Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 4.50%
2 UTRN 3.84%
3 RSPM 3.70%
4 RTM 3.70%
5 SMN 2.25%
6 SBM 2.25%
7 COWS 2.05%
8 HCOW 2.00%
9 PYZ 1.84%
10 SPDV 1.70%
11 CWS 1.57%
12 RPV 1.38%
13 GDIV 1.34%
14 PXLG 1.23%
15 IYM 1.20%
16 SPGP 1.16%
17 SPYD 1.14%
18 DVLU 1.13%
19 BUL 0.96%
20 ROE 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 13.62M (12.51%) 6.82M
Increased by +50.07%
Dec 31, 24
2 Vanguard Group Inc 13.19M (12.12%) -238.16K
Decreased by -1.81%
Dec 31, 24
3 BlackRock Inc 7.53M (6.92%) 388.11K
Increased by +5.15%
Sep 30, 24
4 Capital Research & Mgmt Co - Division 3 7.37M (6.77%) -3.80M
Decreased by -51.55%
Dec 31, 24
5 Capital World Investors 4.60M (4.23%) -1.56M
Decreased by -33.89%
Jun 30, 24
6 Capital Research Global Investors 4.55M (4.18%) -11.09M
Decreased by -243.96%
Dec 31, 24
7 State Street Corp 4.50M (4.14%) 136.99K
Increased by +3.04%
Sep 30, 24
8 State Street Corporation 4.40M (4.04%) 66.84K
Increased by +1.52%
Mar 31, 24
9 Turtle Creek Asset Management Inc. 3.51M (3.22%) 2.55M
Increased by +72.73%
Dec 31, 24
10 NORGES BANK 3.22M (2.96%) 2.94M
Increased by +91.17%
Dec 31, 24
11 JPMorgan Chase & Co 3.22M (2.96%) 1.15M
Increased by +35.84%
Sep 30, 24
12 FMR Inc 2.63M (2.42%) -693.15K
Decreased by -26.31%
Sep 30, 24
13 Geode Capital Management, LLC 2.61M (2.39%) 177.55K
Increased by +6.81%
Sep 30, 24
14 Harris Associates L.P. 2.22M (2.04%) -15.04K
Decreased by -0.68%
Dec 31, 24
15 Nuveen Asset Management, LLC 2.00M (1.84%) 421.77K
Increased by +21.05%
Sep 30, 24
16 Wells Fargo & Co 1.97M (1.81%) 994.00
Increased by +0.05%
Sep 30, 24
17 Amvescap Plc. 1.94M (1.78%) -79.88K
Decreased by -4.13%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 1.60M (1.47%) 275.49K
Increased by +17.22%
Dec 31, 24
19 Goldman Sachs Group Inc 1.52M (1.40%) 745.92K
Increased by +49.08%
Dec 31, 23
20 Wellington Management Company LLP 1.38M (1.27%) -8.08M
Decreased by -583.99%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 8.86M (8.14%) 4.42M
Increased by +49.88%
Dec 31, 24
2 American Funds Washington Mutual A 3.51M (3.22%) -1.59M
Decreased by -45.48%
Dec 31, 24
3 Capital Group Wash Mutual Invtrs Comp 3.51M (3.22%) -1.59M
Decreased by -45.48%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 3.44M (3.16%) 3.04K
Increased by +0.09%
Dec 31, 24
5 Vanguard Equity-Income Inv 3.00M (2.75%) 1.04M
Increased by +34.79%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 2.96M (2.72%) 28.91K
Increased by +0.98%
Dec 31, 24
7 American Funds Invmt Co of Amer A 2.94M (2.70%) -4.65M
Decreased by -158.27%
Dec 31, 24
8 Capital Group Investment Co of Amer Comp 2.94M (2.70%) -4.65M
Decreased by -158.27%
Dec 31, 24
9 Invesco S&P 500® Equal Weight ETF 2.23M (2.05%) 7.24K
Increased by +0.32%
Jan 31, 25
10 Undiscovered Managers Behavioral Val L 1.93M (1.77%) 839.82K
Increased by +43.54%
Dec 31, 24
11 American Funds Growth Fund of Amer A 1.84M (1.69%) -5.06M
Decreased by -275.33%
Dec 31, 24
12 Capital Group Growth Fnd of Amer Comp 1.84M (1.69%) -5.06M
Decreased by -275.33%
Dec 31, 24
13 Oakmark Investor 1.80M (1.65%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Wellesley® Income Inv 1.55M (1.42%) 520.04K
Increased by +33.65%
Sep 30, 24
15 Vanguard Small Cap Index 1.39M (1.28%) 1.39M
Increased by +100.00%
Dec 31, 24
16 Capital Group Dividend Value ETF 1.36M (1.25%) 60.11K
Increased by +4.41%
Nov 30, 24
17 Fidelity 500 Index 1.36M (1.25%) 6.79K
Increased by +0.50%
Dec 31, 24
18 American Funds Fundamental Invs A 1.35M (1.25%) -535.42K
Decreased by -39.52%
Dec 31, 24
19 Capital Group Fundamental Invtrs Comp 1.35M (1.25%) -535.42K
Decreased by -39.52%
Dec 31, 24
20 SPDR® S&P 500® ETF Trust 1.34M (1.23%) -13.06K
Decreased by -0.98%
Jan 31, 25