Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 10.65%
2 CLAW 9.90%
3 ITB 8.06%
4 NAIL 6.25%
5 JHAC 4.86%
6 UTRN 4.10%
7 BAMV 4.04%
8 PKB 4.02%
9 ICAP 3.37%
10 XHB 3.34%
11 WBIE 3.13%
12 EAGL 3.03%
13 LBAY 2.87%
14 VFLO 2.76%
15 NVQ_old 2.63%
16 NVQ 2.63%
17 EWO 2.30%
18 FTDS 2.23%
19 BOUT 2.16%
20 BDVG 2.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.50M (11.59%) -1.16M
Decreased by -4.73%
Dec 31, 25
2 BlackRock Inc 21.19M (10.03%) -247.01K
Decreased by -1.17%
Sep 30, 25
3 State Street Corporation 11.58M (5.48%) -226.93K
Decreased by -1.96%
Mar 31, 24
4 JPMorgan Chase & Co 11.27M (5.34%) 6.17M
Increased by +54.76%
Sep 30, 25
5 Eagle Capital Management LLC 10.99M (5.20%) 1.53M
Increased by +13.94%
Dec 31, 25
6 State Street Corp 10.50M (4.97%) -336.67K
Decreased by -3.21%
Sep 30, 25
7 Greenhaven Associates Inc 10.09M (4.78%) 440.75K
Increased by +4.37%
Dec 31, 25
8 Aristotle Capital Management LLC 8.73M (4.13%) -416.58K
Decreased by -4.77%
Dec 31, 25
9 Berkshire Hathaway Inc 7.05M (3.34%) 1.96K
Increased by +0.03%
Sep 30, 25
10 Manufacturers Life Insurance Co 6.09M (2.88%) -457.86K
Decreased by -7.52%
Dec 31, 25
11 Geode Capital Management, LLC 5.62M (2.66%) -315.74K
Decreased by -5.62%
Dec 31, 25
12 Barrow Hanley Mewhinney & Strauss LLC 4.73M (2.24%) 603.00K
Increased by +12.74%
Sep 30, 25
13 Morgan Stanley - Brokerage Accounts 4.35M (2.06%) 646.63K
Increased by +14.87%
Sep 30, 25
14 Principal Financial Group Inc 3.49M (1.65%) 129.80K
Increased by +3.71%
Sep 30, 25
15 Pacer Advisors, INC. 3.27M (1.55%) 589.55K
Increased by +18.02%
Dec 31, 24
16 Capital World Investors 3.26M (1.54%) 5.07K
Increased by +0.16%
Dec 31, 25
17 Wellington Management Company LLP 3.24M (1.53%) 515.38K
Increased by +15.91%
Dec 31, 24
18 Alpine Investment Management LLC 3.22M (1.52%) 335.04K
Increased by +10.42%
Dec 31, 25
19 FMR Inc 3.21M (1.52%) -2.77M
Decreased by -86.37%
Dec 31, 25
20 Arrowstreet Capital Limited Partnership 3.06M (1.45%) -188.53K
Decreased by -6.17%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 22.32M (10.56%) 22.32M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 6.93M (3.28%) -113.06K
Decreased by -1.63%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.64M (3.14%) 48.13K
Increased by +0.72%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 5.76M (2.73%) 24.64K
Increased by +0.43%
Feb 28, 26
5 Vanguard 500 Index Investor 5.55M (2.63%) 52.84K
Increased by +0.95%
Feb 28, 26
6 Vanguard Mid Cap Index Institutional 4.45M (2.10%) 16.23K
Increased by +0.37%
Feb 28, 26
7 iShares U.S. Equity Fac Rotation Act ETF 3.09M (1.46%) 0.00
Increased by 0.00%
Nov 30, 24
8 Fidelity® 500 Index 2.94M (1.39%) 18.73K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 2.93M (1.39%) 18.35K
Increased by +0.63%
Feb 29, 24
10 SPDR® S&P 500 ETF 2.90M (1.37%) -110.89K
Decreased by -3.82%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 2.83M (1.34%) -14.80K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.80M (1.32%) 34.41K
Increased by +1.23%
Aug 31, 25
13 iShares Core S&P 500 ETF 2.75M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
14 Fidelity 500 Index 2.74M (1.30%) 12.71K
Increased by +0.46%
Jan 31, 26
15 BlackRock U.S. Equity Factor Rttn ETF 2.67M (1.26%) 4.11K
Increased by +0.15%
Sep 30, 24
16 Vanguard Windsor II Inv 2.58M (1.22%) 0.00
Increased by 0.00%
Dec 31, 25
17 Vanguard Windsor™ II Inv 2.58M (1.22%) 0.00
Increased by 0.00%
Jun 30, 25
18 State Street® SPDR® S&P 500® ETF 2.54M (1.20%) -19.28K
Decreased by -0.76%
Feb 28, 26
19 Fidelity® Contrafund® 2.48M (1.18%) 179.80K
Increased by +7.24%
Nov 30, 23
20 Vanguard Wellington™ Inv 2.45M (1.16%) -768.03K
Decreased by -31.37%
Jun 30, 24