Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DUSA 11.29%
2 DFNL 10.31%
3 FDFF 5.90%
4 DWLD 5.40%
5 EAGL 4.37%
6 KBWB 4.12%
7 VNSE 3.96%
8 UTRN 3.92%
9 JPEF 3.57%
10 BPAY 3.47%
11 DVLU 3.35%
12 PVAL 3.21%
13 FNTC 3.19%
14 CGMM 3.13%
15 OAKM 3.12%
16 EQOP 2.83%
17 WLTG 2.61%
18 BKDV 2.53%
19 FOVL 2.52%
20 WLDR 2.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.25M (8.70%) 506.11K
Increased by +1.57%
Mar 31, 25
2 BlackRock Inc 28.22M (7.62%) 803.31K
Increased by +2.85%
Mar 31, 25
3 State Street Corp 17.00M (4.59%) 190.03K
Increased by +1.12%
Mar 31, 25
4 State Street Corporation 16.69M (4.50%) 341.86K
Increased by +2.05%
Mar 31, 24
5 Dodge & Cox 16.28M (4.39%) -1.01M
Decreased by -6.20%
Mar 31, 25
6 JPMorgan Chase & Co 13.58M (3.67%) 2.16M
Increased by +15.87%
Mar 31, 25
7 FMR Inc 11.19M (3.02%) 3.11M
Increased by +27.83%
Mar 31, 25
8 Franklin Resources Inc 10.77M (2.91%) 55.72K
Increased by +0.52%
Mar 31, 25
9 Harris Associates L.P. 9.85M (2.66%) -2.01M
Decreased by -20.40%
Mar 31, 25
10 Davis Selected Advisers 9.00M (2.43%) -249.59K
Decreased by -2.77%
Mar 31, 25
11 Geode Capital Management, LLC 8.53M (2.30%) 306.93K
Increased by +3.60%
Mar 31, 25
12 Fisher Asset Management, LLC 8.17M (2.21%) -916.34K
Decreased by -11.22%
Mar 31, 25
13 Aristotle Capital Management LLC 7.77M (2.10%) -276.07K
Decreased by -3.55%
Mar 31, 25
14 Berkshire Hathaway Inc 7.15M (1.93%) -300.00K
Decreased by -4.20%
Mar 31, 25
15 Capital Research Global Investors 6.58M (1.78%) -5.18M
Decreased by -78.73%
Mar 31, 25
16 Bank of America Corp 5.61M (1.51%) 1.02M
Increased by +18.13%
Mar 31, 25
17 Pzena Investment Management, LLC 5.57M (1.50%) -601.60K
Decreased by -10.81%
Mar 31, 25
18 Eagle Capital Management LLC 5.23M (1.41%) -124.23K
Decreased by -2.37%
Mar 31, 25
19 Bank of New York Mellon Corp 4.96M (1.34%) 950.41K
Increased by +19.16%
Mar 31, 25
20 UBS Asset Mgmt Americas Inc 4.68M (1.26%) 1.45M
Increased by +31.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.54M (5.54%) 698.37K
Increased by +3.40%
May 31, 25
2 Vanguard Institutional 500 Index Trust 18.12M (4.89%) 124.91K
Increased by +0.69%
May 31, 25
3 Dodge & Cox Stock I 11.85M (3.20%) -525.10K
Decreased by -4.43%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 11.48M (3.10%) 8.16K
Increased by +0.07%
Sep 30, 24
5 SPDR® S&P 500® ETF 7.61M (2.05%) -34.03K
Decreased by -0.45%
May 31, 25
6 iShares Core S&P 500 ETF 7.38M (1.99%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Value Index Inv 5.62M (1.52%) 185.86K
Increased by +3.31%
May 31, 25
8 Capital Group Growth Fnd of Amer Comp 5.05M (1.36%) 483.07K
Increased by +9.57%
Mar 31, 24
9 Fidelity 500 Index 4.79M (1.29%) 5.91K
Increased by +0.12%
Apr 30, 25
10 SPDR® S&P 500 ETF 4.74M (1.28%) -69.44K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 4.62M (1.25%) -24.19K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 4.48M (1.21%) -9.72K
Decreased by -0.22%
Apr 30, 24
13 Fidelity® 500 Index 4.44M (1.20%) 28.29K
Increased by +0.64%
Nov 30, 23
14 Putnam Large Cap Value A 4.41M (1.19%) 0.00
Increased by 0.00%
May 31, 25
15 Putnam US Large Cap Value Equity 4.41M (1.19%) 194.50K
Increased by +4.42%
Mar 31, 25
16 The Financial Select Sector SPDR® ETF 4.39M (1.18%) -12.20K
Decreased by -0.28%
May 31, 25
17 JPM US Equity Income-Composite 3.98M (1.08%) 691.70K
Increased by +17.36%
Mar 31, 25
18 JPMorgan Equity Income I 3.98M (1.08%) 0.00
Increased by 0.00%
Apr 30, 25
19 American Funds Invmt Co of Amer A 3.96M (1.07%) -3.12M
Decreased by -78.70%
Dec 31, 24
20 Capital Group Investment Co of Amer Comp 3.96M (1.07%) -3.12M
Decreased by -78.70%
Dec 31, 24