Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 5.06%
2 UTRN 4.03%
3 TPMN 3.80%
4 RTM 3.70%
5 RSPM 3.70%
6 SMIG 3.53%
7 DIVC 3.33%
8 LBAY 3.27%
9 PRN 3.03%
10 IVEG 2.89%
11 FTIF 2.57%
12 FTCS 2.22%
13 XLB 2.20%
14 RYJ 2.09%
15 SPHD 1.96%
16 GINX 1.69%
17 DDIV 1.65%
18 UYM 1.61%
19 SPYD 1.55%
20 FMAT 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.03M (12.58%) -396.22K
Decreased by -3.59%
Mar 31, 25
2 BlackRock Inc 9.06M (10.34%) -72.14K
Decreased by -0.80%
Mar 31, 25
3 State Street Corporation 4.54M (5.18%) 166.43K
Increased by +3.66%
Dec 31, 23
4 State Street Corp 4.05M (4.63%) 107.70K
Increased by +2.66%
Mar 31, 25
5 Charles Schwab Investment Management Inc 3.27M (3.73%) 202.75K
Increased by +6.20%
Mar 31, 25
6 JPMorgan Chase & Co 3.04M (3.47%) 964.09K
Increased by +31.73%
Mar 31, 25
7 Geode Capital Management, LLC 2.39M (2.73%) 24.98K
Increased by +1.04%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 2.36M (2.70%) 1.23M
Increased by +52.01%
Mar 31, 25
9 Fidelity International Ltd 1.96M (2.23%) -44.93K
Decreased by -2.30%
Mar 31, 25
10 Ameriprise Financial Inc 1.91M (2.17%) 47.56K
Increased by +2.50%
Mar 31, 25
11 Amvescap Plc. 1.85M (2.11%) 14.78K
Increased by +0.80%
Dec 31, 24
12 Nordea Investment Mgmt Bank Demark A/s 1.76M (2.00%) -26.68K
Decreased by -1.52%
Sep 30, 23
13 Goldman Sachs Group Inc 1.57M (1.79%) 973.02K
Increased by +62.09%
Dec 31, 23
14 Victory Capital Management Inc. 1.46M (1.66%) -136.97K
Decreased by -9.40%
Mar 31, 25
15 Bank of America Corp 1.36M (1.55%) 135.45K
Increased by +9.96%
Mar 31, 25
16 Boston Partners Global Investors, Inc 1.34M (1.53%) -223.58K
Decreased by -16.66%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.34M (1.52%) -170.70K
Decreased by -12.79%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 1.25M (1.42%) 60.71K
Increased by +4.86%
Mar 31, 25
19 Maj Invest Holding A/S 1.24M (1.42%) -360.59K
Decreased by -28.97%
Dec 31, 23
20 Capital World Investors 1.23M (1.40%) -440.80K
Decreased by -35.85%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 12.54M (14.30%) 12.54M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 5.75M (6.56%) 5.75M
Increased by +100.00%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 2.88M (3.28%) 32.53K
Increased by +1.13%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.84M (3.24%) 1.87K
Increased by +0.07%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 2.53M (2.88%) 432.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Institutional 500 Index Trust 2.52M (2.87%) 40.07K
Increased by +1.59%
Apr 30, 25
7 Vanguard Mid Cap Index Institutional 1.95M (2.23%) 18.60K
Increased by +0.95%
Apr 30, 25
8 AF Global Equity (AFRIS) 1.64M (1.88%) 1.64M
Increased by +100.00%
Feb 29, 24
9 Fidelity Global Dividend I-Acc-EUR 1.46M (1.67%) 63.99K
Increased by +4.38%
Mar 31, 25
10 L46 Fidelity Global Dividend 1.40M (1.59%) 22.21K
Increased by +1.59%
Feb 28, 25
11 American Funds Income Fund of Amer A 1.23M (1.40%) -440.80K
Decreased by -35.85%
Mar 31, 25
12 Columbia Dividend Value 1.15M (1.31%) -8.28K
Decreased by -0.72%
Mar 31, 25
13 Columbia Dividend Income Inst 1.14M (1.31%) -2.91K
Decreased by -0.25%
Apr 30, 25
14 Fidelity 500 Index 1.12M (1.28%) 1.94K
Increased by +0.17%
Mar 31, 25
15 SPDR® S&P 500 ETF 1.11M (1.27%) -16.12K
Decreased by -1.45%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 1.08M (1.23%) -8.37K
Decreased by -0.77%
Mar 31, 24
17 SPDR® S&P 500® ETF Trust 1.08M (1.23%) -5.62K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 1.07M (1.23%) -6.40K
Decreased by -0.60%
Apr 30, 25
19 iShares Core S&P 500 ETF 1.06M (1.20%) -1.11K
Decreased by -0.11%
Apr 30, 25
20 Fidelity® 500 Index 1.05M (1.20%) 6.67K
Increased by +0.64%
Nov 30, 23