Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLAW 9.45%
2 NAIL 6.58%
3 FCTE 5.07%
4 MDCP 4.32%
5 PKB 4.27%
6 JUNE_old 4.15%
7 UTRN 4.09%
8 ZIG 3.96%
9 XHB 3.37%
10 BUL 3.23%
11 RISN 3.19%
12 EQWM 3.00%
13 PEZ 2.78%
14 SMAP 2.40%
15 SHRY 2.39%
16 SMRI 1.92%
17 PWC 1.91%
18 ECML 1.90%
19 FTCS 1.87%
20 RCD 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 International Assets Investment Management, LLC 363.04K (12.61%) 363.00K
Increased by +99.99%
Sep 30, 24
2 Vanguard Group Inc 342.46K (11.89%) 1.15K
Increased by +0.33%
Dec 31, 24
3 BlackRock Inc 318.00K (11.04%) 6.52K
Increased by +2.05%
Dec 31, 24
4 GAMMA Investing LLC 159.38K (5.53%) 159.36K
Increased by +99.99%
Mar 31, 25
5 State Street Corporation 145.09K (5.04%) -3.54K
Decreased by -2.44%
Mar 31, 24
6 State Street Corp 144.29K (5.01%) 1.28K
Increased by +0.89%
Dec 31, 24
7 Capital Research Global Investors 107.61K (3.74%) 11.27K
Increased by +10.48%
Dec 31, 24
8 Geode Capital Management, LLC 73.81K (2.56%) -4.95K
Decreased by -6.70%
Dec 31, 24
9 Principal Financial Group Inc 56.35K (1.96%) 2.81K
Increased by +4.99%
Mar 31, 25
10 Boston Partners Global Investors, Inc 51.84K (1.80%) 1.60K
Increased by +3.10%
Dec 31, 24
11 Wellington Management Company LLP 44.63K (1.55%) -6.70K
Decreased by -15.01%
Dec 31, 24
12 Nuveen Asset Management, LLC 43.55K (1.51%) 1.56K
Increased by +3.59%
Dec 31, 24
13 Capital World Investors 40.35K (1.40%) 23.00
Increased by +0.06%
Dec 31, 24
14 Amvescap Plc. 38.55K (1.34%) 3.27K
Increased by +8.48%
Dec 31, 24
15 Jennison Associates LLC 37.55K (1.30%) 2.03K
Increased by +5.40%
Dec 31, 24
16 JPMorgan Chase & Co 37.00K (1.28%) 10.38K
Increased by +28.04%
Dec 31, 24
17 NORGES BANK 36.15K (1.26%) -718.00
Decreased by -1.99%
Dec 31, 24
18 Smead Capital Management Inc 35.35K (1.23%) -863.00
Decreased by -2.44%
Dec 31, 24
19 Northern Trust Corp 34.89K (1.21%) 5.83K
Increased by +16.72%
Dec 31, 24
20 FMR Inc 33.65K (1.17%) -4.84K
Decreased by -14.39%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 105.37K (3.66%) -176.00
Decreased by -0.17%
Mar 31, 25
2 Capital Group Growth Fnd of Amer Comp 105.37K (3.66%) -176.00
Decreased by -0.17%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 91.91K (3.19%) -2.31K
Decreased by -2.51%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 90.96K (3.16%) 1.49K
Increased by +1.64%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 84.56K (2.94%) 72.00
Increased by +0.09%
Apr 30, 25
6 Vanguard Mid Cap Index Institutional 61.73K (2.14%) 555.00
Increased by +0.90%
Apr 30, 25
7 Principal MidCap R5 45.51K (1.58%) 474.00
Increased by +1.04%
Apr 30, 25
8 Principal Aligned MidCap Equity 45.03K (1.56%) 2.64K
Increased by +5.86%
Mar 31, 25
9 VA CollegeAmerica Amcap 529A 39.86K (1.38%) 0.00
Increased by 0.00%
Dec 31, 24
10 American Funds AMCAP A 39.69K (1.38%) -173.00
Decreased by -0.44%
Mar 31, 25
11 Capital Group AMCAP Composite 39.69K (1.38%) -173.00
Decreased by -0.44%
Mar 31, 25
12 Fidelity® 500 Index 37.79K (1.31%) 301.00
Increased by +0.80%
Oct 31, 23
13 SPDR® S&P 500 ETF Trust 37.64K (1.31%) 90.00
Increased by +0.24%
Apr 30, 24
14 Fidelity 500 Index 37.51K (1.30%) -861.00
Decreased by -2.30%
Mar 31, 25
15 SPDR® S&P 500 ETF 37.31K (1.30%) -1.40K
Decreased by -3.75%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 36.19K (1.26%) -216.00
Decreased by -0.60%
Mar 31, 25
17 SPDR® S&P 500® ETF 35.97K (1.25%) -246.00
Decreased by -0.68%
Apr 30, 25
18 iShares Core S&P 500 ETF 35.47K (1.23%) -42.00
Decreased by -0.12%
Apr 30, 25
19 iShares MSCI USA Quality Factor ETF 34.25K (1.19%) 42.00
Increased by +0.12%
Apr 30, 25
20 iShares US Home Construction ETF 30.92K (1.07%) 220.00
Increased by +0.71%
Apr 30, 25