Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRVS 4.08%
2 UTRN 3.96%
3 TPMN 3.34%
4 IBLN 3.32%
5 DIVP 2.03%
6 BLCV 1.96%
7 ACTX_old 1.95%
8 QDIV 1.84%
9 OAKM 1.55%
10 RYH 1.53%
11 MDEV 1.51%
12 IHI 1.38%
13 XHE 1.36%
14 RSPH 1.25%
15 SHRT 1.18%
16 MPAY 1.15%
17 KOOL 1.14%
18 CZA 1.02%
19 HTEC 0.99%
20 SMOT 0.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 66.93M (13.10%) 3.38M
Increased by +5.05%
Mar 31, 25
2 Vanguard Group Inc 61.05M (11.95%) 295.11K
Increased by +0.48%
Mar 31, 25
3 Dodge & Cox 51.46M (10.07%) 1.08M
Increased by +2.10%
Mar 31, 25
4 Pzena Investment Management, LLC 36.77M (7.20%) 3.13M
Increased by +8.52%
Mar 31, 25
5 State Street Corp 21.77M (4.26%) -21.20K
Decreased by -0.10%
Mar 31, 25
6 State Street Corporation 21.34M (4.18%) -14.37K
Decreased by -0.07%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 20.31M (3.97%) 4.33M
Increased by +21.30%
Mar 31, 25
8 Bank of New York Mellon Corp 14.20M (2.78%) -1.16M
Decreased by -8.15%
Mar 31, 25
9 Geode Capital Management, LLC 12.56M (2.46%) 109.37K
Increased by +0.87%
Mar 31, 25
10 JPMorgan Chase & Co 9.42M (1.84%) -1.40M
Decreased by -14.90%
Sep 30, 24
11 Harris Associates L.P. 9.00M (1.76%) 540.70K
Increased by +6.01%
Mar 31, 25
12 Generation Investment Management LLP 8.98M (1.76%) 654.61K
Increased by +7.29%
Mar 31, 24
13 Amvescap Plc. 8.44M (1.65%) -937.62K
Decreased by -11.10%
Mar 31, 25
14 Ameriprise Financial Inc 7.54M (1.48%) 83.97K
Increased by +1.11%
Mar 31, 25
15 Nordea Investment Mgmt Bank Demark A/s 7.10M (1.39%) 1.03M
Increased by +14.53%
Dec 31, 24
16 State Farm Mutual Automobile Ins Co 6.23M (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
17 Macquarie Group Ltd 6.19M (1.21%) -839.16K
Decreased by -13.55%
Mar 31, 25
18 Bank of America Corp 5.95M (1.17%) 1.93M
Increased by +32.38%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 5.76M (1.13%) 114.19K
Increased by +1.98%
Mar 31, 25
20 Camber Capital Management LLC 5.75M (1.13%) 1.13M
Increased by +19.57%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 35.27M (6.90%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 16.45M (3.22%) 10.36K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 16.18M (3.17%) 11.54K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 14.52M (2.84%) 91.39K
Increased by +0.63%
May 31, 25
5 BlackRock Equity Dividend Instl 11.90M (2.33%) -107.59K
Decreased by -0.90%
Jun 30, 25
6 Vanguard Mid Cap Index Institutional 11.23M (2.20%) 106.20K
Increased by +0.95%
May 31, 25
7 T. Rowe Price Mid-Cap Value 7.86M (1.54%) -10.01K
Decreased by -0.13%
Jun 30, 25
8 T. Rowe Price US Mid-Cap Value Equity 7.86M (1.54%) 374.20K
Increased by +4.76%
Jun 30, 25
9 Pzena Large Cap Value 6.96M (1.36%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Windsor Investor Shares 6.96M (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
11 Oakmark Investor 6.47M (1.27%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity 500 Index 6.44M (1.26%) 27.32K
Increased by +0.42%
May 31, 25
13 SPDR® S&P 500 ETF 6.37M (1.25%) -93.00K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 6.20M (1.21%) -32.40K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 6.17M (1.21%) -21.74K
Decreased by -0.35%
Jun 30, 25
16 iShares Core S&P 500 ETF 6.08M (1.19%) 9.70K
Increased by +0.16%
Jun 30, 25
17 SPDR® S&P 500 ETF Trust 5.97M (1.17%) -12.99K
Decreased by -0.22%
Apr 30, 24
18 Fidelity® 500 Index 5.90M (1.15%) 37.55K
Increased by +0.64%
Nov 30, 23
19 JPM US Equity Income-MA 5.10M (1.00%) 5.10M
Increased by +100.00%
Sep 30, 23
20 JPM US Equity Income-Composite 4.56M (0.89%) -328.26K
Decreased by -7.20%
Mar 31, 24