Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.76%
2 LSAT 3.62%
3 EWCO 1.46%
4 QQQN 0.81%
5 QQJG 0.73%
6 PY 0.59%
7 XLC 0.58%
8 QQQJ 0.50%
9 LTL 0.45%
10 FCOM 0.41%
11 VOX 0.41%
12 EIS 0.36%
13 AIVL 0.31%
14 RPV 0.23%
15 DON 0.21%
16 SSPY 0.12%
17 DCPE 0.11%
18 ESGU 0.11%
19 ACVF 0.10%
20 IXP 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.14M (4.20%) -14.65K
Decreased by -0.10%
Dec 31, 23
2 BlackRock Inc 12.74M (3.53%) 469.73K
Increased by +3.69%
Dec 31, 23
3 Dodge & Cox 11.30M (3.13%) -123.40K
Decreased by -1.09%
Dec 31, 23
4 Yacktman Asset Management Co 8.73M (2.42%) 134.67K
Increased by +1.54%
Mar 31, 24
5 State Street Corporation 8.57M (2.38%) 897.03K
Increased by +10.47%
Dec 31, 23
6 Nomura Holdings Inc 5.88M (1.63%) 274.98K
Increased by +4.67%
Sep 30, 23
7 State Of Wisconsin Investment Board 5.47M (1.52%) 69.29K
Increased by +1.27%
Dec 31, 23
8 American Century Companies Inc 5.03M (1.39%) 208.48K
Increased by +4.14%
Dec 31, 23
9 Independent Franchise Partners LLP 3.55M (0.98%) 22.13K
Increased by +0.62%
Dec 31, 23
10 Geode Capital Management, LLC 2.91M (0.81%) 8.75K
Increased by +0.30%
Dec 31, 23
11 NORGES BANK 2.55M (0.71%) -209.86K
Decreased by -8.22%
Dec 31, 23
12 Dimensional Fund Advisors, Inc. 2.07M (0.57%) 20.31K
Increased by +0.98%
Dec 31, 23
13 Amundi 1.93M (0.54%) 177.31K
Increased by +9.18%
Dec 31, 23
14 Goldman Sachs Group Inc 1.89M (0.52%) 1.40M
Increased by +74.13%
Dec 31, 23
15 Amvescap Plc. 1.85M (0.51%) 227.36K
Increased by +12.28%
Dec 31, 23
16 Cqs (Us), LLC 1.52M (0.42%) 65.50K
Increased by +4.30%
Sep 30, 23
17 Bank of New York Mellon Corp 1.48M (0.41%) 662.57K
Increased by +44.82%
Dec 31, 23
18 Northern Trust Corp 1.47M (0.41%) -27.02K
Decreased by -1.83%
Dec 31, 23
19 HHG PLC 1.42M (0.39%) -312.15K
Decreased by -21.92%
Dec 31, 23
20 Citigroup Inc 1.41M (0.39%) 807.57K
Increased by +57.13%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 8.49M (2.35%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 3.42M (0.95%) 52.56K
Increased by +1.54%
Mar 31, 24
3 Communication Services Sel Sect SPDR®ETF 3.37M (0.93%) -2.31K
Decreased by -0.07%
Apr 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.24M (0.90%) -602.13K
Decreased by -18.58%
Mar 31, 24
5 AMG Yacktman I 3.10M (0.86%) 0.00
Increased by 0.00%
Mar 31, 24
6 AMG Yacktman Focused N 3.00M (0.83%) 0.00
Increased by 0.00%
Mar 31, 24
7 Vanguard Mid Cap Index Institutional 2.23M (0.62%) -787.22K
Decreased by -35.23%
Mar 31, 24
8 Contrarius Global Equity Investor 2.01M (0.56%) 2.01M
Increased by +100.00%
Mar 31, 24
9 American Century Mid Cap Value Inv 1.88M (0.52%) -1.63M
Decreased by -86.61%
Mar 31, 24
10 American Century U.S. Mid Cap Value 1.88M (0.52%) -1.63M
Decreased by -86.61%
Mar 31, 24
11 Fidelity 500 Index 1.60M (0.44%) -2.91K
Decreased by -0.18%
Mar 31, 24
12 SPDR® S&P 500 ETF Trust 1.56M (0.43%) 3.51K
Increased by +0.22%
Apr 30, 24
13 Fidelity® 500 Index 1.55M (0.43%) 15.72K
Increased by +1.01%
Nov 30, 23
14 Invesco S&P 500® Equal Weight ETF 1.41M (0.39%) 2.86K
Increased by +0.20%
Apr 30, 24
15 iShares Core S&P 500 ETF 1.36M (0.38%) 1.19K
Increased by +0.09%
Apr 30, 24
16 Janus Henderson Mid Cap Value L 1.06M (0.29%) 0.00
Increased by 0.00%
Mar 31, 24
17 Vanguard Value Index Inv 1.01M (0.28%) -9.43K
Decreased by -0.94%
Mar 31, 24
18 Vanguard Institutional Index I 863.94K (0.24%) -3.10K
Decreased by -0.36%
Mar 31, 24
19 Vanguard Mid-Cap Value ETF 643.21K (0.18%) -352.86K
Decreased by -54.86%
Mar 31, 24
20 State St S&P 500® Indx SL Cl III 636.41K (0.18%) -3.80K
Decreased by -0.60%
Apr 30, 24