Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 4.86%
2 SOVF 3.79%
3 BOUT 3.57%
4 GREK 3.23%
5 RULE 3.03%
6 EQWM 2.81%
7 FXH 2.25%
8 PTH 2.18%
9 XHS 2.11%
10 QVAL 2.08%
11 LSEQ 2.03%
12 CRAK 1.98%
13 PXMV 1.91%
14 RSPH 1.76%
15 IHF 1.67%
16 MPAY 1.65%
17 EEMD 1.61%
18 RYH 1.55%
19 BMED 1.47%
20 SMRI 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.43M (12.03%) -49.02K
Decreased by -0.76%
Jun 30, 25
2 Capital World Investors 5.27M (9.85%) -21.49K
Decreased by -0.41%
Jun 30, 25
3 BlackRock Inc 4.74M (8.85%) 84.17K
Increased by +1.78%
Jun 30, 25
4 State Street Corporation 2.59M (4.83%) 29.48K
Increased by +1.14%
Mar 31, 24
5 FMR Inc 2.51M (4.70%) -136.97K
Decreased by -5.45%
Jun 30, 25
6 State Street Corp 2.46M (4.60%) -29.50K
Decreased by -1.20%
Jun 30, 25
7 T. Rowe Price Associates, Inc. 2.21M (4.12%) -1.63M
Decreased by -73.95%
Jun 30, 25
8 Capital Research Global Investors 2.17M (4.05%) -731.13K
Decreased by -33.75%
Jun 30, 25
9 Wellington Management Company LLP 2.08M (3.88%) -148.24K
Decreased by -7.14%
Jun 30, 25
10 Capital Research & Mgmt Co - Division 3 1.63M (3.04%) 14.50K
Increased by +0.89%
Jun 30, 25
11 Amvescap Plc. 1.60M (2.99%) 329.76K
Increased by +20.59%
Jun 30, 25
12 Harris Associates L.P. 1.54M (2.88%) 493.88K
Increased by +32.04%
Jun 30, 25
13 Geode Capital Management, LLC 1.51M (2.83%) -8.85K
Decreased by -0.58%
Jun 30, 25
14 T. Rowe Price Investment Management,Inc. 1.51M (2.81%) 17.84K
Increased by +1.18%
Jun 30, 25
15 AQR Capital Management LLC 925.67K (1.73%) 40.71K
Increased by +4.40%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 716.33K (1.34%) 32.72K
Increased by +4.57%
Jun 30, 25
17 NORGES BANK 712.03K (1.33%) 249.31K
Increased by +35.01%
Jun 30, 25
18 GAMMA Investing LLC 667.01K (1.25%) 666.12K
Increased by +99.87%
Mar 31, 25
19 JPMorgan Chase & Co 630.23K (1.18%) -288.58K
Decreased by -45.79%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 600.85K (1.12%) -10.93K
Decreased by -1.82%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 9.35M (17.48%) 9.35M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 4.29M (8.02%) 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 American Funds Fundamental Invs A 1.73M (3.24%) 0.00
Increased by 0.00%
Jun 30, 25
5 Capital Group Fundamental Invtrs Comp 1.73M (3.24%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Total Stock Mkt Idx Inv 1.70M (3.19%) -40.27K
Decreased by -2.36%
Jul 31, 25
7 American Funds SMALLCAP World A 1.68M (3.15%) -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 Vanguard 500 Index Investor 1.34M (2.51%) -196.34K
Decreased by -14.63%
Jul 31, 25
11 American Funds Growth Fund of Amer A 1.32M (2.46%) 0.00
Increased by 0.00%
Jun 30, 25
12 Capital Group Growth Fnd of Amer Comp 1.32M (2.46%) 0.00
Increased by 0.00%
Jun 30, 25
13 AF Global Equity (AFRIS) 1.23M (2.29%) 1.23M
Increased by +100.00%
Feb 29, 24
14 Vanguard Mid Cap Index Institutional 1.14M (2.14%) 13.04K
Increased by +1.14%
Jul 31, 25
15 American Funds American Balanced A 1.12M (2.09%) -40.45K
Decreased by -3.61%
Jun 30, 25
16 American Funds Capital World Gr&Inc A 1.02M (1.90%) -431.19K
Decreased by -42.36%
Jun 30, 25
17 Capital Group World Growth & Inc Cmp 1.02M (1.90%) -431.19K
Decreased by -42.36%
Jun 30, 25
18 Vanguard Health Care Inv 873.71K (1.63%) 4.85K
Increased by +0.56%
Jun 30, 25
19 T. Rowe Price New Horizons 870.85K (1.63%) 114.32K
Increased by +13.13%
Sep 30, 24
20 US Small-Cap Growth II Equity Comp 870.85K (1.63%) 119.00
Increased by +0.01%
Sep 30, 24