Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 10.29%
2 CUT 4.42%
3 UTRN 4.10%
4 SMIG 3.76%
5 DIVC 3.33%
6 RTM 3.29%
7 RSPM 3.29%
8 LBAY 3.27%
9 IVEG 3.19%
10 FTIF 2.57%
11 PRN 2.44%
12 DVOL 2.40%
13 FTCS 2.22%
14 RYJ 2.09%
15 SPHD 1.96%
16 XLB 1.86%
17 DDIV 1.73%
18 SPYD 1.55%
19 VAW 1.40%
20 FMAT 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.29M (12.88%) 65.75K
Increased by +0.58%
Sep 30, 24
2 BlackRock Inc 8.10M (9.25%) 183.71K
Increased by +2.27%
Sep 30, 24
3 State Street Corporation 4.54M (5.18%) 166.43K
Increased by +3.66%
Dec 31, 23
4 State Street Corp 3.95M (4.51%) 123.05K
Increased by +3.12%
Sep 30, 24
5 Charles Schwab Investment Management Inc 2.94M (3.35%) 98.22K
Increased by +3.34%
Sep 30, 24
6 JPMorgan Chase & Co 2.35M (2.69%) -956.81K
Decreased by -40.65%
Sep 30, 24
7 Geode Capital Management, LLC 2.34M (2.67%) 12.94K
Increased by +0.55%
Sep 30, 24
8 Fidelity International Ltd 2.25M (2.56%) -12.83K
Decreased by -0.57%
Sep 30, 24
9 Victory Capital Management Inc. 2.13M (2.43%) -721.47K
Decreased by -33.84%
Sep 30, 24
10 Ameriprise Financial Inc 1.93M (2.20%) 75.36K
Increased by +3.91%
Sep 30, 24
11 Bank of America Corp 1.91M (2.17%) -32.74K
Decreased by -1.72%
Sep 30, 24
12 Amvescap Plc. 1.84M (2.10%) 603.98K
Increased by +32.85%
Sep 30, 24
13 Nordea Investment Mgmt Bank Demark A/s 1.76M (2.00%) -26.68K
Decreased by -1.52%
Sep 30, 23
14 Capital World Investors 1.67M (1.91%) 0.00
Increased by 0.00%
Sep 30, 24
15 American Century Companies Inc 1.58M (1.80%) -442.27K
Decreased by -28.06%
Sep 30, 24
16 Goldman Sachs Group Inc 1.57M (1.79%) 973.02K
Increased by +62.09%
Dec 31, 23
17 Boston Partners Global Investors, Inc 1.46M (1.67%) 26.41K
Increased by +1.80%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 1.29M (1.47%) -1.13M
Decreased by -87.68%
Sep 30, 24
19 First Trust Advisors L.P. 1.25M (1.43%) -85.27K
Decreased by -6.81%
Sep 30, 24
20 Maj Invest Holding A/S 1.24M (1.42%) -360.59K
Decreased by -28.97%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 12.54M (14.31%) 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 2.80M (3.20%) -21.32K
Decreased by -0.76%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 2.41M (2.76%) 17.60K
Increased by +0.73%
Dec 31, 24
5 Schwab US Dividend Equity ETF™ 2.27M (2.59%) 2.40K
Increased by +0.11%
Dec 31, 24
6 Vanguard Mid Cap Index Institutional 1.93M (2.20%) 15.53K
Increased by +0.80%
Dec 31, 24
7 American Funds Income Fund of Amer A 1.67M (1.91%) 0.00
Increased by 0.00%
Dec 31, 24
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 1.47M (1.68%) -72.98K
Decreased by -4.96%
Nov 30, 24
10 JHancock Disciplined Value Mid Cap I 1.16M (1.32%) 19.63K
Increased by +1.69%
Nov 30, 24
11 Columbia Dividend Income Inst 1.16M (1.32%) -10.23K
Decreased by -0.89%
Dec 31, 24
12 Columbia Dividend Value 1.16M (1.32%) -8.05K
Decreased by -0.70%
Dec 31, 24
13 SPDR® S&P 500® ETF Trust 1.12M (1.28%) 12.84K
Increased by +1.15%
Dec 31, 24
14 Fidelity 500 Index 1.10M (1.26%) 7.48K
Increased by +0.68%
Nov 30, 24
15 SPDR® S&P 500 ETF Trust 1.08M (1.23%) -8.37K
Decreased by -0.77%
Mar 31, 24
16 Fidelity® 500 Index 1.05M (1.20%) 6.67K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 1.05M (1.19%) 742.00
Increased by +0.07%
Dec 31, 24
18 JPMorgan Mid Cap Value L 1.01M (1.15%) 0.00
Increased by 0.00%
Feb 29, 24
19 Victory Sycamore Established Value R 1.00M (1.15%) -354.00K
Decreased by -35.22%
Dec 31, 24
20 American Century Mid Cap Value Inv 987.21K (1.13%) -218.70K
Decreased by -22.15%
Sep 30, 23