Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 5.07%
2 UTRN 4.03%
3 RSPM 3.71%
4 RTM 3.71%
5 TPMN 3.53%
6 DIVC 3.33%
7 SMIG 3.32%
8 LBAY 3.27%
9 IVEG 2.93%
10 PRN 2.83%
11 FLV 2.43%
12 XLB 2.42%
13 GRNI 2.35%
14 GRNY 2.31%
15 FTCS 2.22%
16 FTDS 1.97%
17 SPHD 1.96%
18 RYJ 1.92%
19 UPGD 1.92%
20 DGLO 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.28M (12.95%) 51.79K
Increased by +0.46%
Dec 31, 25
2 BlackRock Inc 7.61M (8.74%) -1.12M
Decreased by -14.70%
Sep 30, 25
3 JPMorgan Chase & Co 6.17M (7.08%) 3.46M
Increased by +56.01%
Sep 30, 25
4 State Street Corporation 4.54M (5.22%) 166.43K
Increased by +3.66%
Dec 31, 23
5 State Street Corp 4.13M (4.74%) 33.62K
Increased by +0.81%
Sep 30, 25
6 Charles Schwab Investment Management Inc 3.48M (3.99%) 83.98K
Increased by +2.41%
Dec 31, 25
7 Fidelity International Ltd 2.79M (3.21%) 453.32K
Increased by +16.23%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 2.74M (3.15%) -47.22K
Decreased by -1.72%
Sep 30, 25
9 Geode Capital Management, LLC 2.42M (2.78%) 16.90K
Increased by +0.70%
Dec 31, 25
10 Victory Capital Management Inc. 2.31M (2.65%) 521.35K
Increased by +22.58%
Dec 31, 25
11 American Century Companies Inc 2.16M (2.48%) 232.42K
Increased by +10.78%
Dec 31, 25
12 Ameriprise Financial Inc 1.95M (2.24%) 55.78K
Increased by +2.85%
Sep 30, 25
13 Bank of New York Mellon Corp 1.86M (2.14%) 1.02M
Increased by +54.52%
Sep 30, 25
14 Millennium Management LLC 1.82M (2.10%) 308.25K
Increased by +16.89%
Dec 31, 25
15 Nordea Investment Mgmt Bank Demark A/s 1.76M (2.02%) -26.68K
Decreased by -1.52%
Sep 30, 23
16 Boston Partners Global Investors, Inc 1.63M (1.88%) -29.91K
Decreased by -1.83%
Dec 31, 25
17 Royal Bank of Canada 1.57M (1.81%) -974.07K
Decreased by -61.94%
Sep 30, 25
18 Goldman Sachs Group Inc 1.57M (1.80%) 973.02K
Increased by +62.09%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 1.44M (1.66%) 90.45K
Increased by +6.27%
Sep 30, 25
20 Bank of America Corp 1.44M (1.65%) -8.41K
Decreased by -0.58%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 12.54M (14.39%) 12.54M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 5.75M (6.60%) 5.75M
Increased by +100.00%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 2.84M (3.27%) 4.47K
Increased by +0.16%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 2.84M (3.26%) 1.87K
Increased by +0.07%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 2.76M (3.17%) 7.55K
Increased by +0.27%
Feb 28, 26
6 Vanguard Institutional 500 Index Trust 2.54M (2.91%) 15.90K
Increased by +0.63%
May 31, 25
7 Vanguard 500 Index Investor 2.30M (2.64%) 21.86K
Increased by +0.95%
Feb 28, 26
8 Vanguard Mid Cap Index Institutional 1.96M (2.25%) 6.86K
Increased by +0.35%
Feb 28, 26
9 Fidelity Global Dividend I-Acc-EUR 1.80M (2.06%) 373.75K
Increased by +20.78%
Jan 31, 26
10 AF Global Equity (AFRIS) 1.64M (1.89%) 1.64M
Increased by +100.00%
Feb 29, 24
11 Victory Sycamore Established Value R 1.58M (1.82%) 376.00K
Increased by +23.72%
Dec 31, 25
12 L46 Fidelity Global Dividend 1.40M (1.60%) 22.21K
Increased by +1.59%
Feb 28, 25
13 American Funds Income Fund of Amer A 1.23M (1.41%) 0.00
Increased by 0.00%
Dec 31, 25
14 JPM US Equity Income-Composite 1.19M (1.37%) 78.04K
Increased by +6.53%
Dec 31, 25
15 JPM US Equity Income-MA 1.19M (1.37%) 78.04K
Increased by +6.53%
Dec 31, 25
16 JHancock Disciplined Value Mid Cap I 1.19M (1.37%) 9.35K
Increased by +0.78%
Jan 31, 26
17 JPMorgan Equity Income I 1.18M (1.36%) -10.59K
Decreased by -0.89%
Jan 31, 26
18 iShares Core S&P 500 ETF 1.14M (1.31%) 0.00
Increased by 0.00%
Feb 28, 26
19 Fidelity 500 Index 1.14M (1.30%) 5.27K
Increased by +0.46%
Jan 31, 26
20 Columbia Dividend Value 1.12M (1.29%) -18.93K
Decreased by -1.69%
Dec 31, 25