Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDFF 5.16%
2 UTRN 3.92%
3 KBWB 3.79%
4 JPEF 2.92%
5 FOVL 2.86%
6 DVLU 2.79%
7 SIXA 2.59%
8 SIXH 2.54%
9 CGDV 2.19%
10 RDVY 2.06%
11 PWC 1.83%
12 SPVM 1.69%
13 YLDE 1.68%
14 ENTR 1.53%
15 RSPF 1.50%
16 PKW 1.49%
17 RYF 1.46%
18 EQRR 1.42%
19 SPVU 1.39%
20 PWV 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.67M (8.42%) 131.40K
Increased by +0.43%
Dec 31, 23
2 Dodge & Cox 25.22M (6.92%) -3.18M
Decreased by -12.62%
Dec 31, 23
3 BlackRock Inc 24.74M (6.79%) 364.94K
Increased by +1.47%
Dec 31, 23
4 Harris Associates L.P. 18.94M (5.20%) -464.99K
Decreased by -2.45%
Dec 31, 23
5 State Street Corporation 16.35M (4.49%) 498.76K
Increased by +3.05%
Dec 31, 23
6 Capital World Investors 14.99M (4.11%) 311.70K
Increased by +2.08%
Dec 31, 23
7 Berkshire Hathaway Inc 12.47M (3.42%) 0.00
Increased by 0.00%
Dec 31, 23
8 Capital Research Global Investors 12.23M (3.36%) 1.75M
Increased by +14.28%
Dec 31, 23
9 Davis Selected Advisers 10.89M (2.99%) -197.53K
Decreased by -1.81%
Dec 31, 23
10 Fisher Asset Management, LLC 9.54M (2.62%) -43.78K
Decreased by -0.46%
Dec 31, 23
11 Aristotle Capital Management LLC 8.83M (2.42%) -492.36K
Decreased by -5.58%
Dec 31, 23
12 JPMorgan Chase & Co 8.11M (2.23%) -1.91M
Decreased by -23.53%
Dec 31, 23
13 Pzena Investment Management, LLC 7.75M (2.13%) 124.06K
Increased by +1.60%
Dec 31, 23
14 Geode Capital Management, LLC 7.32M (2.01%) 166.06K
Increased by +2.27%
Dec 31, 23
15 Goldman Sachs Group Inc 6.14M (1.69%) 3.48M
Increased by +56.61%
Dec 31, 23
16 Eagle Capital Management LLC 5.51M (1.51%) -323.20K
Decreased by -5.87%
Dec 31, 23
17 Dimensional Fund Advisors, Inc. 3.85M (1.06%) -154.19K
Decreased by -4.00%
Dec 31, 23
18 Northern Trust Corp 3.79M (1.04%) -165.76K
Decreased by -4.37%
Dec 31, 23
19 Bank of America Corp 3.54M (0.97%) 426.05K
Increased by +12.03%
Sep 30, 23
20 Arrowstreet Capital Limited Partnership 3.52M (0.97%) 2.60M
Increased by +73.82%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 16.99M (4.66%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 11.35M (3.11%) 3.11K
Increased by +0.03%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 9.59M (2.63%) 78.87K
Increased by +0.82%
Mar 31, 24
4 American Funds Invmt Co of Amer A 6.70M (1.84%) 3.45M
Increased by +51.43%
Mar 31, 24
5 Capital Group Investment Co of Amer Comp 6.70M (1.84%) 3.45M
Increased by +51.43%
Mar 31, 24
6 American Funds Washington Mutual A 5.49M (1.51%) -3.81K
Decreased by -0.07%
Mar 31, 24
7 Capital Group Wash Mutual Invtrs Comp 5.49M (1.51%) -3.81K
Decreased by -0.07%
Mar 31, 24
8 American Funds Growth Fund of Amer A 5.05M (1.39%) 483.07K
Increased by +9.57%
Mar 31, 24
9 Capital Group Growth Fnd of Amer Comp 5.05M (1.39%) 483.07K
Increased by +9.57%
Mar 31, 24
10 Fidelity 500 Index 4.60M (1.26%) 29.72K
Increased by +0.65%
Mar 31, 24
11 SPDR® S&P 500 ETF Trust 4.48M (1.23%) -9.72K
Decreased by -0.22%
Apr 30, 24
12 Fidelity® 500 Index 4.44M (1.22%) 28.29K
Increased by +0.64%
Nov 30, 23
13 American Funds American Mutual A 4.13M (1.13%) 158.55K
Increased by +3.84%
Mar 31, 24
14 Capital Group American Mutual Comp 4.13M (1.13%) 158.55K
Increased by +3.84%
Mar 31, 24
15 iShares Core S&P 500 ETF 3.92M (1.08%) 3.40K
Increased by +0.09%
Apr 30, 24
16 American Funds American Balanced A 3.78M (1.04%) 0.00
Increased by 0.00%
Mar 31, 24
17 Oakmark Investor 3.66M (1.00%) -500.00K
Decreased by -13.66%
Mar 31, 24
18 Davis NY Venture A 3.15M (0.86%) -206.48K
Decreased by -6.55%
Jan 31, 24
19 Vanguard Value Index Inv 3.00M (0.82%) -21.08K
Decreased by -0.70%
Mar 31, 24
20 Vanguard Windsor™ II Inv 2.74M (0.75%) -24.00K
Decreased by -0.87%
Mar 31, 24