Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 7.75%
2 CLAW 7.16%
3 FCTE 5.16%
4 NAIL 5.11%
5 PKB 4.62%
6 ZIG 3.38%
7 XHB 3.31%
8 WBIF 3.18%
9 RISN 3.01%
10 BUL 2.80%
11 PEZ 2.63%
12 KONG 2.48%
13 WBIE 2.27%
14 DVLU 2.17%
15 SMRI 2.12%
16 FTGS 2.02%
17 RSPD 2.02%
18 RCD 2.02%
19 PXLG 1.94%
20 VFLO 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.69M (11.93%) -201.84K
Decreased by -0.85%
Dec 31, 24
2 BlackRock Inc 22.30M (11.23%) 207.28K
Increased by +0.93%
Dec 31, 24
3 Franklin Resources Inc 11.94M (6.01%) 683.59K
Increased by +5.73%
Dec 31, 24
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 Corp 10.74M (5.40%) 205.52K
Increased by +1.91%
Dec 31, 24
7 State Street Corporation 10.66M (5.37%) 8.68K
Increased by +0.08%
Mar 31, 24
8 FMR Inc 7.19M (3.62%) -1.86M
Decreased by -25.82%
Dec 31, 24
9 Greenhaven Associates Inc 5.59M (2.81%) 3.10K
Increased by +0.06%
Mar 31, 25
10 Geode Capital Management, LLC 5.12M (2.58%) 64.95K
Increased by +1.27%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 4.10M (2.06%) -182.10K
Decreased by -4.44%
Dec 31, 24
12 NORGES BANK 3.93M (1.98%) 220.28K
Increased by +5.61%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 3.16M (1.59%) 147.87K
Increased by +4.68%
Dec 31, 24
14 LSV Asset Management 3.03M (1.52%) -225.66K
Decreased by -7.45%
Dec 31, 24
15 Pacer Advisors, INC. 2.97M (1.49%) -34.92K
Decreased by -1.18%
Jun 30, 24
16 Amvescap Plc. 2.86M (1.44%) -996.51K
Decreased by -34.87%
Dec 31, 24
17 JPMorgan Chase & Co 2.54M (1.28%) -745.98K
Decreased by -29.32%
Dec 31, 24
18 Northern Trust Corp 2.43M (1.22%) 315.15K
Increased by +12.99%
Dec 31, 24
19 Ameriprise Financial Inc 2.30M (1.16%) -539.59K
Decreased by -23.48%
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 Vanguard US Total Market Shares ETF 6.58M (3.31%) -88.78K
Decreased by -1.35%
Sep 30, 24
2 Putnam Large Cap Value A 6.50M (3.27%) 0.00
Increased by 0.00%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 6.45M (3.25%) 25.30K
Increased by +0.39%
Feb 28, 25
4 Putnam US Large Cap Value Equity 6.36M (3.20%) 287.03K
Increased by +4.51%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 5.63M (2.83%) -62.62K
Decreased by -1.11%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 4.36M (2.19%) -69.31K
Decreased by -1.59%
Mar 31, 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 2.57M (1.29%) 11.44K
Increased by +0.45%
Feb 28, 25
9 Fidelity® 500 Index 2.56M (1.29%) 16.27K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF 2.52M (1.27%) -71.84K
Decreased by -2.85%
Mar 31, 25
11 iShares Core S&P 500 ETF 2.47M (1.24%) 7.14K
Increased by +0.29%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 2.45M (1.23%) -12.85K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 2.42M (1.22%) -40.70K
Decreased by -1.68%
Mar 31, 25
14 First Trust Rising Dividend Achiev ETF 2.26M (1.14%) 1.49K
Increased by +0.07%
Mar 31, 25
15 iShares MSCI USA Quality Factor ETF 2.00M (1.01%) 9.50K
Increased by +0.47%
Mar 31, 25
16 Oakmark Investor 1.95M (0.98%) -1.80M
Decreased by -92.12%
Sep 30, 23
17 iShares US Home Construction ETF 1.89M (0.95%) 0.00
Increased by 0.00%
Mar 31, 25
18 Vanguard Value Index Inv 1.77M (0.89%) 3.65K
Increased by +0.21%
Mar 31, 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%
Feb 28, 25