Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 5.25%
2 UTRN 4.04%
3 NEWZ 3.46%
4 LSAT 2.95%
5 WBIE 2.58%
6 BOUT 2.04%
7 YOKE 1.89%
8 KIE 1.83%
9 STNC 1.76%
10 RYF 1.34%
11 RSPF 1.30%
12 IAK 1.16%
13 SURE 1.00%
14 TPLC 0.94%
15 TPLE 0.94%
16 SPVM_old 0.93%
17 PXLV 0.93%
18 HUSV 0.91%
19 FDLS 0.90%
20 FXO 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.39M (12.69%) -11.49K
Decreased by -0.11%
Mar 31, 25
2 BlackRock Inc 6.33M (7.73%) 369.77K
Increased by +5.84%
Mar 31, 25
3 Wellington Management Company LLP 4.18M (5.11%) -938.66K
Decreased by -22.46%
Mar 31, 25
4 Amvescap Plc. 3.93M (4.81%) 223.28K
Increased by +5.68%
Dec 31, 24
5 State Street Corporation 3.83M (4.68%) -44.25K
Decreased by -1.16%
Mar 31, 24
6 State Street Corp 3.45M (4.21%) -49.36K
Decreased by -1.43%
Mar 31, 25
7 Geode Capital Management, LLC 2.65M (3.23%) 31.44K
Increased by +1.19%
Mar 31, 25
8 Cooke & Bieler LP 2.17M (2.65%) -188.18K
Decreased by -8.67%
Mar 31, 24
9 Boston Partners Global Investors, Inc 2.09M (2.56%) 125.46K
Increased by +6.00%
Mar 31, 24
10 JPMorgan Chase & Co 1.94M (2.37%) -2.40M
Decreased by -123.68%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 1.78M (2.18%) -49.44K
Decreased by -2.77%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 1.74M (2.13%) 148.40K
Increased by +8.52%
Mar 31, 25
13 UBS Asset Mgmt Americas Inc 1.52M (1.86%) 277.11K
Increased by +18.23%
Sep 30, 24
14 Apg All Pensions Group 1.34M (1.64%) 41.74K
Increased by +3.12%
Mar 31, 24
15 Millennium Management LLC 1.28M (1.56%) 821.36K
Increased by +64.18%
Jun 30, 24
16 Mariner Value Strategies, LLC 1.23M (1.51%) 95.09K
Increased by +7.71%
Dec 31, 24
17 Bank of New York Mellon Corp 1.20M (1.47%) -55.44K
Decreased by -4.60%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 1.19M (1.45%) -99.04K
Decreased by -8.36%
Mar 31, 25
19 Goldman Sachs Group Inc 1.11M (1.36%) -667.59K
Decreased by -60.00%
Mar 31, 24
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.08M (1.32%) 1.06M
Increased by +97.81%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 7.20M (8.80%) 7.20M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 3.30M (4.04%) 3.30M
Increased by +100.00%
Feb 29, 24
3 Vanguard US Total Market Shares ETF 2.86M (3.50%) -84.35K
Decreased by -2.95%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.56M (3.12%) 30.29K
Increased by +1.19%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 2.37M (2.90%) 38.37K
Increased by +1.62%
Apr 30, 25
6 Vanguard Small Cap Index 2.00M (2.44%) 12.08K
Increased by +0.60%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 1.29M (1.58%) 4.08K
Increased by +0.32%
Apr 30, 25
8 Invesco Small Cap Value A 1.26M (1.54%) 45.37K
Increased by +3.61%
Mar 31, 25
9 Invesco S&P 500® Equal Weight ETF 1.15M (1.40%) -3.78K
Decreased by -0.33%
Apr 30, 25
10 JHancock Disciplined Value Mid Cap I 1.15M (1.40%) 184.68K
Increased by +16.09%
Feb 29, 24
11 Fidelity 500 Index 1.05M (1.29%) 1.82K
Increased by +0.17%
Mar 31, 25
12 SPDR® S&P 500 ETF 1.04M (1.28%) -15.19K
Decreased by -1.45%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 1.03M (1.26%) -8.06K
Decreased by -0.78%
Mar 31, 24
14 Vanguard Mid Cap Index Institutional 1.02M (1.25%) 23.73K
Increased by +2.32%
Mar 31, 24
15 SPDR® S&P 500® ETF Trust 1.02M (1.24%) -5.29K
Decreased by -0.52%
Mar 31, 25
16 Fidelity® 500 Index 1.01M (1.24%) 6.45K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500® ETF 1.01M (1.24%) -6.03K
Decreased by -0.60%
Apr 30, 25
18 iShares Core S&P 500 ETF 993.70K (1.21%) -1.03K
Decreased by -0.10%
Apr 30, 25
19 AF Global Equity (AFRIS) 944.35K (1.15%) 944.35K
Increased by +100.00%
Feb 29, 24
20 Nuance Mid Cap Value Separate Account 888.17K (1.09%) 140.22K
Increased by +15.79%
Dec 31, 24