Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BNKU 10.32%
2 KBWB 4.11%
3 UTRN 3.95%
4 UDI 3.62%
5 GSIB 3.61%
6 STNC 3.58%
7 ZIG 3.54%
8 TADS 2.80%
9 VBB 2.80%
10 ERNZ 2.78%
11 OAKM 2.74%
12 PKW 2.72%
13 NSCR 2.53%
14 RDVY 2.33%
15 WLTG 2.33%
16 FDV 2.26%
17 BVNSC 2.15%
18 SYV 2.08%
19 ACTX_old 1.93%
20 DVLU 1.83%

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 (1.57%) 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 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 22.65M (3.17%) -276.43K
Decreased by -1.22%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 19.95M (2.79%) -216.95K
Decreased by -1.09%
Mar 31, 25
5 First Eagle Global A 9.93M (1.39%) 0.00
Increased by 0.00%
Mar 31, 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 8.70M (1.22%) 7.17K
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 8.69M (1.22%) -45.58K
Decreased by -0.52%
Mar 31, 25
12 iShares Core S&P 500 ETF 8.50M (1.19%) -8.88K
Decreased by -0.10%
Apr 30, 25
13 Columbia Dividend Income Inst 6.92M (0.97%) -33.82K
Decreased by -0.49%
Mar 31, 25
14 Columbia Dividend Value 6.92M (0.97%) -49.97K
Decreased by -0.72%
Mar 31, 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 6.28M (0.88%) 4.59K
Increased by +0.07%
Mar 31, 25
18 Oakmark Investor 5.31M (0.74%) -1.94M
Decreased by -36.47%
Mar 31, 25
19 The Financial Select Sector SPDR® ETF 5.22M (0.73%) 34.30K
Increased by +0.66%
Apr 30, 25
20 Financial Select Sector SPDR® ETF 5.12M (0.72%) -14.63K
Decreased by -0.29%
Apr 30, 24