Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FINX 7.03%
2 IPAY 6.71%
3 CWS 4.58%
4 UTRN 4.00%
5 INAU 3.76%
6 PKW 3.63%
7 FNTC 3.45%
8 LEND 3.35%
9 MILN 3.26%
10 SAEF 3.15%
11 CCOR 3.09%
12 DVOL 3.03%
13 INNO 2.93%
14 BOUT 2.67%
15 PRN 2.55%
16 PDP 2.28%
17 GVIP 2.06%
18 XPND 1.90%
19 TTFS 1.90%
20 ISHP 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 50.18M (8.17%) 94.25K
Increased by +0.19%
Mar 31, 24
2 T. Rowe Price Associates, Inc. 44.72M (7.28%) 417.46K
Increased by +0.93%
Mar 31, 24
3 BlackRock Inc 39.94M (6.51%) 52.86K
Increased by +0.13%
Mar 31, 24
4 Dodge & Cox 34.61M (5.64%) -256.56K
Decreased by -0.74%
Mar 31, 24
5 State Street Corporation 24.68M (4.02%) 21.40K
Increased by +0.09%
Mar 31, 24
6 Capital World Investors 18.84M (3.07%) 1.30M
Increased by +6.92%
Mar 31, 24
7 Harris Associates L.P. 14.32M (2.33%) -724.52K
Decreased by -5.06%
Mar 31, 24
8 Geode Capital Management, LLC 11.72M (1.91%) 340.47K
Increased by +2.90%
Mar 31, 24
9 JPMorgan Chase & Co 10.45M (1.70%) 5.23M
Increased by +50.05%
Mar 31, 24
10 FMR Inc 9.96M (1.62%) -1.19M
Decreased by -12.00%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 9.18M (1.50%) -362.98K
Decreased by -3.95%
Mar 31, 24
12 Massachusetts Financial Services Company 7.11M (1.16%) -121.59K
Decreased by -1.71%
Mar 31, 24
13 Veritas Asset Management LLP 6.89M (1.12%) -94.53K
Decreased by -1.37%
Mar 31, 24
14 Nuveen Asset Management, LLC 6.60M (1.07%) 348.91K
Increased by +5.29%
Mar 31, 24
15 NORGES BANK 6.58M (1.07%) 1.17M
Increased by +17.76%
Dec 31, 23
16 Parnassus Investments LLC 6.54M (1.07%) -238.67K
Decreased by -3.65%
Mar 31, 24
17 Amvescap Plc. 6.06M (0.99%) 465.86K
Increased by +7.69%
Mar 31, 24
18 Northern Trust Corp 5.61M (0.91%) -293.69K
Decreased by -5.24%
Mar 31, 24
19 Longview Partners (Guernsey) Ltd. 4.64M (0.76%) -127.82K
Decreased by -2.76%
Mar 31, 24
20 Legal & General Group PLC 4.44M (0.72%) -158.25K
Decreased by -3.57%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 23.23M (3.78%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 18.61M (3.03%) 59.85K
Increased by +0.32%
May 31, 24
3 Vanguard Institutional 500 Index Trust 15.40M (2.51%) 134.59K
Increased by +0.87%
May 31, 24
4 Fidelity 500 Index 7.27M (1.18%) 15.60K
Increased by +0.21%
Apr 30, 24
5 SPDR® S&P 500® ETF Trust 7.22M (1.18%) 46.28K
Increased by +0.64%
May 31, 24
6 American Funds Fundamental Invs A 6.43M (1.05%) 266.08K
Increased by +4.14%
Mar 31, 24
7 Capital Group Fundamental Invtrs Comp 6.43M (1.05%) 266.08K
Increased by +4.14%
Mar 31, 24
8 iShares Core S&P 500 ETF 6.24M (1.02%) -1.79K
Decreased by -0.03%
May 31, 24
9 American Funds American Balanced A 5.39M (0.88%) 1.26M
Increased by +23.33%
Mar 31, 24
10 T. Rowe Price US Value Equity Composite 4.70M (0.77%) 398.28K
Increased by +8.48%
Mar 31, 24
11 T. Rowe Price Value 4.70M (0.77%) 398.28K
Increased by +8.48%
Mar 31, 24
12 Parnassus Core Equity Investor 4.67M (0.76%) -547.76K
Decreased by -11.73%
May 31, 24
13 T. Rowe Price U.S. Value Equity Tr-Z 4.65M (0.76%) 628.46K
Increased by +13.53%
Mar 31, 24
14 The Financial Select Sector SPDR® ETF 4.07M (0.66%) 15.11K
Increased by +0.37%
May 31, 24
15 T. Rowe Price Lrg Cp Gr I 4.05M (0.66%) -69.10K
Decreased by -1.70%
Mar 31, 24
16 T. Rowe Price US Large-Cap Growth Equity 4.05M (0.66%) -69.10K
Decreased by -1.70%
Mar 31, 24
17 Vanguard Institutional Index I 3.92M (0.64%) -7.29K
Decreased by -0.19%
May 31, 24
18 T. Rowe Price Growth Stock 3.61M (0.59%) -162.90K
Decreased by -4.51%
Mar 31, 24
19 T. Rowe Price US Growth Stock Composite 3.61M (0.59%) -162.90K
Decreased by -4.51%
Mar 31, 24
20 Oakmark Investor 3.49M (0.57%) 90.00K
Increased by +2.58%
Mar 31, 24