Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.48%
2 CUT 5.08%
3 UTRN 4.03%
4 RTM 3.85%
5 RSPM 3.85%
6 SMIG 3.64%
7 DIVC 3.33%
8 LBAY 3.27%
9 IVEG 3.15%
10 PRN 2.61%
11 FTIF 2.57%
12 XLB 2.31%
13 DVOL 2.24%
14 FTCS 2.22%
15 RYJ 2.09%
16 SPHD 1.96%
17 DDIV 1.72%
18 UYM 1.71%
19 SPYD 1.55%
20 VAW 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.42M (13.05%) 133.57K
Increased by +1.17%
Dec 31, 24
2 BlackRock Inc 9.13M (10.43%) 1.03M
Increased by +11.26%
Dec 31, 24
3 State Street Corporation 4.54M (5.19%) 166.43K
Increased by +3.66%
Dec 31, 23
4 State Street Corp 3.95M (4.51%) -2.14K
Decreased by -0.05%
Dec 31, 24
5 Charles Schwab Investment Management Inc 3.07M (3.51%) 132.84K
Increased by +4.33%
Dec 31, 24
6 Geode Capital Management, LLC 2.37M (2.70%) 29.43K
Increased by +1.24%
Dec 31, 24
7 JPMorgan Chase & Co 2.07M (2.37%) -2.63M
Decreased by -126.91%
Dec 31, 24
8 Fidelity International Ltd 2.00M (2.29%) -245.24K
Decreased by -12.25%
Dec 31, 24
9 Ameriprise Financial Inc 1.86M (2.12%) -70.35K
Decreased by -3.79%
Dec 31, 24
10 Amvescap Plc. 1.85M (2.12%) 14.78K
Increased by +0.80%
Dec 31, 24
11 Nordea Investment Mgmt Bank Demark A/s 1.76M (2.01%) -26.68K
Decreased by -1.52%
Sep 30, 23
12 Capital World Investors 1.67M (1.91%) 0.00
Increased by 0.00%
Dec 31, 24
13 Victory Capital Management Inc. 1.59M (1.82%) -538.23K
Decreased by -33.77%
Dec 31, 24
14 Goldman Sachs Group Inc 1.57M (1.79%) 973.02K
Increased by +62.09%
Dec 31, 23
15 Boston Partners Global Investors, Inc 1.57M (1.79%) 101.75K
Increased by +6.50%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.51M (1.72%) 214.79K
Increased by +14.26%
Dec 31, 24
17 Maj Invest Holding A/S 1.24M (1.42%) -360.59K
Decreased by -28.97%
Dec 31, 23
18 Nuveen Asset Management, LLC 1.22M (1.40%) -46.29K
Decreased by -3.78%
Sep 30, 24
19 Bank of America Corp 1.22M (1.40%) -680.91K
Decreased by -55.62%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 1.19M (1.36%) -13.06K
Decreased by -1.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 12.54M (14.32%) 12.54M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 5.75M (6.57%) 5.75M
Increased by +100.00%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 2.83M (3.23%) 15.65K
Increased by +0.55%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 2.47M (2.83%) 17.42K
Increased by +0.70%
Feb 28, 25
5 Schwab US Dividend Equity ETF™ 2.34M (2.68%) 1.93K
Increased by +0.08%
Feb 28, 25
6 Vanguard Mid Cap Index Institutional 1.94M (2.22%) 8.05K
Increased by +0.42%
Feb 28, 25
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 1.38M (1.57%) -92.60K
Decreased by -6.73%
Jan 31, 25
10 Columbia Dividend Value 1.16M (1.32%) -8.05K
Decreased by -0.70%
Dec 31, 24
11 Columbia Dividend Income Inst 1.15M (1.32%) -2.67K
Decreased by -0.23%
Feb 28, 25
12 Fidelity 500 Index 1.11M (1.27%) 4.91K
Increased by +0.44%
Jan 31, 25
13 SPDR® S&P 500® ETF Trust 1.10M (1.26%) -8.11K
Decreased by -0.74%
Feb 28, 25
14 SPDR® S&P 500 ETF Trust 1.08M (1.23%) -8.37K
Decreased by -0.77%
Mar 31, 24
15 Fidelity® 500 Index 1.05M (1.20%) 6.67K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 1.05M (1.20%) -53.00
Decreased by -0.01%
Feb 28, 25
17 JPMorgan Mid Cap Value L 1.01M (1.15%) 0.00
Increased by 0.00%
Feb 29, 24
18 Victory Sycamore Established Value R 1.00M (1.15%) -354.00K
Decreased by -35.22%
Dec 31, 24
19 JHancock Disciplined Value Mid Cap I 1.00M (1.14%) -131.48K
Decreased by -13.14%
Jan 31, 25
20 American Century Mid Cap Value Inv 987.21K (1.13%) -218.70K
Decreased by -22.15%
Sep 30, 23