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 2.66%
6 BLCV 2.22%
7 MDEV 1.98%
8 ACTX_old 1.95%
9 QDIV 1.84%
10 IHI 1.80%
11 XHE 1.78%
12 OAKM 1.74%
13 KOOL 1.62%
14 RSPH 1.62%
15 RYH 1.53%
16 SHRT 1.46%
17 SMOT 1.21%
18 MPAY 1.15%
19 CZA 1.02%
20 HTEC 0.99%

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 Amvescap Plc. 9.38M (1.84%) 1.51M
Increased by +16.11%
Dec 31, 24
12 Harris Associates L.P. 9.00M (1.76%) 540.70K
Increased by +6.01%
Mar 31, 25
13 Generation Investment Management LLP 8.98M (1.76%) 654.61K
Increased by +7.29%
Mar 31, 24
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%) 963.20K
Increased by +2.73%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 16.44M (3.22%) 260.22K
Increased by +1.58%
Apr 30, 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 14.43M (2.82%) 230.38K
Increased by +1.60%
Apr 30, 25
5 BlackRock Equity Dividend Instl 12.11M (2.37%) 470.75K
Increased by +3.89%
Apr 30, 25
6 Vanguard Mid Cap Index Institutional 11.12M (2.18%) 107.34K
Increased by +0.96%
Apr 30, 25
7 T. Rowe Price Mid-Cap Value 7.48M (1.46%) 87.86K
Increased by +1.17%
Mar 31, 25
8 T. Rowe Price US Mid-Cap Value Equity 7.48M (1.46%) 1.91M
Increased by +25.47%
Mar 31, 25
9 Pzena Large Cap Value 6.96M (1.36%) 0.00
Increased by 0.00%
May 31, 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%
Mar 31, 25
12 Fidelity 500 Index 6.41M (1.26%) 7.92K
Increased by +0.12%
Apr 30, 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 6.13M (1.20%) -27.30K
Decreased by -0.45%
May 31, 25
16 SPDR® S&P 500 ETF Trust 5.97M (1.17%) -12.99K
Decreased by -0.22%
Apr 30, 24
17 iShares Core S&P 500 ETF 5.91M (1.16%) 0.00
Increased by 0.00%
May 31, 25
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