Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRID 8.12%
2 CCSO 5.47%
3 PKB 5.17%
4 UTRN 4.49%
5 XHB 3.96%
6 SIMS 3.77%
7 MID 3.75%
8 XKII 3.41%
9 BLCR 3.34%
10 RUFF 3.07%
11 LOPP 2.65%
12 DIVP 2.61%
13 FTIF 2.47%
14 TRFK 2.38%
15 SNSR 2.34%
16 MADE 2.13%
17 GAST 2.11%
18 FLLV 2.09%
19 INCE 2.09%
20 FTDS 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 80.37M (12.26%) -5.00M
Decreased by -6.22%
Dec 31, 24
2 Vanguard Group Inc 68.16M (10.40%) 179.74K
Increased by +0.26%
Dec 31, 24
3 BlackRock Inc 52.63M (8.03%) 1.04M
Increased by +1.98%
Dec 31, 24
4 State Street Corp 28.04M (4.28%) 103.55K
Increased by +0.37%
Dec 31, 24
5 State Street Corporation 27.95M (4.26%) -101.14K
Decreased by -0.36%
Mar 31, 24
6 Franklin Resources Inc 23.34M (3.56%) 1.33M
Increased by +5.68%
Dec 31, 24
7 Wellington Management Company LLP 19.10M (2.91%) -2.95M
Decreased by -15.46%
Dec 31, 24
8 Amvescap Plc. 18.41M (2.81%) 2.15M
Increased by +11.68%
Dec 31, 24
9 Bank of America Corp 15.89M (2.42%) 4.73M
Increased by +29.79%
Dec 31, 24
10 Fisher Asset Management, LLC 15.74M (2.40%) 447.51K
Increased by +2.84%
Dec 31, 24
11 Capital World Investors 15.32M (2.34%) -2.26M
Decreased by -14.76%
Dec 31, 24
12 Geode Capital Management, LLC 13.82M (2.11%) 343.52K
Increased by +2.49%
Dec 31, 24
13 Bank of New York Mellon Corp 11.91M (1.82%) -366.37K
Decreased by -3.08%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 10.94M (1.67%) 678.27K
Increased by +6.20%
Dec 31, 24
15 FMR Inc 8.73M (1.33%) -1.73M
Decreased by -19.87%
Dec 31, 24
16 Pictet Asset Manangement SA 7.57M (1.15%) 7.57M
Increased by +100.00%
Sep 30, 23
17 Barrow Hanley Mewhinney & Strauss LLC 7.13M (1.09%) 305.19K
Increased by +4.28%
Dec 31, 24
18 NORGES BANK 7.10M (1.08%) -138.75K
Decreased by -1.95%
Dec 31, 24
19 Putnam Investments LLC 6.84M (1.04%) -2.01M
Decreased by -29.35%
Dec 31, 23
20 Putnam Investments, LLC., a Franklin Templeton company 6.84M (1.04%) -2.01M
Decreased by -29.35%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 35.31M (5.39%) -4.62M
Decreased by -13.08%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 21.15M (3.23%) -195.91K
Decreased by -0.93%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 20.86M (3.18%) -28.75K
Decreased by -0.14%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 18.35M (2.80%) -182.57K
Decreased by -1.00%
Mar 31, 25
5 Dodge & Cox International Stock I 17.37M (2.65%) -3.00M
Decreased by -17.29%
Mar 31, 25
6 Fidelity 500 Index 8.28M (1.26%) -84.34K
Decreased by -1.02%
Mar 31, 25
7 SPDR® S&P 500 ETF 8.21M (1.25%) -224.65K
Decreased by -2.74%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 8.21M (1.25%) -63.99K
Decreased by -0.78%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 7.99M (1.22%) -41.90K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 7.95M (1.21%) -47.72K
Decreased by -0.60%
Apr 30, 25
11 Fidelity® 500 Index 7.93M (1.21%) 50.45K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 7.82M (1.19%) -8.17K
Decreased by -0.10%
Apr 30, 25
13 Capital Group Wash Mutual Invtrs Comp 7.81M (1.19%) -1.37M
Decreased by -17.52%
Dec 31, 24
14 Vanguard Mid Cap Index Institutional 7.11M (1.08%) -42.70K
Decreased by -0.60%
Mar 31, 25
15 MFS Large Cap Value Equity 6.34M (0.97%) -151.91K
Decreased by -2.39%
Mar 31, 24
16 MFS Value A 6.34M (0.97%) -29.77K
Decreased by -0.47%
Mar 31, 24
17 Franklin Rising Dividends A 6.32M (0.96%) 0.00
Increased by 0.00%
Oct 31, 24
18 Vanguard Wellington™ Inv 5.98M (0.91%) 107.00K
Increased by +1.79%
Mar 31, 25
19 Putnam Large Cap Value A 5.85M (0.89%) 130.83K
Increased by +2.24%
Mar 31, 25
20 Putnam US Large Cap Value Equity 5.85M (0.89%) 258.14K
Increased by +4.42%
Mar 31, 25