cap I 1.15M (1.38%) 184.68K
Increased by +16.09%
Feb 29, 24
11 Fidelity 500 Index 1.05M (1.26%) 4.62K
Increased by +0.44%
Jan 31, 25
12 SPDR® S&P 500® ETF Trust 1.04M (1.25%) -7.64K
Decreased by -0.74%
Feb 28, 25
13 SPDR® S&P 500 ETF Trust 1.03M (1.24%) -8.06K
Decreased by -0.78%
Mar 31, 24
14 Vanguard Mid Cap Index Institutional 1.02M (1.23%) 23.73K
Increased by +2.32%
Mar 31, 24
15 Fidelity® 500 Index 1.01M (1.22%) 6.45K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 984.86K (1.18%) -49.00
Decreased by -0.00%
Feb 28, 25
17 AF Global Equity (AFRIS) 944.35K (1.14%) 944.35K
Increased by +100.00%
Feb 29, 24
18 Nuance Mid Cap Value Separate Account 888.17K (1.07%) 140.22K
Increased by +15.79%
Dec 31, 24
19 Invesco Value Opportunities A 876.10K (1.05%) 0.00
Increased by 0.00%
Jan 31, 25
20 Swedbank Robur Globalfond A 832.00K (1.00%) 35.00K
Increased by +4.21%
Feb 28, 25