Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 5.61%
2 FDFF 4.88%
3 KBWB 4.39%
4 EAGL 3.92%
5 UTRN 3.92%
6 DVLU 3.60%
7 OAKM 3.51%
8 FNTC 3.19%
9 JPEF 3.12%
10 PVAL 2.85%
11 FOVL 2.83%
12 EQOP 2.83%
13 CGDV 2.63%
14 HIPR 2.40%
15 LEND 2.38%
16 RDVY 2.31%
17 QOWZ 2.15%
18 YLDE 2.06%
19 VETS 1.97%
20 VTRN 1.88%

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 25.15M (6.86%) 150.27K
Increased by +0.60%
Jun 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 11.43M (3.12%) -41.13K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 10.12M (2.76%) 121.98K
Increased by +1.20%
Oct 31, 24
4 American Funds Invmt Co of Amer A 7.07M (1.93%) 374.81K
Increased by +5.30%
Sep 30, 24
5 Capital Group Investment Co of Amer Comp 7.07M (1.93%) 374.81K
Increased by +5.30%
Sep 30, 24
6 Capital Group Growth Fnd of Amer Comp 5.05M (1.38%) 483.07K
Increased by +9.57%
Mar 31, 24
7 SPDR® S&P 500® ETF Trust 4.71M (1.28%) 27.90K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 4.69M (1.28%) -7.71K
Decreased by -0.16%
Oct 31, 24
9 American Funds American Mutual A 4.61M (1.26%) 336.74K
Increased by +7.30%
Sep 30, 24
10 Capital Group American Mutual Comp 4.61M (1.26%) 336.74K
Increased by +7.30%
Sep 30, 24
11 SPDR® S&P 500 ETF Trust 4.48M (1.22%) -9.72K
Decreased by -0.22%
Apr 30, 24
12 Fidelity® 500 Index 4.44M (1.21%) 28.29K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 4.32M (1.18%) 0.00
Increased by 0.00%
Nov 30, 24
14 Putnam Large Cap Value A 4.11M (1.12%) 89.95K
Increased by +2.19%
Oct 31, 24
15 Putnam US Large Cap Value Equity 4.02M (1.10%) 238.72K
Increased by +5.94%
Sep 30, 24
16 American Funds American Balanced A 3.78M (1.03%) 0.00
Increased by 0.00%
Mar 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