Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 7.75%
2 CLAW 7.16%
3 NAIL 6.19%
4 FCTE 5.16%
5 PKB 4.62%
6 XHB 3.31%
7 ZIG 3.27%
8 WBIF 3.18%
9 KONG 3.10%
10 RISN 2.94%
11 PEZ 2.63%
12 BUL 2.39%
13 WBIE 2.27%
14 DVLU 2.17%
15 PVAL 1.98%
16 PXLG 1.94%
17 FFTY 1.91%
18 LST 1.90%
19 SMRI 1.89%
20 VFLO 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.49M (11.83%) -203.79K
Decreased by -0.87%
Mar 31, 25
2 BlackRock Inc 21.78M (10.97%) -520.66K
Decreased by -2.39%
Mar 31, 25
3 Franklin Resources Inc 12.20M (6.14%) 257.71K
Increased by +2.11%
Mar 31, 25
4 Putnam Investments, LLC., a Franklin Templeton company 11.01M (5.54%) 197.66K
Increased by +1.80%
Dec 31, 23
5 Putnam Investments LLC 10.81M (5.44%) -411.56K
Decreased by -3.81%
Sep 30, 23
6 State Street Corporation 10.66M (5.37%) 8.68K
Increased by +0.08%
Mar 31, 24
7 State Street Corp 10.04M (5.05%) -700.63K
Decreased by -6.98%
Mar 31, 25
8 FMR Inc 7.73M (3.89%) 541.22K
Increased by +7.00%
Mar 31, 25
9 Greenhaven Associates Inc 5.59M (2.81%) 3.10K
Increased by +0.06%
Mar 31, 25
10 Geode Capital Management, LLC 5.27M (2.66%) 153.45K
Increased by +2.91%
Mar 31, 25
11 NORGES BANK 3.93M (1.98%) 220.28K
Increased by +5.61%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 3.75M (1.89%) -351.35K
Decreased by -9.37%
Mar 31, 25
13 JPMorgan Chase & Co 3.49M (1.76%) 942.49K
Increased by +27.03%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 3.08M (1.55%) -76.91K
Decreased by -2.50%
Mar 31, 25
15 Pacer Advisors, INC. 2.97M (1.49%) -34.92K
Decreased by -1.18%
Jun 30, 24
16 LSV Asset Management 2.91M (1.47%) -117.10K
Decreased by -4.02%
Mar 31, 25
17 Amvescap Plc. 2.86M (1.44%) -996.51K
Decreased by -34.87%
Dec 31, 24
18 Ameriprise Financial Inc 2.57M (1.29%) 271.92K
Increased by +10.58%
Mar 31, 25
19 Northern Trust Corp 2.43M (1.22%) 315.15K
Increased by +12.99%
Dec 31, 24
20 AQR Capital Management LLC 2.06M (1.04%) -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 6.65M (3.35%) 0.00
Increased by 0.00%
Apr 30, 25
2 Putnam US Large Cap Value Equity 6.65M (3.35%) 293.65K
Increased by +4.42%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 6.58M (3.31%) -88.78K
Decreased by -1.35%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.49M (3.27%) 114.04K
Increased by +1.76%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 5.72M (2.88%) 91.79K
Increased by +1.61%
Apr 30, 25
6 Vanguard Mid Cap Index Institutional 4.40M (2.22%) 42.02K
Increased by +0.95%
Apr 30, 25
7 SPDR® S&P 500 ETF Trust 2.60M (1.31%) -19.91K
Decreased by -0.77%
Mar 31, 24
8 Fidelity® 500 Index 2.56M (1.29%) 16.27K
Increased by +0.64%
Nov 30, 23
9 Fidelity 500 Index 2.54M (1.28%) -28.48K
Decreased by -1.12%
Mar 31, 25
10 SPDR® S&P 500 ETF 2.52M (1.27%) -71.84K
Decreased by -2.85%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 2.45M (1.23%) -12.85K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.44M (1.23%) -14.64K
Decreased by -0.60%
Apr 30, 25
13 iShares Core S&P 500 ETF 2.40M (1.21%) -2.50K
Decreased by -0.10%
Apr 30, 25
14 First Trust Rising Dividend Achiev ETF 2.31M (1.16%) 2.48K
Increased by +0.11%
Apr 30, 25
15 iShares US Home Construction ETF 2.09M (1.05%) 14.84K
Increased by +0.71%
Apr 30, 25
16 iShares MSCI USA Quality Factor ETF 2.00M (1.01%) 2.46K
Increased by +0.12%
Apr 30, 25
17 Oakmark Investor 1.95M (0.98%) -1.80M
Decreased by -92.12%
Sep 30, 23
18 Vanguard Value Index Inv 1.78M (0.89%) 4.00K
Increased by +0.22%
Apr 30, 25
19 Performer (AFRIS) 1.68M (0.84%) 1.68M
Increased by +100.00%
Feb 29, 24
20 Putnam Large Cap Value Trust IA 1.41M (0.71%) 0.00
Increased by 0.00%
Apr 30, 25