Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.22%
2 LSAT 4.01%
3 ADPV 3.05%
4 ACTX_old 1.81%
5 RSPC 1.50%
6 EWCO 1.44%
7 XLC 1.33%
8 CZA 1.31%
9 QQJG 1.13%
10 BVNSC 0.92%
11 QQQN 0.88%
12 SGLC 0.83%
13 LTL 0.82%
14 QQQJ 0.73%
15 PY 0.65%
16 VOX 0.63%
17 PAPI 0.61%
18 FCOM 0.53%
19 RPV 0.34%
20 AIVL 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.34M (4.13%) 425.87K
Increased by +2.97%
Dec 31, 24
2 BlackRock Inc 12.51M (3.60%) 235.39K
Increased by +1.88%
Dec 31, 24
3 Dodge & Cox 11.34M (3.27%) 10.19K
Increased by +0.09%
Dec 31, 24
4 State Street Corp 9.92M (2.86%) 282.05K
Increased by +2.84%
Dec 31, 24
5 State Street Corporation 8.71M (2.51%) 134.34K
Increased by +1.54%
Mar 31, 24
6 Yacktman Asset Management Co 6.57M (1.89%) -633.55K
Decreased by -9.65%
Mar 31, 25
7 Nomura Holdings Inc 5.88M (1.70%) 274.98K
Increased by +4.67%
Sep 30, 23
8 State Of Wisconsin Investment Board 5.86M (1.69%) -641.70K
Decreased by -10.95%
Dec 31, 24
9 Independent Franchise Partners LLP 5.71M (1.64%) 759.87K
Increased by +13.32%
Dec 31, 24
10 UBS Group AG 3.37M (0.97%) 1.07M
Increased by +31.86%
Dec 31, 24
11 Geode Capital Management, LLC 3.22M (0.93%) 114.44K
Increased by +3.55%
Dec 31, 24
12 NORGES BANK 3.04M (0.87%) 26.55K
Increased by +0.87%
Dec 31, 24
13 Assenagon Asset Management SA 2.97M (0.86%) 1.10M
Increased by +36.86%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 2.47M (0.71%) 131.02K
Increased by +5.31%
Dec 31, 24
15 Contrarius Investment Management Ltd 2.08M (0.60%) -135.53K
Decreased by -6.50%
Sep 30, 24
16 Goldman Sachs Group Inc 2.02M (0.58%) 1.32M
Increased by +65.27%
Jun 30, 24
17 American Century Companies Inc 1.93M (0.56%) -875.49K
Decreased by -45.35%
Jun 30, 24
18 Amvescap Plc. 1.92M (0.55%) -57.26K
Decreased by -2.99%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 1.70M (0.49%) -97.79K
Decreased by -5.77%
Dec 31, 24
20 Amundi 1.55M (0.45%) 702.56K
Increased by +45.36%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 7.34M (2.12%) -1.14M
Decreased by -15.57%
Mar 31, 25
2 The Comm Svcs Sel Sect SPDR® ETF 6.02M (1.73%) 5.68K
Increased by +0.09%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 3.65M (1.05%) -7.37K
Decreased by -0.20%
Mar 31, 25
4 Communication Services Sel Sect SPDR®ETF 3.37M (0.97%) -2.31K
Decreased by -0.07%
Apr 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.31M (0.95%) -275.00
Decreased by -0.01%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 3.28M (0.94%) 0.00
Increased by 0.00%
Sep 30, 24
7 AMG Yacktman I 3.10M (0.89%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Mid Cap Index Institutional 2.37M (0.68%) 75.51K
Increased by +3.19%
Mar 31, 25
9 Contrarius Global Equity Investor 2.01M (0.58%) 2.01M
Increased by +100.00%
Mar 31, 24
10 AMG Yacktman Focused N 1.79M (0.52%) -510.00K
Decreased by -28.49%
Mar 31, 25
11 Fidelity 500 Index 1.66M (0.48%) -7.22K
Decreased by -0.44%
Mar 31, 25
12 SPDR® S&P 500 ETF 1.65M (0.47%) -24.18K
Decreased by -1.47%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.60M (0.46%) 1.33K
Increased by +0.08%
Apr 30, 25
14 SPDR® S&P 500® ETF Trust 1.60M (0.46%) -8.42K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 1.56M (0.45%) 3.51K
Increased by +0.22%
Apr 30, 24
16 iShares Core S&P 500 ETF 1.56M (0.45%) -1.64K
Decreased by -0.10%
Apr 30, 25
17 Fidelity® 500 Index 1.55M (0.45%) 15.72K
Increased by +1.01%
Nov 30, 23
18 Contrarius Global Equity Institutional 1.17M (0.34%) -10.34K
Decreased by -0.89%
Mar 31, 25
19 Vanguard Value Index Inv 1.10M (0.32%) 86.00K
Increased by +7.83%
Mar 31, 25
20 WEDGE QVM-Large Cap Value 1.06M (0.31%) 1.06M
Increased by +100.00%
Dec 31, 24