Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 4.86%
2 GREK 4.68%
3 PSCH 4.25%
4 SOVF 3.58%
5 BOUT 3.57%
6 RULE 3.03%
7 EQWM 2.81%
8 RWJ 2.77%
9 PTH 2.18%
10 TCV 2.16%
11 QVAL 2.08%
12 LSEQ 2.03%
13 OAIM 1.99%
14 CRAK 1.94%
15 PXMV 1.91%
16 XHS 1.90%
17 FXH 1.87%
18 MPAY 1.65%
19 EEMD 1.61%
20 RYH 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.08M (12.01%) -353.21K
Decreased by -5.81%
Dec 31, 25
2 BlackRock Inc 4.55M (8.99%) -182.41K
Decreased by -4.01%
Sep 30, 25
3 Capital World Investors 3.50M (6.92%) -1.66M
Decreased by -47.46%
Dec 31, 25
4 T. Rowe Price Associates, Inc. 3.50M (6.92%) 1.30M
Increased by +37.03%
Sep 30, 25
5 T. Rowe Price Investment Management,Inc. 3.46M (6.83%) 1.49M
Increased by +43.10%
Dec 31, 25
6 FMR Inc 2.98M (5.87%) 822.00K
Increased by +27.62%
Dec 31, 25
7 AQR Capital Management LLC 2.93M (5.79%) 2.01M
Increased by +68.45%
Sep 30, 25
8 State Street Corporation 2.59M (5.10%) 29.48K
Increased by +1.14%
Mar 31, 24
9 State Street Corp 2.41M (4.76%) -46.74K
Decreased by -1.94%
Sep 30, 25
10 Harris Associates L.P. 2.35M (4.63%) -335.70K
Decreased by -14.31%
Dec 31, 25
11 Capital Research & Mgmt Co - Division 3 1.63M (3.21%) 14.50K
Increased by +0.89%
Jun 30, 25
12 Victory Capital Management Inc. 1.41M (2.78%) 447.08K
Increased by +31.69%
Dec 31, 25
13 Geode Capital Management, LLC 1.40M (2.76%) -156.57K
Decreased by -11.18%
Dec 31, 25
14 Amvescap Plc. 1.36M (2.69%) -240.27K
Decreased by -17.65%
Sep 30, 25
15 Dimensional Fund Advisors, Inc. 1.13M (2.23%) 189.08K
Increased by +16.77%
Dec 31, 25
16 Wellington Management Company LLP 1.11M (2.19%) 45.13K
Increased by +4.07%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 984.62K (1.94%) 383.78K
Increased by +38.98%
Sep 30, 25
18 Two Sigma Investments LLC 823.14K (1.62%) 737.18K
Increased by +89.56%
Dec 31, 25
19 Capital Research Global Investors 795.91K (1.57%) 3.12K
Increased by +0.39%
Dec 31, 25
20 Two Sigma Advisers, LLC 671.79K (1.33%) 461.69K
Increased by +68.73%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 9.35M (18.46%) 9.35M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 4.29M (8.47%) 4.29M
Increased by +100.00%
Feb 29, 24
3 Loomis Sayles MFD Class C 3.51M (6.92%) 43.00K
Increased by +1.23%
Dec 31, 25
4 Loomis Sayles Strategic Alpha 2.80M (5.53%) 2.80M
Increased by +100.00%
Dec 31, 25
5 Vanguard US Total Market Shares ETF 1.86M (3.66%) -12.54K
Decreased by -0.68%
Sep 30, 24
6 American Funds American Balanced A 1.77M (3.50%) 0.00
Increased by 0.00%
Dec 31, 25
7 American Funds Fundamental Invs A 1.73M (3.42%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group Fundamental Invtrs Comp 1.73M (3.42%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Total Stock Mkt Idx Inv 1.62M (3.20%) 2.86K
Increased by +0.18%
Feb 28, 26
10 Vanguard Institutional 500 Index Trust 1.58M (3.12%) 11.43K
Increased by +0.72%
May 31, 25
11 VA CollegeAmerica Amcap 529A 1.36M (2.68%) 58.16K
Increased by +4.28%
Dec 31, 24
12 Vanguard 500 Index Investor 1.32M (2.61%) 12.75K
Increased by +0.96%
Feb 28, 26
13 American Funds Growth Fund of Amer A 1.32M (2.60%) 0.00
Increased by 0.00%
Jun 30, 25
14 Capital Group Growth Fnd of Amer Comp 1.32M (2.60%) 0.00
Increased by 0.00%
Jun 30, 25
15 AF Global Equity (AFRIS) 1.23M (2.42%) 1.23M
Increased by +100.00%
Feb 29, 24
16 Vanguard Small Cap Index 1.17M (2.30%) 2.97K
Increased by +0.25%
Feb 28, 26
17 Vanguard Mid Cap Index Institutional 1.14M (2.26%) 13.04K
Increased by +1.14%
Jul 31, 25
18 Invesco S&P 500® Equal Weight ETF 1.06M (2.09%) -456.00
Decreased by -0.04%
Feb 27, 26
19 American Funds SMALLCAP World A 1.03M (2.03%) -202.43K
Decreased by -19.70%
Dec 31, 25
20 Victory Sycamore Established Value R 1.01M (1.99%) 315.00K
Increased by +31.19%
Dec 31, 25