Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 4.96%
2 SMCF 4.86%
3 SOVF 4.64%
4 GREK 3.96%
5 BOUT 3.57%
6 RWJ 3.32%
7 RULE 3.03%
8 EQWM 2.81%
9 FXH 2.31%
10 XHS 2.25%
11 PTH 2.18%
12 TCV 2.16%
13 QVAL 2.08%
14 LSEQ 2.03%
15 CRAK 1.99%
16 PXMV 1.91%
17 OAIM 1.76%
18 ECML 1.75%
19 MPAY 1.65%
20 EEMD 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.08M (11.87%) -353.21K
Decreased by -5.81%
Dec 31, 25
2 BlackRock Inc 4.55M (8.88%) -182.41K
Decreased by -4.01%
Sep 30, 25
3 Capital World Investors 3.50M (6.84%) -1.66M
Decreased by -47.46%
Dec 31, 25
4 T. Rowe Price Associates, Inc. 3.50M (6.84%) 1.30M
Increased by +37.03%
Sep 30, 25
5 T. Rowe Price Investment Management,Inc. 3.46M (6.76%) 1.49M
Increased by +43.10%
Dec 31, 25
6 FMR Inc 2.98M (5.81%) 822.00K
Increased by +27.62%
Dec 31, 25
7 AQR Capital Management LLC 2.93M (5.73%) 2.01M
Increased by +68.45%
Sep 30, 25
8 State Street Corporation 2.59M (5.05%) 29.48K
Increased by +1.14%
Mar 31, 24
9 State Street Corp 2.41M (4.71%) -46.74K
Decreased by -1.94%
Sep 30, 25
10 Harris Associates L.P. 2.35M (4.58%) -335.70K
Decreased by -14.31%
Dec 31, 25
11 Capital Research & Mgmt Co - Division 3 1.63M (3.17%) 14.50K
Increased by +0.89%
Jun 30, 25
12 Victory Capital Management Inc. 1.41M (2.75%) 447.08K
Increased by +31.69%
Dec 31, 25
13 Geode Capital Management, LLC 1.40M (2.73%) -156.57K
Decreased by -11.18%
Dec 31, 25
14 Amvescap Plc. 1.36M (2.66%) -240.27K
Decreased by -17.65%
Sep 30, 25
15 Dimensional Fund Advisors, Inc. 1.13M (2.20%) 189.08K
Increased by +16.77%
Dec 31, 25
16 Wellington Management Company LLP 1.11M (2.17%) 45.13K
Increased by +4.07%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 984.62K (1.92%) 383.78K
Increased by +38.98%
Sep 30, 25
18 Two Sigma Investments LLC 823.14K (1.61%) 737.18K
Increased by +89.56%
Dec 31, 25
19 Capital Research Global Investors 795.91K (1.55%) 3.12K
Increased by +0.39%
Dec 31, 25
20 Two Sigma Advisers, LLC 671.79K (1.31%) 461.69K
Increased by +68.73%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 9.35M (18.24%) 9.35M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 4.29M (8.37%) 4.29M
Increased by +100.00%
Feb 29, 24
3 Loomis Sayles MFD Class C 3.51M (6.85%) 43.00K
Increased by +1.23%
Dec 31, 25
4 iShares Core S&P Small-Cap ETF 3.09M (6.04%) 1.08K
Increased by +0.04%
Mar 31, 26
5 Loomis Sayles Strategic Alpha 2.80M (5.46%) 2.80M
Increased by +100.00%
Dec 31, 25
6 Vanguard US Total Market Shares ETF 1.86M (3.62%) -12.54K
Decreased by -0.68%
Sep 30, 24
7 American Funds Fundamental Invs A 1.73M (3.38%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group Fundamental Invtrs Comp 1.73M (3.38%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Total Stock Mkt Idx Inv 1.64M (3.19%) 13.44K
Increased by +0.82%
Mar 31, 26
10 Vanguard Institutional 500 Index Trust 1.58M (3.08%) 11.43K
Increased by +0.72%
May 31, 25
11 Victory Sycamore Established Value R 1.50M (2.94%) 495.00K
Increased by +32.89%
Mar 31, 26
12 American Funds SMALLCAP World A 1.49M (2.91%) 463.23K
Increased by +31.07%
Mar 31, 26
13 VA CollegeAmerica Amcap 529A 1.36M (2.65%) 58.16K
Increased by +4.28%
Dec 31, 24
14 American Funds American Balanced A 1.33M (2.60%) -439.74K
Decreased by -32.95%
Mar 31, 26
15 Vanguard 500 Index Investor 1.32M (2.58%) 12.75K
Increased by +0.96%
Feb 28, 26
16 American Funds Growth Fund of Amer A 1.32M (2.57%) 0.00
Increased by 0.00%
Jun 30, 25
17 Capital Group Growth Fnd of Amer Comp 1.32M (2.57%) 0.00
Increased by 0.00%
Jun 30, 25
18 AF Global Equity (AFRIS) 1.23M (2.39%) 1.23M
Increased by +100.00%
Feb 29, 24
19 Vanguard Small Cap Index 1.19M (2.32%) 21.83K
Increased by +1.84%
Mar 31, 26
20 Vanguard Mid Cap Index Institutional 1.14M (2.23%) 13.04K
Increased by +1.14%
Jul 31, 25