Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 8.77%
2 CLAW 6.09%
3 RVER 5.08%
4 FOVL 3.96%
5 SMCF 3.61%
6 PEZ 3.60%
7 XHB 3.40%
8 NAIL 3.23%
9 RISN 3.18%
10 FFTY 2.93%
11 RJMG 2.91%
12 PJFV 2.60%
13 DVLU 2.46%
14 PKB 2.22%
15 PRAY 2.13%
16 BRNY 2.08%
17 SMRI 1.90%
18 VFLO 1.77%
19 XMMO 1.72%
20 SYV 1.65%

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 5.56M (5.71%) 26.08K
Increased by +0.47%
Mar 31, 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 Amvescap Plc. 1.90M (1.95%) 236.40K
Increased by +12.42%
Dec 31, 24
15 JPMorgan Chase & Co 1.87M (1.92%) -1.64M
Decreased by -87.90%
Sep 30, 24
16 Qube Research & Technologies 1.77M (1.82%) 537.84K
Increased by +30.41%
Mar 31, 25
17 Acadian Asset Management LLC 1.49M (1.53%) 1.33M
Increased by +89.35%
Sep 30, 23
18 AQR Capital Management LLC 1.42M (1.46%) 208.06K
Increased by +14.60%
Mar 31, 25
19 Allianz Asset Management AG 1.27M (1.30%) 41.48K
Increased by +3.26%
Jun 30, 24
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 (3.34%) -33.46K
Decreased by -1.03%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 3.23M (3.32%) -10.42K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 3.20M (3.28%) 46.86K
Increased by +1.47%
Apr 30, 25
5 Vanguard Small Cap Index 2.51M (2.57%) 14.63K
Increased by +0.58%
Apr 30, 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%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 1.62M (1.66%) 5.09K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.59%) 11.56K
Increased by +0.75%
Apr 30, 25
12 MFS Mid Cap Value A 1.33M (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
13 American Funds Growth Fund of Amer A 1.30M (1.33%) -2.17K
Decreased by -0.17%
Mar 31, 25
14 Capital Group Growth Fnd of Amer Comp 1.30M (1.33%) -2.17K
Decreased by -0.17%
Mar 31, 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 1.03M (1.06%) 7.32K
Increased by +0.71%
Apr 30, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 788.83K (0.81%) -8.72K
Decreased by -1.11%
Apr 30, 25
18 Invesco S&P MidCap Quality ETF 765.35K (0.79%) 0.00
Increased by 0.00%
Apr 30, 25
19 DFA US Targeted Value I 704.78K (0.72%) 0.00
Increased by 0.00%
Jun 30, 24
20 Dimensional US Targeted Value ETF 686.75K (0.70%) 466.00
Increased by +0.07%
Jan 31, 24