Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 4.21%
2 UTRN 4.04%
3 LSAT 3.50%
4 NEWZ 3.20%
5 MVFD 2.64%
6 WBIE 2.58%
7 IPDP 2.27%
8 BOUT 2.04%
9 KIE 1.82%
10 YOKE 1.75%
11 DFND 1.67%
12 WBIF 1.60%
13 LEAD 1.54%
14 STNC 1.39%
15 FXO 1.35%
16 RYF 1.34%
17 RSPF 1.31%
18 IAK 1.24%
19 PXLV 1.23%
20 SPVM 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.09M (12.95%) 86.35K
Increased by +0.86%
Dec 31, 25
2 BlackRock Inc 5.71M (7.33%) -120.63K
Decreased by -2.11%
Sep 30, 25
3 Amvescap Plc. 3.85M (4.94%) -75.21K
Decreased by -1.96%
Sep 30, 25
4 State Street Corporation 3.83M (4.91%) -44.25K
Decreased by -1.16%
Mar 31, 24
5 State Street Corp 3.24M (4.16%) -115.99K
Decreased by -3.58%
Sep 30, 25
6 Geode Capital Management, LLC 2.71M (3.48%) -12.58K
Decreased by -0.46%
Dec 31, 25
7 Cooke & Bieler LP 2.17M (2.78%) -188.18K
Decreased by -8.67%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 2.14M (2.74%) 59.63K
Increased by +2.79%
Dec 31, 25
9 Boston Partners Global Investors, Inc 2.09M (2.69%) 125.46K
Increased by +6.00%
Mar 31, 24
10 JPMorgan Chase & Co 1.94M (2.49%) -2.40M
Decreased by -123.68%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 1.73M (2.23%) -37.26K
Decreased by -2.15%
Sep 30, 25
12 Wellington Management Company LLP 1.58M (2.03%) -1.23M
Decreased by -77.56%
Dec 31, 25
13 Regions Financial Corp 1.55M (1.99%) 752.50K
Increased by +48.42%
Sep 30, 25
14 UBS Asset Mgmt Americas Inc 1.52M (1.95%) 277.11K
Increased by +18.23%
Sep 30, 24
15 Arrowstreet Capital Limited Partnership 1.44M (1.84%) 355.40K
Increased by +24.76%
Dec 31, 25
16 Nuveen, LLC 1.37M (1.76%) 233.15K
Increased by +16.96%
Dec 31, 25
17 Apg All Pensions Group 1.34M (1.72%) 41.74K
Increased by +3.12%
Mar 31, 24
18 Millennium Management LLC 1.28M (1.64%) 821.36K
Increased by +64.18%
Jun 30, 24
19 Bank of New York Mellon Corp 1.25M (1.60%) 43.09K
Increased by +3.45%
Jun 30, 25
20 Mariner Value Strategies, LLC 1.23M (1.58%) 95.09K
Increased by +7.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 7.20M (9.24%) 7.20M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 3.30M (4.24%) 3.30M
Increased by +100.00%
Feb 29, 24
3 Vanguard US Total Market Shares ETF 2.86M (3.67%) -84.35K
Decreased by -2.95%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.52M (3.23%) 19.56K
Increased by +0.78%
Feb 28, 26
5 Vanguard Institutional 500 Index Trust 2.39M (3.06%) 15.22K
Increased by +0.64%
May 31, 25
6 Vanguard 500 Index Investor 2.04M (2.62%) 19.13K
Increased by +0.94%
Feb 28, 26
7 Vanguard Small Cap Index 1.81M (2.32%) 4.46K
Increased by +0.25%
Feb 28, 26
8 Invesco Small Cap Value A 1.30M (1.66%) 0.00
Increased by 0.00%
Jan 31, 26
9 Invesco S&P 500® Equal Weight ETF 1.26M (1.62%) -551.00
Decreased by -0.04%
Feb 27, 26
10 Vanguard Small Cap Value Index Inv 1.16M (1.49%) 3.30K
Increased by +0.28%
Feb 28, 26
11 JHancock Disciplined Value Mid Cap I 1.15M (1.47%) 184.68K
Increased by +16.09%
Feb 29, 24
12 Swedbank Robur Globalfond A 1.08M (1.38%) 1.08M
Increased by +100.00%
Feb 28, 26
13 SPDR® S&P 500 ETF 1.04M (1.34%) -15.19K
Decreased by -1.45%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 1.03M (1.33%) -8.06K
Decreased by -0.78%
Mar 31, 24
15 Vanguard Mid Cap Index Institutional 1.02M (1.31%) 23.73K
Increased by +2.32%
Mar 31, 24
16 SPDR® S&P 500® ETF Trust 1.02M (1.31%) -5.29K
Decreased by -0.52%
Mar 31, 25
17 iShares Core S&P 500 ETF 1.01M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
18 Fidelity® 500 Index 1.01M (1.30%) 6.45K
Increased by +0.64%
Nov 30, 23
19 Fidelity 500 Index 1.01M (1.30%) 4.69K
Increased by +0.46%
Jan 31, 26
20 SPDR® S&P 500® ETF 999.20K (1.28%) 12.14K
Increased by +1.22%
Aug 31, 25