Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWB 4.23%
2 UDI 4.17%
3 GSIB 4.17%
4 UTRN 3.95%
5 STNC 3.48%
6 ZIG 3.38%
7 NSCR 2.85%
8 TADS 2.80%
9 VBB 2.80%
10 BVNSC 2.15%
11 SYV 2.08%
12 FLV 1.98%
13 FDV 1.93%
14 ACTX_old 1.93%
15 KCE 1.75%
16 FAZZ 1.74%
17 FLCC 1.73%
18 FLCV 1.72%
19 PWV 1.52%
20 EQUL 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 72.58M (10.01%) -706.29K
Decreased by -0.97%
Jun 30, 24
2 BlackRock Inc 63.91M (8.82%) 313.12K
Increased by +0.49%
Jun 30, 24
3 Dodge & Cox 54.77M (7.55%) -636.10K
Decreased by -1.16%
Jun 30, 24
4 State Street Corp 32.65M (4.50%) 15.93K
Increased by +0.05%
Jun 30, 24
5 State Street Corporation 32.64M (4.50%) -768.78K
Decreased by -2.36%
Mar 31, 24
6 Geode Capital Management, LLC 17.73M (2.45%) 186.05K
Increased by +1.05%
Jun 30, 24
7 Artisan Partners Limited Partnership 17.31M (2.39%) 5.05K
Increased by +0.03%
Jun 30, 24
8 NORGES BANK 17.03M (2.35%) 1.39M
Increased by +8.18%
Jun 30, 24
9 Arnhold & S. Bleichroeder Advisers, LLC 15.71M (2.17%) -300.09K
Decreased by -1.91%
Jun 30, 24
10 Goldman Sachs Group Inc 11.20M (1.54%) 5.27M
Increased by +47.03%
Dec 31, 23
11 Longview Partners (Guernsey) Ltd. 11.11M (1.53%) -1.49M
Decreased by -13.37%
Dec 31, 23
12 FMR Inc 10.83M (1.49%) -2.04M
Decreased by -18.85%
Jun 30, 24
13 Ameriprise Financial Inc 10.42M (1.44%) 421.16K
Increased by +4.04%
Jun 30, 24
14 Davis Selected Advisers 10.28M (1.42%) -2.32M
Decreased by -22.55%
Mar 31, 24
15 Nuveen Asset Management, LLC 10.06M (1.39%) -2.38K
Decreased by -0.02%
Jun 30, 24
16 Harris Associates L.P. 9.78M (1.35%) 527.40K
Increased by +5.39%
Jun 30, 24
17 Hotchkis & Wiley Capital Management LLC 9.52M (1.31%) -373.27K
Decreased by -3.92%
Dec 31, 23
18 Amundi 9.14M (1.26%) -160.47K
Decreased by -1.76%
Jun 30, 24
19 American Century Companies Inc 8.53M (1.18%) -621.57K
Decreased by -7.29%
Jun 30, 24
20 Northern Trust Corp 8.41M (1.16%) -188.15K
Decreased by -2.24%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 36.45M (5.03%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 23.67M (3.27%) 55.72K
Increased by +0.24%
Aug 31, 24
3 Vanguard Institutional 500 Index Trust 19.56M (2.70%) 153.82K
Increased by +0.79%
Aug 31, 24
4 First Eagle Global A 11.02M (1.52%) 0.00
Increased by 0.00%
Aug 31, 24
5 Fidelity 500 Index 9.21M (1.27%) 71.36K
Increased by +0.77%
Aug 31, 24
6 Fidelity® 500 Index 9.07M (1.25%) 57.75K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 8.98M (1.24%) 20.30K
Increased by +0.23%
Apr 30, 24
8 SPDR® S&P 500® ETF Trust 8.96M (1.24%) -8.27K
Decreased by -0.09%
Sep 30, 24
9 iShares Core S&P 500 ETF 8.06M (1.11%) 26.60K
Increased by +0.33%
Sep 30, 24
10 Oakmark Investor 7.24M (1.00%) 200.00K
Increased by +2.76%
Jun 30, 24
11 Columbia Dividend Value 6.38M (0.88%) 0.00
Increased by 0.00%
Jun 30, 24
12 Columbia Dividend Income Inst 6.32M (0.87%) -42.18K
Decreased by -0.67%
Aug 31, 24
13 Vanguard Value Index Inv 6.20M (0.86%) 50.15K
Increased by +0.81%
Aug 31, 24
14 Financial Select Sector SPDR® ETF 5.12M (0.71%) -14.63K
Decreased by -0.29%
Apr 30, 24
15 The Financial Select Sector SPDR® ETF 4.93M (0.68%) 2.39K
Increased by +0.05%
Sep 30, 24
16 Victory Sycamore Established Value R 4.92M (0.68%) 0.00
Increased by 0.00%
Jun 30, 24
17 Vanguard Institutional Index I 4.80M (0.66%) -27.77K
Decreased by -0.58%
Aug 31, 24
18 CREF Stock R1 4.32M (0.60%) 335.69K
Increased by +7.77%
Jul 31, 24
19 Vanguard Dividend Appreciation ETF 4.10M (0.57%) 14.45K
Increased by +0.35%
Aug 31, 24
20 Davis NY Venture A 3.78M (0.52%) -247.51K
Decreased by -6.55%
Jan 31, 24