Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITB 9.68%
2 HOML 7.75%
3 CLAW 7.16%
4 NAIL 5.27%
5 FCTE 5.16%
6 PKB 4.75%
7 MDPL 3.37%
8 XHB 3.29%
9 WBIF 3.18%
10 ZIG 3.06%
11 RISN 2.94%
12 KONG 2.93%
13 DVLU 2.83%
14 PEZ 2.63%
15 BUL 2.57%
16 RULE 2.48%
17 WBIE 2.27%
18 DFND 2.18%
19 QVAL 2.11%
20 RSPD 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.79M (12.06%) -200.33K
Decreased by -0.88%
Dec 31, 25
2 BlackRock Inc 19.26M (10.19%) 79.58K
Increased by +0.41%
Mar 31, 26
3 Franklin Resources Inc 14.98M (7.93%) 1.42M
Increased by +9.50%
Mar 31, 26
4 Vanguard Capital Management, LLC 12.51M (6.62%) 12.51M
Increased by +100.00%
Mar 31, 26
5 Putnam Investments, LLC., a Franklin Templeton company 11.01M (5.82%) 197.66K
Increased by +1.80%
Dec 31, 23
6 Putnam Investments LLC 10.81M (5.72%) -411.56K
Decreased by -3.81%
Sep 30, 23
7 State Street Corporation 10.66M (5.64%) 8.68K
Increased by +0.08%
Mar 31, 24
8 State Street Corp 8.89M (4.70%) -229.06K
Decreased by -2.58%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 8.18M (4.33%) 8.18M
Increased by +100.00%
Mar 31, 26
10 JPMorgan Chase & Co 6.74M (3.57%) 3.94M
Increased by +58.46%
Sep 30, 25
11 Greenhaven Associates Inc 5.50M (2.91%) -37.32K
Decreased by -0.68%
Mar 31, 26
12 T. Rowe Price Associates, Inc. 5.49M (2.90%) 1.20M
Increased by +21.91%
Mar 31, 26
13 FMR Inc 5.38M (2.85%) -1.18M
Decreased by -22.01%
Mar 31, 26
14 Geode Capital Management, LLC 5.27M (2.79%) 57.67K
Increased by +1.09%
Mar 31, 26
15 First Trust Advisors L.P. 4.31M (2.28%) 313.58K
Increased by +7.27%
Mar 31, 26
16 NORGES BANK 3.98M (2.11%) 145.59K
Increased by +3.66%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 3.15M (1.67%) 26.79K
Increased by +0.85%
Mar 31, 26
18 Pacer Advisors, INC. 2.97M (1.57%) -34.92K
Decreased by -1.18%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 2.92M (1.54%) 201.15K
Increased by +6.89%
Mar 31, 26
20 LSV Asset Management 2.66M (1.41%) -63.25K
Decreased by -2.38%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Putnam Large Cap Value A 7.15M (3.78%) 0.00
Increased by 0.00%
Apr 30, 26
2 Putnam US Large Cap Value Equity 6.77M (3.58%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 6.58M (3.48%) -88.78K
Decreased by -1.35%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.12M (3.24%) 14.66K
Increased by +0.24%
Apr 30, 26
5 Vanguard Institutional 500 Index Trust 5.76M (3.05%) 41.42K
Increased by +0.72%
May 31, 25
6 Vanguard 500 Index Investor 4.98M (2.64%) 88.88K
Increased by +1.78%
Apr 30, 26
7 Vanguard Mid Cap Index Institutional 4.16M (2.20%) 9.22K
Increased by +0.22%
Apr 30, 26
8 First Trust Rising Dividend Achiev ETF 3.23M (1.71%) 0.00
Increased by 0.00%
May 31, 26
9 SPDR® S&P 500 ETF Trust 2.60M (1.37%) -19.91K
Decreased by -0.77%
Mar 31, 24
10 Fidelity® 500 Index 2.56M (1.35%) 16.27K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 2.53M (1.34%) 7.73K
Increased by +0.31%
May 29, 26
12 SPDR® S&P 500 ETF 2.52M (1.33%) -71.84K
Decreased by -2.85%
Mar 31, 25
13 Fidelity 500 Index 2.46M (1.30%) 8.47K
Increased by +0.34%
Apr 30, 26
14 SPDR® S&P 500® ETF Trust 2.45M (1.30%) -12.85K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.43M (1.28%) 29.85K
Increased by +1.23%
Aug 31, 25
16 State Street® SPDR® S&P 500® ETF 2.31M (1.22%) 2.46K
Increased by +0.11%
May 31, 26
17 iShares US Home Construction ETF 1.98M (1.05%) 0.00
Increased by 0.00%
May 29, 26
18 Oakmark Investor 1.95M (1.03%) -1.80M
Decreased by -92.12%
Sep 30, 23
19 Vanguard Value Index Inv 1.78M (0.94%) 5.66K
Increased by +0.32%
Apr 30, 26
20 Putnam Large Cap Value Trust IA 1.73M (0.92%) 35.70K
Increased by +2.06%
Apr 30, 26