Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 8.77%
2 CLAW 6.09%
3 RVER 5.08%
4 ITB 4.57%
5 SMCF 4.19%
6 FOVL 3.96%
7 MDPL 3.78%
8 PJFV 3.73%
9 NAIL 3.60%
10 PEZ 3.60%
11 XHB 3.46%
12 RISN 3.18%
13 FFTY 2.93%
14 RJMG 2.91%
15 DVLU 2.46%
16 PRAY 2.37%
17 PKB 2.22%
18 CNAV 2.21%
19 BRNY 2.08%
20 TIME 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.62M (11.93%) -1.14M
Decreased by -9.79%
Mar 31, 25
2 Vanguard Group Inc 9.97M (10.23%) -392.88K
Decreased by -3.94%
Mar 31, 25
3 Greenhaven Associates Inc 5.60M (5.75%) 39.33K
Increased by +0.70%
Jun 30, 25
4 State Street Corporation 3.82M (3.92%) -53.42K
Decreased by -1.40%
Mar 31, 24
5 Lone Pine Capital LLC 3.80M (3.90%) 3.80M
Increased by +100.00%
Mar 31, 25
6 State Street Corp 3.60M (3.70%) -76.74K
Decreased by -2.13%
Mar 31, 25
7 Capital Research & Mgmt Co - Division 3 3.50M (3.59%) -215.04K
Decreased by -6.15%
Dec 31, 23
8 Capital World Investors 3.25M (3.34%) 1.85K
Increased by +0.06%
Mar 31, 25
9 FMR Inc 2.45M (2.52%) -76.67K
Decreased by -3.13%
Mar 31, 25
10 Geode Capital Management, LLC 2.29M (2.35%) 95.35K
Increased by +4.17%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 2.16M (2.22%) 375.37K
Increased by +17.38%
Mar 31, 25
12 Pacer Advisors, INC. 2.10M (2.15%) 54.10K
Increased by +2.58%
Jun 30, 24
13 Massachusetts Financial Services Company 1.93M (1.98%) -8.61K
Decreased by -0.45%
Mar 31, 25
14 JPMorgan Chase & Co 1.87M (1.92%) -1.64M
Decreased by -87.90%
Sep 30, 24
15 Qube Research & Technologies 1.77M (1.81%) 537.84K
Increased by +30.41%
Mar 31, 25
16 Acadian Asset Management LLC 1.49M (1.53%) 1.33M
Increased by +89.35%
Sep 30, 23
17 AQR Capital Management LLC 1.42M (1.46%) 208.06K
Increased by +14.60%
Mar 31, 25
18 Allianz Asset Management AG 1.27M (1.30%) 41.48K
Increased by +3.26%
Jun 30, 24
19 UBS Group AG 1.24M (1.27%) 444.73K
Increased by +35.93%
Mar 31, 25
20 Jennison Associates LLC 1.23M (1.26%) 341.98K
Increased by +27.89%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 15.95M (16.37%) 15.95M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 3.25M (3.33%) -33.46K
Decreased by -1.03%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 3.24M (3.33%) 1.70K
Increased by +0.05%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 3.21M (3.29%) 11.99K
Increased by +0.37%
May 31, 25
5 Vanguard Small Cap Index 2.52M (2.59%) 11.79K
Increased by +0.47%
May 31, 25
6 Pacer US Cash Cows 100 ETF 2.12M (2.18%) 2.92K
Increased by +0.14%
Aug 30, 24
7 American Funds Fundamental Invs A 2.02M (2.08%) 0.00
Increased by 0.00%
Dec 31, 23
8 Capital Group Fundamental Invtrs Comp 2.02M (2.08%) 0.00
Increased by 0.00%
Dec 31, 23
9 American Funds SMALLCAP World A 1.93M (1.98%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 1.62M (1.66%) -1.42K
Decreased by -0.09%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.56M (1.60%) 11.39K
Increased by +0.73%
May 31, 25
12 MFS Mid Cap Value A 1.38M (1.41%) 50.41K
Increased by +3.66%
May 31, 25
13 American Funds Growth Fund of Amer A 1.30M (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
14 Capital Group Growth Fnd of Amer Comp 1.30M (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
15 AF High Growth (AFRIS) 1.21M (1.24%) 1.21M
Increased by +100.00%
Feb 29, 24
16 iShares US Home Construction ETF 862.07K (0.88%) 3.70K
Increased by +0.43%
Jun 30, 25
17 Baron Real Estate Institutional 802.80K (0.82%) 287.85K
Increased by +35.86%
Jun 30, 25
18 Baron Real Estate Strategy 802.80K (0.82%) 287.85K
Increased by +35.86%
Jun 30, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 780.74K (0.80%) 9.51K
Increased by +1.22%
Jun 30, 25
20 Invesco S&P MidCap Quality ETF 755.36K (0.78%) 0.00
Increased by 0.00%
May 30, 25