Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 4.28%
2 GSIB 4.10%
3 KBWB 3.97%
4 UTRN 3.95%
5 STNC 3.48%
6 ZIG 3.35%
7 NSCR 2.95%
8 TADS 2.80%
9 VBB 2.80%
10 BVNSC 2.15%
11 SYV 2.08%
12 FDV 1.98%
13 FLV 1.98%
14 ACTX_old 1.93%
15 FAZZ 1.74%
16 KCE 1.65%
17 PWV 1.60%
18 WLTG 1.55%
19 FLCC 1.49%
20 EQUL 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 72.34M (9.98%) -233.50K
Decreased by -0.32%
Sep 30, 24
2 BlackRock Inc 63.91M (8.82%) 313.12K
Increased by +0.49%
Jun 30, 24
3 Dodge & Cox 48.52M (6.69%) -6.25M
Decreased by -12.87%
Sep 30, 24
4 State Street Corp 32.65M (4.50%) 15.93K
Increased by +0.05%
Jun 30, 24
5 State Street Corporation 32.64M (4.50%) -768.78K
Decreased by -2.36%
Mar 31, 24
6 FMR Inc 19.34M (2.67%) 8.51M
Increased by +44.02%
Sep 30, 24
7 Geode Capital Management, LLC 17.73M (2.45%) 186.05K
Increased by +1.05%
Jun 30, 24
8 Artisan Partners Limited Partnership 17.31M (2.39%) 5.05K
Increased by +0.03%
Jun 30, 24
9 NORGES BANK 17.03M (2.35%) 1.39M
Increased by +8.18%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 15.88M (2.19%) 134.29K
Increased by +0.85%
Jun 30, 24
11 Arnhold & S. Bleichroeder Advisers, LLC 15.70M (2.17%) -13.87K
Decreased by -0.09%
Sep 30, 24
12 Goldman Sachs Group Inc 11.20M (1.54%) 5.27M
Increased by +47.03%
Dec 31, 23
13 Longview Partners (Guernsey) Ltd. 11.11M (1.53%) -1.49M
Decreased by -13.37%
Dec 31, 23
14 Ameriprise Financial Inc 10.42M (1.44%) 421.16K
Increased by +4.04%
Jun 30, 24
15 Davis Selected Advisers 10.28M (1.42%) -2.32M
Decreased by -22.55%
Mar 31, 24
16 Nuveen Asset Management, LLC 10.06M (1.39%) -2.38K
Decreased by -0.02%
Jun 30, 24
17 Harris Associates L.P. 9.78M (1.35%) 527.40K
Increased by +5.39%
Jun 30, 24
18 Hotchkis & Wiley Capital Management LLC 9.52M (1.31%) -373.27K
Decreased by -3.92%
Dec 31, 23
19 Amundi 9.14M (1.26%) -160.47K
Decreased by -1.76%
Jun 30, 24
20 American Century Companies Inc 8.53M (1.18%) -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 33.42M (4.61%) -3.03M
Decreased by -9.05%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 23.31M (3.22%) -78.89K
Decreased by -0.34%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 19.56M (2.70%) 225.77K
Increased by +1.15%
Oct 31, 24
4 First Eagle Global A 11.02M (1.52%) 0.00
Increased by 0.00%
Oct 31, 24
5 Fidelity® 500 Index 9.07M (1.25%) 57.75K
Increased by +0.64%
Nov 30, 23
6 Fidelity 500 Index 9.07M (1.25%) -141.21K
Decreased by -1.56%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 9.00M (1.24%) 46.98K
Increased by +0.52%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 8.98M (1.24%) 20.30K
Increased by +0.23%
Apr 30, 24
9 iShares Core S&P 500 ETF 8.22M (1.13%) 12.64K
Increased by +0.15%
Oct 31, 24
10 Oakmark Investor 7.24M (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
11 Columbia Dividend Value 6.32M (0.87%) -57.80K
Decreased by -0.91%
Sep 30, 24
12 Columbia Dividend Income Inst 6.31M (0.87%) -10.01K
Decreased by -0.16%
Oct 31, 24
13 Vanguard Value Index Inv 6.26M (0.86%) 20.17K
Increased by +0.32%
Oct 31, 24
14 Financial Select Sector SPDR® ETF 5.12M (0.71%) -14.63K
Decreased by -0.29%
Apr 30, 24
15 The Financial Select Sector SPDR® ETF 5.06M (0.70%) -25.54K
Decreased by -0.50%
Oct 31, 24
16 Vanguard Institutional Index I 4.69M (0.65%) -4.47K
Decreased by -0.10%
Oct 31, 24
17 CREF Stock R1 4.32M (0.60%) -7.27K
Decreased by -0.17%
Aug 31, 24
18 Victory Sycamore Established Value R 4.08M (0.56%) -840.00K
Decreased by -20.61%
Sep 30, 24
19 Vanguard Dividend Appreciation ETF 4.04M (0.56%) 9.02K
Increased by +0.22%
Oct 31, 24
20 Davis NY Venture A 3.78M (0.52%) -247.51K
Decreased by -6.55%
Jan 31, 24