Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BNKU 10.32%
2 KBWB 4.23%
3 UTRN 3.95%
4 UDI 3.68%
5 STNC 3.58%
6 GSIB 3.58%
7 ZIG 3.54%
8 OAKM 2.84%
9 TADS 2.80%
10 VBB 2.80%
11 ERNZ 2.78%
12 PKW 2.77%
13 NSCR 2.58%
14 RDVY 2.40%
15 WLTG 2.33%
16 FDV 2.31%
17 BVNSC 2.15%
18 SYV 2.08%
19 ACTX_old 1.93%
20 DVLU 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 70.58M (9.89%) -1.34M
Decreased by -1.90%
Mar 31, 25
2 BlackRock Inc 64.34M (9.01%) -1.53M
Decreased by -2.38%
Mar 31, 25
3 Dodge & Cox 41.98M (5.88%) -2.72M
Decreased by -6.49%
Mar 31, 25
4 State Street Corp 33.56M (4.70%) -76.97K
Decreased by -0.23%
Mar 31, 25
5 State Street Corporation 32.64M (4.57%) -768.78K
Decreased by -2.36%
Mar 31, 24
6 FMR Inc 26.49M (3.71%) 3.42M
Increased by +12.90%
Mar 31, 25
7 Geode Capital Management, LLC 18.11M (2.54%) 439.33K
Increased by +2.43%
Mar 31, 25
8 Artisan Partners Limited Partnership 15.66M (2.19%) -310.21K
Decreased by -1.98%
Mar 31, 25
9 NORGES BANK 14.97M (2.10%) -2.05M
Decreased by -13.70%
Dec 31, 24
10 Arnhold & S. Bleichroeder Advisers, LLC 13.94M (1.95%) -86.53K
Decreased by -0.62%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 12.74M (1.79%) 1.50M
Increased by +11.79%
Mar 31, 25
12 Bank of America Corp 12.47M (1.75%) 7.44M
Increased by +59.64%
Mar 31, 25
13 Ameriprise Financial Inc 12.04M (1.69%) 221.61K
Increased by +1.84%
Mar 31, 25
14 JPMorgan Chase & Co 11.50M (1.61%) 5.28M
Increased by +45.91%
Mar 31, 25
15 Goldman Sachs Group Inc 11.20M (1.57%) 5.27M
Increased by +47.03%
Dec 31, 23
16 Longview Partners (Guernsey) Ltd. 11.11M (1.56%) -1.49M
Decreased by -13.37%
Dec 31, 23
17 Davis Selected Advisers 10.28M (1.44%) -2.32M
Decreased by -22.55%
Mar 31, 24
18 Nuveen Asset Management, LLC 10.22M (1.43%) -210.19K
Decreased by -2.06%
Dec 31, 24
19 Northern Trust Corp 9.53M (1.34%) 1.53M
Increased by +16.01%
Dec 31, 24
20 Hotchkis & Wiley Capital Management LLC 9.52M (1.33%) -373.27K
Decreased by -3.92%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 30.39M (4.26%) -1.49M
Decreased by -4.89%
Mar 31, 25
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 22.98M (3.22%) 330.31K
Increased by +1.44%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 20.27M (2.84%) 323.87K
Increased by +1.60%
Apr 30, 25
5 First Eagle Global A 9.93M (1.39%) 0.00
Increased by 0.00%
Apr 30, 25
6 Fidelity® 500 Index 9.07M (1.27%) 57.75K
Increased by +0.64%
Nov 30, 23
7 Fidelity 500 Index 9.00M (1.26%) -102.16K
Decreased by -1.13%
Mar 31, 25
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 SPDR® S&P 500® ETF Trust 8.69M (1.22%) -45.58K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 8.64M (1.21%) -51.91K
Decreased by -0.60%
Apr 30, 25
12 iShares Core S&P 500 ETF 8.50M (1.19%) -8.88K
Decreased by -0.10%
Apr 30, 25
13 Columbia Dividend Value 6.92M (0.97%) -49.97K
Decreased by -0.72%
Mar 31, 25
14 Columbia Dividend Income Inst 6.91M (0.97%) -17.58K
Decreased by -0.25%
Apr 30, 25
15 JPM US Equity Income-Composite 6.64M (0.93%) 3.19M
Increased by +48.03%
Mar 31, 25
16 JPMorgan Equity Income I 6.64M (0.93%) 269.33K
Increased by +4.06%
Mar 31, 25
17 Vanguard Value Index Inv 6.29M (0.88%) 5.04K
Increased by +0.08%
Apr 30, 25
18 Oakmark Investor 5.31M (0.74%) -1.94M
Decreased by -36.47%
Mar 31, 25
19 The Financial Select Sector SPDR® ETF 5.15M (0.72%) -38.40K
Decreased by -0.75%
Apr 30, 25
20 Financial Select Sector SPDR® ETF 5.12M (0.72%) -14.63K
Decreased by -0.29%
Apr 30, 24