Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NOPE 8.88%
2 GASX 5.80%
3 WBIY 4.65%
4 OILT 4.43%
5 WBIG 4.35%
6 RSPG 4.01%
7 OCTA 3.96%
8 UTRN 3.83%
9 RYE 3.66%
10 FRAK 3.43%
11 KDIV 3.09%
12 TPMN 3.02%
13 FCG 2.92%
14 FXN 2.87%
15 BILD 2.76%
16 ZIG 2.67%
17 FID 2.46%
18 XOP 2.45%
19 PMOM 2.30%
20 PXE 2.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.62M (13.55%) -274.88K
Decreased by -0.57%
Dec 31, 24
2 Hotchkis & Wiley Capital Management LLC 35.41M (9.86%) 4.94M
Increased by +13.95%
Dec 31, 24
3 BlackRock Inc 32.09M (8.94%) 205.66K
Increased by +0.64%
Dec 31, 24
4 Harris Associates L.P. 25.22M (7.03%) 305.30K
Increased by +1.21%
Dec 31, 24
5 State Street Corp 24.20M (6.74%) -711.58K
Decreased by -2.94%
Dec 31, 24
6 State Street Corporation 21.87M (6.09%) 1.88M
Increased by +8.61%
Mar 31, 24
7 Amvescap Plc. 13.23M (3.69%) 850.05K
Increased by +6.42%
Dec 31, 24
8 Charles Schwab Investment Management Inc 12.89M (3.59%) 894.57K
Increased by +6.94%
Dec 31, 24
9 Smead Capital Management Inc 12.68M (3.53%) 3.01M
Increased by +23.77%
Dec 31, 24
10 Geode Capital Management, LLC 9.51M (2.65%) 200.77K
Increased by +2.11%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 6.19M (1.72%) 1.54M
Increased by +24.89%
Dec 31, 24
12 Blackstone Inc 6.08M (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 5.92M (1.65%) 544.75K
Increased by +9.20%
Dec 31, 24
14 UBS Asset Mgmt Americas Inc 5.30M (1.48%) 1.20M
Increased by +22.56%
Dec 31, 24
15 Bank of New York Mellon Corp 4.09M (1.14%) 929.77K
Increased by +22.72%
Dec 31, 24
16 Northern Trust Corp 4.03M (1.12%) 269.87K
Increased by +6.70%
Dec 31, 24
17 Balyasny Asset Management LLC 3.54M (0.99%) 2.94M
Increased by +83.14%
Sep 30, 24
18 Goldman Sachs Group Inc 3.52M (0.98%) 2.00M
Increased by +56.82%
Dec 31, 23
19 Bank of America Corp 3.39M (0.95%) -520.11K
Decreased by -15.33%
Sep 30, 24
20 Pacer Advisors, INC. 3.10M (0.86%) -1.54M
Decreased by -49.79%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Windsor™ II Inv 18.76M (5.23%) 0.00
Increased by 0.00%
Mar 31, 25
2 UBS: Global Equity 16.66M (4.64%) 0.00
Increased by 0.00%
Sep 30, 24
3 Oakmark Investor 14.38M (4.01%) 799.40K
Increased by +5.56%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 11.77M (3.28%) 8.03K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 11.74M (3.27%) 57.74K
Increased by +0.49%
Mar 31, 25
6 Smead US Value Composite 10.74M (2.99%) 175.50K
Increased by +1.63%
Mar 31, 25
7 Smead Value Investor 10.74M (2.99%) 175.50K
Increased by +1.63%
Mar 31, 25
8 Schwab US Dividend Equity ETF™ 10.48M (2.92%) 1.82K
Increased by +0.02%
Apr 30, 25
9 Vanguard Institutional 500 Index Trust 10.29M (2.87%) 25.34K
Increased by +0.25%
Mar 31, 25
10 Vanguard Small Cap Index 9.22M (2.57%) -223.68K
Decreased by -2.43%
Mar 31, 25
11 Energy Select Sector SPDR® ETF 8.72M (2.43%) -172.84K
Decreased by -1.98%
Apr 30, 24
12 Oakmark Select Investor 8.19M (2.28%) 0.00
Increased by 0.00%
Mar 31, 25
13 The Energy Select Sector SPDR® ETF 7.48M (2.08%) 76.53K
Increased by +1.02%
Apr 30, 25
14 Invesco S&P 500® Equal Weight ETF 7.15M (1.99%) -23.36K
Decreased by -0.33%
Apr 30, 25
15 Vanguard Small Cap Value Index Inv 5.99M (1.67%) -235.89K
Decreased by -3.94%
Mar 31, 25
16 Fidelity 500 Index 4.64M (1.29%) 8.02K
Increased by +0.17%
Mar 31, 25
17 SPDR® S&P 500 ETF 4.61M (1.29%) -67.27K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF 4.50M (1.25%) 3.69K
Increased by +0.08%
Apr 30, 25
19 SPDR® S&P 500® ETF Trust 4.49M (1.25%) -23.44K
Decreased by -0.52%
Mar 31, 25
20 iShares Core S&P 500 ETF 4.39M (1.22%) -4.36K
Decreased by -0.10%
Apr 29, 25