Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 10.65%
2 CLAW 9.90%
3 ITB 7.84%
4 NAIL 4.93%
5 JHAC 4.86%
6 UTRN 4.10%
7 BAMV 4.04%
8 PKB 4.02%
9 ICAP 3.25%
10 XHB 3.25%
11 WBIE 3.13%
12 LBAY 2.87%
13 VFLO 2.76%
14 EAGL 2.69%
15 NVQ_old 2.63%
16 NVQ 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 (11.69%) -1.16M
Decreased by -4.73%
Dec 31, 25
2 BlackRock Inc 18.09M (8.63%) -3.10M
Decreased by -17.16%
Dec 31, 25
3 State Street Corporation 11.58M (5.52%) -226.93K
Decreased by -1.96%
Mar 31, 24
4 Eagle Capital Management LLC 10.88M (5.19%) -105.76K
Decreased by -0.97%
Mar 31, 26
5 Greenhaven Associates Inc 10.63M (5.07%) 537.98K
Increased by +5.06%
Mar 31, 26
6 State Street Corp 10.10M (4.82%) -399.12K
Decreased by -3.95%
Dec 31, 25
7 Aristotle Capital Management LLC 8.73M (4.16%) -416.58K
Decreased by -4.77%
Dec 31, 25
8 Berkshire Hathaway Inc 7.05M (3.36%) 0.00
Increased by 0.00%
Dec 31, 25
9 Manufacturers Life Insurance Co 6.09M (2.91%) -457.86K
Decreased by -7.52%
Dec 31, 25
10 Geode Capital Management, LLC 5.62M (2.68%) -315.74K
Decreased by -5.62%
Dec 31, 25
11 Barrow Hanley Mewhinney & Strauss LLC 4.73M (2.26%) 603.00K
Increased by +12.74%
Sep 30, 25
12 Alpine Investment Management LLC 4.21M (2.01%) 997.04K
Increased by +23.67%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 3.76M (1.80%) -586.72K
Decreased by -15.59%
Dec 31, 25
14 Principal Financial Group Inc 3.49M (1.67%) 98.68K
Increased by +2.83%
Mar 31, 26
15 Pacer Advisors, INC. 3.27M (1.56%) 589.55K
Increased by +18.02%
Dec 31, 24
16 Capital World Investors 3.27M (1.56%) 6.74K
Increased by +0.21%
Mar 31, 26
17 Wellington Management Company LLP 3.24M (1.55%) 515.38K
Increased by +15.91%
Dec 31, 24
18 FMR Inc 3.21M (1.53%) -2.77M
Decreased by -86.37%
Dec 31, 25
19 Arrowstreet Capital Limited Partnership 3.06M (1.46%) -188.53K
Decreased by -6.17%
Dec 31, 24
20 Lone Pine Capital LLC 2.93M (1.40%) 2.93M
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 22.32M (10.65%) 22.32M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 6.93M (3.31%) -113.06K
Decreased by -1.63%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.64M (3.17%) 48.13K
Increased by +0.72%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 5.80M (2.77%) 33.53K
Increased by +0.58%
Mar 31, 26
5 Vanguard 500 Index Investor 5.49M (2.62%) -57.37K
Decreased by -1.04%
Mar 31, 26
6 Vanguard Mid Cap Index Institutional 4.43M (2.11%) -13.46K
Decreased by -0.30%
Mar 31, 26
7 iShares U.S. Equity Fac Rotation Act ETF 3.09M (1.47%) 0.00
Increased by 0.00%
Nov 30, 24
8 Fidelity® 500 Index 2.94M (1.40%) 18.73K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 2.93M (1.40%) 18.35K
Increased by +0.63%
Feb 29, 24
10 SPDR® S&P 500 ETF 2.90M (1.39%) -110.89K
Decreased by -3.82%
Mar 31, 25
11 ACR Equity Quality Return Total Accounts 2.83M (1.35%) 617.23K
Increased by +21.78%
Mar 31, 26
12 SPDR® S&P 500® ETF Trust 2.83M (1.35%) -14.80K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 2.80M (1.33%) 34.41K
Increased by +1.23%
Aug 31, 25
14 iShares Core S&P 500 ETF 2.79M (1.33%) 8.19K
Increased by +0.29%
Apr 30, 26
15 Fidelity 500 Index 2.76M (1.31%) 9.81K
Increased by +0.36%
Mar 31, 26
16 BlackRock U.S. Equity Factor Rttn ETF 2.67M (1.27%) 4.11K
Increased by +0.15%
Sep 30, 24
17 State Street® SPDR® S&P 500® ETF 2.59M (1.23%) 8.38K
Increased by +0.32%
Apr 30, 26
18 Vanguard Windsor II Inv 2.58M (1.23%) 0.00
Increased by 0.00%
Mar 31, 26
19 Vanguard Windsor™ II Inv 2.58M (1.23%) 0.00
Increased by 0.00%
Jun 30, 25
20 Fidelity® Contrafund® 2.48M (1.18%) 179.80K
Increased by +7.24%
Nov 30, 23