Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 4.12%
2 UTRN 4.04%
3 NEWZ 3.46%
4 LSAT 3.22%
5 STNC 2.75%
6 MVFD 2.64%
7 WBIE 2.58%
8 IPDP 2.27%
9 BOUT 2.04%
10 KIE 1.78%
11 DFND 1.60%
12 LEAD 1.50%
13 YOKE 1.48%
14 WBIF 1.47%
15 RYF 1.34%
16 RSPF 1.32%
17 IAK 1.23%
18 SPVM 1.13%
19 PXLV 1.13%
20 WBIG 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.28M (13.02%) -108.73K
Decreased by -1.06%
Jun 30, 25
2 BlackRock Inc 5.83M (7.38%) -500.40K
Decreased by -8.58%
Jun 30, 25
3 Wellington Management Company LLP 3.96M (5.01%) -221.03K
Decreased by -5.59%
Jun 30, 25
4 Amvescap Plc. 3.92M (4.97%) 147.64K
Increased by +3.77%
Jun 30, 25
5 State Street Corporation 3.83M (4.85%) -44.25K
Decreased by -1.16%
Mar 31, 24
6 State Street Corp 3.36M (4.25%) -89.41K
Decreased by -2.66%
Jun 30, 25
7 Geode Capital Management, LLC 2.72M (3.45%) 77.00K
Increased by +2.83%
Jun 30, 25
8 Cooke & Bieler LP 2.17M (2.75%) -188.18K
Decreased by -8.67%
Mar 31, 24
9 Boston Partners Global Investors, Inc 2.09M (2.65%) 125.46K
Increased by +6.00%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 2.02M (2.55%) 275.75K
Increased by +13.67%
Jun 30, 25
11 JPMorgan Chase & Co 1.94M (2.46%) -2.40M
Decreased by -123.68%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 1.77M (2.24%) -12.10K
Decreased by -0.68%
Jun 30, 25
13 UBS Asset Mgmt Americas Inc 1.52M (1.92%) 277.11K
Increased by +18.23%
Sep 30, 24
14 AQR Capital Management LLC 1.40M (1.78%) 696.55K
Increased by +49.66%
Jun 30, 25
15 Apg All Pensions Group 1.34M (1.70%) 41.74K
Increased by +3.12%
Mar 31, 24
16 Millennium Management LLC 1.28M (1.62%) 821.36K
Increased by +64.18%
Jun 30, 24
17 NORGES BANK 1.27M (1.61%) 260.61K
Increased by +20.54%
Jun 30, 25
18 Bank of New York Mellon Corp 1.25M (1.58%) 43.09K
Increased by +3.45%
Jun 30, 25
19 Mariner Value Strategies, LLC 1.23M (1.56%) 95.09K
Increased by +7.71%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 1.12M (1.42%) -62.55K
Decreased by -5.57%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 7.20M (9.12%) 7.20M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 3.30M (4.18%) 3.30M
Increased by +100.00%
Feb 29, 24
3 Vanguard US Total Market Shares ETF 2.86M (3.62%) -84.35K
Decreased by -2.95%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.46M (3.12%) -52.63K
Decreased by -2.14%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 2.39M (3.02%) 15.22K
Increased by +0.64%
May 31, 25
6 Vanguard 500 Index Investor 2.04M (2.59%) -299.65K
Decreased by -14.66%
Jul 31, 25
7 Vanguard Small Cap Index 1.90M (2.41%) -12.07K
Decreased by -0.63%
Jul 31, 25
8 Invesco Small Cap Value A 1.30M (1.64%) 0.00
Increased by 0.00%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 1.23M (1.55%) 2.88K
Increased by +0.24%
Jul 31, 25
10 Invesco S&P 500® Equal Weight ETF 1.18M (1.50%) 1.74K
Increased by +0.15%
Aug 29, 25
11 JHancock Disciplined Value Mid Cap I 1.15M (1.45%) 184.68K
Increased by +16.09%
Feb 29, 24
12 Fidelity 500 Index 1.05M (1.33%) 459.00
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 1.04M (1.32%) -15.19K
Decreased by -1.45%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 1.03M (1.31%) -8.06K
Decreased by -0.78%
Mar 31, 24
15 Vanguard Mid Cap Index Institutional 1.02M (1.30%) 23.73K
Increased by +2.32%
Mar 31, 24
16 SPDR® S&P 500® ETF Trust 1.02M (1.29%) -5.29K
Decreased by -0.52%
Mar 31, 25
17 Fidelity® 500 Index 1.01M (1.28%) 6.45K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500® ETF 999.20K (1.27%) 12.14K
Increased by +1.22%
Aug 31, 25
19 iShares Core S&P 500 ETF 993.60K (1.26%) 0.00
Increased by 0.00%
Aug 31, 25
20 AF Global Equity (AFRIS) 944.35K (1.20%) 944.35K
Increased by +100.00%
Feb 29, 24