Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 5.42%
2 RTM 4.08%
3 RSPM 4.08%
4 UTRN 4.03%
5 SMIG 3.70%
6 TPMN 3.53%
7 DIVC 3.33%
8 LBAY 3.27%
9 IVEG 2.93%
10 PRN 2.83%
11 XLB 2.61%
12 FTIF 2.57%
13 FTCS 2.22%
14 RYJ 2.09%
15 SPHD 1.96%
16 UYM 1.86%
17 QDIV 1.75%
18 GINX 1.73%
19 DDIV 1.69%
20 SPYD 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.20M (12.78%) 176.81K
Increased by +1.58%
Jun 30, 25
2 BlackRock Inc 9.06M (10.33%) -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 (4.62%) 107.70K
Increased by +2.66%
Mar 31, 25
5 Charles Schwab Investment Management Inc 3.35M (3.82%) 78.62K
Increased by +2.35%
Jun 30, 25
6 JPMorgan Chase & Co 3.04M (3.47%) 964.09K
Increased by +31.73%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 2.79M (3.18%) 427.29K
Increased by +15.31%
Jun 30, 25
8 Geode Capital Management, LLC 2.39M (2.73%) 24.98K
Increased by +1.04%
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 American Century Companies Inc 1.86M (2.12%) 769.81K
Increased by +41.38%
Jun 30, 25
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 Amvescap Plc. 1.37M (1.57%) -479.56K
Decreased by -34.91%
Mar 31, 25
16 Bank of America Corp 1.36M (1.55%) 135.45K
Increased by +9.96%
Mar 31, 25
17 Boston Partners Global Investors, Inc 1.34M (1.53%) -223.58K
Decreased by -16.66%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 1.34M (1.52%) -170.70K
Decreased by -12.79%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 1.26M (1.44%) 10.39K
Increased by +0.83%
Jun 30, 25
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 (14.30%) 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 US Total Market Shares ETF 2.84M (3.24%) 1.87K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.83M (3.22%) -68.93K
Decreased by -2.44%
Jul 31, 25
5 Schwab US Dividend Equity ETF™ 2.54M (2.90%) -432.00
Decreased by -0.02%
Jul 31, 25
6 Vanguard Institutional 500 Index Trust 2.54M (2.89%) 15.90K
Increased by +0.63%
May 31, 25
7 Vanguard 500 Index Investor 2.21M (2.52%) -323.82K
Decreased by -14.65%
Jul 31, 25
8 Vanguard Mid Cap Index Institutional 2.01M (2.29%) 21.58K
Increased by +1.07%
Jul 31, 25
9 Fidelity Global Dividend I-Acc-EUR 1.67M (1.91%) 70.56K
Increased by +4.22%
Jun 30, 25
10 AF Global Equity (AFRIS) 1.64M (1.88%) 1.64M
Increased by +100.00%
Feb 29, 24
11 L46 Fidelity Global Dividend 1.40M (1.59%) 22.21K
Increased by +1.59%
Feb 28, 25
12 American Funds Income Fund of Amer A 1.23M (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
13 Columbia Dividend Value 1.14M (1.30%) -6.27K
Decreased by -0.55%
Jun 30, 25
14 Columbia Dividend Income Inst 1.14M (1.30%) -1.89K
Decreased by -0.17%
Jul 31, 25
15 Fidelity 500 Index 1.13M (1.29%) 7.03K
Increased by +0.62%
Jun 30, 25
16 JPM US Equity Income-Composite 1.12M (1.27%) 440.67K
Increased by +39.46%
Jun 30, 25
17 JPMorgan Equity Income I 1.12M (1.27%) 0.00
Increased by 0.00%
Jun 30, 25
18 SPDR® S&P 500 ETF 1.11M (1.27%) -16.12K
Decreased by -1.45%
Mar 31, 25
19 SPDR® S&P 500® ETF 1.09M (1.25%) 4.63K
Increased by +0.42%
Jul 31, 25
20 SPDR® S&P 500 ETF Trust 1.08M (1.23%) -8.37K
Decreased by -0.77%
Mar 31, 24