Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 5.19%
2 UTRN 4.04%
3 NEWZ 3.46%
4 LSAT 3.35%
5 MVFD 2.76%
6 WBIE 2.58%
7 BOUT 2.04%
8 IPDP 2.00%
9 YOKE 1.89%
10 KIE 1.83%
11 STNC 1.75%
12 DFND 1.50%
13 LEAD 1.47%
14 RSPF 1.37%
15 RYF 1.34%
16 IAK 1.18%
17 SPVM 1.16%
18 SURE 0.99%
19 TPLC 0.94%
20 TPLE 0.94%

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 State Street Corporation 3.83M (4.67%) -44.25K
Decreased by -1.16%
Mar 31, 24
5 Amvescap Plc. 3.77M (4.61%) -158.84K
Decreased by -4.21%
Mar 31, 25
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 Invesco Small Cap Value A 1.30M (1.58%) 39.50K
Increased by +3.05%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 1.29M (1.58%) 4.08K
Increased by +0.32%
Apr 30, 25
9 JHancock Disciplined Value Mid Cap I 1.15M (1.40%) 184.68K
Increased by +16.09%
Feb 29, 24
10 Invesco S&P 500® Equal Weight ETF 1.13M (1.38%) 3.81K
Increased by +0.34%
May 30, 25
11 Fidelity 500 Index 1.05M (1.29%) 1.30K
Increased by +0.12%
Apr 30, 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 (1.23%) -4.46K
Decreased by -0.44%
May 31, 25
18 iShares Core S&P 500 ETF 972.37K (1.19%) 0.00
Increased by 0.00%
May 31, 25
19 AF Global Equity (AFRIS) 944.35K (1.15%) 944.35K
Increased by +100.00%
Feb 29, 24
20 Invesco Value Opportunities A 902.11K (1.10%) 26.01K
Increased by +2.88%
Apr 30, 25