Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 4.86%
2 BOUT 3.57%
3 GREK 3.35%
4 RULE 3.03%
5 EQWM 2.81%
6 SOVF 2.45%
7 PTH 2.18%
8 CRAK 2.16%
9 QVAL 1.98%
10 PXMV 1.91%
11 MPAY 1.65%
12 EEMD 1.61%
13 IHF 1.55%
14 RYH 1.55%
15 BMED 1.47%
16 WBIL 1.43%
17 AMID 1.34%
18 SMRI 1.31%
19 RISN 1.14%
20 XHS 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.48M (12.11%) -95.76K
Decreased by -1.48%
Mar 31, 25
2 Capital World Investors 5.29M (9.88%) 183.83K
Increased by +3.47%
Mar 31, 25
3 BlackRock Inc 4.65M (8.69%) -192.94K
Decreased by -4.15%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 3.84M (7.17%) 1.22M
Increased by +31.71%
Mar 31, 25
5 Capital Research Global Investors 2.90M (5.41%) -589.34K
Decreased by -20.34%
Mar 31, 25
6 FMR Inc 2.65M (4.95%) 850.09K
Increased by +32.06%
Mar 31, 25
7 State Street Corporation 2.59M (4.83%) 29.48K
Increased by +1.14%
Mar 31, 24
8 State Street Corp 2.49M (4.65%) -44.99K
Decreased by -1.81%
Mar 31, 25
9 Wellington Management Company LLP 2.23M (4.16%) -406.90K
Decreased by -18.29%
Mar 31, 25
10 Capital Research & Mgmt Co - Division 3 1.61M (3.01%) 30.45K
Increased by +1.89%
Mar 31, 25
11 Geode Capital Management, LLC 1.52M (2.84%) 84.74K
Increased by +5.57%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 1.49M (2.78%) 117.80K
Increased by +7.92%
Mar 31, 25
13 Amvescap Plc. 1.27M (2.38%) -55.21K
Decreased by -4.34%
Mar 31, 25
14 Harris Associates L.P. 1.05M (1.96%) 1.05M
Increased by +100.00%
Mar 31, 25
15 AQR Capital Management LLC 884.96K (1.65%) 264.66K
Increased by +29.91%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 683.61K (1.28%) -4.63K
Decreased by -0.68%
Mar 31, 25
17 GAMMA Investing LLC 667.01K (1.25%) 666.12K
Increased by +99.87%
Mar 31, 25
18 JPMorgan Chase & Co 630.23K (1.18%) -288.58K
Decreased by -45.79%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 611.78K (1.14%) -28.52K
Decreased by -4.66%
Mar 31, 25
20 Boston Partners Global Investors, Inc 573.22K (1.07%) -381.95K
Decreased by -66.63%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 9.35M (17.46%) 9.35M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 4.29M (8.01%) 4.29M
Increased by +100.00%
Feb 29, 24
3 Vanguard US Total Market Shares ETF 1.86M (3.47%) -12.54K
Decreased by -0.68%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.78M (3.33%) 1.14K
Increased by +0.06%
May 31, 25
5 American Funds Fundamental Invs A 1.73M (3.24%) 0.00
Increased by 0.00%
Jun 30, 25
6 Capital Group Fundamental Invtrs Comp 1.73M (3.24%) 0.00
Increased by 0.00%
Jun 30, 25
7 American Funds SMALLCAP World A 1.68M (3.14%) -40.19K
Decreased by -2.39%
Jun 30, 25
8 Vanguard Institutional 500 Index Trust 1.58M (2.95%) 11.43K
Increased by +0.72%
May 31, 25
9 VA CollegeAmerica Amcap 529A 1.36M (2.54%) 58.16K
Increased by +4.28%
Dec 31, 24
10 American Funds Growth Fund of Amer A 1.32M (2.46%) 0.00
Increased by 0.00%
Jun 30, 25
11 Capital Group Growth Fnd of Amer Comp 1.32M (2.46%) 0.00
Increased by 0.00%
Jun 30, 25
12 AF Global Equity (AFRIS) 1.23M (2.29%) 1.23M
Increased by +100.00%
Feb 29, 24
13 Vanguard Mid Cap Index Institutional 1.15M (2.15%) 11.49K
Increased by +1.00%
May 31, 25
14 American Funds American Balanced A 1.12M (2.09%) -40.45K
Decreased by -3.61%
Jun 30, 25
15 American Funds Capital World Gr&Inc A 1.02M (1.90%) -431.19K
Decreased by -42.36%
Jun 30, 25
16 Capital Group World Growth & Inc Cmp 1.02M (1.90%) -431.19K
Decreased by -42.36%
Jun 30, 25
17 T. Rowe Price New Horizons 870.85K (1.63%) 114.32K
Increased by +13.13%
Sep 30, 24
18 US Small-Cap Growth II Equity Comp 870.85K (1.63%) 119.00
Increased by +0.01%
Sep 30, 24
19 Vanguard Health Care Inv 868.86K (1.62%) -125.96K
Decreased by -14.50%
Mar 31, 25
20 T. Rowe Price Mid-Cap Growth 772.60K (1.44%) -1.60K
Decreased by -0.21%
Sep 30, 24