Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDFF 5.48%
2 BPAY 4.96%
3 KBWB 4.19%
4 UTRN 3.92%
5 JPEF 3.55%
6 FNTC 3.19%
7 EAGL 3.18%
8 DVLU 3.16%
9 PVAL 3.10%
10 FOVL 2.83%
11 EQOP 2.83%
12 OAKM 2.82%
13 HIPR 2.40%
14 LEND 2.38%
15 PFI 2.24%
16 BKDV 2.24%
17 DYNF 2.22%
18 GVIP 2.19%
19 QOWZ 2.11%
20 RDVY 2.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.74M (8.57%) 234.86K
Increased by +0.74%
Dec 31, 24
2 BlackRock Inc 27.41M (7.40%) 1.85M
Increased by +6.74%
Dec 31, 24
3 Dodge & Cox 17.28M (4.67%) -1.38M
Decreased by -7.97%
Dec 31, 24
4 State Street Corp 16.81M (4.54%) 306.39K
Increased by +1.82%
Dec 31, 24
5 State Street Corporation 16.69M (4.50%) 341.86K
Increased by +2.05%
Mar 31, 24
6 Harris Associates L.P. 11.86M (3.20%) -2.59M
Decreased by -21.87%
Dec 31, 24
7 Capital Research Global Investors 11.76M (3.17%) -6.13M
Decreased by -52.12%
Dec 31, 24
8 JPMorgan Chase & Co 11.42M (3.08%) -7.48M
Decreased by -65.48%
Dec 31, 24
9 Franklin Resources Inc 10.72M (2.89%) 331.60K
Increased by +3.09%
Dec 31, 24
10 Davis Selected Advisers 9.25M (2.50%) -379.36K
Decreased by -4.10%
Dec 31, 24
11 Fisher Asset Management, LLC 9.09M (2.45%) -608.01K
Decreased by -6.69%
Dec 31, 24
12 Geode Capital Management, LLC 8.23M (2.22%) 207.43K
Increased by +2.52%
Dec 31, 24
13 FMR Inc 8.08M (2.18%) 1.44M
Increased by +17.79%
Dec 31, 24
14 Aristotle Capital Management LLC 8.05M (2.17%) -158.74K
Decreased by -1.97%
Dec 31, 24
15 Berkshire Hathaway Inc 7.45M (2.01%) -1.65M
Decreased by -22.15%
Dec 31, 24
16 Pzena Investment Management, LLC 6.17M (1.66%) -771.84K
Decreased by -12.51%
Dec 31, 24
17 Goldman Sachs Group Inc 6.14M (1.66%) 3.48M
Increased by +56.61%
Dec 31, 23
18 Eagle Capital Management LLC 5.36M (1.45%) 1.44K
Increased by +0.03%
Dec 31, 24
19 Bank of America Corp 4.59M (1.24%) 646.35K
Increased by +14.08%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 4.51M (1.22%) -726.91K
Decreased by -16.11%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 11.85M (3.20%) -525.10K
Decreased by -4.43%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 11.48M (3.10%) 8.16K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 11.43M (3.09%) 12.79K
Increased by +0.11%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 10.59M (2.86%) 13.62K
Increased by +0.13%
Mar 31, 25
5 Capital Group Growth Fnd of Amer Comp 5.05M (1.36%) 483.07K
Increased by +9.57%
Mar 31, 24
6 Fidelity 500 Index 4.78M (1.29%) 4.49K
Increased by +0.09%
Mar 31, 25
7 SPDR® S&P 500 ETF 4.74M (1.28%) -69.44K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF 4.63M (1.25%) 3.81K
Increased by +0.08%
Apr 30, 25
9 SPDR® S&P 500® ETF Trust 4.62M (1.25%) -24.19K
Decreased by -0.52%
Mar 31, 25
10 iShares Core S&P 500 ETF 4.52M (1.22%) -4.50K
Decreased by -0.10%
Apr 29, 25
11 SPDR® S&P 500 ETF Trust 4.48M (1.21%) -9.72K
Decreased by -0.22%
Apr 30, 24
12 Fidelity® 500 Index 4.44M (1.20%) 28.29K
Increased by +0.64%
Nov 30, 23
13 Putnam Large Cap Value A 4.41M (1.19%) 98.58K
Increased by +2.24%
Mar 31, 25
14 Putnam US Large Cap Value Equity 4.41M (1.19%) 194.50K
Increased by +4.42%
Mar 31, 25
15 JPM US Equity Income-Composite 3.98M (1.08%) 691.70K
Increased by +17.36%
Mar 31, 25
16 JPMorgan Equity Income I 3.98M (1.08%) 117.55K
Increased by +2.95%
Mar 31, 25
17 American Funds Invmt Co of Amer A 3.96M (1.07%) -3.12M
Decreased by -78.70%
Dec 31, 24
18 Capital Group Investment Co of Amer Comp 3.96M (1.07%) -3.12M
Decreased by -78.70%
Dec 31, 24
19 American Funds American Balanced A 3.78M (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
20 American Funds Growth Fund of Amer A 3.59M (0.97%) -1.46M
Decreased by -40.76%
Jun 30, 24