Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 7.75%
2 CLAW 7.16%
3 NAIL 5.41%
4 FCTE 5.16%
5 PKB 4.62%
6 XHB 3.35%
7 ZIG 3.30%
8 WBIF 3.20%
9 RISN 2.79%
10 BUL 2.72%
11 KONG 2.64%
12 PEZ 2.63%
13 WBIE 2.27%
14 DVLU 2.17%
15 SMRI 2.02%
16 RCD 1.94%
17 RSPD 1.94%
18 PXLG 1.94%
19 VFLO 1.93%
20 FFTY 1.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.69M (11.81%) -201.84K
Decreased by -0.85%
Dec 31, 24
2 BlackRock Inc 22.30M (11.11%) 207.28K
Increased by +0.93%
Dec 31, 24
3 Franklin Resources Inc 11.94M (5.95%) 683.59K
Increased by +5.73%
Dec 31, 24
4 Putnam Investments, LLC., a Franklin Templeton company 11.01M (5.49%) 197.66K
Increased by +1.80%
Dec 31, 23
5 Putnam Investments LLC 10.81M (5.39%) -411.56K
Decreased by -3.81%
Sep 30, 23
6 State Street Corp 10.74M (5.35%) 205.52K
Increased by +1.91%
Dec 31, 24
7 State Street Corporation 10.66M (5.31%) 8.68K
Increased by +0.08%
Mar 31, 24
8 FMR Inc 7.19M (3.58%) -1.86M
Decreased by -25.82%
Dec 31, 24
9 Greenhaven Associates Inc 5.58M (2.78%) -8.95K
Decreased by -0.16%
Dec 31, 24
10 Geode Capital Management, LLC 5.12M (2.55%) 64.95K
Increased by +1.27%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 4.10M (2.04%) -182.10K
Decreased by -4.44%
Dec 31, 24
12 NORGES BANK 3.93M (1.96%) 220.28K
Increased by +5.61%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 3.16M (1.57%) 147.87K
Increased by +4.68%
Dec 31, 24
14 LSV Asset Management 3.03M (1.51%) -225.66K
Decreased by -7.45%
Dec 31, 24
15 Pacer Advisors, INC. 2.97M (1.48%) -34.92K
Decreased by -1.18%
Jun 30, 24
16 Amvescap Plc. 2.86M (1.42%) -996.51K
Decreased by -34.87%
Dec 31, 24
17 JPMorgan Chase & Co 2.54M (1.27%) -745.98K
Decreased by -29.32%
Dec 31, 24
18 Northern Trust Corp 2.43M (1.21%) 315.15K
Increased by +12.99%
Dec 31, 24
19 Ameriprise Financial Inc 2.30M (1.15%) -539.59K
Decreased by -23.48%
Dec 31, 24
20 AQR Capital Management LLC 2.06M (1.03%) -1.09M
Decreased by -53.12%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Putnam Large Cap Value A 6.50M (3.24%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 6.45M (3.22%) 25.30K
Increased by +0.39%
Feb 28, 25
3 Putnam US Large Cap Value Equity 6.36M (3.17%) 287.03K
Increased by +4.51%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 5.69M (2.83%) 39.97K
Increased by +0.70%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 4.43M (2.21%) 19.03K
Increased by +0.43%
Feb 28, 25
6 Pacer US Cash Cows 100 ETF 2.93M (1.46%) 1.03K
Increased by +0.04%
Jun 28, 24
7 SPDR® S&P 500 ETF Trust 2.60M (1.29%) -19.91K
Decreased by -0.77%
Mar 31, 24
8 Fidelity® 500 Index 2.56M (1.27%) 16.27K
Increased by +0.64%
Nov 30, 23
9 Fidelity 500 Index 2.56M (1.27%) 11.28K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 2.54M (1.26%) -18.88K
Decreased by -0.74%
Feb 28, 25
11 iShares Core S&P 500 ETF 2.41M (1.20%) -121.00
Decreased by -0.01%
Feb 28, 25
12 iShares MSCI USA Quality Factor ETF 2.01M (1.00%) 11.27K
Increased by +0.56%
Feb 28, 25
13 iShares US Home Construction ETF 1.97M (0.98%) -14.59K
Decreased by -0.74%
Feb 28, 25
14 Oakmark Investor 1.95M (0.97%) -1.80M
Decreased by -92.12%
Sep 30, 23
15 Vanguard Value Index Inv 1.77M (0.88%) 7.53K
Increased by +0.43%
Feb 28, 25
16 Performer (AFRIS) 1.68M (0.84%) 1.68M
Increased by +100.00%
Feb 29, 24
17 Putnam Large Cap Value Trust IA 1.41M (0.70%) 0.00
Increased by 0.00%
Feb 28, 25
18 Vanguard Mid-Cap Value ETF 1.38M (0.69%) 2.43K
Increased by +0.18%
Feb 28, 25
19 Six Circles U.S. Unconstrained Equity 1.38M (0.69%) 116.80K
Increased by +8.47%
Dec 31, 24
20 The Consumer Discret Sel SectSPDR® ETF 1.31M (0.65%) -2.54K
Decreased by -0.19%
Feb 28, 25