Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLOF 1000.00%
2 JKG 1000.00%
3 JKF 1000.00%
4 JKD 1000.00%
5 IYY 1000.00%
6 IXP 1000.00%
7 IWV 1000.00%
8 IWS 1000.00%
9 IWR 1000.00%
10 EUSA 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 IVW 1000.00%
14 IVV 1000.00%
15 IVE 1000.00%
16 IUSV 1000.00%
17 IUSG 1000.00%
18 ITOT 1000.00%
19 IMCV 1000.00%
20 IMCB 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 11.56M (12.39%) 3.16M
Increased by +27.36%
Mar 31, 24
2 Capital Research & Mgmt Co - Division 3 10.56M (11.32%) 3.69M
Increased by +34.90%
Mar 31, 24
3 Vanguard Group Inc 8.20M (8.79%) -51.26K
Decreased by -0.63%
Mar 31, 24
4 BlackRock Inc 6.37M (6.82%) -349.52K
Decreased by -5.49%
Mar 31, 24
5 Harris Associates L.P. 6.25M (6.70%) 1.08M
Increased by +17.25%
Mar 31, 24
6 State Street Corporation 6.24M (6.68%) 429.89K
Increased by +6.89%
Mar 31, 24
7 Berkshire Hathaway Inc 3.83M (4.10%) 0.00
Increased by 0.00%
Mar 31, 24
8 Pzena Investment Management, LLC 2.85M (3.05%) 1.40M
Increased by +49.12%
Mar 31, 24
9 Franklin Resources Inc 2.79M (2.99%) 1.38M
Increased by +49.47%
Mar 31, 24
10 Parnassus Investments LLC 2.60M (2.79%) 978.48K
Increased by +37.65%
Mar 31, 24
11 Massachusetts Financial Services Company 2.52M (2.70%) -531.08K
Decreased by -21.09%
Dec 31, 23
12 Veritas Asset Management LLP 2.25M (2.41%) 496.90K
Increased by +22.09%
Mar 31, 24
13 Geode Capital Management, LLC 2.08M (2.23%) 63.64K
Increased by +3.05%
Mar 31, 24
14 Parnassus Investments, LLC 1.62M (1.74%) 463.97K
Increased by +28.63%
Dec 31, 23
15 Eagle Capital Management LLC 1.61M (1.72%) 876.66K
Increased by +54.47%
Mar 31, 24
16 FMR Inc 1.58M (1.70%) -148.63K
Decreased by -9.39%
Dec 31, 23
17 JPMorgan Chase & Co 1.57M (1.68%) -759.04K
Decreased by -48.31%
Mar 31, 24
18 Amvescap Plc. 1.53M (1.64%) -399.48K
Decreased by -26.12%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 1.26M (1.35%) 142.54K
Increased by +11.32%
Mar 31, 24
20 Putnam Investments LLC 1.23M (1.32%) 242.45K
Increased by +19.66%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 7.46M (8.00%) 0.00
Increased by 0.00%
Jun 30, 24
2 Performer (AFRIS) 4.60M (4.93%) 4.60M
Increased by +100.00%
Feb 29, 24
3 American Funds American Balanced A 3.80M (4.07%) -832.58K
Decreased by -21.90%
Jun 30, 24
4 American Funds Growth Fund of Amer A 3.14M (3.36%) 0.00
Increased by 0.00%
Jun 30, 24
5 Capital Group Growth Fnd of Amer Comp 3.14M (3.36%) 1.42M
Increased by +45.33%
Mar 31, 24
6 Vanguard Total Stock Mkt Idx Inv 2.97M (3.19%) 1.75K
Increased by +0.06%
Jun 30, 24
7 Invesco QQQ Trust 2.79M (2.99%) 13.46K
Increased by +0.48%
Jun 30, 24
8 The Comm Svcs Sel Sect SPDR® ETF 2.74M (2.94%) -3.12K
Decreased by -0.11%
Jun 28, 24
9 Communication Services Sel Sect SPDR®ETF 2.52M (2.70%) -1.73K
Decreased by -0.07%
Apr 30, 24
10 Vanguard Institutional 500 Index Trust 2.52M (2.70%) -17.25K
Decreased by -0.69%
Jun 30, 24
11 Parnassus Core Equity Investor 1.86M (1.99%) 0.00
Increased by 0.00%
Jun 30, 24
12 MFS Large Cap Value (SMA) 1.63M (1.75%) 1.63M
Increased by +100.00%
Jun 30, 23
13 Oakmark Investor 1.60M (1.72%) 195.00K
Increased by +12.16%
Jun 30, 24
14 Fidelity 500 Index 1.20M (1.29%) 6.10K
Increased by +0.51%
May 31, 24
15 Fidelity® 500 Index 1.19M (1.27%) 7.55K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500® ETF Trust 1.18M (1.26%) 10.96K
Increased by +0.93%
Jun 30, 24
17 SPDR® S&P 500 ETF Trust 1.17M (1.25%) 2.65K
Increased by +0.23%
Apr 30, 24
18 MFS Large Cap Value Equity 1.13M (1.21%) -216.90K
Decreased by -19.14%
Dec 31, 23
19 MFS Value A 1.13M (1.21%) -29.02K
Decreased by -2.56%
Dec 31, 23
20 iShares Core S&P 500 ETF 1.05M (1.12%) 5.28K
Increased by +0.50%
Jun 28, 24