Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 5.50%
2 SMCF 4.86%
3 GREK 4.37%
4 SOVF 4.28%
5 BOUT 3.57%
6 RWJ 3.13%
7 RULE 3.03%
8 EQWM 2.81%
9 TCV 2.63%
10 FXH 2.45%
11 OAIM 2.45%
12 CRAK 2.34%
13 PTH 2.18%
14 QVAL 2.08%
15 LSEQ 2.03%
16 PXMV 1.91%
17 ECML 1.78%
18 RFV 1.76%
19 MPAY 1.65%
20 DVLU 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.37M (13.11%) 2.48M
Increased by +38.89%
Mar 31, 26
2 Vanguard Group Inc 6.08M (12.52%) -353.21K
Decreased by -5.81%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 3.46M (7.13%) 1.49M
Increased by +43.10%
Dec 31, 25
4 FMR Inc 3.20M (6.60%) 228.84K
Increased by +7.14%
Mar 31, 26
5 Capital World Investors 3.20M (6.59%) -304.85K
Decreased by -9.53%
Mar 31, 26
6 AQR Capital Management LLC 2.86M (5.89%) 2.45M
Increased by +85.67%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 2.79M (5.75%) 2.79M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 2.59M (5.32%) 29.48K
Increased by +1.14%
Mar 31, 24
9 Vanguard Capital Management, LLC 2.31M (4.76%) 2.31M
Increased by +100.00%
Mar 31, 26
10 Victory Capital Management Inc. 2.07M (4.26%) 660.10K
Increased by +31.88%
Mar 31, 26
11 State Street Corp 1.73M (3.56%) -277.72K
Decreased by -16.05%
Mar 31, 26
12 Amvescap Plc. 1.69M (3.48%) 329.68K
Increased by +19.50%
Dec 31, 25
13 Capital Research & Mgmt Co - Division 3 1.63M (3.35%) 14.50K
Increased by +0.89%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 1.39M (2.87%) 267.12K
Increased by +19.15%
Mar 31, 26
15 Two Sigma Investments LLC 1.35M (2.78%) 527.56K
Increased by +39.06%
Mar 31, 26
16 Wellington Management Company LLP 1.13M (2.33%) 22.34K
Increased by +1.97%
Mar 31, 26
17 Capital Research Global Investors 1.09M (2.24%) 291.90K
Increased by +26.83%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 1.01M (2.07%) 131.06K
Increased by +13.03%
Mar 31, 26
19 T. Rowe Price Associates, Inc. 981.75K (2.02%) -12.51K
Decreased by -1.27%
Mar 31, 26
20 Harris Associates L.P. 978.15K (2.01%) -1.37M
Decreased by -139.89%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 9.35M (19.25%) 9.35M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 4.29M (8.83%) 4.29M
Increased by +100.00%
Feb 29, 24
3 Loomis Sayles MFD Class C 3.51M (7.22%) 43.00K
Increased by +1.23%
Dec 31, 25
4 iShares Core S&P Small-Cap ETF 3.14M (6.46%) 436.00
Increased by +0.01%
Jun 30, 26
5 Loomis Sayles Strategic Alpha 2.80M (5.76%) 2.80M
Increased by +100.00%
Dec 31, 25
6 Vanguard US Total Market Shares ETF 1.86M (3.82%) -12.54K
Decreased by -0.68%
Sep 30, 24
7 American Funds Fundamental Invs A 1.73M (3.57%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group Fundamental Invtrs Comp 1.73M (3.57%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Total Stock Mkt Idx Inv 1.66M (3.41%) 16.55K
Increased by +1.00%
Jun 30, 26
10 Vanguard Institutional 500 Index Trust 1.58M (3.25%) 11.43K
Increased by +0.72%
May 31, 25
11 American Funds SMALLCAP World A 1.49M (3.07%) 463.23K
Increased by +31.07%
Mar 31, 26
12 Victory Sycamore Established Value R 1.44M (2.95%) -70.00K
Decreased by -4.88%
Jun 30, 26
13 VA CollegeAmerica Amcap 529A 1.36M (2.80%) 58.16K
Increased by +4.28%
Dec 31, 24
14 Vanguard 500 Index Investor 1.32M (2.72%) 12.75K
Increased by +0.96%
Feb 28, 26
15 American Funds Growth Fund of Amer A 1.32M (2.71%) 0.00
Increased by 0.00%
Jun 30, 25
16 Capital Group Growth Fnd of Amer Comp 1.32M (2.71%) 0.00
Increased by 0.00%
Jun 30, 25
17 AF Global Equity (AFRIS) 1.23M (2.52%) 1.23M
Increased by +100.00%
Feb 29, 24
18 Vanguard Small Cap Index 1.20M (2.46%) 10.11K
Increased by +0.85%
Jun 30, 26
19 Vanguard Mid Cap Index Institutional 1.14M (2.35%) 13.04K
Increased by +1.14%
Jul 31, 25
20 Invesco S&P 500® Equal Weight ETF 1.06M (2.18%) -456.00
Decreased by -0.04%
Feb 27, 26