Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 4.05%
2 UTRN 4.04%
3 LSAT 3.50%
4 NEWZ 3.26%
5 MVFD 2.64%
6 WBIE 2.58%
7 IPDP 2.27%
8 BOUT 2.04%
9 KIE 1.97%
10 WBIF 1.78%
11 DFND 1.67%
12 LEAD 1.58%
13 YOKE 1.49%
14 STNC 1.39%
15 RSPF 1.38%
16 FXO 1.35%
17 RYF 1.34%
18 SPVM 1.33%
19 PXLV 1.33%
20 PSET 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.09M (13.12%) 86.35K
Increased by +0.86%
Dec 31, 25
2 BlackRock Inc 5.69M (7.40%) -19.32K
Decreased by -0.34%
Dec 31, 25
3 Amvescap Plc. 4.02M (5.22%) 67.67K
Increased by +1.68%
Mar 31, 26
4 State Street Corporation 3.83M (4.97%) -44.25K
Decreased by -1.16%
Mar 31, 24
5 State Street Corp 3.17M (4.13%) -68.43K
Decreased by -2.16%
Dec 31, 25
6 Geode Capital Management, LLC 2.71M (3.52%) -12.58K
Decreased by -0.46%
Dec 31, 25
7 Dimensional Fund Advisors, Inc. 2.35M (3.06%) 217.33K
Increased by +9.24%
Mar 31, 26
8 Cooke & Bieler LP 2.17M (2.82%) -188.18K
Decreased by -8.67%
Mar 31, 24
9 Boston Partners Global Investors, Inc 2.09M (2.72%) 125.46K
Increased by +6.00%
Mar 31, 24
10 JPMorgan Chase & Co 1.94M (2.52%) -2.40M
Decreased by -123.68%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 1.86M (2.42%) 125.57K
Increased by +6.75%
Dec 31, 25
12 Wellington Management Company LLP 1.58M (2.06%) -1.23M
Decreased by -77.56%
Dec 31, 25
13 UBS Asset Mgmt Americas Inc 1.52M (1.98%) 277.11K
Increased by +18.23%
Sep 30, 24
14 Arrowstreet Capital Limited Partnership 1.44M (1.87%) 355.40K
Increased by +24.76%
Dec 31, 25
15 Nuveen, LLC 1.37M (1.79%) 233.15K
Increased by +16.96%
Dec 31, 25
16 Apg All Pensions Group 1.34M (1.74%) 41.74K
Increased by +3.12%
Mar 31, 24
17 Millennium Management LLC 1.28M (1.66%) 821.36K
Increased by +64.18%
Jun 30, 24
18 Bank of New York Mellon Corp 1.25M (1.62%) 43.09K
Increased by +3.45%
Jun 30, 25
19 Mariner Value Strategies, LLC 1.23M (1.60%) 95.09K
Increased by +7.71%
Dec 31, 24
20 Goldman Sachs Group Inc 1.11M (1.45%) -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 (9.36%) 7.20M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 3.30M (4.29%) 3.30M
Increased by +100.00%
Feb 29, 24
3 Vanguard US Total Market Shares ETF 2.86M (3.72%) -84.35K
Decreased by -2.95%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.49M (3.24%) -21.45K
Decreased by -0.86%
Mar 31, 26
5 Vanguard 500 Index Investor 2.03M (2.64%) -17.17K
Decreased by -0.85%
Mar 31, 26
6 Vanguard Small Cap Index 1.82M (2.36%) 7.58K
Increased by +0.42%
Mar 31, 26
7 Invesco Small Cap Value A 1.34M (1.75%) 47.14K
Increased by +3.51%
Mar 31, 26
8 Invesco S&P 500® Equal Weight ETF 1.20M (1.56%) -364.00
Decreased by -0.03%
Apr 30, 26
9 Swedbank Robur Globalfond A 1.16M (1.51%) 60.20K
Increased by +5.18%
Apr 30, 26
10 Vanguard Small Cap Value Index Inv 1.16M (1.50%) -5.68K
Decreased by -0.49%
Mar 31, 26
11 JHancock Disciplined Value Mid Cap I 1.15M (1.49%) 184.68K
Increased by +16.09%
Feb 29, 24
12 SPDR® S&P 500 ETF 1.04M (1.36%) -15.19K
Decreased by -1.45%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 1.03M (1.34%) -8.06K
Decreased by -0.78%
Mar 31, 24
14 iShares Core S&P 500 ETF 1.03M (1.34%) 2.99K
Increased by +0.29%
Apr 30, 26
15 Vanguard Mid Cap Index Institutional 1.02M (1.33%) 23.73K
Increased by +2.32%
Mar 31, 24
16 SPDR® S&P 500® ETF Trust 1.02M (1.32%) -5.29K
Decreased by -0.52%
Mar 31, 25
17 Fidelity 500 Index 1.02M (1.32%) 3.55K
Increased by +0.35%
Mar 31, 26
18 Fidelity® 500 Index 1.01M (1.32%) 6.45K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF 999.20K (1.30%) 12.14K
Increased by +1.22%
Aug 31, 25
20 Invesco Value Opportunities A 953.23K (1.24%) 26.38K
Increased by +2.77%
Mar 31, 26