Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 4.56%
2 UTRN 3.95%
3 MEDI 2.87%
4 GBLO 2.66%
5 EAGL 2.54%
6 GDOC 2.41%
7 VETS 2.13%
8 SMRI 2.00%
9 XHS 1.99%
10 VTRN 1.93%
11 VFLO 1.86%
12 BLCR 1.81%
13 RSPH 1.78%
14 RPV 1.77%
15 AIEQ 1.68%
16 RYH 1.61%
17 SXQG 1.53%
18 VSMV 1.48%
19 PINK 1.47%
20 RDVY 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.83M (10.66%) 1.75M
Increased by +13.66%
Dec 31, 24
2 BlackRock Inc 11.69M (9.71%) 376.29K
Increased by +3.22%
Dec 31, 24
3 Dodge & Cox 10.20M (8.47%) 5.26M
Increased by +51.62%
Dec 31, 24
4 State Street Corporation 5.61M (4.66%) -221.12K
Decreased by -3.94%
Mar 31, 24
5 State Street Corp 5.28M (4.38%) -79.16K
Decreased by -1.50%
Dec 31, 24
6 Pzena Investment Management, LLC 3.61M (3.00%) 1.10M
Increased by +30.56%
Dec 31, 24
7 FMR Inc 3.25M (2.70%) -134.72K
Decreased by -4.14%
Dec 31, 24
8 Eagle Capital Management LLC 3.15M (2.62%) -96.62K
Decreased by -3.07%
Dec 31, 24
9 Geode Capital Management, LLC 2.88M (2.40%) 63.56K
Increased by +2.20%
Dec 31, 24
10 Wellington Management Company LLP 2.57M (2.14%) -2.02M
Decreased by -78.61%
Dec 31, 24
11 Amvescap Plc. 2.40M (1.99%) 550.69K
Increased by +22.97%
Dec 31, 24
12 JPMorgan Chase & Co 2.31M (1.92%) -3.81M
Decreased by -164.97%
Dec 31, 24
13 Davis Selected Advisers 2.26M (1.87%) -52.65K
Decreased by -2.33%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 2.15M (1.79%) -90.10K
Decreased by -4.18%
Dec 31, 24
15 NORGES BANK 1.64M (1.36%) 341.69K
Increased by +20.83%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 1.61M (1.33%) 160.95K
Increased by +10.02%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.59M (1.32%) 50.56K
Increased by +3.17%
Dec 31, 24
18 Franklin Resources Inc 1.58M (1.31%) 663.23K
Increased by +42.02%
Mar 31, 24
19 Goldman Sachs Group Inc 1.57M (1.30%) 686.34K
Increased by +43.77%
Dec 31, 23
20 Ameriprise Financial Inc 1.57M (1.30%) 43.14K
Increased by +2.75%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 6.82M (5.67%) 3.52M
Increased by +51.54%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.80M (3.15%) 10.87K
Increased by +0.29%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 3.34M (2.77%) 22.37K
Increased by +0.67%
Feb 28, 25
4 Vanguard Health Care Inv 1.59M (1.32%) -78.56K
Decreased by -4.93%
Dec 31, 24
5 Fidelity 500 Index 1.50M (1.25%) 6.62K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 1.49M (1.24%) -11.08K
Decreased by -0.74%
Feb 28, 25
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 (1.17%) -71.00
Decreased by -0.01%
Feb 28, 25
11 American Funds Washington Mutual A 1.31M (1.09%) -82.08K
Decreased by -6.26%
Dec 31, 24
12 Capital Group Wash Mutual Invtrs Comp 1.31M (1.09%) -82.08K
Decreased by -6.26%
Dec 31, 24
13 Vanguard Mid Cap Index Institutional 1.30M (1.08%) 5.46K
Increased by +0.42%
Feb 28, 25
14 Loomis Sayles Long Dur Government/Credit 1.17M (0.97%) 1.17M
Increased by +100.00%
Dec 31, 24
15 American Funds Growth Fund of Amer A 1.13M (0.94%) 1.01M
Increased by +88.99%
Jun 30, 24
16 Capital Group Growth Fnd of Amer Comp 1.13M (0.94%) 1.01M
Increased by +88.99%
Jun 30, 24
17 Vanguard Windsor Investor Shares 1.05M (0.87%) -63.70K
Decreased by -6.08%
Dec 31, 24
18 T. Rowe Price Capital Appreciation 1.04M (0.86%) -25.50K
Decreased by -2.46%
Dec 31, 24
19 Vanguard Value Index Inv 1.04M (0.86%) 4.51K
Increased by +0.43%
Feb 28, 25
20 T. Rowe Price Growth Stock 926.56K (0.77%) -10.97K
Decreased by -1.18%
Sep 30, 23