Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 TPMN 3.34%
3 IBLN 3.32%
4 DIVP 2.63%
5 BLCV 2.18%
6 ACTX_old 1.95%
7 IHI 1.80%
8 QDIV 1.79%
9 KOOL 1.78%
10 OAKM 1.76%
11 SHRT 1.59%
12 RSPH 1.55%
13 XHE 1.54%
14 RYH 1.53%
15 BKDV 1.15%
16 MPAY 1.15%
17 HTEC 1.08%
18 CZA 1.02%
19 SZNE 0.79%
20 HKND 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 63.55M (12.47%) 1.11M
Increased by +1.74%
Dec 31, 24
2 Vanguard Group Inc 60.76M (11.93%) 462.93K
Increased by +0.76%
Dec 31, 24
3 Dodge & Cox 50.38M (9.89%) 5.78M
Increased by +11.47%
Dec 31, 24
4 Pzena Investment Management, LLC 33.64M (6.60%) 1.42M
Increased by +4.21%
Dec 31, 24
5 State Street Corp 21.79M (4.28%) 12.21K
Increased by +0.06%
Dec 31, 24
6 State Street Corporation 21.34M (4.19%) -14.37K
Decreased by -0.07%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 15.99M (3.14%) 1.14M
Increased by +7.12%
Dec 31, 24
8 Bank of New York Mellon Corp 15.36M (3.01%) 2.80M
Increased by +18.26%
Dec 31, 24
9 Geode Capital Management, LLC 12.45M (2.44%) 290.28K
Increased by +2.33%
Dec 31, 24
10 JPMorgan Chase & Co 9.42M (1.85%) -1.40M
Decreased by -14.90%
Sep 30, 24
11 Amvescap Plc. 9.38M (1.84%) 1.51M
Increased by +16.11%
Dec 31, 24
12 Generation Investment Management LLP 8.98M (1.76%) 654.61K
Increased by +7.29%
Mar 31, 24
13 Harris Associates L.P. 8.46M (1.66%) -1.31M
Decreased by -15.52%
Dec 31, 24
14 Ameriprise Financial Inc 7.46M (1.46%) -2.35M
Decreased by -31.46%
Dec 31, 24
15 Nordea Investment Mgmt Bank Demark A/s 7.10M (1.39%) 1.03M
Increased by +14.53%
Dec 31, 24
16 Macquarie Group Ltd 7.03M (1.38%) 1.00M
Increased by +14.22%
Dec 31, 24
17 NORGES BANK 6.36M (1.25%) 245.85K
Increased by +3.87%
Jun 30, 24
18 State Farm Mutual Automobile Ins Co 6.23M (1.22%) 0.00
Increased by 0.00%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 5.64M (1.11%) -311.89K
Decreased by -5.53%
Dec 31, 24
20 Goldman Sachs Group Inc 5.64M (1.11%) 3.03M
Increased by +53.67%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 34.31M (6.73%) 4.27M
Increased by +12.45%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 16.13M (3.17%) 23.88K
Increased by +0.15%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 14.16M (2.78%) 102.48K
Increased by +0.72%
Feb 28, 25
4 BlackRock Equity Dividend Instl 11.73M (2.30%) -162.32K
Decreased by -1.38%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 11.03M (2.16%) 46.83K
Increased by +0.42%
Feb 28, 25
6 T. Rowe Price Mid-Cap Value 7.39M (1.45%) 1.35M
Increased by +18.26%
Feb 28, 25
7 Pzena Large Cap Value 6.96M (1.37%) 0.00
Increased by 0.00%
Feb 28, 25
8 Vanguard Windsor Investor Shares 6.96M (1.37%) 1.01M
Increased by +14.45%
Dec 31, 24
9 Oakmark Investor 6.47M (1.27%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity 500 Index 6.39M (1.26%) 28.47K
Increased by +0.45%
Feb 28, 25
11 iShares Core S&P 500 ETF 6.23M (1.22%) 18.06K
Increased by +0.29%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 6.20M (1.22%) -32.40K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 5.97M (1.17%) -12.99K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 5.90M (1.16%) 37.55K
Increased by +0.64%
Nov 30, 23
15 T. Rowe Price US Mid-Cap Value Equity 5.58M (1.09%) 669.64K
Increased by +12.01%
Dec 31, 24
16 JPM US Equity Income-MA 5.10M (1.00%) 5.10M
Increased by +100.00%
Sep 30, 23
17 JPM US Equity Income-Composite 4.56M (0.90%) -328.26K
Decreased by -7.20%
Mar 31, 24
18 JPMorgan Equity Income I 4.56M (0.90%) -67.60K
Decreased by -1.48%
Mar 31, 24
19 Vanguard Value Index Inv 4.40M (0.86%) 18.99K
Increased by +0.43%
Feb 28, 25
20 Invesco S&P 500® Equal Weight ETF 4.13M (0.81%) 8.81K
Increased by +0.21%
Mar 31, 25