Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 6.06%
2 IVEG 4.97%
3 CUT 4.95%
4 RSPM 4.14%
5 RTM 4.14%
6 SMIG 4.14%
7 UTRN 4.13%
8 DIVC 3.33%
9 LBAY 3.27%
10 PRN 2.93%
11 FTIF 2.57%
12 XLB 2.52%
13 DDIV 2.37%
14 FTCS 2.21%
15 RYJ 2.09%
16 DVOL 2.08%
17 SPHD 1.96%
18 UYM 1.88%
19 SPYD 1.55%
20 FMAT 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.29M (12.89%) 65.75K
Increased by +0.58%
Sep 30, 24
2 BlackRock Inc 7.92M (9.04%) -195.70K
Decreased by -2.47%
Jun 30, 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%) 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 (2.57%) -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 (2.01%) -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 2.83M (3.23%) -9.30K
Decreased by -0.33%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 2.36M (2.70%) 29.30K
Increased by +1.24%
Oct 31, 24
5 Schwab US Dividend Equity ETF™ 2.26M (2.58%) 4.90K
Increased by +0.22%
Nov 30, 24
6 Vanguard Mid Cap Index Institutional 1.91M (2.18%) 3.43K
Increased by +0.18%
Oct 31, 24
7 American Funds Income Fund of Amer A 1.67M (1.91%) 0.00
Increased by 0.00%
Sep 30, 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 1.55M (1.76%) -75.42K
Decreased by -4.88%
Oct 31, 24
10 Victory Sycamore Established Value R 1.36M (1.55%) -411.00K
Decreased by -30.24%
Sep 30, 24
11 Columbia Dividend Value 1.16M (1.33%) -10.64K
Decreased by -0.91%
Sep 30, 24
12 Columbia Dividend Income Inst 1.16M (1.33%) -1.84K
Decreased by -0.16%
Oct 31, 24
13 SPDR® S&P 500® ETF Trust 1.10M (1.25%) -468.00
Decreased by -0.04%
Nov 29, 24
14 Fidelity 500 Index 1.09M (1.25%) -1.80K
Decreased by -0.16%
Oct 31, 24
15 SPDR® S&P 500 ETF Trust 1.08M (1.23%) -8.37K
Decreased by -0.77%
Mar 31, 24
16 JHancock Disciplined Value Mid Cap I 1.08M (1.23%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fidelity® 500 Index 1.05M (1.20%) 6.67K
Increased by +0.64%
Nov 30, 23
18 iShares Core S&P 500 ETF 1.01M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
19 JPMorgan Mid Cap Value L 1.01M (1.15%) 0.00
Increased by 0.00%
Feb 29, 24
20 American Century Mid Cap Value Inv 987.21K (1.13%) -218.70K
Decreased by -22.15%
Sep 30, 23