Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 13.22%
2 EASY 5.17%
3 FCTE 5.01%
4 GBDV 4.53%
5 BASV 4.17%
6 SHRY 4.13%
7 IVFVC 4.09%
8 UTRN 4.08%
9 BOUT 4.08%
10 AIEQ 3.98%
11 PEZ 3.93%
12 BLCR 3.58%
13 FTXH 3.54%
14 VSMV 3.18%
15 FMTM 3.12%
16 BCUS 2.99%
17 DVLU 2.92%
18 EGGS 2.90%
19 SELV 2.83%
20 DVOL 2.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.46M (13.40%) 916.79K
Increased by +2.91%
Sep 30, 25
2 Vanguard Group Inc 31.44M (13.39%) 617.77K
Increased by +1.96%
Dec 31, 25
3 State Street Corporation 14.11M (6.01%) -398.98K
Decreased by -2.83%
Mar 31, 24
4 State Street Corp 12.29M (5.23%) -385.39K
Decreased by -3.14%
Sep 30, 25
5 Geode Capital Management, LLC 6.53M (2.78%) 43.92K
Increased by +0.67%
Dec 31, 25
6 JPMorgan Chase & Co 5.80M (2.47%) 3.28M
Increased by +56.49%
Sep 30, 25
7 Morgan Stanley - Brokerage Accounts 5.23M (2.23%) -243.15K
Decreased by -4.65%
Sep 30, 25
8 Wellington Management Company LLP 5.17M (2.20%) -637.40K
Decreased by -12.34%
Dec 31, 25
9 FMR Inc 4.60M (1.96%) -818.95K
Decreased by -17.80%
Dec 31, 25
10 Pacer Advisors, INC. 4.29M (1.83%) 191.57K
Increased by +4.46%
Sep 30, 24
11 WCM Investment Management 4.03M (1.72%) 4.03M
Increased by +100.00%
Dec 31, 25
12 NORGES BANK 3.85M (1.64%) 367.26K
Increased by +9.55%
Dec 31, 25
13 Acadian Asset Management LLC 3.72M (1.59%) 598.00K
Increased by +16.06%
Mar 31, 24
14 Bank of America Corp 3.59M (1.53%) 111.58K
Increased by +3.11%
Sep 30, 25
15 Amvescap Plc. 3.48M (1.48%) 445.43K
Increased by +12.79%
Sep 30, 25
16 Arrowstreet Capital Limited Partnership 3.08M (1.31%) -642.60K
Decreased by -20.87%
Sep 30, 24
17 Ameriprise Financial Inc 2.94M (1.25%) -210.32K
Decreased by -7.16%
Sep 30, 24
18 Northern Trust Corp 2.93M (1.25%) -68.28K
Decreased by -2.33%
Sep 30, 25
19 Victory Capital Management Inc. 2.70M (1.15%) 414.07K
Increased by +15.35%
Dec 31, 25
20 UBS Asset Mgmt Americas Inc 2.52M (1.07%) -65.61K
Decreased by -2.61%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 27.82M (11.85%) 27.82M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 7.71M (3.28%) 5.36K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.52M (3.20%) 31.24K
Increased by +0.42%
Feb 28, 26
4 Vanguard 500 Index Investor 6.11M (2.60%) 58.30K
Increased by +0.95%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 5.16M (2.20%) 18.03K
Increased by +0.35%
Feb 28, 26
6 Vanguard Health Care Inv 3.22M (1.37%) 1.48M
Increased by +45.90%
Dec 31, 25
7 iShares Core S&P 500 ETF 3.03M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
8 Fidelity 500 Index 3.02M (1.29%) 13.99K
Increased by +0.46%
Jan 31, 26
9 SPDR® S&P 500 ETF 3.01M (1.28%) -44.02K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 2.97M (1.26%) -22.75K
Decreased by -0.77%
Mar 31, 24
11 Fidelity® 500 Index 2.97M (1.26%) 18.88K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500® ETF Trust 2.93M (1.25%) -15.34K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 2.89M (1.23%) 35.42K
Increased by +1.23%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 2.80M (1.19%) -21.11K
Decreased by -0.75%
Feb 28, 26
15 Vanguard Value Index Inv 2.21M (0.94%) 25.57K
Increased by +1.16%
Feb 28, 26
16 AF High Growth (AFRIS) 2.11M (0.90%) 2.11M
Increased by +100.00%
Feb 29, 24
17 Health Care Select Sector SPDR® ETF 1.82M (0.78%) -9.18K
Decreased by -0.50%
Mar 31, 24
18 BlackRock Large Cap Core (SMA) 1.80M (0.76%) 1.80M
Increased by +100.00%
Feb 28, 26
19 State Street®HlthCrSelSectSPDR®ETF 1.76M (0.75%) -7.57K
Decreased by -0.43%
Feb 28, 26
20 BlackRock Equity Dividend Instl 1.63M (0.69%) -16.00K
Decreased by -0.98%
Feb 28, 26