Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 4.64%
2 KBWB 4.12%
3 UTRN 3.95%
4 GSIB 3.60%
5 STNC 3.58%
6 ZIG 3.54%
7 OAKM 3.41%
8 NSCR 3.21%
9 DVOL 2.87%
10 TADS 2.80%
11 VBB 2.80%
12 DDIV 2.35%
13 DVLU 2.28%
14 WLTG 2.16%
15 BVNSC 2.15%
16 FDV 2.13%
17 SYV 2.08%
18 ACTX_old 1.93%
19 KCE 1.85%
20 BLCN 1.84%

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 65.69M (9.06%) 1.78M
Increased by +2.71%
Sep 30, 24
3 Dodge & Cox 48.52M (6.69%) -6.25M
Decreased by -12.87%
Sep 30, 24
4 State Street Corp 33.31M (4.60%) 659.10K
Increased by +1.98%
Sep 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 17.71M (2.44%) -16.81K
Decreased by -0.09%
Sep 30, 24
8 NORGES BANK 17.03M (2.35%) 1.39M
Increased by +8.18%
Jun 30, 24
9 Artisan Partners Limited Partnership 16.36M (2.26%) -943.25K
Decreased by -5.76%
Sep 30, 24
10 Arnhold & S. Bleichroeder Advisers, LLC 15.70M (2.17%) -13.87K
Decreased by -0.09%
Sep 30, 24
11 Ameriprise Financial Inc 11.79M (1.63%) 1.37M
Increased by +11.62%
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 Nuveen Asset Management, LLC 10.43M (1.44%) 372.37K
Increased by +3.57%
Sep 30, 24
15 Davis Selected Advisers 10.28M (1.42%) -2.32M
Decreased by -22.55%
Mar 31, 24
16 Harris Associates L.P. 9.58M (1.32%) -199.46K
Decreased by -2.08%
Sep 30, 24
17 Hotchkis & Wiley Capital Management LLC 9.52M (1.31%) -373.27K
Decreased by -3.92%
Dec 31, 23
18 American Century Companies Inc 8.53M (1.18%) -621.57K
Decreased by -7.29%
Jun 30, 24
19 Wells Fargo & Co 8.21M (1.13%) -122.05K
Decreased by -1.49%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 8.13M (1.12%) -7.75M
Decreased by -95.30%
Sep 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 23.19M (3.20%) -118.04K
Decreased by -0.51%
Nov 30, 24
3 Vanguard Institutional 500 Index Trust 19.84M (2.74%) 284.10K
Increased by +1.43%
Nov 30, 24
4 First Eagle Global A 9.93M (1.37%) -1.09M
Decreased by -10.99%
Nov 30, 24
5 SPDR® S&P 500® ETF Trust 9.14M (1.26%) 105.72K
Increased by +1.16%
Dec 31, 24
6 Fidelity 500 Index 9.12M (1.26%) 61.95K
Increased by +0.68%
Nov 30, 24
7 Fidelity® 500 Index 9.07M (1.25%) 57.75K
Increased by +0.64%
Nov 30, 23
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 8.54M (1.18%) 6.01K
Increased by +0.07%
Dec 31, 24
10 Oakmark Investor 7.24M (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
11 Columbia Dividend Income Inst 6.33M (0.87%) 21.90K
Increased by +0.35%
Nov 30, 24
12 Columbia Dividend Value 6.32M (0.87%) -57.80K
Decreased by -0.91%
Sep 30, 24
13 Vanguard Value Index Inv 6.32M (0.87%) 58.91K
Increased by +0.93%
Nov 30, 24
14 The Financial Select Sector SPDR® ETF 5.14M (0.71%) -18.65K
Decreased by -0.36%
Dec 31, 24
15 Financial Select Sector SPDR® ETF 5.12M (0.71%) -14.63K
Decreased by -0.29%
Apr 30, 24
16 Vanguard Institutional Index I 4.67M (0.64%) -18.27K
Decreased by -0.39%
Nov 30, 24
17 CREF Stock R1 4.28M (0.59%) -31.90K
Decreased by -0.74%
Nov 30, 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 4.07M (0.56%) 23.28K
Increased by +0.57%
Nov 30, 24
20 Davis NY Venture A 3.78M (0.52%) -247.51K
Decreased by -6.55%
Jan 31, 24