Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BNKU 10.26%
2 KBWB 4.12%
3 UTRN 3.95%
4 STNC 3.58%
5 ZIG 3.54%
6 GSIB 3.51%
7 DFNL 3.49%
8 LYLD 3.12%
9 OAKM 3.12%
10 PKW 2.99%
11 DVOL 2.91%
12 VLLU 2.86%
13 TADS 2.80%
14 VBB 2.80%
15 WLTG 2.70%
16 DUSA 2.47%
17 GRNY 2.44%
18 DDIV 2.41%
19 UDI 2.31%
20 SEIM 2.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.09M (10.22%) 517.08K
Increased by +0.73%
Jun 30, 25
2 BlackRock Inc 64.00M (9.20%) -338.95K
Decreased by -0.53%
Jun 30, 25
3 Dodge & Cox 37.62M (5.41%) -4.36M
Decreased by -11.58%
Jun 30, 25
4 State Street Corp 33.25M (4.78%) -315.16K
Decreased by -0.95%
Jun 30, 25
5 State Street Corporation 32.64M (4.69%) -768.78K
Decreased by -2.36%
Mar 31, 24
6 FMR Inc 32.50M (4.67%) 6.01M
Increased by +18.49%
Jun 30, 25
7 Geode Capital Management, LLC 18.90M (2.72%) 785.48K
Increased by +4.16%
Jun 30, 25
8 Bank of America Corp 16.11M (2.32%) 3.64M
Increased by +22.57%
Jun 30, 25
9 Artisan Partners Limited Partnership 15.80M (2.27%) 139.54K
Increased by +0.88%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 14.70M (2.11%) 1.96M
Increased by +13.33%
Jun 30, 25
11 Arnhold & S. Bleichroeder Advisers, LLC 12.55M (1.80%) -1.39M
Decreased by -11.04%
Jun 30, 25
12 JPMorgan Chase & Co 12.21M (1.76%) 712.74K
Increased by +5.84%
Jun 30, 25
13 NORGES BANK 11.87M (1.71%) -3.10M
Decreased by -26.11%
Jun 30, 25
14 Ameriprise Financial Inc 11.31M (1.63%) -733.12K
Decreased by -6.48%
Jun 30, 25
15 Goldman Sachs Group Inc 11.20M (1.61%) 5.27M
Increased by +47.03%
Dec 31, 23
16 Longview Partners (Guernsey) Ltd. 11.11M (1.60%) -1.49M
Decreased by -13.37%
Dec 31, 23
17 Davis Selected Advisers 10.28M (1.48%) -2.32M
Decreased by -22.55%
Mar 31, 24
18 Nuveen Asset Management, LLC 10.22M (1.47%) -210.19K
Decreased by -2.06%
Dec 31, 24
19 Hotchkis & Wiley Capital Management LLC 9.52M (1.37%) -373.27K
Decreased by -3.92%
Dec 31, 23
20 Wells Fargo & Co 9.12M (1.31%) -114.65K
Decreased by -1.26%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 28.18M (4.05%) -2.21M
Decreased by -7.85%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 23.39M (3.36%) -283.64K
Decreased by -1.21%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 22.47M (3.23%) -529.49K
Decreased by -2.36%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 20.41M (2.93%) 140.18K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 17.71M (2.55%) -2.59M
Decreased by -14.65%
Jul 31, 25
6 Fidelity® 500 Index 9.07M (1.30%) 57.75K
Increased by +0.64%
Nov 30, 23
7 Fidelity 500 Index 9.07M (1.30%) 3.89K
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF Trust 8.98M (1.29%) 20.30K
Increased by +0.23%
Apr 30, 24
9 SPDR® S&P 500 ETF 8.93M (1.28%) -254.29K
Decreased by -2.85%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 8.69M (1.25%) -45.58K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 8.64M (1.24%) 106.26K
Increased by +1.23%
Aug 31, 25
12 iShares Core S&P 500 ETF 8.61M (1.24%) 0.00
Increased by 0.00%
Aug 31, 25
13 First Eagle Global A 8.01M (1.15%) -1.04M
Decreased by -13.02%
Jul 31, 25
14 JPMorgan Equity Income I 7.09M (1.02%) 456.41K
Increased by +6.43%
Jul 31, 25
15 Columbia Dividend Value 6.89M (0.99%) -37.84K
Decreased by -0.55%
Jun 30, 25
16 Columbia Dividend Income Inst 6.87M (0.99%) -11.41K
Decreased by -0.17%
Jul 31, 25
17 JPM US Equity Income-Composite 6.64M (0.95%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Value Index Inv 6.34M (0.91%) -7.19K
Decreased by -0.11%
Jul 31, 25
19 Fidelity Contrafund 5.81M (0.84%) -78.82K
Decreased by -1.36%
Jul 31, 25
20 Financial Select Sector SPDR® ETF 5.12M (0.74%) -14.63K
Decreased by -0.29%
Apr 30, 24