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 2.83%
6 BLCV 2.20%
7 ACTX_old 1.95%
8 QDIV 1.92%
9 IHI 1.89%
10 KOOL 1.82%
11 OAKM 1.78%
12 XHE 1.62%
13 RSPH 1.55%
14 RYH 1.53%
15 MPAY 1.15%
16 SHRT 1.15%
17 BKDV 1.15%
18 HTEC 1.06%
19 CZA 1.02%
20 HKND 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 63.55M (12.44%) 1.11M
Increased by +1.74%
Dec 31, 24
2 Vanguard Group Inc 60.76M (11.89%) 462.93K
Increased by +0.76%
Dec 31, 24
3 Dodge & Cox 50.38M (9.86%) 5.78M
Increased by +11.47%
Dec 31, 24
4 Pzena Investment Management, LLC 33.64M (6.58%) 1.42M
Increased by +4.21%
Dec 31, 24
5 State Street Corp 21.79M (4.26%) 12.21K
Increased by +0.06%
Dec 31, 24
6 State Street Corporation 21.34M (4.18%) -14.37K
Decreased by -0.07%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 15.99M (3.13%) 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 (1.84%) -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 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 (1.24%) 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 (1.10%) -311.89K
Decreased by -5.53%
Dec 31, 24
20 Goldman Sachs Group Inc 5.64M (1.10%) 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 35.27M (6.90%) 963.20K
Increased by +2.73%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 16.18M (3.17%) 11.54K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 16.18M (3.17%) 47.80K
Increased by +0.30%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 14.20M (2.78%) 38.82K
Increased by +0.27%
Mar 31, 25
5 BlackRock Equity Dividend Instl 11.64M (2.28%) -86.74K
Decreased by -0.75%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 11.02M (2.16%) -9.72K
Decreased by -0.09%
Mar 31, 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%
Mar 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 (1.25%) 11.06K
Increased by +0.17%
Mar 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 6.21M (1.21%) 5.10K
Increased by +0.08%
Apr 30, 25
15 SPDR® S&P 500® ETF Trust 6.20M (1.21%) -32.40K
Decreased by -0.52%
Mar 31, 25
16 iShares Core S&P 500 ETF 6.05M (1.18%) -6.32K
Decreased by -0.10%
Apr 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