Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.23%
2 PEJ 3.04%
3 RSPC 3.03%
4 EWCO 2.95%
5 SRHQ 2.85%
6 ECML 2.55%
7 FCFY 2.22%
8 EQRR 2.16%
9 VFLO 2.16%
10 SMRI 2.10%
11 BMVP 2.10%
12 SAGP 1.93%
13 XLC 1.89%
14 FXD 1.81%
15 FLOW 1.70%
16 COWS 1.58%
17 HCOW 1.57%
18 SPVM 1.56%
19 WTV 1.46%
20 FLCV 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.22M (7.27%) -2.63M
Decreased by -10.42%
Dec 31, 24
2 BlackRock Inc 24.15M (6.96%) -6.18M
Decreased by -25.61%
Dec 31, 24
3 Dodge & Cox 21.10M (6.08%) -7.36M
Decreased by -34.87%
Dec 31, 24
4 State Street Corp 16.41M (4.73%) 807.31K
Increased by +4.92%
Dec 31, 24
5 Independent Franchise Partners LLP 16.18M (4.66%) -89.51K
Decreased by -0.55%
Dec 31, 24
6 State Street Corporation 15.22M (4.39%) 482.33K
Increased by +3.17%
Mar 31, 24
7 Ninety One UK Limited 11.33M (3.27%) -561.26K
Decreased by -4.95%
Sep 30, 23
8 LSV Asset Management 8.36M (2.41%) -263.75K
Decreased by -3.16%
Dec 31, 24
9 Pacer Advisors, INC. 8.34M (2.40%) 425.19K
Increased by +5.10%
Dec 31, 24
10 Geode Capital Management, LLC 6.60M (1.90%) -35.16K
Decreased by -0.53%
Dec 31, 24
11 Citadel Advisors Llc 4.57M (1.32%) 2.87M
Increased by +62.89%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 3.82M (1.10%) 39.96K
Increased by +1.05%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 3.70M (1.06%) 670.15K
Increased by +18.14%
Dec 31, 24
14 Amvescap Plc. 3.57M (1.03%) -65.56K
Decreased by -1.84%
Dec 31, 24
15 Point72 Asset Management, L.P. 3.53M (1.02%) -6.21M
Decreased by -175.78%
Jun 30, 24
16 Northern Trust Corp 3.50M (1.01%) 511.55K
Increased by +14.61%
Dec 31, 24
17 NORGES BANK 2.72M (0.78%) -165.96K
Decreased by -6.10%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 2.68M (0.77%) 219.02K
Increased by +8.18%
Dec 31, 24
19 Bank of America Corp 2.62M (0.76%) -192.90K
Decreased by -7.36%
Sep 30, 24
20 Yacktman Asset Management Co 2.46M (0.71%) -113.63K
Decreased by -4.61%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 16.50M (4.75%) -6.01M
Decreased by -36.40%
Dec 31, 24
2 Pacer US Cash Cows 100 ETF 8.26M (2.38%) 12.21K
Increased by +0.15%
Feb 28, 25
3 The Comm Svcs Sel Sect SPDR® ETF 7.81M (2.25%) -3.58K
Decreased by -0.05%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 6.29M (1.81%) 37.38K
Increased by +0.59%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 6.14M (1.77%) 46.40K
Increased by +0.76%
Feb 28, 25
6 Communication Services Sel Sect SPDR®ETF 6.10M (1.76%) -4.19K
Decreased by -0.07%
Apr 30, 24
7 Vanguard Mid Cap Index Institutional 4.29M (1.24%) 12.15K
Increased by +0.28%
Feb 28, 25
8 Ninety One GSF Glb Frchs I Acc USD 4.17M (1.20%) 0.00
Increased by 0.00%
Oct 31, 23
9 Ninety One Global Franchise 4.17M (1.20%) -72.18K
Decreased by -1.73%
Sep 30, 23
10 Fidelity® 500 Index 2.94M (0.85%) 13.25K
Increased by +0.45%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 2.92M (0.84%) 6.39K
Increased by +0.22%
Apr 30, 24
12 Fidelity 500 Index 2.75M (0.79%) 3.20K
Increased by +0.12%
Jan 31, 25
13 SPDR® S&P 500® ETF Trust 2.73M (0.79%) -20.28K
Decreased by -0.74%
Feb 28, 25
14 iShares Core S&P 500 ETF 2.59M (0.75%) -130.00
Decreased by -0.01%
Feb 28, 25
15 BlackRock Equity Dividend Instl 2.32M (0.67%) -990.49K
Decreased by -42.62%
Sep 30, 24
16 AMG Yacktman I 2.30M (0.66%) -100.00K
Decreased by -4.35%
Dec 31, 24
17 Invesco S&P 500® Equal Weight ETF 2.11M (0.61%) 2.40K
Increased by +0.11%
Feb 28, 25
18 Vanguard Value Index Inv 1.63M (0.47%) 6.96K
Increased by +0.43%
Feb 28, 25
19 Vanguard Mid-Cap Value ETF 1.52M (0.44%) -1.65K
Decreased by -0.11%
Feb 28, 25
20 Franchise Partners - US Equity 1.38M (0.40%) -10.20K
Decreased by -0.74%
Sep 30, 24