Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWB 4.15%
2 UTRN 3.95%
3 GSIB 3.66%
4 STNC 3.58%
5 ZIG 3.54%
6 UDI 3.47%
7 OAKM 2.92%
8 DVOL 2.85%
9 ERNZ 2.80%
10 TADS 2.80%
11 VBB 2.80%
12 PKW 2.74%
13 DVLU 2.55%
14 DDIV 2.49%
15 WLTG 2.37%
16 RDVY 2.33%
17 NSCR 2.23%
18 BVNSC 2.15%
19 FDV 2.11%
20 SYV 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.92M (10.07%) -426.37K
Decreased by -0.59%
Dec 31, 24
2 BlackRock Inc 65.87M (9.22%) 184.01K
Increased by +0.28%
Dec 31, 24
3 Dodge & Cox 44.70M (6.26%) -3.83M
Decreased by -8.56%
Dec 31, 24
4 State Street Corp 33.64M (4.71%) 326.65K
Increased by +0.97%
Dec 31, 24
5 State Street Corporation 32.64M (4.57%) -768.78K
Decreased by -2.36%
Mar 31, 24
6 FMR Inc 23.07M (3.23%) 3.73M
Increased by +16.18%
Dec 31, 24
7 Geode Capital Management, LLC 17.67M (2.47%) -40.44K
Decreased by -0.23%
Dec 31, 24
8 Artisan Partners Limited Partnership 15.97M (2.24%) -388.23K
Decreased by -2.43%
Dec 31, 24
9 NORGES BANK 14.97M (2.10%) -2.05M
Decreased by -13.70%
Dec 31, 24
10 Arnhold & S. Bleichroeder Advisers, LLC 14.02M (1.96%) -1.67M
Decreased by -11.93%
Dec 31, 24
11 Ameriprise Financial Inc 11.82M (1.65%) 35.41K
Increased by +0.30%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 11.24M (1.57%) 3.11M
Increased by +27.67%
Dec 31, 24
13 Goldman Sachs Group Inc 11.20M (1.57%) 5.27M
Increased by +47.03%
Dec 31, 23
14 Longview Partners (Guernsey) Ltd. 11.11M (1.55%) -1.49M
Decreased by -13.37%
Dec 31, 23
15 Davis Selected Advisers 10.28M (1.44%) -2.32M
Decreased by -22.55%
Mar 31, 24
16 Nuveen Asset Management, LLC 10.22M (1.43%) -210.19K
Decreased by -2.06%
Dec 31, 24
17 Northern Trust Corp 9.53M (1.33%) 1.53M
Increased by +16.01%
Dec 31, 24
18 Hotchkis & Wiley Capital Management LLC 9.52M (1.33%) -373.27K
Decreased by -3.92%
Dec 31, 23
19 Harris Associates L.P. 9.52M (1.33%) -59.10K
Decreased by -0.62%
Dec 31, 24
20 American Century Companies Inc 8.53M (1.19%) -621.57K
Decreased by -7.29%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 31.88M (4.46%) -1.55M
Decreased by -4.85%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 22.93M (3.21%) 79.70K
Increased by +0.35%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 20.16M (2.82%) 134.71K
Increased by +0.67%
Feb 28, 25
4 First Eagle Global A 9.93M (1.39%) 0.00
Increased by 0.00%
Feb 28, 25
5 Fidelity® 500 Index 9.07M (1.27%) 57.75K
Increased by +0.64%
Nov 30, 23
6 Fidelity 500 Index 9.07M (1.27%) 40.00K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 8.99M (1.26%) -66.61K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 8.98M (1.26%) 20.30K
Increased by +0.23%
Apr 30, 24
9 iShares Core S&P 500 ETF 8.54M (1.20%) -429.00
Decreased by -0.01%
Feb 28, 25
10 Oakmark Investor 7.24M (1.01%) 0.00
Increased by 0.00%
Dec 31, 24
11 Columbia Dividend Value 6.97M (0.98%) 653.68K
Increased by +9.37%
Dec 31, 24
12 Columbia Dividend Income Inst 6.96M (0.97%) -16.15K
Decreased by -0.23%
Feb 28, 25
13 Vanguard Value Index Inv 6.28M (0.88%) 38.03K
Increased by +0.61%
Feb 28, 25
14 The Financial Select Sector SPDR® ETF 5.45M (0.76%) 6.47K
Increased by +0.12%
Feb 28, 25
15 Financial Select Sector SPDR® ETF 5.12M (0.72%) -14.63K
Decreased by -0.29%
Apr 30, 24
16 JPMorgan Equity Income I 4.52M (0.63%) 1.07M
Increased by +23.75%
Jan 31, 25
17 Vanguard Institutional Index I 4.51M (0.63%) -52.84K
Decreased by -1.17%
Feb 28, 25
18 CREF Stock R1 4.11M (0.58%) -56.06K
Decreased by -1.36%
Jan 31, 25
19 Victory Sycamore Established Value R 4.08M (0.57%) -840.00K
Decreased by -20.61%
Sep 30, 24
20 Vanguard Dividend Appreciation ETF 4.06M (0.57%) 21.02K
Increased by +0.52%
Feb 28, 25