Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GQGU 5.18%
2 IHF 4.86%
3 AILV 4.45%
4 UTRN 3.89%
5 STNC 3.84%
6 PKW 3.63%
7 DUSA 3.42%
8 MDPL 3.40%
9 VFLO 3.36%
10 DIVZ 2.92%
11 COWS 2.87%
12 MVFD 2.87%
13 WBIF 2.85%
14 SHRY 2.83%
15 HDIV 2.83%
16 MFSV 2.76%
17 PVAL 2.53%
18 LQPE 2.25%
19 BUSA 2.23%
20 VSMV 2.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.17M (9.98%) 414.83K
Increased by +1.58%
Dec 31, 25
2 BlackRock Inc 22.09M (8.42%) -234.10K
Decreased by -1.06%
Sep 30, 25
3 JPMorgan Chase & Co 13.34M (5.09%) 6.88M
Increased by +51.55%
Sep 30, 25
4 State Street Corporation 13.31M (5.07%) -230.36K
Decreased by -1.73%
Mar 31, 24
5 State Street Corp 12.12M (4.62%) -145.49K
Decreased by -1.20%
Sep 30, 25
6 Massachusetts Financial Services Company 11.81M (4.50%) 903.33K
Increased by +7.65%
Dec 31, 25
7 FMR Inc 11.43M (4.36%) 763.49K
Increased by +6.68%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 11.30M (4.31%) 1.01M
Increased by +8.92%
Sep 30, 25
9 Dodge & Cox 11.14M (4.25%) 1.83M
Increased by +16.46%
Dec 31, 25
10 Sanders Capital, LLC 7.80M (2.97%) -27.08K
Decreased by -0.35%
Dec 31, 25
11 GQG Partners LLC 7.76M (2.96%) 972.30K
Increased by +12.52%
Dec 31, 25
12 Geode Capital Management, LLC 6.05M (2.31%) 48.47K
Increased by +0.80%
Dec 31, 25
13 T. Rowe Price Investment Management,Inc. 3.74M (1.43%) 2.34M
Increased by +62.59%
Sep 30, 25
14 NORGES BANK 3.71M (1.41%) 346.20K
Increased by +9.34%
Dec 31, 25
15 Morgan Stanley - Brokerage Accounts 3.68M (1.40%) 16.31K
Increased by +0.44%
Sep 30, 25
16 Valeo Financial Advisors, LLC 3.48M (1.33%) 3.47M
Increased by +99.88%
Jun 30, 25
17 Capital Research Global Investors 3.18M (1.21%) 1.86M
Increased by +58.37%
Sep 30, 25
18 Arrowstreet Capital Limited Partnership 2.96M (1.13%) 263.04K
Increased by +8.89%
Dec 31, 25
19 Franklin Resources Inc 2.94M (1.12%) 8.24K
Increased by +0.28%
Mar 31, 25
20 Parnassus Investments LLC 2.89M (1.10%) 86.60K
Increased by +3.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 18.64M (7.11%) 18.64M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 8.86M (3.38%) -138.43K
Decreased by -1.56%
Sep 30, 24
3 Global Balanced (AFRIS) 8.55M (3.26%) 8.55M
Increased by +100.00%
Feb 29, 24
4 Vanguard Total Stock Mkt Idx Inv 8.45M (3.22%) 43.24K
Increased by +0.51%
Feb 28, 26
5 2ndVote Advisers AMF Index 7.84M (2.99%) 0.00
Increased by 0.00%
Mar 31, 23
6 Dodge & Cox Stock I 7.46M (2.84%) 1.18M
Increased by +15.81%
Dec 31, 25
7 Vanguard 500 Index Investor 6.87M (2.62%) 65.59K
Increased by +0.95%
Feb 28, 26
8 MFS Large Cap Value Equity 5.83M (2.22%) 419.55K
Increased by +7.19%
Dec 31, 25
9 MFS Value A 5.75M (2.19%) 165.24K
Increased by +2.88%
Jan 31, 26
10 SPDR® S&P 500 ETF Trust 3.46M (1.32%) 7.83K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 3.45M (1.32%) 21.95K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF 3.41M (1.30%) -102.76K
Decreased by -3.02%
Mar 31, 25
13 iShares Core S&P 500 ETF 3.41M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
14 Fidelity 500 Index 3.39M (1.29%) 15.73K
Increased by +0.46%
Jan 31, 26
15 SPDR® S&P 500® ETF Trust 3.32M (1.26%) -17.39K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 3.22M (1.23%) 39.72K
Increased by +1.23%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 3.15M (1.20%) -23.87K
Decreased by -0.76%
Feb 28, 26
18 Vanguard Value Index Inv 2.49M (0.95%) 28.84K
Increased by +1.16%
Feb 28, 26
19 AF Global Equity (AFRIS) 2.44M (0.93%) 2.44M
Increased by +100.00%
Feb 29, 24
20 Health Care Select Sector SPDR® ETF 2.13M (0.81%) -2.77K
Decreased by -0.13%
Apr 30, 24