Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.52%
2 UTRN 4.14%
3 NEWZ 4.01%
4 WBIL 3.92%
5 WBIF 3.09%
6 DVLU 2.42%
7 FXH 2.36%
8 PTH 2.22%
9 FCUS 2.22%
10 XHS 2.12%
11 RSPH 1.89%
12 GURU 1.83%
13 CPAI 1.73%
14 IHF 1.72%
15 RYH 1.48%
16 HCOW 1.34%
17 COWS 1.32%
18 SPVM 1.31%
19 SHRT 1.21%
20 WBIG 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.08M (12.85%) -73.04K
Decreased by -1.03%
Dec 31, 24
2 BlackRock Inc 5.00M (9.08%) 127.26K
Increased by +2.54%
Dec 31, 24
3 Arnhold & S. Bleichroeder Advisers, LLC 4.68M (8.49%) 44.10K
Increased by +0.94%
Dec 31, 24
4 State Street Corporation 2.72M (4.94%) 48.35K
Increased by +1.78%
Mar 31, 24
5 State Street Corp 2.70M (4.91%) -19.86K
Decreased by -0.73%
Dec 31, 24
6 FMR Inc 2.32M (4.21%) -505.53K
Decreased by -21.79%
Dec 31, 24
7 Geode Capital Management, LLC 1.71M (3.11%) 52.04K
Increased by +3.04%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 1.68M (3.05%) 494.44K
Increased by +29.42%
Jun 30, 24
9 Mariner Value Strategies, LLC 1.46M (2.66%) 6.40K
Increased by +0.44%
Sep 30, 23
10 Citadel Advisors Llc 1.30M (2.36%) -110.58K
Decreased by -8.52%
Dec 31, 24
11 Arrowstreet Capital Limited Partnership 1.29M (2.33%) -1.55K
Decreased by -0.12%
Dec 31, 24
12 Amvescap Plc. 1.24M (2.25%) 253.38K
Increased by +20.41%
Dec 31, 24
13 Goldman Sachs Group Inc 1.19M (2.15%) -132.86K
Decreased by -11.21%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.14M (2.07%) -44.29K
Decreased by -3.89%
Dec 31, 24
15 JPMorgan Chase & Co 1.12M (2.04%) -1.27M
Decreased by -112.96%
Dec 31, 24
16 Camber Capital Management LLC 950.00K (1.72%) -300.00K
Decreased by -31.58%
Jun 30, 24
17 Massachusetts Financial Services Company 928.18K (1.68%) -263.13K
Decreased by -28.35%
Dec 31, 24
18 Glenview Capital Management LLC 879.30K (1.60%) 146.04K
Increased by +16.61%
Dec 31, 24
19 LSV Asset Management 847.65K (1.54%) -29.14K
Decreased by -3.44%
Dec 31, 24
20 Millennium Management LLC 697.01K (1.27%) -175.86K
Decreased by -25.23%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 3.37M (6.11%) 0.00
Increased by 0.00%
Feb 28, 25
2 Performer (AFRIS) 2.05M (3.73%) 2.05M
Increased by +100.00%
Feb 29, 24
3 Fidelity® Low-Priced Stock 2.03M (3.68%) -277.29K
Decreased by -13.68%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 1.76M (3.19%) 2.61K
Increased by +0.15%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 1.63M (2.96%) 9.98K
Increased by +0.61%
Feb 28, 25
6 Vanguard Small Cap Index 1.42M (2.59%) 1.16K
Increased by +0.08%
Feb 28, 25
7 Fidelity Low-Priced Stock 1.03M (1.86%) -1.14K
Decreased by -0.11%
Dec 31, 24
8 Nuance Mid Cap Value Separate Account 977.32K (1.77%) -32.42K
Decreased by -3.32%
Sep 30, 23
9 Vanguard Small Cap Value Index Inv 937.92K (1.70%) -3.35K
Decreased by -0.36%
Feb 28, 25
10 Invesco S&P 500® Equal Weight ETF 801.07K (1.45%) 893.00
Increased by +0.11%
Feb 28, 25
11 Fidelity 500 Index 732.10K (1.33%) 3.23K
Increased by +0.44%
Jan 31, 25
12 SPDR® S&P 500® ETF Trust 726.25K (1.32%) -5.46K
Decreased by -0.75%
Feb 28, 25
13 Fidelity® 500 Index 724.11K (1.31%) 4.61K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500 ETF Trust 718.20K (1.30%) -1.55K
Decreased by -0.22%
Apr 30, 24
15 Invesco Comstock A 703.52K (1.28%) 0.00
Increased by 0.00%
May 31, 24
16 iShares Core S&P 500 ETF 690.07K (1.25%) -35.00
Decreased by -0.01%
Feb 28, 25
17 American Century U.S. Mid Cap Value 616.00K (1.12%) -114.80K
Decreased by -18.64%
Jun 30, 24
18 MFS Mid Cap Value A 570.68K (1.04%) 0.00
Increased by 0.00%
Feb 28, 25
19 MFS Mid Cap Value Equity 570.68K (1.04%) -143.37K
Decreased by -25.12%
Dec 31, 24
20 Invesco Large Cap Value 529.31K (0.96%) -174.21K
Decreased by -32.91%
Jun 30, 24