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 BLCV 2.46%
6 MDEV 1.99%
7 DIVP 1.96%
8 ACTX_old 1.95%
9 UPGD 1.87%
10 RYJ 1.87%
11 QDIV 1.84%
12 XHE 1.70%
13 OAKM 1.55%
14 RYH 1.53%
15 RSPH 1.50%
16 IHI 1.38%
17 MPAY 1.15%
18 KOOL 1.14%
19 XUDV 1.06%
20 SHRT 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 67.73M (13.24%) 793.58K
Increased by +1.17%
Jun 30, 25
2 Vanguard Group Inc 62.19M (12.16%) 1.14M
Increased by +1.83%
Jun 30, 25
3 Dodge & Cox 52.12M (10.19%) 662.70K
Increased by +1.27%
Jun 30, 25
4 Pzena Investment Management, LLC 39.34M (7.69%) 2.56M
Increased by +6.52%
Jun 30, 25
5 T. Rowe Price Associates, Inc. 21.96M (4.29%) 1.65M
Increased by +7.52%
Jun 30, 25
6 State Street Corp 21.94M (4.29%) 170.66K
Increased by +0.78%
Jun 30, 25
7 State Street Corporation 21.34M (4.17%) -14.37K
Decreased by -0.07%
Mar 31, 24
8 Bank of New York Mellon Corp 13.19M (2.58%) -1.01M
Decreased by -7.68%
Jun 30, 25
9 Geode Capital Management, LLC 12.88M (2.52%) 326.65K
Increased by +2.54%
Jun 30, 25
10 JPMorgan Chase & Co 9.42M (1.84%) -1.40M
Decreased by -14.90%
Sep 30, 24
11 Harris Associates L.P. 9.35M (1.83%) 344.54K
Increased by +3.69%
Jun 30, 25
12 Generation Investment Management LLP 8.98M (1.76%) 654.61K
Increased by +7.29%
Mar 31, 24
13 Amvescap Plc. 8.90M (1.74%) 458.12K
Increased by +5.15%
Jun 30, 25
14 Ameriprise Financial Inc 7.64M (1.49%) 97.69K
Increased by +1.28%
Jun 30, 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%
Jun 30, 25
17 Macquarie Group Ltd 6.19M (1.21%) -839.16K
Decreased by -13.55%
Mar 31, 25
18 Camber Capital Management LLC 5.75M (1.12%) 1.13M
Increased by +19.57%
Mar 31, 25
19 Goldman Sachs Group Inc 5.64M (1.10%) 3.03M
Increased by +53.67%
Dec 31, 23
20 Bank of America Corp 5.62M (1.10%) -336.43K
Decreased by -5.99%
Jun 30, 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 US Total Market Shares ETF 16.18M (3.16%) 11.54K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 16.16M (3.16%) -344.12K
Decreased by -2.13%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 14.52M (2.84%) 91.39K
Increased by +0.63%
May 31, 25
5 BlackRock Equity Dividend Instl 13.07M (2.56%) 1.17M
Increased by +8.97%
Jul 31, 25
6 Vanguard 500 Index Investor 12.71M (2.48%) -1.86M
Decreased by -14.65%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 11.45M (2.24%) 122.19K
Increased by +1.07%
Jul 31, 25
8 Pzena Large Cap Value 8.57M (1.68%) 1.61M
Increased by +18.75%
Aug 31, 25
9 T. Rowe Price US Mid-Cap Value Equity 7.86M (1.54%) 374.20K
Increased by +4.76%
Jun 30, 25
10 T. Rowe Price Mid-Cap Value 7.84M (1.53%) -11.83K
Decreased by -0.15%
Jul 31, 25
11 Vanguard Windsor Investor Shares 6.96M (1.36%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity 500 Index 6.51M (1.27%) 2.77K
Increased by +0.04%
Jul 31, 25
13 Oakmark Investor 6.47M (1.27%) 0.00
Increased by 0.00%
Jun 30, 25
14 SPDR® S&P 500 ETF 6.37M (1.24%) -93.00K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 6.20M (1.21%) -32.40K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 6.19M (1.21%) 76.15K
Increased by +1.23%
Aug 31, 25
17 iShares Core S&P 500 ETF 6.18M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
18 SPDR® S&P 500 ETF Trust 5.97M (1.17%) -12.99K
Decreased by -0.22%
Apr 30, 24
19 Fidelity® 500 Index 5.90M (1.15%) 37.55K
Increased by +0.64%
Nov 30, 23
20 JPM US Equity Income-MA 5.10M (1.00%) 5.10M
Increased by +100.00%
Sep 30, 23