Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXR 8.25%
2 CARD 7.91%
3 CARU 7.81%
4 AIEQ 6.90%
5 IVFVC 4.21%
6 UTRN 4.10%
7 MADE 3.73%
8 TAAG 3.18%
9 OAKM 3.12%
10 VFLO 3.02%
11 DVAL 2.99%
12 TADS 2.90%
13 PJFV 2.87%
14 GRBIC 2.60%
15 SPVU 2.49%
16 RPV 2.48%
17 ACTX_old 2.40%
18 SPVM 2.36%
19 PXLV 2.32%
20 VTRN 2.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 99.34M (10.37%) 6.40M
Increased by +6.44%
Mar 31, 25
2 BlackRock Inc 91.83M (9.59%) -6.96M
Decreased by -7.57%
Mar 31, 25
3 State Street Corporation 52.79M (5.51%) -6.83M
Decreased by -12.94%
Mar 31, 24
4 State Street Corp 49.22M (5.14%) -4.02M
Decreased by -8.17%
Mar 31, 25
5 Franklin Resources Inc 30.74M (3.21%) 1.46M
Increased by +4.76%
Mar 31, 25
6 Harris Associates L.P. 29.67M (3.10%) -563.91K
Decreased by -1.90%
Mar 31, 25
7 Capital Research & Mgmt Co - Division 3 26.23M (2.74%) -442.85K
Decreased by -1.69%
Sep 30, 23
8 Greenhaven Associates Inc 23.15M (2.42%) 115.90K
Increased by +0.50%
Mar 31, 24
9 Geode Capital Management, LLC 22.57M (2.36%) -1.23M
Decreased by -5.44%
Mar 31, 25
10 Putnam Investments LLC 20.24M (2.11%) 2.91M
Increased by +14.36%
Dec 31, 23
11 Putnam Investments, LLC., a Franklin Templeton company 20.24M (2.11%) 2.91M
Increased by +14.36%
Dec 31, 23
12 Capital World Investors 16.68M (1.74%) -9.35M
Decreased by -56.02%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 14.38M (1.50%) 316.20K
Increased by +2.20%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 13.66M (1.43%) -647.70K
Decreased by -4.74%
Mar 31, 25
15 AQR Capital Management LLC 13.47M (1.41%) 8.01M
Increased by +59.48%
Mar 31, 25
16 Amvescap Plc. 13.15M (1.37%) -655.45K
Decreased by -4.98%
Dec 31, 24
17 Hotchkis & Wiley Capital Management LLC 12.82M (1.34%) 1.91M
Increased by +14.90%
Mar 31, 25
18 FMR Inc 12.45M (1.30%) -2.61M
Decreased by -20.97%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 12.25M (1.28%) -1.34M
Decreased by -10.94%
Dec 31, 23
20 NORGES BANK 11.12M (1.16%) -2.49M
Decreased by -22.40%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 35.64M (3.72%) -451.26K
Decreased by -1.27%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 31.91M (3.33%) 463.76K
Increased by +1.45%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 28.10M (2.93%) 449.08K
Increased by +1.60%
Apr 30, 25
4 Fidelity® 500 Index 16.03M (1.67%) 102.03K
Increased by +0.64%
Nov 30, 23
5 Oakmark Investor 14.13M (1.48%) 200.00K
Increased by +1.42%
Mar 31, 25
6 SPDR® S&P 500 ETF Trust 13.93M (1.45%) -108.23K
Decreased by -0.78%
Mar 31, 24
7 Putnam Large Cap Value A 13.70M (1.43%) 0.00
Increased by 0.00%
Apr 30, 25
8 Putnam US Large Cap Value Equity 13.70M (1.43%) 604.78K
Increased by +4.42%
Mar 31, 25
9 Fidelity 500 Index 12.48M (1.30%) -1.29M
Decreased by -10.32%
Mar 31, 25
10 SPDR® S&P 500 ETF 12.38M (1.29%) -1.51M
Decreased by -12.19%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 12.05M (1.26%) -63.18K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 11.99M (1.25%) -71.95K
Decreased by -0.60%
Apr 30, 25
13 iShares Core S&P 500 ETF 11.79M (1.23%) -12.31K
Decreased by -0.10%
Apr 30, 25
14 American Funds Capital World Gr&Inc A 11.65M (1.22%) 0.00
Increased by 0.00%
Dec 31, 23
15 Capital Group World Growth & Inc Cmp 11.65M (1.22%) 0.00
Increased by 0.00%
Dec 31, 23
16 Performer (AFRIS) 11.18M (1.17%) 11.18M
Increased by +100.00%
Feb 29, 24
17 American Funds Growth Fund of Amer A 11.14M (1.16%) -18.61K
Decreased by -0.17%
Mar 31, 25
18 Capital Group Growth Fnd of Amer Comp 11.14M (1.16%) -18.61K
Decreased by -0.17%
Mar 31, 25
19 American Funds American Balanced A 11.00M (1.15%) 0.00
Increased by 0.00%
Sep 30, 24
20 Vanguard Mid Cap Index Institutional 10.82M (1.13%) 114.94K
Increased by +1.06%
Apr 30, 25