Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DUSA 10.82%
2 DFNL 10.04%
3 FDFF 5.75%
4 DWLD 4.94%
5 EAGL 4.28%
6 KBWB 4.01%
7 VNSE 3.92%
8 UTRN 3.92%
9 JPEF 3.39%
10 CGMM 3.23%
11 FNTC 3.19%
12 BPAY 3.15%
13 OAKM 3.08%
14 EQOP 2.83%
15 LGCF 2.82%
16 TFNS 2.73%
17 PVAL 2.71%
18 WLTG 2.56%
19 CLCV 2.54%
20 DVLU 2.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.38M (9.00%) -7.62M
Decreased by -13.51%
Jun 30, 25
2 BlackRock Inc 28.22M (4.50%) 803.31K
Increased by +2.85%
Mar 31, 25
3 Capital World Investors 25.96M (4.14%) 1.26M
Increased by +4.87%
Jun 30, 25
4 State Street Corp 17.00M (2.71%) 190.03K
Increased by +1.12%
Mar 31, 25
5 State Street Corporation 16.69M (2.66%) 341.86K
Increased by +2.05%
Mar 31, 24
6 JPMorgan Chase & Co 13.58M (2.17%) 2.16M
Increased by +15.87%
Mar 31, 25
7 Dodge & Cox 12.86M (2.05%) -3.42M
Decreased by -26.60%
Jun 30, 25
8 FMR Inc 11.19M (1.79%) 3.11M
Increased by +27.83%
Mar 31, 25
9 Franklin Resources Inc 10.50M (1.68%) -334.68K
Decreased by -3.19%
Jun 30, 25
10 Harris Associates L.P. 10.07M (1.61%) 216.74K
Increased by +2.15%
Jun 30, 25
11 Davis Selected Advisers 8.96M (1.43%) -43.71K
Decreased by -0.49%
Jun 30, 25
12 Geode Capital Management, LLC 8.53M (1.36%) 306.93K
Increased by +3.60%
Mar 31, 25
13 Capital Research Global Investors 8.12M (1.30%) 1.54M
Increased by +19.02%
Jun 30, 25
14 NORGES BANK 8.00M (1.28%) 423.20K
Increased by +5.29%
Jun 30, 25
15 Aristotle Capital Management LLC 7.77M (1.24%) -276.07K
Decreased by -3.55%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 7.77M (1.24%) 966.03K
Increased by +12.44%
Jun 30, 25
17 Fisher Asset Management, LLC 7.65M (1.22%) -518.85K
Decreased by -6.78%
Jun 30, 25
18 Berkshire Hathaway Inc 7.15M (1.14%) -300.00K
Decreased by -4.20%
Mar 31, 25
19 Eagle Capital Management LLC 6.81M (1.09%) -85.59K
Decreased by -1.26%
Jun 30, 25
20 Goldman Sachs Group Inc 6.60M (1.05%) 1.30M
Increased by +19.65%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.10M (3.21%) -471.27K
Decreased by -2.34%
Jul 31, 25
2 Vanguard Institutional 500 Index Trust 18.12M (2.89%) 124.91K
Increased by +0.69%
May 31, 25
3 Vanguard 500 Index Investor 15.83M (2.53%) -2.32M
Decreased by -14.65%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 11.48M (1.83%) 8.16K
Increased by +0.07%
Sep 30, 24
5 American Funds Washington Mutual A 10.30M (1.64%) -1.00
Decreased by -0.00%
Jun 30, 25
6 Capital Group Wash Mutual Invtrs Comp 10.30M (1.64%) -1.00
Decreased by -0.00%
Jun 30, 25
7 Dodge & Cox Stock I 9.32M (1.49%) -2.53M
Decreased by -27.17%
Jun 30, 25
8 Fidelity 500 Index 8.10M (1.29%) 67.61K
Increased by +0.83%
Jun 30, 25
9 SPDR® S&P 500® ETF 7.83M (1.25%) 33.46K
Increased by +0.43%
Jul 31, 25
10 iShares Core S&P 500 ETF 7.64M (1.22%) 34.78K
Increased by +0.46%
Jul 31, 25
11 American Funds American Balanced A 5.75M (0.92%) 649.65K
Increased by +11.30%
Jun 30, 25
12 Vanguard Value Index Inv 5.67M (0.90%) -6.68K
Decreased by -0.12%
Jul 31, 25
13 SPDR® S&P 500 ETF 4.74M (0.76%) -69.44K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 4.62M (0.74%) -24.19K
Decreased by -0.52%
Mar 31, 25
15 The Financial Select Sector SPDR® ETF 4.56M (0.73%) 34.35K
Increased by +0.75%
Jul 31, 25
16 SPDR® S&P 500 ETF Trust 4.48M (0.72%) -9.72K
Decreased by -0.22%
Apr 30, 24
17 Fidelity® 500 Index 4.44M (0.71%) 28.29K
Increased by +0.64%
Nov 30, 23
18 Putnam Large Cap Value A 4.41M (0.70%) 0.00
Increased by 0.00%
Jun 30, 25
19 Putnam US Large Cap Value Equity 4.41M (0.70%) 0.00
Increased by 0.00%
Jun 30, 25
20 American Funds Invmt Co of Amer A 3.96M (0.63%) -3.12M
Decreased by -78.70%
Dec 31, 24