Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 10.65%
2 CLAW 9.90%
3 ITB 7.46%
4 JHAC 4.86%
5 NAIL 4.53%
6 ICAP 4.21%
7 UTRN 4.10%
8 BAMV 4.04%
9 PKB 4.02%
10 XHB 3.22%
11 WBIE 3.13%
12 EAGL 2.88%
13 LBAY 2.87%
14 VFLO 2.76%
15 NVQ 2.63%
16 NVQ_old 2.63%
17 EWO 2.30%
18 FTDS 2.23%
19 BOUT 2.16%
20 CCFE 2.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.50M (12.00%) -1.16M
Decreased by -4.73%
Dec 31, 25
2 BlackRock Inc 18.26M (8.94%) 169.79K
Increased by +0.93%
Mar 31, 26
3 Vanguard Capital Management, LLC 12.95M (6.34%) 12.95M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 11.58M (5.67%) -226.93K
Decreased by -1.96%
Mar 31, 24
5 Eagle Capital Management LLC 10.88M (5.33%) -105.76K
Decreased by -0.97%
Mar 31, 26
6 Greenhaven Associates Inc 10.63M (5.21%) 537.98K
Increased by +5.06%
Mar 31, 26
7 Berkshire Hathaway Inc 10.10M (4.95%) 3.05M
Increased by +30.19%
Mar 31, 26
8 State Street Corp 10.04M (4.92%) -67.18K
Decreased by -0.67%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 9.53M (4.66%) 9.53M
Increased by +100.00%
Mar 31, 26
10 Aristotle Capital Management LLC 8.35M (4.09%) -379.87K
Decreased by -4.55%
Mar 31, 26
11 Manufacturers Life Insurance Co 5.98M (2.93%) -113.01K
Decreased by -1.89%
Mar 31, 26
12 Geode Capital Management, LLC 5.75M (2.82%) 131.15K
Increased by +2.28%
Mar 31, 26
13 Barrow Hanley Mewhinney & Strauss LLC 4.73M (2.32%) 603.00K
Increased by +12.74%
Sep 30, 25
14 Alpine Investment Management LLC 4.21M (2.06%) 997.04K
Increased by +23.67%
Mar 31, 26
15 Principal Financial Group Inc 3.49M (1.71%) 98.68K
Increased by +2.83%
Mar 31, 26
16 Pacer Advisors, INC. 3.27M (1.60%) 589.55K
Increased by +18.02%
Dec 31, 24
17 Capital World Investors 3.27M (1.60%) 6.74K
Increased by +0.21%
Mar 31, 26
18 Wellington Management Company LLP 3.24M (1.59%) 515.38K
Increased by +15.91%
Dec 31, 24
19 FMR Inc 3.21M (1.57%) -2.77M
Decreased by -86.37%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 3.21M (1.57%) -557.38K
Decreased by -17.39%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 22.32M (10.93%) 22.32M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 6.93M (3.39%) -113.06K
Decreased by -1.63%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.64M (3.25%) 48.13K
Increased by +0.72%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 5.81M (2.85%) 16.81K
Increased by +0.29%
Apr 30, 26
5 Vanguard 500 Index Investor 5.60M (2.74%) 100.84K
Increased by +1.80%
Apr 30, 26
6 Vanguard Mid Cap Index Institutional 4.44M (2.18%) 11.20K
Increased by +0.25%
Apr 30, 26
7 iShares U.S. Equity Fac Rotation Act ETF 3.09M (1.51%) 0.00
Increased by 0.00%
Nov 30, 24
8 Fidelity® 500 Index 2.94M (1.44%) 18.73K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 2.93M (1.44%) 18.35K
Increased by +0.63%
Feb 29, 24
10 SPDR® S&P 500 ETF 2.90M (1.42%) -110.89K
Decreased by -3.82%
Mar 31, 25
11 iShares Core S&P 500 ETF 2.84M (1.39%) 8.69K
Increased by +0.31%
May 29, 26
12 ACR Equity Quality Return Total Accounts 2.83M (1.39%) 617.23K
Increased by +21.78%
Mar 31, 26
13 SPDR® S&P 500® ETF Trust 2.83M (1.38%) -14.80K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.80M (1.37%) 34.41K
Increased by +1.23%
Aug 31, 25
15 Fidelity 500 Index 2.77M (1.35%) 9.52K
Increased by +0.34%
Apr 30, 26
16 BlackRock U.S. Equity Factor Rttn ETF 2.67M (1.31%) 4.11K
Increased by +0.15%
Sep 30, 24
17 State Street® SPDR® S&P 500® ETF 2.61M (1.28%) 2.75K
Increased by +0.11%
May 31, 26
18 Vanguard Windsor II Inv 2.58M (1.26%) 0.00
Increased by 0.00%
Mar 31, 26
19 Vanguard Windsor™ II Inv 2.58M (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
20 Fidelity® Contrafund® 2.48M (1.22%) 179.80K
Increased by +7.24%
Nov 30, 23