Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDFF 5.09%
2 BPAY 4.69%
3 KBWB 3.94%
4 UTRN 3.92%
5 PVAL 3.38%
6 FNTC 3.19%
7 JPEF 3.17%
8 DVLU 2.95%
9 FOVL 2.83%
10 EQOP 2.83%
11 OAKM 2.81%
12 EAGL 2.78%
13 HIPR 2.40%
14 LEND 2.38%
15 GVIP 2.04%
16 RDVY 2.01%
17 PFI 2.00%
18 VETS 1.97%
19 PFUT 1.96%
20 QOWZ 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.74M (8.61%) 234.86K
Increased by +0.74%
Dec 31, 24
2 BlackRock Inc 27.41M (7.43%) 1.85M
Increased by +6.74%
Dec 31, 24
3 Dodge & Cox 17.28M (4.69%) -1.38M
Decreased by -7.97%
Dec 31, 24
4 State Street Corp 16.81M (4.56%) 306.39K
Increased by +1.82%
Dec 31, 24
5 State Street Corporation 16.69M (4.53%) 341.86K
Increased by +2.05%
Mar 31, 24
6 Harris Associates L.P. 11.86M (3.22%) -2.59M
Decreased by -21.87%
Dec 31, 24
7 Capital Research Global Investors 11.76M (3.19%) -6.13M
Decreased by -52.12%
Dec 31, 24
8 JPMorgan Chase & Co 11.42M (3.10%) -7.48M
Decreased by -65.48%
Dec 31, 24
9 Franklin Resources Inc 10.72M (2.91%) 331.60K
Increased by +3.09%
Dec 31, 24
10 Davis Selected Advisers 9.25M (2.51%) -379.36K
Decreased by -4.10%
Dec 31, 24
11 Fisher Asset Management, LLC 9.09M (2.46%) -608.01K
Decreased by -6.69%
Dec 31, 24
12 Geode Capital Management, LLC 8.23M (2.23%) 207.43K
Increased by +2.52%
Dec 31, 24
13 FMR Inc 8.08M (2.19%) 1.44M
Increased by +17.79%
Dec 31, 24
14 Aristotle Capital Management LLC 8.05M (2.18%) -158.74K
Decreased by -1.97%
Dec 31, 24
15 Berkshire Hathaway Inc 7.45M (2.02%) -1.65M
Decreased by -22.15%
Dec 31, 24
16 Pzena Investment Management, LLC 6.17M (1.67%) -771.84K
Decreased by -12.51%
Dec 31, 24
17 Goldman Sachs Group Inc 6.14M (1.67%) 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 (1.25%) 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 12.38M (3.36%) -938.44K
Decreased by -7.58%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 11.42M (3.10%) 42.68K
Increased by +0.37%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 10.58M (2.87%) 72.67K
Increased by +0.69%
Feb 28, 25
4 Capital Group Growth Fnd of Amer Comp 5.05M (1.37%) 483.07K
Increased by +9.57%
Mar 31, 24
5 Fidelity 500 Index 4.76M (1.29%) 20.99K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 4.71M (1.28%) -34.94K
Decreased by -0.74%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 4.48M (1.22%) -9.72K
Decreased by -0.22%
Apr 30, 24
8 iShares Core S&P 500 ETF 4.48M (1.22%) -225.00
Decreased by -0.01%
Feb 28, 25
9 Fidelity® 500 Index 4.44M (1.21%) 28.29K
Increased by +0.64%
Nov 30, 23
10 Putnam Large Cap Value A 4.31M (1.17%) 0.00
Increased by 0.00%
Feb 28, 25
11 Putnam US Large Cap Value Equity 4.21M (1.14%) 190.34K
Increased by +4.52%
Dec 31, 24
12 American Funds Invmt Co of Amer A 3.96M (1.07%) -3.12M
Decreased by -78.70%
Dec 31, 24
13 Capital Group Investment Co of Amer Comp 3.96M (1.07%) -3.12M
Decreased by -78.70%
Dec 31, 24
14 American Funds American Balanced A 3.78M (1.03%) 0.00
Increased by 0.00%
Mar 31, 24
15 American Funds American Mutual A 3.71M (1.01%) -906.15K
Decreased by -24.44%
Dec 31, 24
16 Capital Group American Mutual Comp 3.71M (1.01%) -906.15K
Decreased by -24.44%
Dec 31, 24
17 American Funds Washington Mutual A 3.61M (0.98%) -1.88M
Decreased by -52.07%
Sep 30, 24
18 American Funds Growth Fund of Amer A 3.59M (0.97%) -1.46M
Decreased by -40.76%
Jun 30, 24
19 JPMorgan Equity Income I 3.52M (0.96%) 229.56K
Increased by +6.52%
Jan 31, 25
20 JPM US Equity Income-Composite 3.29M (0.89%) 1.36M
Increased by +41.38%
Dec 31, 24