Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXR 8.72%
2 AIEQ 7.55%
3 CARU 7.41%
4 CARD 7.24%
5 IVFVC 4.21%
6 UTRN 4.10%
7 MADE 3.97%
8 OAKM 3.84%
9 TAAG 3.18%
10 VFLO 3.05%
11 DVAL 3.05%
12 TADS 2.90%
13 PJFV 2.80%
14 GRBIC 2.60%
15 RPV 2.45%
16 PKW 2.42%
17 ACTX_old 2.40%
18 SPVM 2.39%
19 SPVU 2.38%
20 PXLV 2.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 98.79M (9.96%) -6.01M
Decreased by -6.08%
Dec 31, 24
2 Vanguard Group Inc 92.95M (9.37%) -1.42M
Decreased by -1.53%
Dec 31, 24
3 State Street Corp 53.24M (5.37%) 1.89M
Increased by +3.55%
Dec 31, 24
4 State Street Corporation 52.79M (5.32%) -6.83M
Decreased by -12.94%
Mar 31, 24
5 Harris Associates L.P. 30.23M (3.05%) -2.13M
Decreased by -7.05%
Dec 31, 24
6 Franklin Resources Inc 29.27M (2.95%) 1.17M
Increased by +4.00%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 26.23M (2.65%) -442.85K
Decreased by -1.69%
Sep 30, 23
8 Capital World Investors 26.03M (2.63%) -22.22M
Decreased by -85.35%
Dec 31, 24
9 Geode Capital Management, LLC 23.80M (2.40%) 176.44K
Increased by +0.74%
Dec 31, 24
10 Greenhaven Associates Inc 23.15M (2.34%) 115.90K
Increased by +0.50%
Mar 31, 24
11 Arrowstreet Capital Limited Partnership 21.78M (2.20%) -8.35M
Decreased by -38.32%
Dec 31, 24
12 Putnam Investments LLC 20.24M (2.04%) 2.91M
Increased by +14.36%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 20.24M (2.04%) 2.91M
Increased by +14.36%
Dec 31, 23
14 FMR Inc 15.06M (1.52%) -4.22M
Decreased by -28.00%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 14.30M (1.44%) 645.11K
Increased by +4.51%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 14.07M (1.42%) 228.41K
Increased by +1.62%
Dec 31, 24
17 Amvescap Plc. 13.15M (1.33%) -655.45K
Decreased by -4.98%
Dec 31, 24
18 T. Rowe Price Associates, Inc. 12.25M (1.24%) -1.34M
Decreased by -10.94%
Dec 31, 23
19 Bank of New York Mellon Corp 11.58M (1.17%) -921.89K
Decreased by -7.96%
Dec 31, 24
20 Diamond Hill Capital Management Inc 11.12M (1.12%) 9.54K
Increased by +0.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.67M (3.50%) 117.79K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 30.49M (3.08%) 197.36K
Increased by +0.65%
Feb 28, 25
3 Fidelity® 500 Index 16.03M (1.62%) 102.03K
Increased by +0.64%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 13.93M (1.41%) -108.23K
Decreased by -0.78%
Mar 31, 24
5 Oakmark Investor 13.93M (1.40%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity 500 Index 13.71M (1.38%) 60.49K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 13.60M (1.37%) -100.78K
Decreased by -0.74%
Feb 28, 25
8 Putnam Large Cap Value A 13.39M (1.35%) 0.00
Increased by 0.00%
Feb 28, 25
9 Putnam US Large Cap Value Equity 13.09M (1.32%) 590.95K
Increased by +4.51%
Dec 31, 24
10 iShares Core S&P 500 ETF 12.92M (1.30%) -649.00
Decreased by -0.01%
Feb 28, 25
11 American Funds Capital World Gr&Inc A 11.65M (1.17%) 0.00
Increased by 0.00%
Dec 31, 23
12 Capital Group World Growth & Inc Cmp 11.65M (1.17%) 0.00
Increased by 0.00%
Dec 31, 23
13 Performer (AFRIS) 11.18M (1.13%) 11.18M
Increased by +100.00%
Feb 29, 24
14 American Funds Growth Fund of Amer A 11.15M (1.13%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group Growth Fnd of Amer Comp 11.15M (1.13%) 0.00
Increased by 0.00%
Dec 31, 24
16 American Funds American Balanced A 11.00M (1.11%) 0.00
Increased by 0.00%
Sep 30, 24
17 Vanguard Value Index Inv 9.48M (0.96%) 60.95K
Increased by +0.64%
Feb 28, 25
18 American Funds Washington Mutual A 9.24M (0.93%) -16.41M
Decreased by -177.74%
Dec 31, 24
19 Capital Group Wash Mutual Invtrs Comp 9.24M (0.93%) -16.41M
Decreased by -177.74%
Dec 31, 24
20 Diamond Hill Large Cap Equity 8.78M (0.89%) 53.66K
Increased by +0.61%
Feb 28, 25