Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 4.64%
2 UTRN 3.95%
3 EAGL 3.10%
4 MEDI 2.87%
5 GBLO 2.66%
6 GDOC 2.41%
7 SMRI 2.18%
8 VETS 2.13%
9 BLCR 2.03%
10 SSPX 1.97%
11 VTRN 1.93%
12 XHS 1.91%
13 RPV 1.79%
14 AIEQ 1.68%
15 RSPH 1.64%
16 RYH 1.61%
17 SXQG 1.53%
18 VSMV 1.48%
19 VFLO 1.48%
20 PINK 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.31M (9.43%) 338.99K
Increased by +3.00%
Sep 30, 24
2 Vanguard Group Inc 11.08M (9.23%) 81.41K
Increased by +0.73%
Sep 30, 24
3 State Street Corporation 5.61M (4.68%) -221.12K
Decreased by -3.94%
Mar 31, 24
4 State Street Corp 5.36M (4.46%) 53.27K
Increased by +0.99%
Sep 30, 24
5 Dodge & Cox 4.93M (4.11%) 625.46K
Increased by +12.68%
Sep 30, 24
6 Wellington Management Company LLP 4.59M (3.83%) -8.59K
Decreased by -0.19%
Sep 30, 24
7 FMR Inc 3.39M (2.82%) 643.29K
Increased by +18.98%
Sep 30, 24
8 Eagle Capital Management LLC 3.25M (2.70%) 18.91K
Increased by +0.58%
Sep 30, 24
9 JPMorgan Chase & Co 3.06M (2.55%) 1.13M
Increased by +36.83%
Sep 30, 24
10 Geode Capital Management, LLC 2.82M (2.35%) -2.85K
Decreased by -0.10%
Sep 30, 24
11 Pzena Investment Management, LLC 2.51M (2.09%) 187.90K
Increased by +7.50%
Sep 30, 24
12 Davis Selected Advisers 2.31M (1.92%) -1.80K
Decreased by -0.08%
Sep 30, 24
13 T. Rowe Price Associates, Inc. 2.24M (1.87%) -424.89K
Decreased by -18.93%
Sep 30, 24
14 Amvescap Plc. 1.85M (1.54%) 242.07K
Increased by +13.11%
Sep 30, 24
15 Capital World Investors 1.73M (1.44%) -238.67K
Decreased by -13.80%
Sep 30, 24
16 Franklin Resources Inc 1.58M (1.32%) 663.23K
Increased by +42.02%
Mar 31, 24
17 Goldman Sachs Group Inc 1.57M (1.31%) 686.34K
Increased by +43.77%
Dec 31, 23
18 Ameriprise Financial Inc 1.57M (1.31%) 43.14K
Increased by +2.75%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 1.54M (1.29%) -2.42M
Decreased by -156.57%
Sep 30, 24
20 T. Rowe Price Investment Management,Inc. 1.44M (1.20%) 518.06K
Increased by +35.86%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.77M (3.14%) -11.66K
Decreased by -0.31%
Dec 31, 24
2 Dodge & Cox Stock I 3.31M (2.76%) 425.84K
Increased by +12.88%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.26M (2.72%) 24.12K
Increased by +0.74%
Dec 31, 24
4 Vanguard Health Care Inv 1.67M (1.39%) 12.26K
Increased by +0.73%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 1.51M (1.26%) 17.54K
Increased by +1.16%
Dec 31, 24
6 Fidelity 500 Index 1.49M (1.24%) 10.11K
Increased by +0.68%
Nov 30, 24
7 SPDR® S&P 500 ETF Trust 1.46M (1.21%) 3.29K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 1.44M (1.20%) 9.19K
Increased by +0.64%
Nov 30, 23
9 Vanguard Wellington™ Inv 1.42M (1.18%) 33.81K
Increased by +2.38%
Sep 30, 24
10 iShares Core S&P 500 ETF 1.41M (1.18%) 994.00
Increased by +0.07%
Dec 31, 24
11 Capital Group Wash Mutual Invtrs Comp 1.39M (1.16%) 0.00
Increased by 0.00%
Sep 30, 24
12 American Funds Washington Mutual A 1.31M (1.09%) -82.08K
Decreased by -6.26%
Dec 31, 24
13 Vanguard Mid Cap Index Institutional 1.29M (1.08%) 1.29M
Increased by +100.00%
Dec 31, 24
14 American Funds Growth Fund of Amer A 1.13M (0.95%) 1.01M
Increased by +88.99%
Jun 30, 24
15 Capital Group Growth Fnd of Amer Comp 1.13M (0.95%) 1.01M
Increased by +88.99%
Jun 30, 24
16 Vanguard Windsor Investor Shares 1.11M (0.93%) 90.44K
Increased by +8.14%
Sep 30, 24
17 T. Rowe Price Capital Appreciation 1.04M (0.87%) -25.50K
Decreased by -2.46%
Dec 31, 24
18 Vanguard Value Index Inv 1.03M (0.86%) -1.18K
Decreased by -0.11%
Dec 31, 24
19 T. Rowe Price Growth Stock 926.56K (0.77%) -10.97K
Decreased by -1.18%
Sep 30, 23
20 T. Rowe Price US Growth Stock Composite 926.56K (0.77%) -10.97K
Decreased by -1.18%
Sep 30, 23