13FBOX
Hopwood Nicholas Hunter · 13F Holdings
Options Calculator Rankings

Hopwood Nicholas Hunter

No.5150 Data as of 2026Q2
Latest AUM (Q2 2026)
$364.5M
QoQ Change Q1 2026
+$364.5Mnew
Holdings
131
New Buys
131
Adds
0
Reduces
0
Exits
0
Unchanged
0
Holdings Value Trend
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVUG
6.2%$22.6M262,180$00+262,180New Buy
VVANGUARD FTSEVEA
6.04%$22.0M308,894$00+308,894New Buy
SSTATE STREETSPYM
4.82%$17.6M199,881$00+199,881New Buy
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS
4.81%$17.5M130,148$00+130,148New Buy
VVANGUARD INDEX FDSVTV
4.73%$17.3M79,163$00+79,163New Buy
PPimco Active Bond ETFBOND
4.05%$14.8M160,276$00+160,276New Buy
PPIMCO ETF TRPYLD
3.36%$12.2M461,330$00+461,330New Buy
CCAPITAL GROUP CORE BALANCEDCGBL
3.01%$11.0M288,664$00+288,664New Buy
IISHARES TRAOA
2.77%$10.1M103,374$00+103,374New Buy
VVANGUARD FSTEVWO
2.12%$7.7M129,401$00+129,401New Buy
IISHARES TRAOR
2.09%$7.6M109,627$00+109,627New Buy
GGENERAL DYNAMICS CORPVTI
2.08%$7.6M20,501$00+20,501New Buy
CCAPITAL GROUP GBL GROWTH EQTCGGR
1.85%$6.7M158,961$00+158,961New Buy
CCAPITAL GROUP DIVIDEND GROWECGDG
1.81%$6.6M175,686$00+175,686New Buy
BBLACKROCK ETF TRUSTDYNF
1.68%$6.1M90,074$00+90,074New Buy
IISHARES TRIVW
1.62%$5.9M42,933$00+42,933New Buy
IISHARES MSCI ACWI EX U.S. ETFACWX
1.56%$5.7M74,935$00+74,935New Buy
VVANGUARD TOTALBNDX
1.53%$5.6M115,463$00+115,463New Buy
IISHARES S&PIVE
1.52%$5.5M24,417$00+24,417New Buy
CCAPITAL GROUP DIVIDEND VALUECCBG
1.47%$5.4M108,680$00+108,680New Buy
VVANGUARD BD INDEX FDSBSV
1.46%$5.3M68,194$00+68,194New Buy
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
1.39%$5.0M61,202$00+61,202New Buy
VVANGUARD INDEX FDSVB
1.35%$4.9M16,229$00+16,229New Buy
CCAPITAL GROUP GLOBAL EQUITYCGGE
1.28%$4.7M132,891$00+132,891New Buy
JJ P MORGAN EXCHANGE TRADED FJPIE
1.18%$4.3M93,644$00+93,644New Buy
CCAPITAL GROUP GROWTH ETFCGGR
1.17%$4.3M90,645$00+90,645New Buy
IISHARES TRIUSB
1.13%$4.1M88,956$00+88,956New Buy
BBLACKROCK ETF TRUSTCORO
1.11%$4.1M110,702$00+110,702New Buy
JJ P MORGAN EXCHANGE TRADED FJBND
1.09%$4.0M74,153$00+74,153New Buy
JJPMORGAN CORE PLUS BOND ETFJCPB
1.04%$3.8M80,853$00+80,853New Buy
CCAPITAL GROUP CORE EQUITY ETCGUS
1.01%$3.7M82,397$00+82,397New Buy
BBLACKROCK ETF TRUSTBAI
0.86%$3.1M59,727$00+59,727New Buy
CCAPITAL GROUP INTL FOCUS EQTCGXU
0.86%$3.1M90,380$00+90,380New Buy
CCAPITAL GROUP FIXED INCOME ETFRFCI
0.75%$2.7M122,804$00+122,804New Buy
IINVESCO EXCH TRADED FD TR IISPMO
0.74%$2.7M16,670$00+16,670New Buy
IISHARES MSCI ACWI ETFTOK
0.73%$2.7M17,048$00+17,048New Buy
VVANGUARD SCOTTSDALE FDSVMBS
0.7%$2.6M54,870$00+54,870New Buy
VVANGUARD BD INDEX FDSBIV
0.7%$2.5M33,072$00+33,072New Buy
VVANGUARD BD INDEX FDSBLV
0.69%$2.5M36,356$00+36,356New Buy
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
0.68%$2.5M31,220$00+31,220New Buy
CCAPITAL GROUP CONSERVATIVE ECGCV
0.67%$2.5M74,531$00+74,531New Buy
JJ P MORGAN EXCHANGE TRADED FJGRO
0.67%$2.5M24,918$00+24,918New Buy
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.66%$2.4M103,755$00+103,755New Buy
SSTATE STR SPDR S&P 500 ETF TSPY
0.64%$2.3M3,147$00+3,147New Buy
BBLACKROCK ETF TRUSTBLCR
0.6%$2.2M43,318$00+43,318New Buy
CCAPITAL GRP FIXED INCM ETF TCGCB
0.58%$2.1M80,785$00+80,785New Buy
JJ P Morgan Exchange-Traded FD TR Global Select Equity ETFJGLO
0.57%$2.1M29,107$00+29,107New Buy
GGLOBAL X FDSSHLD
0.55%$2.0M33,339$00+33,339New Buy
APPLE INCAAPL
0.49%$1.8M6,215$00+6,215New Buy
BBLACKROCK ETF TRUSTTHRO
0.49%$1.8M41,285$00+41,285New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow