Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 5.10%
2 UTRN 4.04%
3 WBIF 3.93%
4 NEWZ 3.46%
5 LSAT 3.26%
6 WBIE 2.58%
7 BOUT 2.04%
8 KIE 1.89%
9 RSPF 1.40%
10 RYF 1.34%
11 IAK 1.21%
12 FDLS 1.04%
13 SURE 1.00%
14 TPLC 0.94%
15 FXO 0.94%
16 TPLE 0.94%
17 PXLV 0.93%
18 SPVM_old 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 (6.16%) 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 US Total Market Shares ETF 2.86M (3.44%) -84.35K
Decreased by -2.95%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.52M (3.04%) 10.77K
Increased by +0.43%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 2.33M (2.81%) 6.20K
Increased by +0.27%
Mar 31, 25
6 Vanguard Small Cap Index 1.99M (2.39%) -48.71K
Decreased by -2.45%
Mar 31, 25
7 Vanguard Windsor Investor Shares 1.48M (1.78%) -55.98K
Decreased by -3.78%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 1.29M (1.55%) -52.35K
Decreased by -4.06%
Mar 31, 25
9 Invesco Small Cap Value A 1.21M (1.46%) 0.00
Increased by 0.00%
Feb 28, 25
10 Invesco S&P 500® Equal Weight ETF 1.16M (1.40%) 2.49K
Increased by +0.21%
Mar 31, 25
11 JHancock Disciplined Value Mid Cap I 1.15M (1.38%) 184.68K
Increased by +16.09%
Feb 29, 24
12 Fidelity 500 Index 1.05M (1.26%) 4.68K
Increased by +0.45%
Feb 28, 25
13 SPDR® S&P 500 ETF 1.04M (1.26%) -15.19K
Decreased by -1.45%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 1.03M (1.24%) -8.06K
Decreased by -0.78%
Mar 31, 24
15 iShares Core S&P 500 ETF 1.02M (1.23%) 2.94K
Increased by +0.29%
Mar 31, 25
16 Vanguard Mid Cap Index Institutional 1.02M (1.23%) 23.73K
Increased by +2.32%
Mar 31, 24
17 SPDR® S&P 500® ETF Trust 1.02M (1.22%) -5.29K
Decreased by -0.52%
Mar 31, 25
18 Fidelity® 500 Index 1.01M (1.22%) 6.45K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF 1.01M (1.21%) -16.76K
Decreased by -1.67%
Mar 31, 25
20 AF Global Equity (AFRIS) 944.35K (1.14%) 944.35K
Increased by +100.00%
Feb 29, 24