Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BNKU 10.23%
2 KBWB 4.05%
3 UDI 4.00%
4 UTRN 3.95%
5 GSIB 3.75%
6 STNC 3.58%
7 ZIG 3.54%
8 DFNL 3.41%
9 OAKM 3.10%
10 PKW 2.99%
11 VLLU 2.94%
12 LYLD 2.93%
13 TADS 2.80%
14 VBB 2.80%
15 GRNY 2.55%
16 DUSA 2.43%
17 WLTG 2.41%
18 DVLU 2.37%
19 RDVI 2.37%
20 RDVY 2.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.09M (10.11%) 517.08K
Increased by +0.73%
Jun 30, 25
2 BlackRock Inc 64.34M (9.15%) -1.53M
Decreased by -2.38%
Mar 31, 25
3 Dodge & Cox 37.62M (5.35%) -4.36M
Decreased by -11.58%
Jun 30, 25
4 State Street Corp 33.56M (4.77%) -76.97K
Decreased by -0.23%
Mar 31, 25
5 State Street Corporation 32.64M (4.64%) -768.78K
Decreased by -2.36%
Mar 31, 24
6 FMR Inc 26.49M (3.77%) 3.42M
Increased by +12.90%
Mar 31, 25
7 Geode Capital Management, LLC 18.11M (2.57%) 439.33K
Increased by +2.43%
Mar 31, 25
8 Artisan Partners Limited Partnership 15.80M (2.25%) 139.54K
Increased by +0.88%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 12.74M (1.81%) 1.50M
Increased by +11.79%
Mar 31, 25
10 Arnhold & S. Bleichroeder Advisers, LLC 12.55M (1.78%) -1.39M
Decreased by -11.04%
Jun 30, 25
11 Bank of America Corp 12.47M (1.77%) 7.44M
Increased by +59.64%
Mar 31, 25
12 Ameriprise Financial Inc 12.04M (1.71%) 221.61K
Increased by +1.84%
Mar 31, 25
13 NORGES BANK 11.87M (1.69%) -3.10M
Decreased by -26.11%
Jun 30, 25
14 JPMorgan Chase & Co 11.50M (1.63%) 5.28M
Increased by +45.91%
Mar 31, 25
15 Goldman Sachs Group Inc 11.20M (1.59%) 5.27M
Increased by +47.03%
Dec 31, 23
16 Longview Partners (Guernsey) Ltd. 11.11M (1.58%) -1.49M
Decreased by -13.37%
Dec 31, 23
17 Davis Selected Advisers 10.28M (1.46%) -2.32M
Decreased by -22.55%
Mar 31, 24
18 Nuveen Asset Management, LLC 10.22M (1.45%) -210.19K
Decreased by -2.06%
Dec 31, 24
19 Hotchkis & Wiley Capital Management LLC 9.52M (1.35%) -373.27K
Decreased by -3.92%
Dec 31, 23
20 Northern Trust Corp 9.26M (1.32%) -273.35K
Decreased by -2.95%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 28.18M (4.01%) -2.21M
Decreased by -7.85%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 23.39M (3.32%) -283.64K
Decreased by -1.21%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 23.00M (3.27%) -8.98K
Decreased by -0.04%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 20.41M (2.90%) 140.18K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 20.30M (2.89%) -108.17K
Decreased by -0.53%
Jun 30, 25
6 Fidelity® 500 Index 9.07M (1.29%) 57.75K
Increased by +0.64%
Nov 30, 23
7 Fidelity 500 Index 9.06M (1.29%) 10.29K
Increased by +0.11%
Jun 30, 25
8 First Eagle Global A 9.06M (1.29%) -870.38K
Decreased by -9.61%
Jun 30, 25
9 SPDR® S&P 500 ETF Trust 8.98M (1.28%) 20.30K
Increased by +0.23%
Apr 30, 24
10 SPDR® S&P 500 ETF 8.93M (1.27%) -254.29K
Decreased by -2.85%
Mar 31, 25
11 SPDR® S&P 500® ETF 8.75M (1.24%) 37.38K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 8.69M (1.24%) -45.58K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 8.55M (1.21%) 38.82K
Increased by +0.45%
Jul 31, 25
14 Columbia Dividend Income Inst 6.89M (0.98%) 0.00
Increased by 0.00%
Jun 30, 25
15 Columbia Dividend Value 6.89M (0.98%) -37.84K
Decreased by -0.55%
Jun 30, 25
16 JPM US Equity Income-Composite 6.64M (0.94%) 0.00
Increased by 0.00%
Jun 30, 25
17 JPMorgan Equity Income I 6.64M (0.94%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Value Index Inv 6.35M (0.90%) 52.86K
Increased by +0.83%
Jun 30, 25
19 Fidelity Contrafund 5.89M (0.84%) 349.26K
Increased by +5.93%
Jun 30, 25
20 Financial Select Sector SPDR® ETF 5.12M (0.73%) -14.63K
Decreased by -0.29%
Apr 30, 24