Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITB 8.74%
2 HOML 7.75%
3 CLAW 7.16%
4 FCTE 5.16%
5 NAIL 5.01%
6 PKB 4.62%
7 MDPL 3.58%
8 XHB 3.42%
9 ZIG 3.36%
10 WBIF 3.18%
11 RISN 2.94%
12 BUL 2.85%
13 KONG 2.65%
14 PEZ 2.63%
15 VFLO 2.59%
16 WBIE 2.27%
17 DVLU 2.17%
18 SMRI 2.11%
19 RCD 2.05%
20 RSPD 2.04%

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. 2.61M (1.31%) -246.16K
Decreased by -9.43%
Mar 31, 25
18 Ameriprise Financial Inc 2.57M (1.29%) 271.92K
Increased by +10.58%
Mar 31, 25
19 First Trust Advisors L.P. 2.52M (1.27%) 1.45M
Increased by +57.67%
Mar 31, 25
20 Northern Trust Corp 2.30M (1.16%) -121.08K
Decreased by -5.25%
Mar 31, 25

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%
May 31, 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%) 3.97K
Increased by +0.06%
May 31, 25
5 Vanguard Institutional 500 Index Trust 5.76M (2.90%) 41.42K
Increased by +0.72%
May 31, 25
6 Vanguard Mid Cap Index Institutional 4.44M (2.24%) 42.79K
Increased by +0.96%
May 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 2.56M (1.29%) 16.27K
Increased by +0.64%
Nov 30, 23
9 Fidelity 500 Index 2.54M (1.28%) 3.14K
Increased by +0.12%
Apr 30, 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 2.42M (1.22%) -10.83K
Decreased by -0.45%
May 31, 25
13 iShares Core S&P 500 ETF 2.35M (1.18%) 0.00
Increased by 0.00%
May 31, 25
14 First Trust Rising Dividend Achiev ETF 2.34M (1.18%) 992.00
Increased by +0.04%
May 29, 25
15 iShares MSCI USA Quality Factor ETF 2.19M (1.10%) 0.00
Increased by 0.00%
May 31, 25
16 Oakmark Investor 1.95M (0.98%) -1.80M
Decreased by -92.12%
Sep 30, 23
17 Vanguard Value Index Inv 1.78M (0.90%) 1.24K
Increased by +0.07%
May 31, 25
18 iShares US Home Construction ETF 1.77M (0.89%) 0.00
Increased by 0.00%
May 31, 25
19 Performer (AFRIS) 1.68M (0.84%) 1.68M
Increased by +100.00%
Feb 29, 24
20 Six Circles U.S. Unconstrained Equity 1.57M (0.79%) 187.49K
Increased by +11.96%
Mar 31, 25