Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BNKU 10.32%
2 KBWB 4.12%
3 UTRN 3.95%
4 STNC 3.58%
5 ZIG 3.54%
6 GSIB 3.45%
7 UDI 3.32%
8 OAKM 2.83%
9 TADS 2.80%
10 VBB 2.80%
11 ERNZ 2.66%
12 PKW 2.65%
13 NSCR 2.40%
14 RDVY 2.25%
15 WLTG 2.18%
16 BVNSC 2.15%
17 SYV 2.08%
18 FDV 2.02%
19 ACTX_old 1.93%
20 BRNY 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.92M (10.08%) -426.37K
Decreased by -0.59%
Dec 31, 24
2 BlackRock Inc 65.87M (9.23%) 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 (2.48%) -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 (1.97%) -1.67M
Decreased by -11.93%
Dec 31, 24
11 Ameriprise Financial Inc 11.82M (1.66%) 35.41K
Increased by +0.30%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 11.24M (1.58%) 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 (1.56%) -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 (1.34%) 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 (1.20%) -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 (4.47%) -1.55M
Decreased by -4.85%
Dec 31, 24
2 Vanguard US Total Market Shares ETF 23.39M (3.28%) -283.64K
Decreased by -1.21%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 22.93M (3.21%) 79.70K
Increased by +0.35%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 20.16M (2.83%) 134.71K
Increased by +0.67%
Feb 28, 25
5 First Eagle Global A 9.93M (1.39%) 0.00
Increased by 0.00%
Feb 28, 25
6 Fidelity 500 Index 9.11M (1.28%) 40.55K
Increased by +0.45%
Feb 28, 25
7 Fidelity® 500 Index 9.07M (1.27%) 57.75K
Increased by +0.64%
Nov 30, 23
8 SPDR® S&P 500 ETF Trust 8.98M (1.26%) 20.30K
Increased by +0.23%
Apr 30, 24
9 SPDR® S&P 500 ETF 8.93M (1.25%) -254.29K
Decreased by -2.85%
Mar 31, 25
10 iShares Core S&P 500 ETF 8.76M (1.23%) 25.38K
Increased by +0.29%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 8.69M (1.22%) -45.58K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 8.59M (1.20%) -144.32K
Decreased by -1.68%
Mar 31, 25
13 Oakmark Investor 7.24M (1.01%) 0.00
Increased by 0.00%
Dec 31, 24
14 Columbia Dividend Value 6.97M (0.98%) 653.68K
Increased by +9.37%
Dec 31, 24
15 Columbia Dividend Income Inst 6.96M (0.97%) -16.15K
Decreased by -0.23%
Feb 28, 25
16 JPM US Equity Income-Composite 6.64M (0.93%) 3.19M
Increased by +48.03%
Mar 31, 25
17 JPMorgan Equity Income I 6.37M (0.89%) 1.84M
Increased by +28.96%
Feb 28, 25
18 Vanguard Value Index Inv 6.28M (0.88%) 38.03K
Increased by +0.61%
Feb 28, 25
19 The Financial Select Sector SPDR® ETF 5.34M (0.75%) 13.82K
Increased by +0.26%
Mar 31, 25
20 Financial Select Sector SPDR® ETF 5.12M (0.72%) -14.63K
Decreased by -0.29%
Apr 30, 24