Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 10.65%
2 CLAW 9.90%
3 NAIL 7.22%
4 JHAC 4.86%
5 PKB 4.02%
6 GK 3.78%
7 DYNF 3.44%
8 WBIE 3.13%
9 XHB 2.90%
10 NVQ 2.63%
11 NVQ_old 2.63%
12 EWO 2.30%
13 BOUT 2.16%
14 PEZ 2.07%
15 DVLU 2.06%
16 WLTG 2.01%
17 VFLO 1.67%
18 GDIV 1.64%
19 FLOW 1.63%
20 SPVM_old 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.41M (10.95%) -289.86K
Decreased by -1.10%
Sep 30, 24
2 BlackRock Inc 24.35M (10.10%) 1.73M
Increased by +7.11%
Jun 30, 24
3 FMR Inc 13.39M (5.55%) 1.97M
Increased by +14.74%
Sep 30, 24
4 State Street Corporation 11.58M (4.80%) -226.93K
Decreased by -1.96%
Mar 31, 24
5 State Street Corp 11.17M (4.63%) -50.70K
Decreased by -0.45%
Sep 30, 24
6 Aristotle Capital Management LLC 10.09M (4.18%) -113.24K
Decreased by -1.12%
Sep 30, 24
7 Greenhaven Associates Inc 9.09M (3.77%) 114.65K
Increased by +1.26%
Sep 30, 24
8 Manufacturers Life Insurance Co 5.90M (2.45%) 73.64K
Increased by +1.25%
Sep 30, 24
9 Geode Capital Management, LLC 5.80M (2.41%) -2.21K
Decreased by -0.04%
Sep 30, 24
10 Capital World Investors 4.39M (1.82%) 2.46K
Increased by +0.06%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 3.34M (1.38%) -2.99M
Decreased by -89.48%
Sep 30, 24
12 Arrowstreet Capital Limited Partnership 3.24M (1.35%) 1.02M
Increased by +31.33%
Sep 30, 24
13 NORGES BANK 2.98M (1.24%) 222.19K
Increased by +7.45%
Jun 30, 24
14 Boston Partners Global Investors, Inc 2.95M (1.22%) 883.07K
Increased by +29.92%
Sep 30, 24
15 Lone Pine Capital LLC 2.93M (1.21%) 2.93M
Increased by +100.00%
Sep 30, 24
16 Principal Financial Group Inc 2.85M (1.18%) 98.13K
Increased by +3.44%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 2.78M (1.15%) -317.52K
Decreased by -11.42%
Sep 30, 24
18 Wellington Management Company LLP 2.72M (1.13%) -5.24M
Decreased by -192.27%
Sep 30, 24
19 Pacer Advisors, INC. 2.68M (1.11%) -340.09K
Decreased by -12.68%
Sep 30, 24
20 Smead Capital Management Inc 2.67M (1.11%) 89.90K
Increased by +3.37%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 22.32M (9.25%) 22.32M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 6.90M (2.86%) -27.41K
Decreased by -0.40%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 6.41M (2.66%) 74.49K
Increased by +1.16%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 5.12M (2.13%) 9.54K
Increased by +0.19%
Oct 31, 24
5 Fidelity Contrafund 3.15M (1.31%) -80.62K
Decreased by -2.56%
Oct 31, 24
6 iShares U.S. Equity Fac Rotation Act ETF 3.09M (1.28%) 0.00
Increased by 0.00%
Nov 30, 24
7 SPDR® S&P 500® ETF Trust 2.99M (1.24%) 17.61K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 2.97M (1.23%) -4.87K
Decreased by -0.16%
Oct 31, 24
9 Fidelity® 500 Index 2.94M (1.22%) 18.73K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 2.93M (1.22%) 18.35K
Increased by +0.63%
Feb 29, 24
11 iShares Core S&P 500 ETF 2.73M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
12 Pacer US Cash Cows 100 ETF 2.71M (1.12%) 3.35K
Increased by +0.12%
Nov 29, 24
13 BlackRock U.S. Equity Factor Rttn ETF 2.67M (1.11%) 4.11K
Increased by +0.15%
Sep 30, 24
14 Vanguard Windsor™ II Inv 2.58M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
15 Fidelity® Contrafund® 2.48M (1.03%) 179.80K
Increased by +7.24%
Nov 30, 23
16 Vanguard Wellington™ Inv 2.45M (1.02%) -768.03K
Decreased by -31.37%
Jun 30, 24
17 iShares US Home Construction ETF 2.34M (0.97%) 0.00
Increased by 0.00%
Nov 30, 24
18 Smead US Value Composite 2.31M (0.96%) -15.96K
Decreased by -0.69%
Oct 31, 24
19 Smead Value Investor 2.31M (0.96%) -15.96K
Decreased by -0.69%
Oct 31, 24
20 American Funds Growth Fund of Amer A 2.15M (0.89%) 0.00
Increased by 0.00%
Sep 30, 24