Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 2.21%
2 XHE 1.81%
3 PSCH 1.77%
4 IMED 1.77%
5 FXH 1.39%
6 JPSV 0.84%
7 XSMO 0.73%
8 PXSG 0.73%
9 RZG 0.72%
10 BTEC 0.64%
11 SCDS 0.56%
12 SMIZ 0.54%
13 SLYV 0.54%
14 QQQS 0.48%
15 SLYG 0.48%
16 OASC 0.44%
17 FNK 0.44%
18 GVLU 0.42%
19 SHRT 0.41%
20 SEIS 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.61M (14.72%) 20.17K
Increased by +0.56%
Mar 31, 26
2 Vanguard Group Inc 2.71M (11.08%) 89.75K
Increased by +3.31%
Dec 31, 25
3 HHG PLC 2.68M (10.92%) 99.26K
Increased by +3.71%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.44M (5.87%) 1.44M
Increased by +100.00%
Mar 31, 26
5 Fuller & Thaler Asset Management Inc 1.22M (4.98%) -1.31M
Decreased by -107.42%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.11M (4.54%) 1.11M
Increased by +100.00%
Mar 31, 26
7 Millennium Management LLC 1.09M (4.44%) 690.69K
Increased by +63.42%
Sep 30, 25
8 Dimensional Fund Advisors, Inc. 983.80K (4.01%) 63.03K
Increased by +6.41%
Mar 31, 26
9 State Street Corp 968.05K (3.95%) 25.38K
Increased by +2.62%
Mar 31, 26
10 Wellington Management Company LLP 937.50K (3.83%) -505.29K
Decreased by -53.90%
Sep 30, 24
11 State Street Corporation 709.79K (2.90%) -13.89K
Decreased by -1.96%
Mar 31, 24
12 Schroder Investment Management Group 701.28K (2.86%) -64.11K
Decreased by -9.14%
Mar 31, 26
13 River Road Asset Management, LLC 646.43K (2.64%) -4.44K
Decreased by -0.69%
Mar 31, 26
14 Victory Capital Management Inc. 631.67K (2.58%) -8.37K
Decreased by -1.32%
Sep 30, 23
15 Geode Capital Management, LLC 611.22K (2.49%) 17.73K
Increased by +2.90%
Mar 31, 26
16 Ameriprise Financial Inc 605.73K (2.47%) -55.66K
Decreased by -9.19%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 526.84K (2.15%) 8.21K
Increased by +1.56%
Mar 31, 26
18 JPMorgan Chase & Co 467.82K (1.91%) -61.29K
Decreased by -13.10%
Mar 31, 26
19 Neuberger Berman Group LLC 446.42K (1.82%) -117.41K
Decreased by -26.30%
Mar 31, 26
20 T. Rowe Price Investment Management,Inc. 442.40K (1.81%) -1.88M
Decreased by -423.97%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 3.31M (13.50%) 3.31M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 1.52M (6.20%) 1.52M
Increased by +100.00%
Feb 29, 24
3 iShares Core S&P Small-Cap ETF 1.50M (6.11%) 540.00
Increased by +0.04%
May 29, 26
4 Fuller & Thaler Behavrl Small-Cap Value 1.33M (5.43%) 448.56K
Increased by +33.73%
Nov 30, 23
5 Janus Henderson Enterprise D 1.23M (5.02%) 0.00
Increased by 0.00%
Mar 31, 26
6 Janus Inst Mid Cap Growth CF 1.23M (5.02%) 0.00
Increased by 0.00%
Mar 31, 26
7 Undiscovered Managers Behavioral Val L 1.09M (4.46%) 90.47K
Increased by +8.27%
Apr 30, 26
8 FullerThaler Behavioral Small-Cap Value 1.07M (4.36%) 13.04K
Increased by +1.22%
Mar 31, 26
9 T. Rowe Price Mid-Cap Growth 824.90K (3.37%) -34.80K
Decreased by -4.22%
Sep 30, 23
10 T. Rowe Price US Mid-Cap Growth Equity 824.90K (3.37%) -34.80K
Decreased by -4.22%
Sep 30, 23
11 Vanguard Total Stock Mkt Idx Inv 795.91K (3.25%) 2.76K
Increased by +0.35%
Apr 30, 26
12 Vanguard US Total Market Shares ETF 726.24K (2.96%) 660.00
Increased by +0.09%
Sep 30, 24
13 iShares Russell 2000 ETF 576.21K (2.35%) 5.30K
Increased by +0.92%
May 29, 26
14 Vanguard Small Cap Index 568.26K (2.32%) -2.34K
Decreased by -0.41%
Apr 30, 26
15 Victory Small Cap Value CIT (Net 75) 475.00K (1.94%) 0.00
Increased by 0.00%
Sep 30, 23
16 Victory Sycamore Small Company Opp R 475.00K (1.94%) 0.00
Increased by 0.00%
Sep 30, 23
17 Columbia Small Cap Growth 448.70K (1.83%) -42.30K
Decreased by -9.43%
Mar 31, 26
18 Columbia Small Cap Growth Inst 448.70K (1.83%) 0.00
Increased by 0.00%
Apr 30, 26
19 AF Global Equity (AFRIS) 434.13K (1.77%) 434.13K
Increased by +100.00%
Feb 29, 24
20 Janus Henderson US SMID Cap Growth MA 412.11K (1.68%) 412.08K
Increased by +99.99%
Jun 30, 25