Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 6.12%
2 FDFF 5.16%
3 KBWB 4.03%
4 EAGL 3.98%
5 UTRN 3.92%
6 OAKM 3.33%
7 JPEF 3.28%
8 FNTC 3.19%
9 PVAL 3.16%
10 DVLU 2.86%
11 FOVL 2.83%
12 EQOP 2.83%
13 SIXA 2.78%
14 SIXH 2.72%
15 HIPR 2.40%
16 LEND 2.38%
17 YLDE 2.17%
18 QOWZ 2.04%
19 RDVY 2.01%
20 VETS 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.51M (8.59%) 299.41K
Increased by +0.95%
Sep 30, 24
2 BlackRock Inc 25.56M (6.97%) 416.23K
Increased by +1.63%
Sep 30, 24
3 Dodge & Cox 18.66M (5.09%) -1.28M
Decreased by -6.84%
Sep 30, 24
4 Capital Research Global Investors 17.89M (4.88%) -2.40M
Decreased by -13.44%
Sep 30, 24
5 State Street Corporation 16.69M (4.55%) 341.86K
Increased by +2.05%
Mar 31, 24
6 State Street Corp 16.51M (4.50%) 74.78K
Increased by +0.45%
Sep 30, 24
7 Harris Associates L.P. 14.45M (3.94%) -726.32K
Decreased by -5.03%
Sep 30, 24
8 Franklin Resources Inc 10.39M (2.83%) 280.46K
Increased by +2.70%
Sep 30, 24
9 Fisher Asset Management, LLC 9.69M (2.64%) 72.10K
Increased by +0.74%
Sep 30, 24
10 Davis Selected Advisers 9.63M (2.63%) -7.10K
Decreased by -0.07%
Sep 30, 24
11 JPMorgan Chase & Co 9.45M (2.58%) 879.08K
Increased by +9.30%
Sep 30, 24
12 Berkshire Hathaway Inc 9.10M (2.48%) -719.05K
Decreased by -7.90%
Sep 30, 24
13 Aristotle Capital Management LLC 8.20M (2.24%) -95.56K
Decreased by -1.16%
Sep 30, 24
14 Geode Capital Management, LLC 8.02M (2.19%) 159.62K
Increased by +1.99%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 7.25M (1.98%) 198.14K
Increased by +2.73%
Jun 30, 24
16 Capital World Investors 7.17M (1.96%) -2.70M
Decreased by -37.66%
Sep 30, 24
17 Pzena Investment Management, LLC 6.94M (1.89%) 7.00K
Increased by +0.10%
Sep 30, 24
18 FMR Inc 6.64M (1.81%) 1.17M
Increased by +17.61%
Sep 30, 24
19 Goldman Sachs Group Inc 6.14M (1.68%) 3.48M
Increased by +56.61%
Dec 31, 23
20 Eagle Capital Management LLC 5.35M (1.46%) 2.25K
Increased by +0.04%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 13.32M (3.63%) -381.20K
Decreased by -2.86%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.34M (3.09%) -56.19K
Decreased by -0.50%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 10.33M (2.82%) 65.66K
Increased by +0.64%
Dec 31, 24
4 Capital Group Investment Co of Amer Comp 7.07M (1.93%) 374.81K
Increased by +5.30%
Sep 30, 24
5 Capital Group Growth Fnd of Amer Comp 5.05M (1.38%) 483.07K
Increased by +9.57%
Mar 31, 24
6 SPDR® S&P 500® ETF Trust 4.80M (1.31%) 55.33K
Increased by +1.15%
Dec 31, 24
7 Fidelity 500 Index 4.72M (1.29%) 32.07K
Increased by +0.68%
Nov 30, 24
8 Capital Group American Mutual Comp 4.61M (1.26%) 336.74K
Increased by +7.30%
Sep 30, 24
9 SPDR® S&P 500 ETF Trust 4.48M (1.22%) -9.72K
Decreased by -0.22%
Apr 30, 24
10 iShares Core S&P 500 ETF 4.48M (1.22%) 3.15K
Increased by +0.07%
Dec 31, 24
11 Fidelity® 500 Index 4.44M (1.21%) 28.29K
Increased by +0.64%
Nov 30, 23
12 Putnam US Large Cap Value Equity 4.21M (1.15%) 190.34K
Increased by +4.52%
Dec 31, 24
13 Putnam Large Cap Value A 4.12M (1.12%) 10.53K
Increased by +0.26%
Nov 30, 24
14 American Funds Invmt Co of Amer A 3.96M (1.08%) -3.12M
Decreased by -78.70%
Dec 31, 24
15 American Funds American Balanced A 3.78M (1.03%) 0.00
Increased by 0.00%
Mar 31, 24
16 American Funds American Mutual A 3.71M (1.01%) -906.15K
Decreased by -24.44%
Dec 31, 24
17 Oakmark Investor 3.68M (1.00%) 17.00K
Increased by +0.46%
Sep 30, 24
18 American Funds Washington Mutual A 3.61M (0.98%) -1.88M
Decreased by -52.07%
Sep 30, 24
19 Capital Group Wash Mutual Invtrs Comp 3.61M (0.98%) -1.88M
Decreased by -52.07%
Sep 30, 24
20 American Funds Growth Fund of Amer A 3.59M (0.98%) -1.46M
Decreased by -40.76%
Jun 30, 24