Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITB 8.86%
2 HOML 7.75%
3 CLAW 7.16%
4 NAIL 5.91%
5 FCTE 5.16%
6 PKB 4.62%
7 ZIG 3.43%
8 XHB 3.41%
9 MDPL 3.37%
10 WBIF 3.18%
11 KONG 2.98%
12 RISN 2.94%
13 BUL 2.81%
14 RULE 2.72%
15 PEZ 2.63%
16 DFND 2.34%
17 SMRI 2.31%
18 FTGS 2.28%
19 FGSI 2.27%
20 WBIE 2.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.40M (11.97%) -92.23K
Decreased by -0.39%
Jun 30, 25
2 BlackRock Inc 21.66M (11.08%) -125.40K
Decreased by -0.58%
Jun 30, 25
3 Franklin Resources Inc 12.29M (6.29%) 95.06K
Increased by +0.77%
Jun 30, 25
4 Putnam Investments, LLC., a Franklin Templeton company 11.01M (5.63%) 197.66K
Increased by +1.80%
Dec 31, 23
5 Putnam Investments LLC 10.81M (5.53%) -411.56K
Decreased by -3.81%
Sep 30, 23
6 State Street Corporation 10.66M (5.45%) 8.68K
Increased by +0.08%
Mar 31, 24
7 State Street Corp 9.96M (5.09%) -79.42K
Decreased by -0.80%
Jun 30, 25
8 FMR Inc 6.18M (3.16%) -1.54M
Decreased by -24.94%
Jun 30, 25
9 Greenhaven Associates Inc 5.58M (2.85%) -6.90K
Decreased by -0.12%
Jun 30, 25
10 Geode Capital Management, LLC 5.28M (2.70%) 752.00
Increased by +0.01%
Jun 30, 25
11 NORGES BANK 3.83M (1.96%) -92.14K
Decreased by -2.40%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 3.40M (1.74%) -347.06K
Decreased by -10.20%
Jun 30, 25
13 First Trust Advisors L.P. 3.20M (1.64%) 683.73K
Increased by +21.37%
Jun 30, 25
14 Pacer Advisors, INC. 2.97M (1.52%) -34.92K
Decreased by -1.18%
Jun 30, 24
15 LSV Asset Management 2.91M (1.49%) -5.28K
Decreased by -0.18%
Jun 30, 25
16 JPMorgan Chase & Co 2.80M (1.43%) -686.47K
Decreased by -24.52%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 2.76M (1.41%) -325.27K
Decreased by -11.80%
Jun 30, 25
18 Amvescap Plc. 2.63M (1.35%) 23.05K
Increased by +0.88%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc 2.54M (1.30%) 505.08K
Increased by +19.87%
Jun 30, 25
20 Ameriprise Financial Inc 2.47M (1.26%) -100.19K
Decreased by -4.06%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Putnam Large Cap Value A 6.65M (3.40%) 0.00
Increased by 0.00%
Jul 31, 25
2 Putnam US Large Cap Value Equity 6.65M (3.40%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 6.58M (3.37%) -88.78K
Decreased by -1.35%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.30M (3.22%) -140.66K
Decreased by -2.23%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 5.76M (2.95%) 41.42K
Increased by +0.72%
May 31, 25
6 Vanguard 500 Index Investor 4.96M (2.54%) -727.14K
Decreased by -14.65%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 4.47M (2.29%) 47.95K
Increased by +1.07%
Jul 31, 25
8 First Trust Rising Dividend Achiev ETF 2.66M (1.36%) 3.72K
Increased by +0.14%
Aug 28, 25
9 SPDR® S&P 500 ETF Trust 2.60M (1.33%) -19.91K
Decreased by -0.77%
Mar 31, 24
10 Fidelity® 500 Index 2.56M (1.31%) 16.27K
Increased by +0.64%
Nov 30, 23
11 Fidelity 500 Index 2.54M (1.30%) 1.08K
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500 ETF 2.52M (1.29%) -71.84K
Decreased by -2.85%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 2.45M (1.25%) -12.85K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.43M (1.24%) 29.85K
Increased by +1.23%
Aug 31, 25
15 iShares Core S&P 500 ETF 2.41M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
16 iShares MSCI USA Quality Factor ETF 2.19M (1.12%) 0.00
Increased by 0.00%
Aug 31, 25
17 iShares US Home Construction ETF 2.17M (1.11%) 0.00
Increased by 0.00%
Aug 31, 25
18 Oakmark Investor 1.95M (1.00%) -1.80M
Decreased by -92.12%
Sep 30, 23
19 Vanguard Value Index Inv 1.78M (0.91%) -2.32K
Decreased by -0.13%
Jul 31, 25
20 Performer (AFRIS) 1.68M (0.86%) 1.68M
Increased by +100.00%
Feb 29, 24